Robert Crist & Company
Plan context: ROBERT CRIST & COMPANY, INC. 401(K) PROFIT SHARING PLAN
EIN 86-0192594 • Mesa, AZ • 25 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
63
2024 Assets
$3,706,872
2024 Contributions
$185,948
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 | 63 | $3,706,872 | $185,948 | $2,952iApproximate average salary by contribution assumption: employee only about $73,789 at 4% or $49,193 at 6%; with 50% employer match about $49,193 at 4% or $32,795 at 6%; with 100% employer match about $36,894 at 4% or $24,596 at 6%. |
| ROBERT CRIST & COMPANY, INC. 401(K) PROFIT SHARING PLAN | - | 63 | $3,706,872 | $185,948 | $2,952iApproximate average salary by contribution assumption: employee only about $73,789 at 4% or $49,193 at 6%; with 50% employer match about $49,193 at 4% or $32,795 at 6%; with 100% employer match about $36,894 at 4% or $24,596 at 6%. |
| 2023 | 1 | 65 | $3,340,563 | $246,962 | $3,799iApproximate average salary by contribution assumption: employee only about $94,985 at 4% or $63,324 at 6%; with 50% employer match about $63,324 at 4% or $42,216 at 6%; with 100% employer match about $47,493 at 4% or $31,662 at 6%. |
| ROBERT CRIST & COMPANY, INC. 401(K) PROFIT SHARING PLAN | - | 65 | $3,340,563 | $246,962 | $3,799iApproximate average salary by contribution assumption: employee only about $94,985 at 4% or $63,324 at 6%; with 50% employer match about $63,324 at 4% or $42,216 at 6%; with 100% employer match about $47,493 at 4% or $31,662 at 6%. |
| 2022 | 1 | 61 | $2,824,143 | $245,064 | $4,017iApproximate average salary by contribution assumption: employee only about $100,436 at 4% or $66,957 at 6%; with 50% employer match about $66,957 at 4% or $44,638 at 6%; with 100% employer match about $50,218 at 4% or $33,479 at 6%. |
| ROBERT CRIST & COMPANY, INC. 401(K) PROFIT SHARING PLAN | - | 61 | $2,824,143 | $245,064 | $4,017iApproximate average salary by contribution assumption: employee only about $100,436 at 4% or $66,957 at 6%; with 50% employer match about $66,957 at 4% or $44,638 at 6%; with 100% employer match about $50,218 at 4% or $33,479 at 6%. |
| 2021 | 1 | 48 | $3,225,088 | $285,070 | $5,939iApproximate average salary by contribution assumption: employee only about $148,474 at 4% or $98,983 at 6%; with 50% employer match about $98,983 at 4% or $65,988 at 6%; with 100% employer match about $74,237 at 4% or $49,491 at 6%. |
| ROBERT CRIST & COMPANY, INC. 401(K) PROFIT SHARING PLAN | - | 48 | $3,225,088 | $285,070 | $5,939iApproximate average salary by contribution assumption: employee only about $148,474 at 4% or $98,983 at 6%; with 50% employer match about $98,983 at 4% or $65,988 at 6%; with 100% employer match about $74,237 at 4% or $49,491 at 6%. |
| 2020 | 1 | 41 | $2,988,692 | $181,436 | $4,425iApproximate average salary by contribution assumption: employee only about $110,632 at 4% or $73,754 at 6%; with 50% employer match about $73,754 at 4% or $49,170 at 6%; with 100% employer match about $55,316 at 4% or $36,877 at 6%. |
| ROBERT CRIST & COMPANY, INC. 401(K) PROFIT SHARING PLAN | - | 41 | $2,988,692 | $181,436 | $4,425iApproximate average salary by contribution assumption: employee only about $110,632 at 4% or $73,754 at 6%; with 50% employer match about $73,754 at 4% or $49,170 at 6%; with 100% employer match about $55,316 at 4% or $36,877 at 6%. |
| 2019 | 1 | 41 | $2,468,373 | $161,564 | $3,941iApproximate average salary by contribution assumption: employee only about $98,515 at 4% or $65,676 at 6%; with 50% employer match about $65,676 at 4% or $43,784 at 6%; with 100% employer match about $49,257 at 4% or $32,838 at 6%. |
| ROBERT CRIST & COMPANY, INC. 401(K) PROFIT SHARING PLAN | - | 41 | $2,468,373 | $161,564 | $3,941iApproximate average salary by contribution assumption: employee only about $98,515 at 4% or $65,676 at 6%; with 50% employer match about $65,676 at 4% or $43,784 at 6%; with 100% employer match about $49,257 at 4% or $32,838 at 6%. |
| 2018 | 1 | 52 | $2,558,410 | $200,849 | $3,862iApproximate average salary by contribution assumption: employee only about $96,562 at 4% or $64,375 at 6%; with 50% employer match about $64,375 at 4% or $42,916 at 6%; with 100% employer match about $48,281 at 4% or $32,187 at 6%. |
| ROBERT CRIST & COMPANY, INC. 401(K) PROFIT SHARING PLAN | - | 52 | $2,558,410 | $200,849 | $3,862iApproximate average salary by contribution assumption: employee only about $96,562 at 4% or $64,375 at 6%; with 50% employer match about $64,375 at 4% or $42,916 at 6%; with 100% employer match about $48,281 at 4% or $32,187 at 6%. |
| 2017 | 1 | 45 | $2,691,541 | $190,772 | $4,239iApproximate average salary by contribution assumption: employee only about $105,984 at 4% or $70,656 at 6%; with 50% employer match about $70,656 at 4% or $47,104 at 6%; with 100% employer match about $52,992 at 4% or $35,328 at 6%. |
| ROBERT CRIST & COMPANY, INC. 401(K) PROFIT SHARING PLAN | - | 45 | $2,691,541 | $190,772 | $4,239iApproximate average salary by contribution assumption: employee only about $105,984 at 4% or $70,656 at 6%; with 50% employer match about $70,656 at 4% or $47,104 at 6%; with 100% employer match about $52,992 at 4% or $35,328 at 6%. |
| 2016 | 1 | 67 | $2,208,434 | $155,093 | $2,315iApproximate average salary by contribution assumption: employee only about $57,871 at 4% or $38,580 at 6%; with 50% employer match about $38,580 at 4% or $25,720 at 6%; with 100% employer match about $28,935 at 4% or $19,290 at 6%. |
| ROBERT CRIST & COMPANY INC 401(K) PROFIT SHARING PLAN | - | 67 | $2,208,434 | $155,093 | $2,315iApproximate average salary by contribution assumption: employee only about $57,871 at 4% or $38,580 at 6%; with 50% employer match about $38,580 at 4% or $25,720 at 6%; with 100% employer match about $28,935 at 4% or $19,290 at 6%. |
| 2015 | 1 | 53 | $1,986,733 | $136,143 | $2,569iApproximate average salary by contribution assumption: employee only about $64,218 at 4% or $42,812 at 6%; with 50% employer match about $42,812 at 4% or $28,542 at 6%; with 100% employer match about $32,109 at 4% or $21,406 at 6%. |
| ROBERT CRIST & COMPANY INC 401(K) PROFIT SHARING PLAN | - | 53 | $1,986,733 | $136,143 | $2,569iApproximate average salary by contribution assumption: employee only about $64,218 at 4% or $42,812 at 6%; with 50% employer match about $42,812 at 4% or $28,542 at 6%; with 100% employer match about $32,109 at 4% or $21,406 at 6%. |
| 2014 | 1 | 63 | $1,920,941 | $119,576 | $1,898iApproximate average salary by contribution assumption: employee only about $47,451 at 4% or $31,634 at 6%; with 50% employer match about $31,634 at 4% or $21,089 at 6%; with 100% employer match about $23,725 at 4% or $15,817 at 6%. |
| ROBERT CRIST & COMPANY 401(K) PROFIT SHARING PLAN | - | 63 | $1,920,941 | $119,576 | $1,898iApproximate average salary by contribution assumption: employee only about $47,451 at 4% or $31,634 at 6%; with 50% employer match about $31,634 at 4% or $21,089 at 6%; with 100% employer match about $23,725 at 4% or $15,817 at 6%. |
| 2013 | 1 | 30 | $1,812,543 | $106,072 | $3,536iApproximate average salary by contribution assumption: employee only about $88,393 at 4% or $58,929 at 6%; with 50% employer match about $58,929 at 4% or $39,286 at 6%; with 100% employer match about $44,197 at 4% or $29,464 at 6%. |
| ROBERT CRIST & COMPANY 401(K) PROFIT SHARING PLAN | - | 30 | $1,812,543 | $106,072 | $3,536iApproximate average salary by contribution assumption: employee only about $88,393 at 4% or $58,929 at 6%; with 50% employer match about $58,929 at 4% or $39,286 at 6%; with 100% employer match about $44,197 at 4% or $29,464 at 6%. |
| 2012 | 1 | 30 | $1,509,688 | $75,149 | $2,505iApproximate average salary by contribution assumption: employee only about $62,624 at 4% or $41,749 at 6%; with 50% employer match about $41,749 at 4% or $27,833 at 6%; with 100% employer match about $31,312 at 4% or $20,875 at 6%. |
| ROBERT CRIST & COMPANY 401(K) PROFIT SHARING PLAN | - | 30 | $1,509,688 | $75,149 | $2,505iApproximate average salary by contribution assumption: employee only about $62,624 at 4% or $41,749 at 6%; with 50% employer match about $41,749 at 4% or $27,833 at 6%; with 100% employer match about $31,312 at 4% or $20,875 at 6%. |
| 2011 | 1 | 32 | $1,424,465 | $74,720 | $2,335iApproximate average salary by contribution assumption: employee only about $58,375 at 4% or $38,917 at 6%; with 50% employer match about $38,917 at 4% or $25,944 at 6%; with 100% employer match about $29,188 at 4% or $19,458 at 6%. |
| ROBERT CRIST & COMPANY 401(K) PROFIT SHARING PLAN | - | 32 | $1,424,465 | $74,720 | $2,335iApproximate average salary by contribution assumption: employee only about $58,375 at 4% or $38,917 at 6%; with 50% employer match about $38,917 at 4% or $25,944 at 6%; with 100% employer match about $29,188 at 4% or $19,458 at 6%. |
| 2009 | 1 | 0 | $0 | $50,135 | - |
| Robert Crist & Company 401K Profit Sharing Plan | - | 0 | $0 | $50,135 | - |
| 2008 | 1 | 73 | $1,347,373 | $226,784 | $3,107iApproximate average salary by contribution assumption: employee only about $77,666 at 4% or $51,777 at 6%; with 50% employer match about $51,777 at 4% or $34,518 at 6%; with 100% employer match about $38,833 at 4% or $25,889 at 6%. |
| Robert Crist & Company 401K Profit Sharing Plan | - | 73 | $1,347,373 | $226,784 | $3,107iApproximate average salary by contribution assumption: employee only about $77,666 at 4% or $51,777 at 6%; with 50% employer match about $51,777 at 4% or $34,518 at 6%; with 100% employer match about $38,833 at 4% or $25,889 at 6%. |
| 2007 | 1 | 99 | $2,037,713 | $350,949 | $3,545iApproximate average salary by contribution assumption: employee only about $88,623 at 4% or $59,082 at 6%; with 50% employer match about $59,082 at 4% or $39,388 at 6%; with 100% employer match about $44,312 at 4% or $29,541 at 6%. |
| Robert Crist & Company 401K Profit Sharing Plan | - | 99 | $2,037,713 | $350,949 | $3,545iApproximate average salary by contribution assumption: employee only about $88,623 at 4% or $59,082 at 6%; with 50% employer match about $59,082 at 4% or $39,388 at 6%; with 100% employer match about $44,312 at 4% or $29,541 at 6%. |
| 2006 | 1 | 102 | $1,676,987 | $316,573 | $3,104iApproximate average salary by contribution assumption: employee only about $77,591 at 4% or $51,728 at 6%; with 50% employer match about $51,728 at 4% or $34,485 at 6%; with 100% employer match about $38,796 at 4% or $25,864 at 6%. |
| Robert Crist & Company 401K Profit Sharing Plan | - | 102 | $1,676,987 | $316,573 | $3,104iApproximate average salary by contribution assumption: employee only about $77,591 at 4% or $51,728 at 6%; with 50% employer match about $51,728 at 4% or $34,485 at 6%; with 100% employer match about $38,796 at 4% or $25,864 at 6%. |
| 2005 | 1 | 34 | $1,318,796 | $299,282 | $8,802iApproximate average salary by contribution assumption: employee only about $220,060 at 4% or $146,707 at 6%; with 50% employer match about $146,707 at 4% or $97,805 at 6%; with 100% employer match about $110,030 at 4% or $73,353 at 6%. |
| Robert Crist & Company 401K Profit Sharing Plan | - | 34 | $1,318,796 | $299,282 | $8,802iApproximate average salary by contribution assumption: employee only about $220,060 at 4% or $146,707 at 6%; with 50% employer match about $146,707 at 4% or $97,805 at 6%; with 100% employer match about $110,030 at 4% or $73,353 at 6%. |
| 2004 | 1 | 63 | $1,050,483 | $249,238 | $3,956iApproximate average salary by contribution assumption: employee only about $98,904 at 4% or $65,936 at 6%; with 50% employer match about $65,936 at 4% or $43,957 at 6%; with 100% employer match about $49,452 at 4% or $32,968 at 6%. |
| Robert Crist & Company 401K Profit Sharing Plan | - | 63 | $1,050,483 | $249,238 | $3,956iApproximate average salary by contribution assumption: employee only about $98,904 at 4% or $65,936 at 6%; with 50% employer match about $65,936 at 4% or $43,957 at 6%; with 100% employer match about $49,452 at 4% or $32,968 at 6%. |
| 2003 | 1 | 51 | $726,889 | $232,046 | $4,550iApproximate average salary by contribution assumption: employee only about $113,748 at 4% or $75,832 at 6%; with 50% employer match about $75,832 at 4% or $50,555 at 6%; with 100% employer match about $56,874 at 4% or $37,916 at 6%. |
| Robert Crist & Company 401K Profit Sharing Plan | - | 51 | $726,889 | $232,046 | $4,550iApproximate average salary by contribution assumption: employee only about $113,748 at 4% or $75,832 at 6%; with 50% employer match about $75,832 at 4% or $50,555 at 6%; with 100% employer match about $56,874 at 4% or $37,916 at 6%. |
| 2002 | 1 | 46 | $427,418 | $179,846 | $3,910iApproximate average salary by contribution assumption: employee only about $97,742 at 4% or $65,162 at 6%; with 50% employer match about $65,162 at 4% or $43,441 at 6%; with 100% employer match about $48,871 at 4% or $32,581 at 6%. |
| Robert Crist & Company 401K Profit Sharing Plan | - | 46 | $427,418 | $179,846 | $3,910iApproximate average salary by contribution assumption: employee only about $97,742 at 4% or $65,162 at 6%; with 50% employer match about $65,162 at 4% or $43,441 at 6%; with 100% employer match about $48,871 at 4% or $32,581 at 6%. |
| 2001 | 1 | 29 | $0 | $0 | - |
| Robert Crist & Company 401K Profit Sharing Plan | - | 29 | - | - | - |
| 2000 | 1 | 128 | $261,623 | $92,021 | $719iApproximate average salary by contribution assumption: employee only about $17,973 at 4% or $11,982 at 6%; with 50% employer match about $11,982 at 4% or $7,988 at 6%; with 100% employer match about $8,986 at 4% or $5,991 at 6%. |
| Robert Crist & Company 401K Profit Sharing Plan | - | 128 | $261,623 | $92,021 | $719iApproximate average salary by contribution assumption: employee only about $17,973 at 4% or $11,982 at 6%; with 50% employer match about $11,982 at 4% or $7,988 at 6%; with 100% employer match about $8,986 at 4% or $5,991 at 6%. |
| 1999 | 1 | 30 | $264,580 | $92,040 | $3,068iApproximate average salary by contribution assumption: employee only about $76,700 at 4% or $51,133 at 6%; with 50% employer match about $51,133 at 4% or $34,089 at 6%; with 100% employer match about $38,350 at 4% or $25,567 at 6%. |
| Robert Crist & Company 401K Profit Sharing Plan | - | 30 | $264,580 | $92,040 | $3,068iApproximate average salary by contribution assumption: employee only about $76,700 at 4% or $51,133 at 6%; with 50% employer match about $51,133 at 4% or $34,089 at 6%; with 100% employer match about $38,350 at 4% or $25,567 at 6%. |