Civic Intelligence

CROSSWATERS WEALTH MANAGEMENT

Plan context: CROSSWATERS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

EIN 87-2536654 • Bend, OR • 5 filings • 2 plans

233 SW Wilson Ave.#204Bend, OR 97702-1175
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$480,351

2025 Contributions

$102,401

Historical Graphs

Total Assets Over Time

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

$480,351$240,176$0202120232025YearValue
$480,351Latest year 2025

Participants Over Time

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

530202120232025YearValue
5Latest year 2025

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
202515$480,351$102,401$20,480iApproximate average salary by contribution assumption: employee only about $512,005 at 4% or $341,337 at 6%; with 50% employer match about $341,337 at 4% or $227,558 at 6%; with 100% employer match about $256,003 at 4% or $170,668 at 6%.
CROSSWATERS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST-5$480,351$102,401$20,480iApproximate average salary by contribution assumption: employee only about $512,005 at 4% or $341,337 at 6%; with 50% employer match about $341,337 at 4% or $227,558 at 6%; with 100% employer match about $256,003 at 4% or $170,668 at 6%.
202414$326,983$106,304$26,576iApproximate average salary by contribution assumption: employee only about $664,400 at 4% or $442,933 at 6%; with 50% employer match about $442,933 at 4% or $295,289 at 6%; with 100% employer match about $332,200 at 4% or $221,467 at 6%.
CROSSWATERS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST-4$326,983$106,304$26,576iApproximate average salary by contribution assumption: employee only about $664,400 at 4% or $442,933 at 6%; with 50% employer match about $442,933 at 4% or $295,289 at 6%; with 100% employer match about $332,200 at 4% or $221,467 at 6%.
202314$184,278$93,706$23,427iApproximate average salary by contribution assumption: employee only about $585,663 at 4% or $390,442 at 6%; with 50% employer match about $390,442 at 4% or $260,294 at 6%; with 100% employer match about $292,831 at 4% or $195,221 at 6%.
CROSSWATERS WEALTH MANAGEMENT, 401(K) PROFIT SHARING PLAN & TRUST-4$184,278$93,706$23,427iApproximate average salary by contribution assumption: employee only about $585,663 at 4% or $390,442 at 6%; with 50% employer match about $390,442 at 4% or $260,294 at 6%; with 100% employer match about $292,831 at 4% or $195,221 at 6%.
202214$72,552$72,162$18,041iApproximate average salary by contribution assumption: employee only about $451,013 at 4% or $300,675 at 6%; with 50% employer match about $300,675 at 4% or $200,450 at 6%; with 100% employer match about $225,506 at 4% or $150,338 at 6%.
CROSSWATERS WEALTH MANAGEMENT, 401(K) PROFIT SHARING PLAN & TRUST-4$72,552$72,162$18,041iApproximate average salary by contribution assumption: employee only about $451,013 at 4% or $300,675 at 6%; with 50% employer match about $300,675 at 4% or $200,450 at 6%; with 100% employer match about $225,506 at 4% or $150,338 at 6%.
202112$2,778$2,745$1,373iApproximate average salary by contribution assumption: employee only about $34,313 at 4% or $22,875 at 6%; with 50% employer match about $22,875 at 4% or $15,250 at 6%; with 100% employer match about $17,156 at 4% or $11,438 at 6%.
CROSSWATERS WEALTH MANAGEMENT, 401(K) PROFIT SHARING PLAN & TRUST-2$2,778$2,745$1,373iApproximate average salary by contribution assumption: employee only about $34,313 at 4% or $22,875 at 6%; with 50% employer match about $22,875 at 4% or $15,250 at 6%; with 100% employer match about $17,156 at 4% or $11,438 at 6%.