Civic Intelligence

Nathan Thomas Insurance & Financial Services Inc

Plan context: Nathan Thomas Ins & Financial Services Inc 401(K) Plan

EIN 20-2772386 • Wildwood, FL • 21 filings • 4 plans

502 S. Main St.Wildwood, FL 34785-4832
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,455,916

2025 Contributions

$51,062

Historical Graphs

Total Assets Over Time

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

$1,455,916$727,958$0200620162025YearValue
$1,455,916Latest year 2025

Participants Over Time

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

840200520152025YearValue
7Latest 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
202517$1,455,916$51,062$7,295iApproximate average salary by contribution assumption: employee only about $182,364 at 4% or $121,576 at 6%; with 50% employer match about $121,576 at 4% or $81,051 at 6%; with 100% employer match about $91,182 at 4% or $60,788 at 6%.
Nathan Thomas Ins & Financial Services Inc 401(K) Plan-7$1,455,916$51,062$7,295iApproximate average salary by contribution assumption: employee only about $182,364 at 4% or $121,576 at 6%; with 50% employer match about $121,576 at 4% or $81,051 at 6%; with 100% employer match about $91,182 at 4% or $60,788 at 6%.
202418$1,203,878$44,083$5,510iApproximate average salary by contribution assumption: employee only about $137,759 at 4% or $91,840 at 6%; with 50% employer match about $91,840 at 4% or $61,226 at 6%; with 100% employer match about $68,880 at 4% or $45,920 at 6%.
Nathan Thomas Ins & Financial Services Inc 401(K) Plan-8$1,203,878$44,083$5,510iApproximate average salary by contribution assumption: employee only about $137,759 at 4% or $91,840 at 6%; with 50% employer match about $91,840 at 4% or $61,226 at 6%; with 100% employer match about $68,880 at 4% or $45,920 at 6%.
202317$1,030,291$35,964$5,138iApproximate average salary by contribution assumption: employee only about $128,443 at 4% or $85,629 at 6%; with 50% employer match about $85,629 at 4% or $57,086 at 6%; with 100% employer match about $64,221 at 4% or $42,814 at 6%.
Nathan Thomas Ins & Financial Services Inc 401(K) Plan-7$1,030,291$35,964$5,138iApproximate average salary by contribution assumption: employee only about $128,443 at 4% or $85,629 at 6%; with 50% employer match about $85,629 at 4% or $57,086 at 6%; with 100% employer match about $64,221 at 4% or $42,814 at 6%.
202216$864,524$34,572$5,762iApproximate average salary by contribution assumption: employee only about $144,050 at 4% or $96,033 at 6%; with 50% employer match about $96,033 at 4% or $64,022 at 6%; with 100% employer match about $72,025 at 4% or $48,017 at 6%.
Nathan Thomas Ins & Financial Services Inc 401(K) Plan-6$864,524$34,572$5,762iApproximate average salary by contribution assumption: employee only about $144,050 at 4% or $96,033 at 6%; with 50% employer match about $96,033 at 4% or $64,022 at 6%; with 100% employer match about $72,025 at 4% or $48,017 at 6%.
202116$1,063,044$34,107$5,685iApproximate average salary by contribution assumption: employee only about $142,113 at 4% or $94,742 at 6%; with 50% employer match about $94,742 at 4% or $63,161 at 6%; with 100% employer match about $71,056 at 4% or $47,371 at 6%.
Nathan Thomas Ins & Financial Services Inc 401(K) Plan-6$1,063,044$34,107$5,685iApproximate average salary by contribution assumption: employee only about $142,113 at 4% or $94,742 at 6%; with 50% employer match about $94,742 at 4% or $63,161 at 6%; with 100% employer match about $71,056 at 4% or $47,371 at 6%.
202016$918,579$36,518$6,086iApproximate average salary by contribution assumption: employee only about $152,158 at 4% or $101,439 at 6%; with 50% employer match about $101,439 at 4% or $67,626 at 6%; with 100% employer match about $76,079 at 4% or $50,719 at 6%.
Nathan Thomas Ins & Financial Services Inc 401(K) Plan-6$918,579$36,518$6,086iApproximate average salary by contribution assumption: employee only about $152,158 at 4% or $101,439 at 6%; with 50% employer match about $101,439 at 4% or $67,626 at 6%; with 100% employer match about $76,079 at 4% or $50,719 at 6%.
201914$769,141$92,136$23,034iApproximate average salary by contribution assumption: employee only about $575,850 at 4% or $383,900 at 6%; with 50% employer match about $383,900 at 4% or $255,933 at 6%; with 100% employer match about $287,925 at 4% or $191,950 at 6%.
Nathan Thomas Ins & Financial Services Inc 401(K) Plan-4$769,141$92,136$23,034iApproximate average salary by contribution assumption: employee only about $575,850 at 4% or $383,900 at 6%; with 50% employer match about $383,900 at 4% or $255,933 at 6%; with 100% employer match about $287,925 at 4% or $191,950 at 6%.
201815$544,905$31,863$6,373iApproximate average salary by contribution assumption: employee only about $159,315 at 4% or $106,210 at 6%; with 50% employer match about $106,210 at 4% or $70,807 at 6%; with 100% employer match about $79,658 at 4% or $53,105 at 6%.
Nathan Thomas Ins & Financial Services Inc 401(K) Plan-5$544,905$31,863$6,373iApproximate average salary by contribution assumption: employee only about $159,315 at 4% or $106,210 at 6%; with 50% employer match about $106,210 at 4% or $70,807 at 6%; with 100% employer match about $79,658 at 4% or $53,105 at 6%.
201715$556,799$31,736$6,347iApproximate average salary by contribution assumption: employee only about $158,680 at 4% or $105,787 at 6%; with 50% employer match about $105,787 at 4% or $70,524 at 6%; with 100% employer match about $79,340 at 4% or $52,893 at 6%.
Nathan Thomas Ins & Financial Services Inc 401(K) Plan-5$556,799$31,736$6,347iApproximate average salary by contribution assumption: employee only about $158,680 at 4% or $105,787 at 6%; with 50% employer match about $105,787 at 4% or $70,524 at 6%; with 100% employer match about $79,340 at 4% or $52,893 at 6%.
201615$440,001$32,770$6,554iApproximate average salary by contribution assumption: employee only about $163,850 at 4% or $109,233 at 6%; with 50% employer match about $109,233 at 4% or $72,822 at 6%; with 100% employer match about $81,925 at 4% or $54,617 at 6%.
Nathan Thomas Ins & Financial Services Inc 401(K) Plan-5$440,001$32,770$6,554iApproximate average salary by contribution assumption: employee only about $163,850 at 4% or $109,233 at 6%; with 50% employer match about $109,233 at 4% or $72,822 at 6%; with 100% employer match about $81,925 at 4% or $54,617 at 6%.
201514$376,184$29,244$7,311iApproximate average salary by contribution assumption: employee only about $182,775 at 4% or $121,850 at 6%; with 50% employer match about $121,850 at 4% or $81,233 at 6%; with 100% employer match about $91,388 at 4% or $60,925 at 6%.
Nathan Thomas Ins & Financial Services Inc 401(K) Plan-4$376,184$29,244$7,311iApproximate average salary by contribution assumption: employee only about $182,775 at 4% or $121,850 at 6%; with 50% employer match about $121,850 at 4% or $81,233 at 6%; with 100% employer match about $91,388 at 4% or $60,925 at 6%.
201415$356,012$34,671$6,934iApproximate average salary by contribution assumption: employee only about $173,355 at 4% or $115,570 at 6%; with 50% employer match about $115,570 at 4% or $77,047 at 6%; with 100% employer match about $86,678 at 4% or $57,785 at 6%.
Nathan Thomas Ins & Financial Services Inc 401(K) Plan-5$356,012$34,671$6,934iApproximate average salary by contribution assumption: employee only about $173,355 at 4% or $115,570 at 6%; with 50% employer match about $115,570 at 4% or $77,047 at 6%; with 100% employer match about $86,678 at 4% or $57,785 at 6%.
201315$304,222$34,386$6,877iApproximate average salary by contribution assumption: employee only about $171,930 at 4% or $114,620 at 6%; with 50% employer match about $114,620 at 4% or $76,413 at 6%; with 100% employer match about $85,965 at 4% or $57,310 at 6%.
Nathan Thomas Ins & Financial Services Inc 401(K) Plan-5$304,222$34,386$6,877iApproximate average salary by contribution assumption: employee only about $171,930 at 4% or $114,620 at 6%; with 50% employer match about $114,620 at 4% or $76,413 at 6%; with 100% employer match about $85,965 at 4% or $57,310 at 6%.
201217$252,287$32,799$4,686iApproximate average salary by contribution assumption: employee only about $117,139 at 4% or $78,093 at 6%; with 50% employer match about $78,093 at 4% or $52,062 at 6%; with 100% employer match about $58,570 at 4% or $39,046 at 6%.
Nathan Thomas Ins & Financial Services Inc 401(K) Plan-7$252,287$32,799$4,686iApproximate average salary by contribution assumption: employee only about $117,139 at 4% or $78,093 at 6%; with 50% employer match about $78,093 at 4% or $52,062 at 6%; with 100% employer match about $58,570 at 4% or $39,046 at 6%.
201117$190,689$31,457$4,494iApproximate average salary by contribution assumption: employee only about $112,346 at 4% or $74,898 at 6%; with 50% employer match about $74,898 at 4% or $49,932 at 6%; with 100% employer match about $56,173 at 4% or $37,449 at 6%.
Nathan Thomas Ins & Financial Services Inc 401(K) Plan-7$190,689$31,457$4,494iApproximate average salary by contribution assumption: employee only about $112,346 at 4% or $74,898 at 6%; with 50% employer match about $74,898 at 4% or $49,932 at 6%; with 100% employer match about $56,173 at 4% or $37,449 at 6%.
201016$164,123$31,160$5,193iApproximate average salary by contribution assumption: employee only about $129,833 at 4% or $86,556 at 6%; with 50% employer match about $86,556 at 4% or $57,704 at 6%; with 100% employer match about $64,917 at 4% or $43,278 at 6%.
Nathan Thomas Ins & Financial Services Inc 401(K) Plan-6$164,123$31,160$5,193iApproximate average salary by contribution assumption: employee only about $129,833 at 4% or $86,556 at 6%; with 50% employer match about $86,556 at 4% or $57,704 at 6%; with 100% employer match about $64,917 at 4% or $43,278 at 6%.
200915$113,746$38,926$7,785iApproximate average salary by contribution assumption: employee only about $194,630 at 4% or $129,753 at 6%; with 50% employer match about $129,753 at 4% or $86,502 at 6%; with 100% employer match about $97,315 at 4% or $64,877 at 6%.
Nathan Thomas Ins & Financial Services Inc 401(K) Plan-5$113,746$38,926$7,785iApproximate average salary by contribution assumption: employee only about $194,630 at 4% or $129,753 at 6%; with 50% employer match about $129,753 at 4% or $86,502 at 6%; with 100% employer match about $97,315 at 4% or $64,877 at 6%.
200816$58,263$35,076$5,846iApproximate average salary by contribution assumption: employee only about $146,150 at 4% or $97,433 at 6%; with 50% employer match about $97,433 at 4% or $64,956 at 6%; with 100% employer match about $73,075 at 4% or $48,717 at 6%.
Nathan Thomas Ins & Financial Services Inc 401(K) Plan-6$58,263$35,076$5,846iApproximate average salary by contribution assumption: employee only about $146,150 at 4% or $97,433 at 6%; with 50% employer match about $97,433 at 4% or $64,956 at 6%; with 100% employer match about $73,075 at 4% or $48,717 at 6%.
200714$49,189$31,407$7,852iApproximate average salary by contribution assumption: employee only about $196,294 at 4% or $130,863 at 6%; with 50% employer match about $130,863 at 4% or $87,242 at 6%; with 100% employer match about $98,147 at 4% or $65,431 at 6%.
Nathan Thomas Ins & Financial Services Inc 401(K) Plan-4$49,189$31,407$7,852iApproximate average salary by contribution assumption: employee only about $196,294 at 4% or $130,863 at 6%; with 50% employer match about $130,863 at 4% or $87,242 at 6%; with 100% employer match about $98,147 at 4% or $65,431 at 6%.
200616$20,828$19,527$3,255iApproximate average salary by contribution assumption: employee only about $81,363 at 4% or $54,242 at 6%; with 50% employer match about $54,242 at 4% or $36,161 at 6%; with 100% employer match about $40,681 at 4% or $27,121 at 6%.
Nathan Thomas Ins & Financial Services Inc 401(K) Plan-6$20,828$19,527$3,255iApproximate average salary by contribution assumption: employee only about $81,363 at 4% or $54,242 at 6%; with 50% employer match about $54,242 at 4% or $36,161 at 6%; with 100% employer match about $40,681 at 4% or $27,121 at 6%.
200512$0$0-
Nathan Thomas Ins & Financial Services Inc 401(K) Plan-2---