CRESTWELL HIGHER LEARNING
Plan context: CRESTWELL HIGHER LEARNING 401(K) PROFIT SHARING PLAN & TRUST
EIN 55-0841112 • Fort Myers, FL • 20 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$150,476
2024 Contributions
$10,958
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $150,476 | $0 | - |
| CRESTWELL HIGHER LEARNING 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $150,476 | $0 | - |
| 2023 | 1 | 7 | $123,694 | $10,958 | $1,565iApproximate average salary by contribution assumption: employee only about $39,136 at 4% or $26,090 at 6%; with 50% employer match about $26,090 at 4% or $17,394 at 6%; with 100% employer match about $19,568 at 4% or $13,045 at 6%. |
| CRESTWELL HIGHER LEARNING 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $123,694 | $10,958 | $1,565iApproximate average salary by contribution assumption: employee only about $39,136 at 4% or $26,090 at 6%; with 50% employer match about $26,090 at 4% or $17,394 at 6%; with 100% employer match about $19,568 at 4% or $13,045 at 6%. |
| 2022 | 1 | 9 | $298,653 | $14,548 | $1,616iApproximate average salary by contribution assumption: employee only about $40,411 at 4% or $26,941 at 6%; with 50% employer match about $26,941 at 4% or $17,960 at 6%; with 100% employer match about $20,206 at 4% or $13,470 at 6%. |
| CRESTWELL HIGHER LEARNING 401(K) PROFIT SHARING PLAN & TRUST | - | 9 | $298,653 | $14,548 | $1,616iApproximate average salary by contribution assumption: employee only about $40,411 at 4% or $26,941 at 6%; with 50% employer match about $26,941 at 4% or $17,960 at 6%; with 100% employer match about $20,206 at 4% or $13,470 at 6%. |
| 2021 | 1 | 8 | $356,137 | $11,278 | $1,410iApproximate average salary by contribution assumption: employee only about $35,244 at 4% or $23,496 at 6%; with 50% employer match about $23,496 at 4% or $15,664 at 6%; with 100% employer match about $17,622 at 4% or $11,748 at 6%. |
| CRESTWELL HIGHER LEARNING 401(K) PROFIT SHARING PLAN & TRUST | - | 8 | $356,137 | $11,278 | $1,410iApproximate average salary by contribution assumption: employee only about $35,244 at 4% or $23,496 at 6%; with 50% employer match about $23,496 at 4% or $15,664 at 6%; with 100% employer match about $17,622 at 4% or $11,748 at 6%. |
| 2020 | 1 | 7 | $281,359 | $6,995 | $999iApproximate average salary by contribution assumption: employee only about $24,982 at 4% or $16,655 at 6%; with 50% employer match about $16,655 at 4% or $11,103 at 6%; with 100% employer match about $12,491 at 4% or $8,327 at 6%. |
| CRESTWELL HIGHER LEARNING 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $281,359 | $6,995 | $999iApproximate average salary by contribution assumption: employee only about $24,982 at 4% or $16,655 at 6%; with 50% employer match about $16,655 at 4% or $11,103 at 6%; with 100% employer match about $12,491 at 4% or $8,327 at 6%. |
| 2019 | 1 | 7 | $218,381 | $6,995 | $999iApproximate average salary by contribution assumption: employee only about $24,982 at 4% or $16,655 at 6%; with 50% employer match about $16,655 at 4% or $11,103 at 6%; with 100% employer match about $12,491 at 4% or $8,327 at 6%. |
| CRESTWELL HIGHER LEARNING 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $218,381 | $6,995 | $999iApproximate average salary by contribution assumption: employee only about $24,982 at 4% or $16,655 at 6%; with 50% employer match about $16,655 at 4% or $11,103 at 6%; with 100% employer match about $12,491 at 4% or $8,327 at 6%. |
| 2018 | 1 | 8 | $166,557 | $6,412 | $802iApproximate average salary by contribution assumption: employee only about $20,038 at 4% or $13,358 at 6%; with 50% employer match about $13,358 at 4% or $8,906 at 6%; with 100% employer match about $10,019 at 4% or $6,679 at 6%. |
| CRESTWELL HIGHER LEARNING 401 K PROFIT SHARING PLAN TRUST | - | 8 | $166,557 | $6,412 | $802iApproximate average salary by contribution assumption: employee only about $20,038 at 4% or $13,358 at 6%; with 50% employer match about $13,358 at 4% or $8,906 at 6%; with 100% employer match about $10,019 at 4% or $6,679 at 6%. |
| 2017 | 1 | 10 | $399,761 | $7,032 | $703iApproximate average salary by contribution assumption: employee only about $17,580 at 4% or $11,720 at 6%; with 50% employer match about $11,720 at 4% or $7,813 at 6%; with 100% employer match about $8,790 at 4% or $5,860 at 6%. |
| CRESTWELL HIGHER LEARNING 401 K PROFIT SHARING PLAN TRUST | - | 10 | $399,761 | $7,032 | $703iApproximate average salary by contribution assumption: employee only about $17,580 at 4% or $11,720 at 6%; with 50% employer match about $11,720 at 4% or $7,813 at 6%; with 100% employer match about $8,790 at 4% or $5,860 at 6%. |
| 2016 | 1 | 11 | $309,246 | $8,023 | $729iApproximate average salary by contribution assumption: employee only about $18,234 at 4% or $12,156 at 6%; with 50% employer match about $12,156 at 4% or $8,104 at 6%; with 100% employer match about $9,117 at 4% or $6,078 at 6%. |
| CRESTWELL HIGHER LEARNING 401 K PROFIT SHARING PLAN TRUST | - | 11 | $309,246 | $8,023 | $729iApproximate average salary by contribution assumption: employee only about $18,234 at 4% or $12,156 at 6%; with 50% employer match about $12,156 at 4% or $8,104 at 6%; with 100% employer match about $9,117 at 4% or $6,078 at 6%. |
| 2015 | 1 | 12 | $304,692 | $8,712 | $726iApproximate average salary by contribution assumption: employee only about $18,150 at 4% or $12,100 at 6%; with 50% employer match about $12,100 at 4% or $8,067 at 6%; with 100% employer match about $9,075 at 4% or $6,050 at 6%. |
| CRESTWELL HIGHER LEARNING 401 K PROFIT SHARING PLAN TRUST | - | 12 | $304,692 | $8,712 | $726iApproximate average salary by contribution assumption: employee only about $18,150 at 4% or $12,100 at 6%; with 50% employer match about $12,100 at 4% or $8,067 at 6%; with 100% employer match about $9,075 at 4% or $6,050 at 6%. |
| 2014 | 1 | 13 | $289,646 | $9,102 | $700iApproximate average salary by contribution assumption: employee only about $17,504 at 4% or $11,669 at 6%; with 50% employer match about $11,669 at 4% or $7,779 at 6%; with 100% employer match about $8,752 at 4% or $5,835 at 6%. |
| CRESTWELL HIGHER LEARNING 401 K PROFIT SHARING PLAN TRUST | - | 13 | $289,646 | $9,102 | $700iApproximate average salary by contribution assumption: employee only about $17,504 at 4% or $11,669 at 6%; with 50% employer match about $11,669 at 4% or $7,779 at 6%; with 100% employer match about $8,752 at 4% or $5,835 at 6%. |
| 2013 | 1 | 13 | $263,943 | $9,741 | $749iApproximate average salary by contribution assumption: employee only about $18,733 at 4% or $12,488 at 6%; with 50% employer match about $12,488 at 4% or $8,326 at 6%; with 100% employer match about $9,366 at 4% or $6,244 at 6%. |
| CRESTWELL HIGHER LEARNING 401 K PROFIT SHARING PLAN TRUST | - | 13 | $263,943 | $9,741 | $749iApproximate average salary by contribution assumption: employee only about $18,733 at 4% or $12,488 at 6%; with 50% employer match about $12,488 at 4% or $8,326 at 6%; with 100% employer match about $9,366 at 4% or $6,244 at 6%. |
| 2012 | 1 | 17 | $193,816 | $9,315 | $548iApproximate average salary by contribution assumption: employee only about $13,699 at 4% or $9,132 at 6%; with 50% employer match about $9,132 at 4% or $6,088 at 6%; with 100% employer match about $6,849 at 4% or $4,566 at 6%. |
| CRESTWELL HIGHER LEARNING 401 K PROFIT SHARING PLAN TRUST | - | 17 | $193,816 | $9,315 | $548iApproximate average salary by contribution assumption: employee only about $13,699 at 4% or $9,132 at 6%; with 50% employer match about $9,132 at 4% or $6,088 at 6%; with 100% employer match about $6,849 at 4% or $4,566 at 6%. |
| 2011 | 1 | 17 | $177,451 | $11,051 | $650iApproximate average salary by contribution assumption: employee only about $16,251 at 4% or $10,834 at 6%; with 50% employer match about $10,834 at 4% or $7,223 at 6%; with 100% employer match about $8,126 at 4% or $5,417 at 6%. |
| CRESTWELL HIGHER LEARNING 401 K PROFIT SHARING PLAN TRUST | - | 17 | $177,451 | $11,051 | $650iApproximate average salary by contribution assumption: employee only about $16,251 at 4% or $10,834 at 6%; with 50% employer match about $10,834 at 4% or $7,223 at 6%; with 100% employer match about $8,126 at 4% or $5,417 at 6%. |
| 2010 | 1 | 15 | $173,567 | $20,010 | $1,334iApproximate average salary by contribution assumption: employee only about $33,350 at 4% or $22,233 at 6%; with 50% employer match about $22,233 at 4% or $14,822 at 6%; with 100% employer match about $16,675 at 4% or $11,117 at 6%. |
| CRESTWELL HIGHER LEARNING 401 K PROFIT SHARING PLAN TRUST | - | 15 | $173,567 | $20,010 | $1,334iApproximate average salary by contribution assumption: employee only about $33,350 at 4% or $22,233 at 6%; with 50% employer match about $22,233 at 4% or $14,822 at 6%; with 100% employer match about $16,675 at 4% or $11,117 at 6%. |
| 2009 | 2 | 29 | $247,686 | $53,511 | $1,845iApproximate average salary by contribution assumption: employee only about $46,130 at 4% or $30,753 at 6%; with 50% employer match about $30,753 at 4% or $20,502 at 6%; with 100% employer match about $23,065 at 4% or $15,377 at 6%. |
| CRESTWELL HIGHER LEARNING | - | 18 | $133,678 | $27,247 | $1,514iApproximate average salary by contribution assumption: employee only about $37,843 at 4% or $25,229 at 6%; with 50% employer match about $25,229 at 4% or $16,819 at 6%; with 100% employer match about $18,922 at 4% or $12,614 at 6%. |
| CRESTWELL HIGHER LEARNING 401(K) PROFIT SHARING PLAN & TRUST | - | 29 | $114,008 | $26,264 | $906iApproximate average salary by contribution assumption: employee only about $22,641 at 4% or $15,094 at 6%; with 50% employer match about $15,094 at 4% or $10,063 at 6%; with 100% employer match about $11,321 at 4% or $7,547 at 6%. |
| 2008 | 1 | 18 | $79,360 | $31,167 | $1,732iApproximate average salary by contribution assumption: employee only about $43,288 at 4% or $28,858 at 6%; with 50% employer match about $28,858 at 4% or $19,239 at 6%; with 100% employer match about $21,644 at 4% or $14,429 at 6%. |
| CRESTWELL HIGHER LEARNING 401K PROFIT SHARING PLAN & TRUST | - | 18 | $79,360 | $31,167 | $1,732iApproximate average salary by contribution assumption: employee only about $43,288 at 4% or $28,858 at 6%; with 50% employer match about $28,858 at 4% or $19,239 at 6%; with 100% employer match about $21,644 at 4% or $14,429 at 6%. |
| 2006 | 1 | 25 | $81,333 | $29,139 | $1,166iApproximate average salary by contribution assumption: employee only about $29,139 at 4% or $19,426 at 6%; with 50% employer match about $19,426 at 4% or $12,951 at 6%; with 100% employer match about $14,569 at 4% or $9,713 at 6%. |
| CRESTWELL HIGHER LEARNING 401K PROFIT SHARING PLAN & TRUST | - | 25 | $81,333 | $29,139 | $1,166iApproximate average salary by contribution assumption: employee only about $29,139 at 4% or $19,426 at 6%; with 50% employer match about $19,426 at 4% or $12,951 at 6%; with 100% employer match about $14,569 at 4% or $9,713 at 6%. |
| 2005 | 1 | 20 | $49,033 | $36,273 | $1,814iApproximate average salary by contribution assumption: employee only about $45,341 at 4% or $30,228 at 6%; with 50% employer match about $30,228 at 4% or $20,152 at 6%; with 100% employer match about $22,671 at 4% or $15,114 at 6%. |
| CRESTWELL HIGHER LEARNING 401K PROFIT SHARING PLAN & TRUST | - | 20 | $49,033 | $36,273 | $1,814iApproximate average salary by contribution assumption: employee only about $45,341 at 4% or $30,228 at 6%; with 50% employer match about $30,228 at 4% or $20,152 at 6%; with 100% employer match about $22,671 at 4% or $15,114 at 6%. |