Civic Intelligence

Crone & Associates, A.P.C.

Plan context: Crone & Associates 401(K) Plan

EIN 73-1687990 • Pleasanton, CA • 22 filings • 3 plans

5890 Stoneridge Drive, Suite 101Pleasanton, CA 94588-5825
Current Snapshot

Latest Year

2021

2021 Participants

6

2021 Assets

$3,258,071

2021 Contributions

$339,941

Historical Graphs

Total Assets Over Time

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

$3,258,071$1,629,036$0200420132021YearValue
$3,258,071Latest year 2021

Participants Over Time

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

840200420132021YearValue
6Latest year 2021

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
202126$3,258,071$339,941$56,657iApproximate average salary by contribution assumption: employee only about $1,416,421 at 4% or $944,281 at 6%; with 50% employer match about $944,281 at 4% or $629,520 at 6%; with 100% employer match about $708,210 at 4% or $472,140 at 6%.
Crone & Associates 401(K) Plan-6$2,083,113$89,941$14,990iApproximate average salary by contribution assumption: employee only about $374,754 at 4% or $249,836 at 6%; with 50% employer match about $249,836 at 4% or $166,557 at 6%; with 100% employer match about $187,377 at 4% or $124,918 at 6%.
CRONE & ASSOCIATES CASH BALANCE PLAN-2$1,174,958$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
202025$2,638,683$365,958$73,192iApproximate average salary by contribution assumption: employee only about $1,829,790 at 4% or $1,219,860 at 6%; with 50% employer match about $1,219,860 at 4% or $813,240 at 6%; with 100% employer match about $914,895 at 4% or $609,930 at 6%.
Crone & Associates 401(K) Plan-5$1,801,987$115,958$23,192iApproximate average salary by contribution assumption: employee only about $579,790 at 4% or $386,527 at 6%; with 50% employer match about $386,527 at 4% or $257,684 at 6%; with 100% employer match about $289,895 at 4% or $193,263 at 6%.
CRONE & ASSOCIATES CASH BALANCE PLAN-4$836,696$250,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
201926$2,236,545$361,843$60,307iApproximate average salary by contribution assumption: employee only about $1,507,679 at 4% or $1,005,119 at 6%; with 50% employer match about $1,005,119 at 4% or $670,080 at 6%; with 100% employer match about $753,840 at 4% or $502,560 at 6%.
Crone & Associates 401(K) Plan-6$1,708,465$111,843$18,641iApproximate average salary by contribution assumption: employee only about $466,013 at 4% or $310,675 at 6%; with 50% employer match about $310,675 at 4% or $207,117 at 6%; with 100% employer match about $233,006 at 4% or $155,338 at 6%.
CRONE & ASSOCIATES CASH BALANCE PLAN-5$528,080$250,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201827$1,674,219$352,868$50,410iApproximate average salary by contribution assumption: employee only about $1,260,243 at 4% or $840,162 at 6%; with 50% employer match about $840,162 at 4% or $560,108 at 6%; with 100% employer match about $630,121 at 4% or $420,081 at 6%.
Crone & Associates 401(K) Plan-7$1,441,991$121,287$17,327iApproximate average salary by contribution assumption: employee only about $433,168 at 4% or $288,779 at 6%; with 50% employer match about $288,779 at 4% or $192,519 at 6%; with 100% employer match about $216,584 at 4% or $144,389 at 6%.
CRONE & ASSOCIATES CASH BALANCE PLAN-4$232,228$231,581$57,895iApproximate average salary by contribution assumption: employee only about $1,447,381 at 4% or $964,921 at 6%; with 50% employer match about $964,921 at 4% or $643,281 at 6%; with 100% employer match about $723,691 at 4% or $482,460 at 6%.
201717$1,432,710$111,915$15,988iApproximate average salary by contribution assumption: employee only about $399,696 at 4% or $266,464 at 6%; with 50% employer match about $266,464 at 4% or $177,643 at 6%; with 100% employer match about $199,848 at 4% or $133,232 at 6%.
Crone & Associates 401(K) Plan-7$1,432,710$111,915$15,988iApproximate average salary by contribution assumption: employee only about $399,696 at 4% or $266,464 at 6%; with 50% employer match about $266,464 at 4% or $177,643 at 6%; with 100% employer match about $199,848 at 4% or $133,232 at 6%.
201617$1,148,806$109,471$15,639iApproximate average salary by contribution assumption: employee only about $390,968 at 4% or $260,645 at 6%; with 50% employer match about $260,645 at 4% or $173,763 at 6%; with 100% employer match about $195,484 at 4% or $130,323 at 6%.
Crone & Associates 401(K) Plan-7$1,148,806$109,471$15,639iApproximate average salary by contribution assumption: employee only about $390,968 at 4% or $260,645 at 6%; with 50% employer match about $260,645 at 4% or $173,763 at 6%; with 100% employer match about $195,484 at 4% or $130,323 at 6%.
201516$963,523$205,906$34,318iApproximate average salary by contribution assumption: employee only about $857,942 at 4% or $571,961 at 6%; with 50% employer match about $571,961 at 4% or $381,307 at 6%; with 100% employer match about $428,971 at 4% or $285,981 at 6%.
Crone & Associates 401(K) Plan-6$963,523$205,906$34,318iApproximate average salary by contribution assumption: employee only about $857,942 at 4% or $571,961 at 6%; with 50% employer match about $571,961 at 4% or $381,307 at 6%; with 100% employer match about $428,971 at 4% or $285,981 at 6%.
201416$1,037,520$83,350$13,892iApproximate average salary by contribution assumption: employee only about $347,292 at 4% or $231,528 at 6%; with 50% employer match about $231,528 at 4% or $154,352 at 6%; with 100% employer match about $173,646 at 4% or $115,764 at 6%.
Crone & Associates 401(K) Plan-6$1,037,520$83,350$13,892iApproximate average salary by contribution assumption: employee only about $347,292 at 4% or $231,528 at 6%; with 50% employer match about $231,528 at 4% or $154,352 at 6%; with 100% employer match about $173,646 at 4% or $115,764 at 6%.
201316$915,727$83,663$13,944iApproximate average salary by contribution assumption: employee only about $348,596 at 4% or $232,397 at 6%; with 50% employer match about $232,397 at 4% or $154,931 at 6%; with 100% employer match about $174,298 at 4% or $116,199 at 6%.
Crone & Associates 401(K) Plan-6$915,727$83,663$13,944iApproximate average salary by contribution assumption: employee only about $348,596 at 4% or $232,397 at 6%; with 50% employer match about $232,397 at 4% or $154,931 at 6%; with 100% employer match about $174,298 at 4% or $116,199 at 6%.
201215$751,003$76,063$15,213iApproximate average salary by contribution assumption: employee only about $380,315 at 4% or $253,543 at 6%; with 50% employer match about $253,543 at 4% or $169,029 at 6%; with 100% employer match about $190,158 at 4% or $126,772 at 6%.
Crone & Associates 401(K) Plan-5$751,003$76,063$15,213iApproximate average salary by contribution assumption: employee only about $380,315 at 4% or $253,543 at 6%; with 50% employer match about $253,543 at 4% or $169,029 at 6%; with 100% employer match about $190,158 at 4% or $126,772 at 6%.
201115$599,892$72,295$14,459iApproximate average salary by contribution assumption: employee only about $361,475 at 4% or $240,983 at 6%; with 50% employer match about $240,983 at 4% or $160,656 at 6%; with 100% employer match about $180,738 at 4% or $120,492 at 6%.
Crone & Associates 401(K) Plan-5$599,892$72,295$14,459iApproximate average salary by contribution assumption: employee only about $361,475 at 4% or $240,983 at 6%; with 50% employer match about $240,983 at 4% or $160,656 at 6%; with 100% employer match about $180,738 at 4% or $120,492 at 6%.
201017$628,342$100,379$14,340iApproximate average salary by contribution assumption: employee only about $358,496 at 4% or $238,998 at 6%; with 50% employer match about $238,998 at 4% or $159,332 at 6%; with 100% employer match about $179,248 at 4% or $119,499 at 6%.
Crone & Associates 401(K) Plan-7$628,342$100,379$14,340iApproximate average salary by contribution assumption: employee only about $358,496 at 4% or $238,998 at 6%; with 50% employer match about $238,998 at 4% or $159,332 at 6%; with 100% employer match about $179,248 at 4% or $119,499 at 6%.
200917$472,267$105,394$15,056iApproximate average salary by contribution assumption: employee only about $376,407 at 4% or $250,938 at 6%; with 50% employer match about $250,938 at 4% or $167,292 at 6%; with 100% employer match about $188,204 at 4% or $125,469 at 6%.
Crone & Associates 401(K) Plan-7$472,267$105,394$15,056iApproximate average salary by contribution assumption: employee only about $376,407 at 4% or $250,938 at 6%; with 50% employer match about $250,938 at 4% or $167,292 at 6%; with 100% employer match about $188,204 at 4% or $125,469 at 6%.
200818$309,669$78,811$9,851iApproximate average salary by contribution assumption: employee only about $246,284 at 4% or $164,190 at 6%; with 50% employer match about $164,190 at 4% or $109,460 at 6%; with 100% employer match about $123,142 at 4% or $82,095 at 6%.
Crone & Associates 401(K) Plan-8$309,669$78,811$9,851iApproximate average salary by contribution assumption: employee only about $246,284 at 4% or $164,190 at 6%; with 50% employer match about $164,190 at 4% or $109,460 at 6%; with 100% employer match about $123,142 at 4% or $82,095 at 6%.
200717$0$0-
Crone & Associates 401(K) Plan-7---
200616$759,046$75,758$12,626iApproximate average salary by contribution assumption: employee only about $315,658 at 4% or $210,439 at 6%; with 50% employer match about $210,439 at 4% or $140,293 at 6%; with 100% employer match about $157,829 at 4% or $105,219 at 6%.
Crone & Associates 401(K) Plan-6$759,046$75,758$12,626iApproximate average salary by contribution assumption: employee only about $315,658 at 4% or $210,439 at 6%; with 50% employer match about $210,439 at 4% or $140,293 at 6%; with 100% employer match about $157,829 at 4% or $105,219 at 6%.
200517$662,311$412,481$58,926iApproximate average salary by contribution assumption: employee only about $1,473,146 at 4% or $982,098 at 6%; with 50% employer match about $982,098 at 4% or $654,732 at 6%; with 100% employer match about $736,573 at 4% or $491,049 at 6%.
Crone & Associates 401(K) Plan-7$662,311$412,481$58,926iApproximate average salary by contribution assumption: employee only about $1,473,146 at 4% or $982,098 at 6%; with 50% employer match about $982,098 at 4% or $654,732 at 6%; with 100% employer match about $736,573 at 4% or $491,049 at 6%.
200417$232,489$90,747$12,964iApproximate average salary by contribution assumption: employee only about $324,096 at 4% or $216,064 at 6%; with 50% employer match about $216,064 at 4% or $144,043 at 6%; with 100% employer match about $162,048 at 4% or $108,032 at 6%.
Crone & Associates 401(K) Plan-7$232,489$90,747$12,964iApproximate average salary by contribution assumption: employee only about $324,096 at 4% or $216,064 at 6%; with 50% employer match about $216,064 at 4% or $144,043 at 6%; with 100% employer match about $162,048 at 4% or $108,032 at 6%.