Civic Intelligence

Crockett & Associates

Plan context: Crockett & Associates Defined Benefit Plan

EIN 47-2198718 • Valencia, CA • 16 filings • 2 plans

23929 Valencia Blvd.Ste 303Valencia, CA 91355
Current Snapshot

Latest Year

2022

2022 Participants

5

2022 Assets

$861,659

2022 Contributions

$34,800

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,588,193$794,097$0201520192022YearValue
$861,659Latest year 2022

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1470201520192022YearValue
5Latest year 2022

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202225$861,659$34,800$6,960iApproximate average salary by contribution assumption: employee only about $174,000 at 4% or $116,000 at 6%; with 50% employer match about $116,000 at 4% or $77,333 at 6%; with 100% employer match about $87,000 at 4% or $58,000 at 6%.
Crockett & Associates Defined Benefit Plan-5$861,659$0-
Crockett & Associates 401(K) Plan-0$0$34,800-
2021211$1,588,193$358,137$32,558iApproximate average salary by contribution assumption: employee only about $813,948 at 4% or $542,632 at 6%; with 50% employer match about $542,632 at 4% or $361,755 at 6%; with 100% employer match about $406,974 at 4% or $271,316 at 6%.
Crockett & Associates Defined Benefit Plan-8$861,106$245,000$30,625iApproximate average salary by contribution assumption: employee only about $765,625 at 4% or $510,417 at 6%; with 50% employer match about $510,417 at 4% or $340,278 at 6%; with 100% employer match about $382,813 at 4% or $255,208 at 6%.
Crockett & Associates 401(K) Plan-11$727,087$113,137$10,285iApproximate average salary by contribution assumption: employee only about $257,130 at 4% or $171,420 at 6%; with 50% employer match about $171,420 at 4% or $114,280 at 6%; with 100% employer match about $128,565 at 4% or $85,710 at 6%.
2020214$1,211,723$125,887$8,992iApproximate average salary by contribution assumption: employee only about $224,798 at 4% or $149,865 at 6%; with 50% employer match about $149,865 at 4% or $99,910 at 6%; with 100% employer match about $112,399 at 4% or $74,933 at 6%.
Crockett & Associates Defined Benefit Plan-14$650,250$44,500$3,179iApproximate average salary by contribution assumption: employee only about $79,464 at 4% or $52,976 at 6%; with 50% employer match about $52,976 at 4% or $35,317 at 6%; with 100% employer match about $39,732 at 4% or $26,488 at 6%.
Crockett & Associates 401(K) Plan-14$561,473$81,387$5,813iApproximate average salary by contribution assumption: employee only about $145,334 at 4% or $96,889 at 6%; with 50% employer match about $96,889 at 4% or $64,593 at 6%; with 100% employer match about $72,667 at 4% or $48,445 at 6%.
2019214$1,239,946$153,006$10,929iApproximate average salary by contribution assumption: employee only about $273,225 at 4% or $182,150 at 6%; with 50% employer match about $182,150 at 4% or $121,433 at 6%; with 100% employer match about $136,613 at 4% or $91,075 at 6%.
Crockett & Associates Defined Benefit Plan-8$686,432$38,000$4,750iApproximate average salary by contribution assumption: employee only about $118,750 at 4% or $79,167 at 6%; with 50% employer match about $79,167 at 4% or $52,778 at 6%; with 100% employer match about $59,375 at 4% or $39,583 at 6%.
Crockett & Associates 401(K) Plan-14$553,514$115,006$8,215iApproximate average salary by contribution assumption: employee only about $205,368 at 4% or $136,912 at 6%; with 50% employer match about $136,912 at 4% or $91,275 at 6%; with 100% employer match about $102,684 at 4% or $68,456 at 6%.
2018214$1,036,875$123,844$8,846iApproximate average salary by contribution assumption: employee only about $221,150 at 4% or $147,433 at 6%; with 50% employer match about $147,433 at 4% or $98,289 at 6%; with 100% employer match about $110,575 at 4% or $73,717 at 6%.
Crockett & Associates Defined Benefit Plan-8$644,679$27,550$3,444iApproximate average salary by contribution assumption: employee only about $86,094 at 4% or $57,396 at 6%; with 50% employer match about $57,396 at 4% or $38,264 at 6%; with 100% employer match about $43,047 at 4% or $28,698 at 6%.
Crockett & Associates 401(K) Plan-14$392,196$96,294$6,878iApproximate average salary by contribution assumption: employee only about $171,954 at 4% or $114,636 at 6%; with 50% employer match about $114,636 at 4% or $76,424 at 6%; with 100% employer match about $85,977 at 4% or $57,318 at 6%.
2017211$933,493$381,746$34,704iApproximate average salary by contribution assumption: employee only about $867,605 at 4% or $578,403 at 6%; with 50% employer match about $578,403 at 4% or $385,602 at 6%; with 100% employer match about $433,802 at 4% or $289,202 at 6%.
Crockett & Associates Defined Benefit Plan-5$626,552$216,537$43,307iApproximate average salary by contribution assumption: employee only about $1,082,685 at 4% or $721,790 at 6%; with 50% employer match about $721,790 at 4% or $481,193 at 6%; with 100% employer match about $541,343 at 4% or $360,895 at 6%.
Crockett & Associates 401(K) Plan-11$306,941$165,209$15,019iApproximate average salary by contribution assumption: employee only about $375,475 at 4% or $250,317 at 6%; with 50% employer match about $250,317 at 4% or $166,878 at 6%; with 100% employer match about $187,738 at 4% or $125,158 at 6%.
201627$516,333$238,909$34,130iApproximate average salary by contribution assumption: employee only about $853,246 at 4% or $568,831 at 6%; with 50% employer match about $568,831 at 4% or $379,221 at 6%; with 100% employer match about $426,623 at 4% or $284,415 at 6%.
Crockett & Associates Defined Benefit Plan-4$395,465$165,000$41,250iApproximate average salary by contribution assumption: employee only about $1,031,250 at 4% or $687,500 at 6%; with 50% employer match about $687,500 at 4% or $458,333 at 6%; with 100% employer match about $515,625 at 4% or $343,750 at 6%.
Crockett & Associates 401(K) Plan-7$120,868$73,909$10,558iApproximate average salary by contribution assumption: employee only about $263,961 at 4% or $175,974 at 6%; with 50% employer match about $175,974 at 4% or $117,316 at 6%; with 100% employer match about $131,980 at 4% or $87,987 at 6%.
201524$261,273$261,273$65,318iApproximate average salary by contribution assumption: employee only about $1,632,956 at 4% or $1,088,638 at 6%; with 50% employer match about $1,088,638 at 4% or $725,758 at 6%; with 100% employer match about $816,478 at 4% or $544,319 at 6%.
Crockett & Associates Defined Benefit Plan-4$215,127$215,127$53,782iApproximate average salary by contribution assumption: employee only about $1,344,544 at 4% or $896,363 at 6%; with 50% employer match about $896,363 at 4% or $597,575 at 6%; with 100% employer match about $672,272 at 4% or $448,181 at 6%.
Crockett & Associates 401(K) Plan-4$46,146$46,146$11,537iApproximate average salary by contribution assumption: employee only about $288,413 at 4% or $192,275 at 6%; with 50% employer match about $192,275 at 4% or $128,183 at 6%; with 100% employer match about $144,206 at 4% or $96,138 at 6%.