Civic Intelligence

Scott W. Newman Inc.

Plan context: Scott W. Newman Inc. 401(K) Plan

EIN 26-4243071 • Healdsburg, CA • 16 filings • 1 plans

212 North StreetHealdsburg, CA 95448
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,593,357

2024 Contributions

$2,400

Historical Graphs

Total Assets Over Time

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

$1,593,357$796,679$0200920172024YearValue
$1,593,357Latest year 2024

Participants Over Time

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

420200920172024YearValue
2Latest year 2024

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
202412$1,593,357$0-
Scott W. Newman Inc. 401(K) Plan-2$1,593,357--
202312$1,385,499$2,400$1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%.
Scott W. Newman Inc. 401(K) Plan-2$1,385,499$2,400$1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%.
202212$1,176,355$35,636$17,818iApproximate average salary by contribution assumption: employee only about $445,450 at 4% or $296,967 at 6%; with 50% employer match about $296,967 at 4% or $197,978 at 6%; with 100% employer match about $222,725 at 4% or $148,483 at 6%.
Scott W. Newman Inc. 401(K) Plan-2$1,176,355$35,636$17,818iApproximate average salary by contribution assumption: employee only about $445,450 at 4% or $296,967 at 6%; with 50% employer match about $296,967 at 4% or $197,978 at 6%; with 100% employer match about $222,725 at 4% or $148,483 at 6%.
202113$1,421,890$36,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Scott W. Newman Inc. 401(K) Plan-3$1,421,890$36,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
202013$1,269,817$31,175$10,392iApproximate average salary by contribution assumption: employee only about $259,792 at 4% or $173,194 at 6%; with 50% employer match about $173,194 at 4% or $115,463 at 6%; with 100% employer match about $129,896 at 4% or $86,597 at 6%.
Scott W. Newman Inc. 401(K) Plan-3$1,269,817$31,175$10,392iApproximate average salary by contribution assumption: employee only about $259,792 at 4% or $173,194 at 6%; with 50% employer match about $173,194 at 4% or $115,463 at 6%; with 100% employer match about $129,896 at 4% or $86,597 at 6%.
201913$1,076,819$36,212$12,071iApproximate average salary by contribution assumption: employee only about $301,767 at 4% or $201,178 at 6%; with 50% employer match about $201,178 at 4% or $134,119 at 6%; with 100% employer match about $150,883 at 4% or $100,589 at 6%.
Scott W. Newman Inc. 401(K) Plan-3$1,076,819$36,212$12,071iApproximate average salary by contribution assumption: employee only about $301,767 at 4% or $201,178 at 6%; with 50% employer match about $201,178 at 4% or $134,119 at 6%; with 100% employer match about $150,883 at 4% or $100,589 at 6%.
201813$856,692$41,381$13,794iApproximate average salary by contribution assumption: employee only about $344,842 at 4% or $229,894 at 6%; with 50% employer match about $229,894 at 4% or $153,263 at 6%; with 100% employer match about $172,421 at 4% or $114,947 at 6%.
Scott W. Newman Inc. 401(K) Plan-3$856,692$41,381$13,794iApproximate average salary by contribution assumption: employee only about $344,842 at 4% or $229,894 at 6%; with 50% employer match about $229,894 at 4% or $153,263 at 6%; with 100% employer match about $172,421 at 4% or $114,947 at 6%.
201712$876,309$37,582$18,791iApproximate average salary by contribution assumption: employee only about $469,775 at 4% or $313,183 at 6%; with 50% employer match about $313,183 at 4% or $208,789 at 6%; with 100% employer match about $234,888 at 4% or $156,592 at 6%.
Scott W. Newman Inc. 401(K) Plan-2$876,309$37,582$18,791iApproximate average salary by contribution assumption: employee only about $469,775 at 4% or $313,183 at 6%; with 50% employer match about $313,183 at 4% or $208,789 at 6%; with 100% employer match about $234,888 at 4% or $156,592 at 6%.
201612$715,545$30,148$15,074iApproximate average salary by contribution assumption: employee only about $376,850 at 4% or $251,233 at 6%; with 50% employer match about $251,233 at 4% or $167,489 at 6%; with 100% employer match about $188,425 at 4% or $125,617 at 6%.
Scott W. Newman Inc. 401(K) Plan-2$715,545$30,148$15,074iApproximate average salary by contribution assumption: employee only about $376,850 at 4% or $251,233 at 6%; with 50% employer match about $251,233 at 4% or $167,489 at 6%; with 100% employer match about $188,425 at 4% or $125,617 at 6%.
201514$684,956$35,246$8,812iApproximate average salary by contribution assumption: employee only about $220,288 at 4% or $146,858 at 6%; with 50% employer match about $146,858 at 4% or $97,906 at 6%; with 100% employer match about $110,144 at 4% or $73,429 at 6%.
Scott W. Newman Inc. 401(K) Plan-4$684,956$35,246$8,812iApproximate average salary by contribution assumption: employee only about $220,288 at 4% or $146,858 at 6%; with 50% employer match about $146,858 at 4% or $97,906 at 6%; with 100% employer match about $110,144 at 4% or $73,429 at 6%.
201414$679,772$32,826$8,207iApproximate average salary by contribution assumption: employee only about $205,163 at 4% or $136,775 at 6%; with 50% employer match about $136,775 at 4% or $91,183 at 6%; with 100% employer match about $102,581 at 4% or $68,388 at 6%.
Scott W. Newman Inc. 401(K) Plan-4$679,772$32,826$8,207iApproximate average salary by contribution assumption: employee only about $205,163 at 4% or $136,775 at 6%; with 50% employer match about $136,775 at 4% or $91,183 at 6%; with 100% employer match about $102,581 at 4% or $68,388 at 6%.
201314$987,782$50,937$12,734iApproximate average salary by contribution assumption: employee only about $318,356 at 4% or $212,238 at 6%; with 50% employer match about $212,238 at 4% or $141,492 at 6%; with 100% employer match about $159,178 at 4% or $106,119 at 6%.
Scott W. Newman Inc. 401(K) Plan-4$987,782$50,937$12,734iApproximate average salary by contribution assumption: employee only about $318,356 at 4% or $212,238 at 6%; with 50% employer match about $212,238 at 4% or $141,492 at 6%; with 100% employer match about $159,178 at 4% or $106,119 at 6%.
201214$837,364$50,776$12,694iApproximate average salary by contribution assumption: employee only about $317,350 at 4% or $211,567 at 6%; with 50% employer match about $211,567 at 4% or $141,044 at 6%; with 100% employer match about $158,675 at 4% or $105,783 at 6%.
Scott W. Newman Inc. 401(K) Plan-4$837,364$50,776$12,694iApproximate average salary by contribution assumption: employee only about $317,350 at 4% or $211,567 at 6%; with 50% employer match about $211,567 at 4% or $141,044 at 6%; with 100% employer match about $158,675 at 4% or $105,783 at 6%.
201114$707,276$44,719$11,180iApproximate average salary by contribution assumption: employee only about $279,494 at 4% or $186,329 at 6%; with 50% employer match about $186,329 at 4% or $124,219 at 6%; with 100% employer match about $139,747 at 4% or $93,165 at 6%.
Scott W. Newman Inc. 401(K) Plan-4$707,276$44,719$11,180iApproximate average salary by contribution assumption: employee only about $279,494 at 4% or $186,329 at 6%; with 50% employer match about $186,329 at 4% or $124,219 at 6%; with 100% employer match about $139,747 at 4% or $93,165 at 6%.
201013$700,385$38,828$12,943iApproximate average salary by contribution assumption: employee only about $323,567 at 4% or $215,711 at 6%; with 50% employer match about $215,711 at 4% or $143,807 at 6%; with 100% employer match about $161,783 at 4% or $107,856 at 6%.
Scott W. Newman Inc. 401(K) Plan-3$700,385$38,828$12,943iApproximate average salary by contribution assumption: employee only about $323,567 at 4% or $215,711 at 6%; with 50% employer match about $215,711 at 4% or $143,807 at 6%; with 100% employer match about $161,783 at 4% or $107,856 at 6%.
200913$601,742$558,516$186,172iApproximate average salary by contribution assumption: employee only about $4,654,300 at 4% or $3,102,867 at 6%; with 50% employer match about $3,102,867 at 4% or $2,068,578 at 6%; with 100% employer match about $2,327,150 at 4% or $1,551,433 at 6%.
Scott W. Newman Inc. 401(K) Plan-3$601,742$558,516$186,172iApproximate average salary by contribution assumption: employee only about $4,654,300 at 4% or $3,102,867 at 6%; with 50% employer match about $3,102,867 at 4% or $2,068,578 at 6%; with 100% employer match about $2,327,150 at 4% or $1,551,433 at 6%.