Civic Intelligence

NOELLE DANIEL WEALTH MANAGEMEN

Plan context: NOELLE DANIEL WEALTH MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST

EIN 27-5247930 • Largo, FL • 4 filings • 1 plans

12651 Walsingham Rd Ste ELargo, FL 33774-3627
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$241,096

2025 Contributions

$52,680

Historical Graphs

Total Assets Over Time

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

$241,096$120,548$0202220242025YearValue
$241,096Latest year 2025

Participants Over Time

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

320202220242025YearValue
2Latest 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
202512$241,096$52,680$26,340iApproximate average salary by contribution assumption: employee only about $658,500 at 4% or $439,000 at 6%; with 50% employer match about $439,000 at 4% or $292,667 at 6%; with 100% employer match about $329,250 at 4% or $219,500 at 6%.
NOELLE DANIEL WEALTH MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST-2$241,096$52,680$26,340iApproximate average salary by contribution assumption: employee only about $658,500 at 4% or $439,000 at 6%; with 50% employer match about $439,000 at 4% or $292,667 at 6%; with 100% employer match about $329,250 at 4% or $219,500 at 6%.
202413$234,188$53,720$17,907iApproximate average salary by contribution assumption: employee only about $447,667 at 4% or $298,444 at 6%; with 50% employer match about $298,444 at 4% or $198,963 at 6%; with 100% employer match about $223,833 at 4% or $149,222 at 6%.
NOELLE DANIEL WEALTH MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST-3$234,188$53,720$17,907iApproximate average salary by contribution assumption: employee only about $447,667 at 4% or $298,444 at 6%; with 50% employer match about $298,444 at 4% or $198,963 at 6%; with 100% employer match about $223,833 at 4% or $149,222 at 6%.
202313$155,395$71,090$23,697iApproximate average salary by contribution assumption: employee only about $592,417 at 4% or $394,944 at 6%; with 50% employer match about $394,944 at 4% or $263,296 at 6%; with 100% employer match about $296,208 at 4% or $197,472 at 6%.
NOELLE DANIEL WEALTH MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST-3$155,395$71,090$23,697iApproximate average salary by contribution assumption: employee only about $592,417 at 4% or $394,944 at 6%; with 50% employer match about $394,944 at 4% or $263,296 at 6%; with 100% employer match about $296,208 at 4% or $197,472 at 6%.
202213$64,247$65,331$21,777iApproximate average salary by contribution assumption: employee only about $544,425 at 4% or $362,950 at 6%; with 50% employer match about $362,950 at 4% or $241,967 at 6%; with 100% employer match about $272,213 at 4% or $181,475 at 6%.
NOELLE DANIEL WEALTH MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST-3$64,247$65,331$21,777iApproximate average salary by contribution assumption: employee only about $544,425 at 4% or $362,950 at 6%; with 50% employer match about $362,950 at 4% or $241,967 at 6%; with 100% employer match about $272,213 at 4% or $181,475 at 6%.