CROSSROADS WEALTH MANAGEMENT GROUP LLC
Plan context: CROSSROADS WEALTH MANAGEMENT GROUP LLC 401(K) PROFIT SHARING PLAN
EIN 85-2713036 • Atlanta, GA • 8 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$699,592
2025 Contributions
$244,335
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 | 10 | $699,592 | $244,335 | $24,434iApproximate average salary by contribution assumption: employee only about $610,838 at 4% or $407,225 at 6%; with 50% employer match about $407,225 at 4% or $271,483 at 6%; with 100% employer match about $305,419 at 4% or $203,613 at 6%. |
| CROSSROADS WEALTH MANAGEMENT GROUP LLC 401(K) PROFIT SHARING PLAN | - | 10 | $699,592 | $244,335 | $24,434iApproximate average salary by contribution assumption: employee only about $610,838 at 4% or $407,225 at 6%; with 50% employer match about $407,225 at 4% or $271,483 at 6%; with 100% employer match about $305,419 at 4% or $203,613 at 6%. |
| 2024 | 1 | 9 | $381,462 | $133,165 | $14,796iApproximate average salary by contribution assumption: employee only about $369,903 at 4% or $246,602 at 6%; with 50% employer match about $246,602 at 4% or $164,401 at 6%; with 100% employer match about $184,951 at 4% or $123,301 at 6%. |
| CROSSROADS WEALTH MANAGEMENT GROUP LLC 401(K) PROFIT SHARING PLAN | - | 9 | $381,462 | $133,165 | $14,796iApproximate average salary by contribution assumption: employee only about $369,903 at 4% or $246,602 at 6%; with 50% employer match about $246,602 at 4% or $164,401 at 6%; with 100% employer match about $184,951 at 4% or $123,301 at 6%. |
| 2023 | 2 | 9 | $223,794 | $207,408 | $23,045iApproximate average salary by contribution assumption: employee only about $576,133 at 4% or $384,089 at 6%; with 50% employer match about $384,089 at 4% or $256,059 at 6%; with 100% employer match about $288,067 at 4% or $192,044 at 6%. |
| CROSSROADS WEALTH MANAGEMENT GROUP LLC 401(K) PROFIT SHARING PLAN | - | 9 | $211,872 | $124,961 | $13,885iApproximate average salary by contribution assumption: employee only about $347,114 at 4% or $231,409 at 6%; with 50% employer match about $231,409 at 4% or $154,273 at 6%; with 100% employer match about $173,557 at 4% or $115,705 at 6%. |
| CROSSROADS WEALTH MANAGEMENT GROUP LLC GCF BENEFIT PLAN | - | 6 | $11,922 | $82,447 | $13,741iApproximate average salary by contribution assumption: employee only about $343,529 at 4% or $229,019 at 6%; with 50% employer match about $229,019 at 4% or $152,680 at 6%; with 100% employer match about $171,765 at 4% or $114,510 at 6%. |
| 2022 | 2 | 8 | $79,204 | $163,488 | $20,436iApproximate average salary by contribution assumption: employee only about $510,900 at 4% or $340,600 at 6%; with 50% employer match about $340,600 at 4% or $227,067 at 6%; with 100% employer match about $255,450 at 4% or $170,300 at 6%. |
| CROSSROADS WEALTH MANAGEMENT GROUP LLC 401(K) PROFIT SHARING PLAN | - | 8 | $69,096 | $68,190 | $8,524iApproximate average salary by contribution assumption: employee only about $213,094 at 4% or $142,063 at 6%; with 50% employer match about $142,063 at 4% or $94,708 at 6%; with 100% employer match about $106,547 at 4% or $71,031 at 6%. |
| CROSSROADS WEALTH MANAGEMENT GROUP LLC GCF BENEFIT PLAN | - | 7 | $10,108 | $95,298 | $13,614iApproximate average salary by contribution assumption: employee only about $340,350 at 4% or $226,900 at 6%; with 50% employer match about $226,900 at 4% or $151,267 at 6%; with 100% employer match about $170,175 at 4% or $113,450 at 6%. |
| 2021 | 1 | 5 | $7,305 | $77,644 | $15,529iApproximate average salary by contribution assumption: employee only about $388,220 at 4% or $258,813 at 6%; with 50% employer match about $258,813 at 4% or $172,542 at 6%; with 100% employer match about $194,110 at 4% or $129,407 at 6%. |
| CROSSROADS WEALTH MANAGEMENT GROUP LLC GCF BENEFIT PLAN | - | 5 | $7,305 | $77,644 | $15,529iApproximate average salary by contribution assumption: employee only about $388,220 at 4% or $258,813 at 6%; with 50% employer match about $258,813 at 4% or $172,542 at 6%; with 100% employer match about $194,110 at 4% or $129,407 at 6%. |
| 2020 | 1 | 5 | $2,621 | $31,900 | $6,380iApproximate average salary by contribution assumption: employee only about $159,500 at 4% or $106,333 at 6%; with 50% employer match about $106,333 at 4% or $70,889 at 6%; with 100% employer match about $79,750 at 4% or $53,167 at 6%. |
| CROSSROADS WEALTH MANAGEMENT GROUP LLC GCF BENEFIT PLAN | - | 5 | $2,621 | $31,900 | $6,380iApproximate average salary by contribution assumption: employee only about $159,500 at 4% or $106,333 at 6%; with 50% employer match about $106,333 at 4% or $70,889 at 6%; with 100% employer match about $79,750 at 4% or $53,167 at 6%. |