CRESTMONT PRIVATE WEALTH LLC
Plan context: CRESTMONT PRIVATE WEALTH LLC 401(K) PLAN
EIN 83-4536153 • Boerne, TX • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$471,460
2025 Contributions
$77,904
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $471,460 | $77,904 | $11,129iApproximate average salary by contribution assumption: employee only about $278,229 at 4% or $185,486 at 6%; with 50% employer match about $185,486 at 4% or $123,657 at 6%; with 100% employer match about $139,114 at 4% or $92,743 at 6%. |
| CRESTMONT PRIVATE WEALTH LLC 401(K) PLAN | - | 7 | $471,460 | $77,904 | $11,129iApproximate average salary by contribution assumption: employee only about $278,229 at 4% or $185,486 at 6%; with 50% employer match about $185,486 at 4% or $123,657 at 6%; with 100% employer match about $139,114 at 4% or $92,743 at 6%. |
| 2024 | 1 | 6 | $373,150 | $111,488 | $18,581iApproximate average salary by contribution assumption: employee only about $464,533 at 4% or $309,689 at 6%; with 50% employer match about $309,689 at 4% or $206,459 at 6%; with 100% employer match about $232,267 at 4% or $154,844 at 6%. |
| CRESTMONT PRIVATE WEALTH LLC 401(K) PLAN | - | 6 | $373,150 | $111,488 | $18,581iApproximate average salary by contribution assumption: employee only about $464,533 at 4% or $309,689 at 6%; with 50% employer match about $309,689 at 4% or $206,459 at 6%; with 100% employer match about $232,267 at 4% or $154,844 at 6%. |
| 2023 | 1 | 7 | $244,359 | $71,913 | $10,273iApproximate average salary by contribution assumption: employee only about $256,832 at 4% or $171,221 at 6%; with 50% employer match about $171,221 at 4% or $114,148 at 6%; with 100% employer match about $128,416 at 4% or $85,611 at 6%. |
| CRESTMONT PRIVATE WEALTH LLC 401(K) PLAN | - | 7 | $244,359 | $71,913 | $10,273iApproximate average salary by contribution assumption: employee only about $256,832 at 4% or $171,221 at 6%; with 50% employer match about $171,221 at 4% or $114,148 at 6%; with 100% employer match about $128,416 at 4% or $85,611 at 6%. |
| 2022 | 1 | 6 | $150,120 | $81,765 | $13,628iApproximate average salary by contribution assumption: employee only about $340,688 at 4% or $227,125 at 6%; with 50% employer match about $227,125 at 4% or $151,417 at 6%; with 100% employer match about $170,344 at 4% or $113,563 at 6%. |
| CRESTMONT PRIVATE WEALTH LLC 401(K) PLAN | - | 6 | $150,120 | $81,765 | $13,628iApproximate average salary by contribution assumption: employee only about $340,688 at 4% or $227,125 at 6%; with 50% employer match about $227,125 at 4% or $151,417 at 6%; with 100% employer match about $170,344 at 4% or $113,563 at 6%. |
| 2021 | 1 | 4 | $88,262 | $62,441 | $15,610iApproximate average salary by contribution assumption: employee only about $390,256 at 4% or $260,171 at 6%; with 50% employer match about $260,171 at 4% or $173,447 at 6%; with 100% employer match about $195,128 at 4% or $130,085 at 6%. |
| CRESTMONT PRIVATE WEALTH LLC 401(K) PLAN | - | 4 | $88,262 | $62,441 | $15,610iApproximate average salary by contribution assumption: employee only about $390,256 at 4% or $260,171 at 6%; with 50% employer match about $260,171 at 4% or $173,447 at 6%; with 100% employer match about $195,128 at 4% or $130,085 at 6%. |
| 2020 | 1 | 4 | $16,256 | $15,403 | $3,851iApproximate average salary by contribution assumption: employee only about $96,269 at 4% or $64,179 at 6%; with 50% employer match about $64,179 at 4% or $42,786 at 6%; with 100% employer match about $48,134 at 4% or $32,090 at 6%. |
| CRESTMONT PRIVATE WEALTH LLC 401(K) PLAN | - | 4 | $16,256 | $15,403 | $3,851iApproximate average salary by contribution assumption: employee only about $96,269 at 4% or $64,179 at 6%; with 50% employer match about $64,179 at 4% or $42,786 at 6%; with 100% employer match about $48,134 at 4% or $32,090 at 6%. |