Civic Intelligence

Crew Wealth Management

Plan context: Crew Wealth Management 401(K) Profit Sharing Plan

EIN 55-0871321 • San Luis Obispo, CA • 21 filings • 4 plans

1266 Monterey StreetSan Luis Obispo, CA 93401
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$7,302,341

2025 Contributions

$2,875,514

Historical Graphs

Total Assets Over Time

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

$7,302,341$3,651,171$0200620162025YearValue
$7,302,341Latest year 2025

Participants Over Time

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

740200620162025YearValue
6Latest year 2025

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
202516$7,302,341$2,875,514$479,252iApproximate average salary by contribution assumption: employee only about $11,981,308 at 4% or $7,987,539 at 6%; with 50% employer match about $7,987,539 at 4% or $5,325,026 at 6%; with 100% employer match about $5,990,654 at 4% or $3,993,769 at 6%.
Crew Wealth Management 401(K) Profit Sharing Plan-6$7,302,341$2,875,514$479,252iApproximate average salary by contribution assumption: employee only about $11,981,308 at 4% or $7,987,539 at 6%; with 50% employer match about $7,987,539 at 4% or $5,325,026 at 6%; with 100% employer match about $5,990,654 at 4% or $3,993,769 at 6%.
202426$3,216,435$736,269$122,712iApproximate average salary by contribution assumption: employee only about $3,067,788 at 4% or $2,045,192 at 6%; with 50% employer match about $2,045,192 at 4% or $1,363,461 at 6%; with 100% employer match about $1,533,894 at 4% or $1,022,596 at 6%.
Crew Wealth Management 401(K) Profit Sharing Plan-6$3,216,435$180,876$30,146iApproximate average salary by contribution assumption: employee only about $753,650 at 4% or $502,433 at 6%; with 50% employer match about $502,433 at 4% or $334,956 at 6%; with 100% employer match about $376,825 at 4% or $251,217 at 6%.
Crew Wealth Management Cash Balance Plan-0$0$555,393-
202315$2,221,334$111,051$22,210iApproximate average salary by contribution assumption: employee only about $555,255 at 4% or $370,170 at 6%; with 50% employer match about $370,170 at 4% or $246,780 at 6%; with 100% employer match about $277,628 at 4% or $185,085 at 6%.
Crew Wealth Management 401(K) Profit Sharing Plan-5$2,221,334$111,051$22,210iApproximate average salary by contribution assumption: employee only about $555,255 at 4% or $370,170 at 6%; with 50% employer match about $370,170 at 4% or $246,780 at 6%; with 100% employer match about $277,628 at 4% or $185,085 at 6%.
202215$1,740,577$99,650$19,930iApproximate average salary by contribution assumption: employee only about $498,250 at 4% or $332,167 at 6%; with 50% employer match about $332,167 at 4% or $221,444 at 6%; with 100% employer match about $249,125 at 4% or $166,083 at 6%.
Crew Wealth Management 401(K) Profit Sharing Plan-5$1,740,577$99,650$19,930iApproximate average salary by contribution assumption: employee only about $498,250 at 4% or $332,167 at 6%; with 50% employer match about $332,167 at 4% or $221,444 at 6%; with 100% employer match about $249,125 at 4% or $166,083 at 6%.
202115$2,690,590$89,667$17,933iApproximate average salary by contribution assumption: employee only about $448,335 at 4% or $298,890 at 6%; with 50% employer match about $298,890 at 4% or $199,260 at 6%; with 100% employer match about $224,168 at 4% or $149,445 at 6%.
Crew Wealth Management 401(K) Profit Sharing Plan-5$2,690,590$89,667$17,933iApproximate average salary by contribution assumption: employee only about $448,335 at 4% or $298,890 at 6%; with 50% employer match about $298,890 at 4% or $199,260 at 6%; with 100% employer match about $224,168 at 4% or $149,445 at 6%.
202014$3,004,184$89,663$22,416iApproximate average salary by contribution assumption: employee only about $560,394 at 4% or $373,596 at 6%; with 50% employer match about $373,596 at 4% or $249,064 at 6%; with 100% employer match about $280,197 at 4% or $186,798 at 6%.
Crew Wealth Management 401(K) Profit Sharing Plan-4$3,004,184$89,663$22,416iApproximate average salary by contribution assumption: employee only about $560,394 at 4% or $373,596 at 6%; with 50% employer match about $373,596 at 4% or $249,064 at 6%; with 100% employer match about $280,197 at 4% or $186,798 at 6%.
201915$1,203,138$117,012$23,402iApproximate average salary by contribution assumption: employee only about $585,060 at 4% or $390,040 at 6%; with 50% employer match about $390,040 at 4% or $260,027 at 6%; with 100% employer match about $292,530 at 4% or $195,020 at 6%.
Crew Wealth Management 401(K) Profit Sharing Plan-5$1,203,138$117,012$23,402iApproximate average salary by contribution assumption: employee only about $585,060 at 4% or $390,040 at 6%; with 50% employer match about $390,040 at 4% or $260,027 at 6%; with 100% employer match about $292,530 at 4% or $195,020 at 6%.
201814$943,295$128,750$32,188iApproximate average salary by contribution assumption: employee only about $804,688 at 4% or $536,458 at 6%; with 50% employer match about $536,458 at 4% or $357,639 at 6%; with 100% employer match about $402,344 at 4% or $268,229 at 6%.
Crew Wealth Management 401(K) Profit Sharing Plan-4$943,295$128,750$32,188iApproximate average salary by contribution assumption: employee only about $804,688 at 4% or $536,458 at 6%; with 50% employer match about $536,458 at 4% or $357,639 at 6%; with 100% employer match about $402,344 at 4% or $268,229 at 6%.
201717$1,628,471$146,045$20,864iApproximate average salary by contribution assumption: employee only about $521,589 at 4% or $347,726 at 6%; with 50% employer match about $347,726 at 4% or $231,817 at 6%; with 100% employer match about $260,795 at 4% or $173,863 at 6%.
Crew Wealth Management 401(K) Profit Sharing Plan-7$1,628,471$146,045$20,864iApproximate average salary by contribution assumption: employee only about $521,589 at 4% or $347,726 at 6%; with 50% employer match about $347,726 at 4% or $231,817 at 6%; with 100% employer match about $260,795 at 4% or $173,863 at 6%.
201617$1,268,312$137,088$19,584iApproximate average salary by contribution assumption: employee only about $489,600 at 4% or $326,400 at 6%; with 50% employer match about $326,400 at 4% or $217,600 at 6%; with 100% employer match about $244,800 at 4% or $163,200 at 6%.
Crew Wealth Management 401(K) Profit Sharing Plan-7$1,268,312$137,088$19,584iApproximate average salary by contribution assumption: employee only about $489,600 at 4% or $326,400 at 6%; with 50% employer match about $326,400 at 4% or $217,600 at 6%; with 100% employer match about $244,800 at 4% or $163,200 at 6%.
201517$1,180,740$149,366$21,338iApproximate average salary by contribution assumption: employee only about $533,450 at 4% or $355,633 at 6%; with 50% employer match about $355,633 at 4% or $237,089 at 6%; with 100% employer match about $266,725 at 4% or $177,817 at 6%.
Crew Wealth Management 401(K) Profit Sharing Plan-7$1,180,740$149,366$21,338iApproximate average salary by contribution assumption: employee only about $533,450 at 4% or $355,633 at 6%; with 50% employer match about $355,633 at 4% or $237,089 at 6%; with 100% employer match about $266,725 at 4% or $177,817 at 6%.
201416$1,242,762$387,829$64,638iApproximate average salary by contribution assumption: employee only about $1,615,954 at 4% or $1,077,303 at 6%; with 50% employer match about $1,077,303 at 4% or $718,202 at 6%; with 100% employer match about $807,977 at 4% or $538,651 at 6%.
Crew Wealth Management 401(K) Profit Sharing Plan-6$1,242,762$387,829$64,638iApproximate average salary by contribution assumption: employee only about $1,615,954 at 4% or $1,077,303 at 6%; with 50% employer match about $1,077,303 at 4% or $718,202 at 6%; with 100% employer match about $807,977 at 4% or $538,651 at 6%.
201316$802,718$128,132$21,355iApproximate average salary by contribution assumption: employee only about $533,883 at 4% or $355,922 at 6%; with 50% employer match about $355,922 at 4% or $237,281 at 6%; with 100% employer match about $266,942 at 4% or $177,961 at 6%.
Crew Wealth Management 401(K) Profit Sharing Plan-6$802,718$128,132$21,355iApproximate average salary by contribution assumption: employee only about $533,883 at 4% or $355,922 at 6%; with 50% employer match about $355,922 at 4% or $237,281 at 6%; with 100% employer match about $266,942 at 4% or $177,961 at 6%.
201216$556,869$138,929$23,155iApproximate average salary by contribution assumption: employee only about $578,871 at 4% or $385,914 at 6%; with 50% employer match about $385,914 at 4% or $257,276 at 6%; with 100% employer match about $289,435 at 4% or $192,957 at 6%.
Crew Wealth Management 401(K) Profit Sharing Plan-6$556,869$138,929$23,155iApproximate average salary by contribution assumption: employee only about $578,871 at 4% or $385,914 at 6%; with 50% employer match about $385,914 at 4% or $257,276 at 6%; with 100% employer match about $289,435 at 4% or $192,957 at 6%.
201114$370,781$111,019$27,755iApproximate average salary by contribution assumption: employee only about $693,869 at 4% or $462,579 at 6%; with 50% employer match about $462,579 at 4% or $308,386 at 6%; with 100% employer match about $346,934 at 4% or $231,290 at 6%.
Crew Wealth Management 401(K) Profit Sharing Plan-4$370,781$111,019$27,755iApproximate average salary by contribution assumption: employee only about $693,869 at 4% or $462,579 at 6%; with 50% employer match about $462,579 at 4% or $308,386 at 6%; with 100% employer match about $346,934 at 4% or $231,290 at 6%.
201015$290,859$90,888$18,178iApproximate average salary by contribution assumption: employee only about $454,440 at 4% or $302,960 at 6%; with 50% employer match about $302,960 at 4% or $201,973 at 6%; with 100% employer match about $227,220 at 4% or $151,480 at 6%.
Crew Wealth Management 401(K) Profit Sharing Plan-5$290,859$90,888$18,178iApproximate average salary by contribution assumption: employee only about $454,440 at 4% or $302,960 at 6%; with 50% employer match about $302,960 at 4% or $201,973 at 6%; with 100% employer match about $227,220 at 4% or $151,480 at 6%.
200913$182,305$64,205$21,402iApproximate average salary by contribution assumption: employee only about $535,042 at 4% or $356,694 at 6%; with 50% employer match about $356,694 at 4% or $237,796 at 6%; with 100% employer match about $267,521 at 4% or $178,347 at 6%.
Crew Wealth Management 401(K) Profit Sharing Plan-3$182,305$64,205$21,402iApproximate average salary by contribution assumption: employee only about $535,042 at 4% or $356,694 at 6%; with 50% employer match about $356,694 at 4% or $237,796 at 6%; with 100% employer match about $267,521 at 4% or $178,347 at 6%.
200813$119,496$67,202$22,401iApproximate average salary by contribution assumption: employee only about $560,017 at 4% or $373,344 at 6%; with 50% employer match about $373,344 at 4% or $248,896 at 6%; with 100% employer match about $280,008 at 4% or $186,672 at 6%.
Crew Wealth Management 401(K) Profit Sharing Plan-3$119,496$67,202$22,401iApproximate average salary by contribution assumption: employee only about $560,017 at 4% or $373,344 at 6%; with 50% employer match about $373,344 at 4% or $248,896 at 6%; with 100% employer match about $280,008 at 4% or $186,672 at 6%.
200712$99,865$70,897$35,449iApproximate average salary by contribution assumption: employee only about $886,213 at 4% or $590,808 at 6%; with 50% employer match about $590,808 at 4% or $393,872 at 6%; with 100% employer match about $443,106 at 4% or $295,404 at 6%.
Crew Wealth Management 401(K) Profit Sharing Plan-2$99,865$70,897$35,449iApproximate average salary by contribution assumption: employee only about $886,213 at 4% or $590,808 at 6%; with 50% employer match about $590,808 at 4% or $393,872 at 6%; with 100% employer match about $443,106 at 4% or $295,404 at 6%.
200612$24,643$22,146$11,073iApproximate average salary by contribution assumption: employee only about $276,825 at 4% or $184,550 at 6%; with 50% employer match about $184,550 at 4% or $123,033 at 6%; with 100% employer match about $138,413 at 4% or $92,275 at 6%.
Crew Wealth Management 401(K) Profit Sharing Plan-2$24,643$22,146$11,073iApproximate average salary by contribution assumption: employee only about $276,825 at 4% or $184,550 at 6%; with 50% employer match about $184,550 at 4% or $123,033 at 6%; with 100% employer match about $138,413 at 4% or $92,275 at 6%.