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CRESTWOOD ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameCRESTWOOD ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

CRESTWOOD ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CRESTWOOD ADVISORS LLC has sponsored the creation of one or more 401k plans.

Company Name:CRESTWOOD ADVISORS LLC
Employer identification number (EIN):020670973
NAIC Classification:523110
NAIC Description:Investment Banking and Securities Dealing

Additional information about CRESTWOOD ADVISORS LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3620201

More information about CRESTWOOD ADVISORS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRESTWOOD ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01ROY TREIBLE
0012015-01-01ROY TREIBLE
0012014-01-01MICHAEL ECKTON
0012013-01-01MICHAEL ECKTON2014-07-11
0012012-01-01CRESTWOOD ADVISORS LLC2013-07-01
0012011-01-01CRESTWOOD ADVISORS LLC2012-06-19
0012010-01-01CRESTWOOD ADVISORS LLC2011-07-27
0012009-01-01CRESTWOOD ADVISORS LLC

Plan Statistics for CRESTWOOD ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for CRESTWOOD ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016: CRESTWOOD ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0123
Total number of active participants reported on line 7a of the Form 55002016-01-0122
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0126
Number of participants with account balances2016-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: CRESTWOOD ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0116
Total number of active participants reported on line 7a of the Form 55002015-01-0122
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0123
Number of participants with account balances2015-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: CRESTWOOD ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0118
Total number of active participants reported on line 7a of the Form 55002014-01-0116
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0116
Number of participants with account balances2014-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2009: CRESTWOOD ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-010
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CRESTWOOD ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016 : CRESTWOOD ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$963,701
Expenses. Total of all expenses incurred2016-12-31$248,804
Benefits paid (including direct rollovers)2016-12-31$248,596
Total plan assets at end of year2016-12-31$3,993,137
Total plan assets at beginning of year2016-12-31$3,278,240
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$285,283
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$33,123
Other income received2016-12-31$308,416
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$714,897
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,993,137
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,278,240
Assets. Value of participant loans2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$336,879
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$208
2015 : CRESTWOOD ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$639,273
Expenses. Total of all expenses incurred2015-12-31$2,141
Benefits paid (including direct rollovers)2015-12-31$2,056
Total plan assets at end of year2015-12-31$3,278,240
Total plan assets at beginning of year2015-12-31$2,641,108
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$286,248
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$82,000
Other income received2015-12-31$-28,812
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$637,132
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,278,240
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,641,108
Assets. Value of participant loans2015-12-31$41,000
Total contributions received or receivable from employer(s)2015-12-31$299,837
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$85
2014 : CRESTWOOD ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$642,618
Expenses. Total of all expenses incurred2014-12-31$144,639
Benefits paid (including direct rollovers)2014-12-31$144,638
Total plan assets at end of year2014-12-31$2,641,108
Total plan assets at beginning of year2014-12-31$2,143,129
Total contributions received or receivable from participants2014-12-31$176,298
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$180,115
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$497,979
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,641,108
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,143,129
Total contributions received or receivable from employer(s)2014-12-31$286,205
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1

Form 5500 Responses for CRESTWOOD ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST

2016: CRESTWOOD ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CRESTWOOD ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CRESTWOOD ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2009: CRESTWOOD ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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