Civic Intelligence

Crest Financial Services

Plan context: Crest Financial Services 401K Profit Sharing Pla Plan

EIN 77-0044246 • Santa Clara, CA • 20 filings • 8 plans

2880 Lakeside Drive Suite 100Santa Clara, CA 95054
Current Snapshot

Latest Year

2013

2013 Participants

9

2013 Assets

$1,538,771

2013 Contributions

$127,681

Historical Graphs

Total Assets Over Time

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

$1,538,771$769,386$0199920062012YearValue
$1,538,771Latest year 2012

Participants Over Time

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

1470199920062012YearValue
9Latest year 2012

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
201310$0$0-
Crest Financial Services 401K Profit Sharing Pla Plan-0---
201219$1,538,771$127,681$14,187iApproximate average salary by contribution assumption: employee only about $354,669 at 4% or $236,446 at 6%; with 50% employer match about $236,446 at 4% or $157,631 at 6%; with 100% employer match about $177,335 at 4% or $118,223 at 6%.
Crest Financial Services 401K Profit Sharing Pla Plan-9$1,538,771$127,681$14,187iApproximate average salary by contribution assumption: employee only about $354,669 at 4% or $236,446 at 6%; with 50% employer match about $236,446 at 4% or $157,631 at 6%; with 100% employer match about $177,335 at 4% or $118,223 at 6%.
201119$1,287,708$151,116$16,791iApproximate average salary by contribution assumption: employee only about $419,767 at 4% or $279,844 at 6%; with 50% employer match about $279,844 at 4% or $186,563 at 6%; with 100% employer match about $209,883 at 4% or $139,922 at 6%.
Crest Financial Services 401K Profit Sharing Pla Plan-9$1,287,708$151,116$16,791iApproximate average salary by contribution assumption: employee only about $419,767 at 4% or $279,844 at 6%; with 50% employer match about $279,844 at 4% or $186,563 at 6%; with 100% employer match about $209,883 at 4% or $139,922 at 6%.
201015$1,267,208$141,637$28,327iApproximate average salary by contribution assumption: employee only about $708,185 at 4% or $472,123 at 6%; with 50% employer match about $472,123 at 4% or $314,749 at 6%; with 100% employer match about $354,093 at 4% or $236,062 at 6%.
Crest Financial Services 401K Profit Sharing Pla Plan-5$1,267,208$141,637$28,327iApproximate average salary by contribution assumption: employee only about $708,185 at 4% or $472,123 at 6%; with 50% employer match about $472,123 at 4% or $314,749 at 6%; with 100% employer match about $354,093 at 4% or $236,062 at 6%.
200915$1,088,257$134,516$26,903iApproximate average salary by contribution assumption: employee only about $672,580 at 4% or $448,387 at 6%; with 50% employer match about $448,387 at 4% or $298,924 at 6%; with 100% employer match about $336,290 at 4% or $224,193 at 6%.
Crest Financial Services 401K Profit Sharing Pla Plan-5$1,088,257$134,516$26,903iApproximate average salary by contribution assumption: employee only about $672,580 at 4% or $448,387 at 6%; with 50% employer match about $448,387 at 4% or $298,924 at 6%; with 100% employer match about $336,290 at 4% or $224,193 at 6%.
2008110$708,311$140,598$14,060iApproximate average salary by contribution assumption: employee only about $351,495 at 4% or $234,330 at 6%; with 50% employer match about $234,330 at 4% or $156,220 at 6%; with 100% employer match about $175,748 at 4% or $117,165 at 6%.
Crest Financial Services 401K Profit Sharing Pla Plan-10$708,311$140,598$14,060iApproximate average salary by contribution assumption: employee only about $351,495 at 4% or $234,330 at 6%; with 50% employer match about $234,330 at 4% or $156,220 at 6%; with 100% employer match about $175,748 at 4% or $117,165 at 6%.
200717$1,076,505$176,688$25,241iApproximate average salary by contribution assumption: employee only about $631,029 at 4% or $420,686 at 6%; with 50% employer match about $420,686 at 4% or $280,457 at 6%; with 100% employer match about $315,514 at 4% or $210,343 at 6%.
Crest Financial Services 401K Profit Sharing Pla Plan-7$1,076,505$176,688$25,241iApproximate average salary by contribution assumption: employee only about $631,029 at 4% or $420,686 at 6%; with 50% employer match about $420,686 at 4% or $280,457 at 6%; with 100% employer match about $315,514 at 4% or $210,343 at 6%.
200618$856,030$138,745$17,343iApproximate average salary by contribution assumption: employee only about $433,578 at 4% or $289,052 at 6%; with 50% employer match about $289,052 at 4% or $192,701 at 6%; with 100% employer match about $216,789 at 4% or $144,526 at 6%.
Crest Financial Services 401K Profit Sharing Pla Plan-8$856,030$138,745$17,343iApproximate average salary by contribution assumption: employee only about $433,578 at 4% or $289,052 at 6%; with 50% employer match about $289,052 at 4% or $192,701 at 6%; with 100% employer match about $216,789 at 4% or $144,526 at 6%.
2005110$611,364$83,104$8,310iApproximate average salary by contribution assumption: employee only about $207,760 at 4% or $138,507 at 6%; with 50% employer match about $138,507 at 4% or $92,338 at 6%; with 100% employer match about $103,880 at 4% or $69,253 at 6%.
Crest Financial Services 401K Profit Sharing Pla Plan-10$611,364$83,104$8,310iApproximate average salary by contribution assumption: employee only about $207,760 at 4% or $138,507 at 6%; with 50% employer match about $138,507 at 4% or $92,338 at 6%; with 100% employer match about $103,880 at 4% or $69,253 at 6%.
2004111$477,802$85,491$7,772iApproximate average salary by contribution assumption: employee only about $194,298 at 4% or $129,532 at 6%; with 50% employer match about $129,532 at 4% or $86,355 at 6%; with 100% employer match about $97,149 at 4% or $64,766 at 6%.
Crest Financial Services 401K Profit Sharing Pla Plan-11$477,802$85,491$7,772iApproximate average salary by contribution assumption: employee only about $194,298 at 4% or $129,532 at 6%; with 50% employer match about $129,532 at 4% or $86,355 at 6%; with 100% employer match about $97,149 at 4% or $64,766 at 6%.
2003211$388,990$32,111$2,919iApproximate average salary by contribution assumption: employee only about $72,980 at 4% or $48,653 at 6%; with 50% employer match about $48,653 at 4% or $32,435 at 6%; with 100% employer match about $36,490 at 4% or $24,327 at 6%.
Crest Financial Services 401K Profit Sharing Pla Plan-11$388,990$32,111$2,919iApproximate average salary by contribution assumption: employee only about $72,980 at 4% or $48,653 at 6%; with 50% employer match about $48,653 at 4% or $32,435 at 6%; with 100% employer match about $36,490 at 4% or $24,327 at 6%.
CREST FINANCIAL SER PSP DTA 12/14/93-0---
2002213$371,233$74,900$5,762iApproximate average salary by contribution assumption: employee only about $144,038 at 4% or $96,026 at 6%; with 50% employer match about $96,026 at 4% or $64,017 at 6%; with 100% employer match about $72,019 at 4% or $48,013 at 6%.
Crest Financial Services 401K Profit Sharing Pla Plan-13$371,233$74,900$5,762iApproximate average salary by contribution assumption: employee only about $144,038 at 4% or $96,026 at 6%; with 50% employer match about $96,026 at 4% or $64,017 at 6%; with 100% employer match about $72,019 at 4% or $48,013 at 6%.
CREST FINANCIAL SER PSP DTA 121493-3---
2001213$463,295$0-
CREST FINANCIAL SER PSP DTA 12/14/93-3$463,295--
Crest Financial Services 401K Profit Sharing Pla Plan-13---
2000214$0$0-
Crest Financial Services 401K Profit Sharing Pla Plan-14---
Crest Financial Ser Psp Dtd 10271992-3---
1999211$1,104,718$113,030$10,275iApproximate average salary by contribution assumption: employee only about $256,886 at 4% or $171,258 at 6%; with 50% employer match about $171,258 at 4% or $114,172 at 6%; with 100% employer match about $128,443 at 4% or $85,629 at 6%.
Crest Financial Ser Psp Dtd 10271992-4$842,693--
Crest Financial Services 401K Profit Sharing Pla Plan-11$262,025$113,030$10,275iApproximate average salary by contribution assumption: employee only about $256,886 at 4% or $171,258 at 6%; with 50% employer match about $171,258 at 4% or $114,172 at 6%; with 100% employer match about $128,443 at 4% or $85,629 at 6%.