How big is Gregory A. Crosby, CFP's plan?

Gregory A. Crosby, CFP's plan reported $1.9M in assets and 2 participants for 2024.

Original filing (PDF)20250620072402NAL0003670801001

Gregory A. Crosby, CFP

Name: Gregory A. Crosby, CFP — Gregory A. Crosby, CFP Cash, Form 5500 (2024)
Creator: Gregory A. Crosby, CFP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gregory A. Crosby, CFP Cash Balance Plan

Defined-benefit pension plan · Gregory A. Crosby, CFP's Gregory A. Crosby, CFP Cash Balance Plan held $1.9M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Gregory A. Crosby, CFP's EIN is 46-1726865.

EIN 46-1726865

Plan number 002

Plan year 2024

ACK ID 20250620072402NAL0003670801001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gregory A. Crosby, CFP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gregory A. Crosby, CFP's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREGORY A. CROSBY, CFP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score