Numis Securities Inc
Plan context: Numis Securities Inc 401(K) Profit Sharing Plan & Trust
EIN 02-0701309 • Jacksonville, FL • 17 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
24
2024 Assets
$3,773,530
2024 Contributions
$66,003
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 | 0 | $0 | $66,003 | - |
| Numis Securities Inc 401(K) Profit Sharing Plan & Trust | - | 0 | $0 | $66,003 | - |
| 2023 | 1 | 24 | $3,773,530 | $240,624 | $10,026iApproximate average salary by contribution assumption: employee only about $250,650 at 4% or $167,100 at 6%; with 50% employer match about $167,100 at 4% or $111,400 at 6%; with 100% employer match about $125,325 at 4% or $83,550 at 6%. |
| Numis Securities Inc 401(K) Profit Sharing Plan & Trust | - | 24 | $3,773,530 | $240,624 | $10,026iApproximate average salary by contribution assumption: employee only about $250,650 at 4% or $167,100 at 6%; with 50% employer match about $167,100 at 4% or $111,400 at 6%; with 100% employer match about $125,325 at 4% or $83,550 at 6%. |
| 2022 | 1 | 21 | $3,026,686 | $199,065 | $9,479iApproximate average salary by contribution assumption: employee only about $236,982 at 4% or $157,988 at 6%; with 50% employer match about $157,988 at 4% or $105,325 at 6%; with 100% employer match about $118,491 at 4% or $78,994 at 6%. |
| Numis Securities Inc 401(K) Profit Sharing Plan & Trust | - | 21 | $3,026,686 | $199,065 | $9,479iApproximate average salary by contribution assumption: employee only about $236,982 at 4% or $157,988 at 6%; with 50% employer match about $157,988 at 4% or $105,325 at 6%; with 100% employer match about $118,491 at 4% or $78,994 at 6%. |
| 2021 | 1 | 23 | $3,448,733 | $218,996 | $9,522iApproximate average salary by contribution assumption: employee only about $238,039 at 4% or $158,693 at 6%; with 50% employer match about $158,693 at 4% or $105,795 at 6%; with 100% employer match about $119,020 at 4% or $79,346 at 6%. |
| Numis Securities Inc 401(K) Profit Sharing Plan & Trust | - | 23 | $3,448,733 | $218,996 | $9,522iApproximate average salary by contribution assumption: employee only about $238,039 at 4% or $158,693 at 6%; with 50% employer match about $158,693 at 4% or $105,795 at 6%; with 100% employer match about $119,020 at 4% or $79,346 at 6%. |
| 2020 | 1 | 23 | $2,933,279 | $200,549 | $8,720iApproximate average salary by contribution assumption: employee only about $217,988 at 4% or $145,325 at 6%; with 50% employer match about $145,325 at 4% or $96,884 at 6%; with 100% employer match about $108,994 at 4% or $72,663 at 6%. |
| Numis Securities Inc 401(K) Profit Sharing Plan & Trust | - | 23 | $2,933,279 | $200,549 | $8,720iApproximate average salary by contribution assumption: employee only about $217,988 at 4% or $145,325 at 6%; with 50% employer match about $145,325 at 4% or $96,884 at 6%; with 100% employer match about $108,994 at 4% or $72,663 at 6%. |
| 2019 | 1 | 22 | $2,587,584 | $220,858 | $10,039iApproximate average salary by contribution assumption: employee only about $250,975 at 4% or $167,317 at 6%; with 50% employer match about $167,317 at 4% or $111,544 at 6%; with 100% employer match about $125,488 at 4% or $83,658 at 6%. |
| Numis Securities Inc 401(K) Profit Sharing Plan & Trust | - | 22 | $2,587,584 | $220,858 | $10,039iApproximate average salary by contribution assumption: employee only about $250,975 at 4% or $167,317 at 6%; with 50% employer match about $167,317 at 4% or $111,544 at 6%; with 100% employer match about $125,488 at 4% or $83,658 at 6%. |
| 2018 | 1 | 21 | $1,960,848 | $251,421 | $11,972iApproximate average salary by contribution assumption: employee only about $299,311 at 4% or $199,540 at 6%; with 50% employer match about $199,540 at 4% or $133,027 at 6%; with 100% employer match about $149,655 at 4% or $99,770 at 6%. |
| Numis Securities Inc 401(K) Profit Sharing Plan & Trust | - | 21 | $1,960,848 | $251,421 | $11,972iApproximate average salary by contribution assumption: employee only about $299,311 at 4% or $199,540 at 6%; with 50% employer match about $199,540 at 4% or $133,027 at 6%; with 100% employer match about $149,655 at 4% or $99,770 at 6%. |
| 2017 | 1 | 2 | $1,823,521 | $222,994 | $111,497iApproximate average salary by contribution assumption: employee only about $2,787,425 at 4% or $1,858,283 at 6%; with 50% employer match about $1,858,283 at 4% or $1,238,856 at 6%; with 100% employer match about $1,393,713 at 4% or $929,142 at 6%. |
| Numis Securities Inc 401(K) Profit Sharing Plan & Trust | - | 2 | $1,823,521 | $222,994 | $111,497iApproximate average salary by contribution assumption: employee only about $2,787,425 at 4% or $1,858,283 at 6%; with 50% employer match about $1,858,283 at 4% or $1,238,856 at 6%; with 100% employer match about $1,393,713 at 4% or $929,142 at 6%. |
| 2016 | 1 | 20 | $1,359,590 | $250,749 | $12,537iApproximate average salary by contribution assumption: employee only about $313,436 at 4% or $208,958 at 6%; with 50% employer match about $208,958 at 4% or $139,305 at 6%; with 100% employer match about $156,718 at 4% or $104,479 at 6%. |
| Numis Securities Inc 401(K) Profit Sharing Plan & Trust | - | 20 | $1,359,590 | $250,749 | $12,537iApproximate average salary by contribution assumption: employee only about $313,436 at 4% or $208,958 at 6%; with 50% employer match about $208,958 at 4% or $139,305 at 6%; with 100% employer match about $156,718 at 4% or $104,479 at 6%. |
| 2015 | 1 | 19 | $1,024,336 | $219,822 | $11,570iApproximate average salary by contribution assumption: employee only about $289,239 at 4% or $192,826 at 6%; with 50% employer match about $192,826 at 4% or $128,551 at 6%; with 100% employer match about $144,620 at 4% or $96,413 at 6%. |
| Numis Securities Inc 401(K) Profit Sharing Plan & Trust | - | 19 | $1,024,336 | $219,822 | $11,570iApproximate average salary by contribution assumption: employee only about $289,239 at 4% or $192,826 at 6%; with 50% employer match about $192,826 at 4% or $128,551 at 6%; with 100% employer match about $144,620 at 4% or $96,413 at 6%. |
| 2014 | 1 | 18 | $975,490 | $162,756 | $9,042iApproximate average salary by contribution assumption: employee only about $226,050 at 4% or $150,700 at 6%; with 50% employer match about $150,700 at 4% or $100,467 at 6%; with 100% employer match about $113,025 at 4% or $75,350 at 6%. |
| Numis Securities Inc 401(K) Profit Sharing Plan & Trust | - | 18 | $975,490 | $162,756 | $9,042iApproximate average salary by contribution assumption: employee only about $226,050 at 4% or $150,700 at 6%; with 50% employer match about $150,700 at 4% or $100,467 at 6%; with 100% employer match about $113,025 at 4% or $75,350 at 6%. |
| 2013 | 1 | 12 | $773,528 | $132,552 | $11,046iApproximate average salary by contribution assumption: employee only about $276,150 at 4% or $184,100 at 6%; with 50% employer match about $184,100 at 4% or $122,733 at 6%; with 100% employer match about $138,075 at 4% or $92,050 at 6%. |
| Numis Securities Inc 401(K) Profit Sharing Plan & Trust | - | 12 | $773,528 | $132,552 | $11,046iApproximate average salary by contribution assumption: employee only about $276,150 at 4% or $184,100 at 6%; with 50% employer match about $184,100 at 4% or $122,733 at 6%; with 100% employer match about $138,075 at 4% or $92,050 at 6%. |
| 2012 | 1 | 10 | $603,827 | $98,136 | $9,814iApproximate average salary by contribution assumption: employee only about $245,340 at 4% or $163,560 at 6%; with 50% employer match about $163,560 at 4% or $109,040 at 6%; with 100% employer match about $122,670 at 4% or $81,780 at 6%. |
| Numis Securities Inc 401(K) Profit Sharing Plan & Trust | - | 10 | $603,827 | $98,136 | $9,814iApproximate average salary by contribution assumption: employee only about $245,340 at 4% or $163,560 at 6%; with 50% employer match about $163,560 at 4% or $109,040 at 6%; with 100% employer match about $122,670 at 4% or $81,780 at 6%. |
| 2011 | 1 | 12 | $566,174 | $132,278 | $11,023iApproximate average salary by contribution assumption: employee only about $275,579 at 4% or $183,719 at 6%; with 50% employer match about $183,719 at 4% or $122,480 at 6%; with 100% employer match about $137,790 at 4% or $91,860 at 6%. |
| Numis Securities Inc 401(K) Profit Sharing Plan & Trust | - | 12 | $566,174 | $132,278 | $11,023iApproximate average salary by contribution assumption: employee only about $275,579 at 4% or $183,719 at 6%; with 50% employer match about $183,719 at 4% or $122,480 at 6%; with 100% employer match about $137,790 at 4% or $91,860 at 6%. |
| 2010 | 1 | 14 | $527,897 | $147,632 | $10,545iApproximate average salary by contribution assumption: employee only about $263,629 at 4% or $175,752 at 6%; with 50% employer match about $175,752 at 4% or $117,168 at 6%; with 100% employer match about $131,814 at 4% or $87,876 at 6%. |
| Numis Securities Inc 401(K) Profit Sharing Plan & Trust | - | 14 | $527,897 | $147,632 | $10,545iApproximate average salary by contribution assumption: employee only about $263,629 at 4% or $175,752 at 6%; with 50% employer match about $175,752 at 4% or $117,168 at 6%; with 100% employer match about $131,814 at 4% or $87,876 at 6%. |
| 2009 | 1 | 13 | $398,790 | $147,630 | $11,356iApproximate average salary by contribution assumption: employee only about $283,904 at 4% or $189,269 at 6%; with 50% employer match about $189,269 at 4% or $126,179 at 6%; with 100% employer match about $141,952 at 4% or $94,635 at 6%. |
| Numis Securities Inc 401(K) Profit Sharing Plan & Trust | - | 13 | $398,790 | $147,630 | $11,356iApproximate average salary by contribution assumption: employee only about $283,904 at 4% or $189,269 at 6%; with 50% employer match about $189,269 at 4% or $126,179 at 6%; with 100% employer match about $141,952 at 4% or $94,635 at 6%. |
| 2008 | 1 | 13 | $199,979 | $140,633 | $10,818iApproximate average salary by contribution assumption: employee only about $270,448 at 4% or $180,299 at 6%; with 50% employer match about $180,299 at 4% or $120,199 at 6%; with 100% employer match about $135,224 at 4% or $90,149 at 6%. |
| Numis Securities Inc 401(K) Profit Sharing Plan & Trust | - | 13 | $199,979 | $140,633 | $10,818iApproximate average salary by contribution assumption: employee only about $270,448 at 4% or $180,299 at 6%; with 50% employer match about $180,299 at 4% or $120,199 at 6%; with 100% employer match about $135,224 at 4% or $90,149 at 6%. |