Civic Intelligence

Naples Premier Concierge, Pl

Plan context: Naples Premier Concierge, P.L. Cash Balance Pension Plan

EIN 27-2958128 • Naples, FL • 26 filings • 3 plans

1112 Goodlette RoadSuite 202Naples, FL 34102
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$4,045,128

2024 Contributions

$902,818

Historical Graphs

Total Assets Over Time

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

$4,045,128$2,022,564$0201120172023YearValue
$4,045,128Latest year 2023

Participants Over Time

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

530201120172023YearValue
5Latest year 2023

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
202420$0$902,818-
Naples Premier Concierge, P.L. Cash Balance Pension Plan-0$0$866,885-
Naples Premier Concierge P.L. 401(K) Profit Sharing Plan and Trust-0$0$35,933-
202325$4,045,128$257,844$51,569iApproximate average salary by contribution assumption: employee only about $1,289,220 at 4% or $859,480 at 6%; with 50% employer match about $859,480 at 4% or $572,987 at 6%; with 100% employer match about $644,610 at 4% or $429,740 at 6%.
Naples Premier Concierge P.L. 401(K) Profit Sharing Plan and Trust-5$2,287,773$138,362$27,672iApproximate average salary by contribution assumption: employee only about $691,810 at 4% or $461,207 at 6%; with 50% employer match about $461,207 at 4% or $307,471 at 6%; with 100% employer match about $345,905 at 4% or $230,603 at 6%.
Naples Premier Concierge, P.L. Cash Balance Pension Plan-4$1,757,355$119,482$29,871iApproximate average salary by contribution assumption: employee only about $746,763 at 4% or $497,842 at 6%; with 50% employer match about $497,842 at 4% or $331,894 at 6%; with 100% employer match about $373,381 at 4% or $248,921 at 6%.
202225$3,152,807$262,161$52,432iApproximate average salary by contribution assumption: employee only about $1,310,805 at 4% or $873,870 at 6%; with 50% employer match about $873,870 at 4% or $582,580 at 6%; with 100% employer match about $655,403 at 4% or $436,935 at 6%.
Naples Premier Concierge P.L. 401(K) Profit Sharing Plan and Trust-5$1,767,606$126,022$25,204iApproximate average salary by contribution assumption: employee only about $630,110 at 4% or $420,073 at 6%; with 50% employer match about $420,073 at 4% or $280,049 at 6%; with 100% employer match about $315,055 at 4% or $210,037 at 6%.
Naples Premier Concierge, P.L. Cash Balance Pension Plan-4$1,385,201$136,139$34,035iApproximate average salary by contribution assumption: employee only about $850,869 at 4% or $567,246 at 6%; with 50% employer match about $567,246 at 4% or $378,164 at 6%; with 100% employer match about $425,434 at 4% or $283,623 at 6%.
202123$3,305,749$180,521$60,174iApproximate average salary by contribution assumption: employee only about $1,504,342 at 4% or $1,002,894 at 6%; with 50% employer match about $1,002,894 at 4% or $668,596 at 6%; with 100% employer match about $752,171 at 4% or $501,447 at 6%.
Naples Premier Concierge P.L. 401(K) Profit Sharing Plan and Trust-3$1,898,994$63,512$21,171iApproximate average salary by contribution assumption: employee only about $529,267 at 4% or $352,844 at 6%; with 50% employer match about $352,844 at 4% or $235,230 at 6%; with 100% employer match about $264,633 at 4% or $176,422 at 6%.
Naples Premier Concierge, P.L. Cash Balance Pension Plan-2$1,406,755$117,009$58,505iApproximate average salary by contribution assumption: employee only about $1,462,613 at 4% or $975,075 at 6%; with 50% employer match about $975,075 at 4% or $650,050 at 6%; with 100% employer match about $731,306 at 4% or $487,538 at 6%.
202023$2,829,570$183,282$61,094iApproximate average salary by contribution assumption: employee only about $1,527,350 at 4% or $1,018,233 at 6%; with 50% employer match about $1,018,233 at 4% or $678,822 at 6%; with 100% employer match about $763,675 at 4% or $509,117 at 6%.
Naples Premier Concierge P.L. 401(K) Profit Sharing Plan and Trust-3$1,643,492$64,762$21,587iApproximate average salary by contribution assumption: employee only about $539,683 at 4% or $359,789 at 6%; with 50% employer match about $359,789 at 4% or $239,859 at 6%; with 100% employer match about $269,842 at 4% or $179,894 at 6%.
Naples Premier Concierge, P.L. Cash Balance Pension Plan-3$1,186,078$118,520$39,507iApproximate average salary by contribution assumption: employee only about $987,667 at 4% or $658,444 at 6%; with 50% employer match about $658,444 at 4% or $438,963 at 6%; with 100% employer match about $493,833 at 4% or $329,222 at 6%.
201924$2,329,311$155,261$38,815iApproximate average salary by contribution assumption: employee only about $970,381 at 4% or $646,921 at 6%; with 50% employer match about $646,921 at 4% or $431,281 at 6%; with 100% employer match about $485,191 at 4% or $323,460 at 6%.
Naples Premier Concierge P.L. 401(K) Profit Sharing Plan and Trust-4$1,399,632$64,261$16,065iApproximate average salary by contribution assumption: employee only about $401,631 at 4% or $267,754 at 6%; with 50% employer match about $267,754 at 4% or $178,503 at 6%; with 100% employer match about $200,816 at 4% or $133,877 at 6%.
Naples Premier Concierge, P.L. Cash Balance Pension Plan-3$929,679$91,000$30,333iApproximate average salary by contribution assumption: employee only about $758,333 at 4% or $505,556 at 6%; with 50% employer match about $505,556 at 4% or $337,037 at 6%; with 100% employer match about $379,167 at 4% or $252,778 at 6%.
201822$1,881,090$218,812$109,406iApproximate average salary by contribution assumption: employee only about $2,735,150 at 4% or $1,823,433 at 6%; with 50% employer match about $1,823,433 at 4% or $1,215,622 at 6%; with 100% employer match about $1,367,575 at 4% or $911,717 at 6%.
Naples Premier Concierge P.L. 401(K) Profit Sharing Plan and Trust-2$1,131,327$58,812$29,406iApproximate average salary by contribution assumption: employee only about $735,150 at 4% or $490,100 at 6%; with 50% employer match about $490,100 at 4% or $326,733 at 6%; with 100% employer match about $367,575 at 4% or $245,050 at 6%.
Naples Premier Concierge, P.L. Cash Balance Pension Plan-2$749,763$160,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
201723$1,800,681$170,970$56,990iApproximate average salary by contribution assumption: employee only about $1,424,750 at 4% or $949,833 at 6%; with 50% employer match about $949,833 at 4% or $633,222 at 6%; with 100% employer match about $712,375 at 4% or $474,917 at 6%.
Naples Premier Concierge P.L. 401(K) Profit Sharing Plan and Trust-3$1,189,522$52,796$17,599iApproximate average salary by contribution assumption: employee only about $439,967 at 4% or $293,311 at 6%; with 50% employer match about $293,311 at 4% or $195,541 at 6%; with 100% employer match about $219,983 at 4% or $146,656 at 6%.
Naples Premier Concierge, P.L. Cash Balance Pension Plan-3$611,159$118,174$39,391iApproximate average salary by contribution assumption: employee only about $984,783 at 4% or $656,522 at 6%; with 50% employer match about $656,522 at 4% or $437,681 at 6%; with 100% employer match about $492,392 at 4% or $328,261 at 6%.
201623$1,492,369$184,757$61,586iApproximate average salary by contribution assumption: employee only about $1,539,642 at 4% or $1,026,428 at 6%; with 50% employer match about $1,026,428 at 4% or $684,285 at 6%; with 100% employer match about $769,821 at 4% or $513,214 at 6%.
Naples Premier Concierge P.L. 401(K) Profit Sharing Plan and Trust-3$1,032,000$59,757$19,919iApproximate average salary by contribution assumption: employee only about $497,975 at 4% or $331,983 at 6%; with 50% employer match about $331,983 at 4% or $221,322 at 6%; with 100% employer match about $248,988 at 4% or $165,992 at 6%.
Naples Premier Concierge, P.L. Cash Balance Pension Plan-3$460,369$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
201525$1,299,697$171,174$34,235iApproximate average salary by contribution assumption: employee only about $855,870 at 4% or $570,580 at 6%; with 50% employer match about $570,580 at 4% or $380,387 at 6%; with 100% employer match about $427,935 at 4% or $285,290 at 6%.
Naples Premier Concierge P.L. 401(K) Profit Sharing Plan and Trust-5$968,350$53,091$10,618iApproximate average salary by contribution assumption: employee only about $265,455 at 4% or $176,970 at 6%; with 50% employer match about $176,970 at 4% or $117,980 at 6%; with 100% employer match about $132,728 at 4% or $88,485 at 6%.
Naples Premier Concierge, P.L. Cash Balance Pension Plan-3$331,347$118,083$39,361iApproximate average salary by contribution assumption: employee only about $984,025 at 4% or $656,017 at 6%; with 50% employer match about $656,017 at 4% or $437,344 at 6%; with 100% employer match about $492,013 at 4% or $328,008 at 6%.
201423$1,190,490$163,815$54,605iApproximate average salary by contribution assumption: employee only about $1,365,125 at 4% or $910,083 at 6%; with 50% employer match about $910,083 at 4% or $606,722 at 6%; with 100% employer match about $682,563 at 4% or $455,042 at 6%.
Naples Premier Concierge P.L. 401(K) Profit Sharing Plan and Trust-3$962,156$58,762$19,587iApproximate average salary by contribution assumption: employee only about $489,683 at 4% or $326,456 at 6%; with 50% employer match about $326,456 at 4% or $217,637 at 6%; with 100% employer match about $244,842 at 4% or $163,228 at 6%.
Naples Premier Concierge, P.L. Cash Balance Pension Plan-3$228,334$105,053$35,018iApproximate average salary by contribution assumption: employee only about $875,442 at 4% or $583,628 at 6%; with 50% employer match about $583,628 at 4% or $389,085 at 6%; with 100% employer match about $437,721 at 4% or $291,814 at 6%.
201323$982,781$187,400$62,467iApproximate average salary by contribution assumption: employee only about $1,561,667 at 4% or $1,041,111 at 6%; with 50% employer match about $1,041,111 at 4% or $694,074 at 6%; with 100% employer match about $780,833 at 4% or $520,556 at 6%.
Naples Premier Concierge P.L. 401(K) Profit Sharing Plan and Trust-3$864,876$69,495$23,165iApproximate average salary by contribution assumption: employee only about $579,125 at 4% or $386,083 at 6%; with 50% employer match about $386,083 at 4% or $257,389 at 6%; with 100% employer match about $289,563 at 4% or $193,042 at 6%.
Naples Premier Concierge, P.L. Cash Balance Pension Plan-3$117,905$117,905$39,302iApproximate average salary by contribution assumption: employee only about $982,542 at 4% or $655,028 at 6%; with 50% employer match about $655,028 at 4% or $436,685 at 6%; with 100% employer match about $491,271 at 4% or $327,514 at 6%.
201213$616,403$164,361$54,787iApproximate average salary by contribution assumption: employee only about $1,369,675 at 4% or $913,117 at 6%; with 50% employer match about $913,117 at 4% or $608,744 at 6%; with 100% employer match about $684,838 at 4% or $456,558 at 6%.
Naples Premier Concierge P.L. 401(K) Profit Sharing Plan and Trust-3$616,403$164,361$54,787iApproximate average salary by contribution assumption: employee only about $1,369,675 at 4% or $913,117 at 6%; with 50% employer match about $913,117 at 4% or $608,744 at 6%; with 100% employer match about $684,838 at 4% or $456,558 at 6%.
201113$391,978$51,190$17,063iApproximate average salary by contribution assumption: employee only about $426,583 at 4% or $284,389 at 6%; with 50% employer match about $284,389 at 4% or $189,593 at 6%; with 100% employer match about $213,292 at 4% or $142,194 at 6%.
Naples Premier Concierge P.L. 401(K) Profit Sharing Plan and Trust-3$391,978$51,190$17,063iApproximate average salary by contribution assumption: employee only about $426,583 at 4% or $284,389 at 6%; with 50% employer match about $284,389 at 4% or $189,593 at 6%; with 100% employer match about $213,292 at 4% or $142,194 at 6%.