Crown Advisory Group Inc.
Plan context: Crown Advisory Group Inc. Retirement Plan
EIN 61-1979891 • Anaheim, CA • 5 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$1,579,810
2024 Contributions
$107,802
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 | 8 | $1,579,810 | $107,802 | $13,475iApproximate average salary by contribution assumption: employee only about $336,881 at 4% or $224,588 at 6%; with 50% employer match about $224,588 at 4% or $149,725 at 6%; with 100% employer match about $168,441 at 4% or $112,294 at 6%. |
| Crown Advisory Group Inc. Retirement Plan | - | 8 | $1,579,810 | $107,802 | $13,475iApproximate average salary by contribution assumption: employee only about $336,881 at 4% or $224,588 at 6%; with 50% employer match about $224,588 at 4% or $149,725 at 6%; with 100% employer match about $168,441 at 4% or $112,294 at 6%. |
| 2023 | 1 | 8 | $1,396,039 | $96,844 | $12,106iApproximate average salary by contribution assumption: employee only about $302,638 at 4% or $201,758 at 6%; with 50% employer match about $201,758 at 4% or $134,506 at 6%; with 100% employer match about $151,319 at 4% or $100,879 at 6%. |
| Crown Advisory Group Inc. Retirement Plan | - | 8 | $1,396,039 | $96,844 | $12,106iApproximate average salary by contribution assumption: employee only about $302,638 at 4% or $201,758 at 6%; with 50% employer match about $201,758 at 4% or $134,506 at 6%; with 100% employer match about $151,319 at 4% or $100,879 at 6%. |
| 2022 | 2 | 8 | $432,154 | $212,065 | $26,508iApproximate average salary by contribution assumption: employee only about $662,703 at 4% or $441,802 at 6%; with 50% employer match about $441,802 at 4% or $294,535 at 6%; with 100% employer match about $331,352 at 4% or $220,901 at 6%. |
| Crown Advisory Group Inc. Retirement Plan | - | 8 | $432,154 | $28,000 | $3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%. |
| CROWN ADVISORY GROUP, INC. RETIREMENT PLAN | - | 0 | $0 | $184,065 | - |
| 2021 | 1 | 8 | $232,058 | $227,318 | $28,415iApproximate average salary by contribution assumption: employee only about $710,369 at 4% or $473,579 at 6%; with 50% employer match about $473,579 at 4% or $315,719 at 6%; with 100% employer match about $355,184 at 4% or $236,790 at 6%. |
| CROWN ADVISORY GROUP, INC. RETIREMENT PLAN | - | 8 | $232,058 | $227,318 | $28,415iApproximate average salary by contribution assumption: employee only about $710,369 at 4% or $473,579 at 6%; with 50% employer match about $473,579 at 4% or $315,719 at 6%; with 100% employer match about $355,184 at 4% or $236,790 at 6%. |