Civic Intelligence

NEO FINANCE

Plan context: NEO FINANCE 401(K) PLAN

EIN 27-5559543 • San Jose, CA • 5 filings • 1 plans

700 Villa Center WaySan Jose, CA 95128
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$263,255

2025 Contributions

$66,532

Historical Graphs

Total Assets Over Time

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

$263,255$131,628$0202120232025YearValue
$263,255Latest year 2025

Participants Over Time

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

740202120232025YearValue
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$263,255$66,532$9,505iApproximate average salary by contribution assumption: employee only about $237,614 at 4% or $158,410 at 6%; with 50% employer match about $158,410 at 4% or $105,606 at 6%; with 100% employer match about $118,807 at 4% or $79,205 at 6%.
NEO FINANCE 401(K) PLAN-7$263,255$66,532$9,505iApproximate average salary by contribution assumption: employee only about $237,614 at 4% or $158,410 at 6%; with 50% employer match about $158,410 at 4% or $105,606 at 6%; with 100% employer match about $118,807 at 4% or $79,205 at 6%.
202416$161,063$62,133$10,356iApproximate average salary by contribution assumption: employee only about $258,888 at 4% or $172,592 at 6%; with 50% employer match about $172,592 at 4% or $115,061 at 6%; with 100% employer match about $129,444 at 4% or $86,296 at 6%.
NEO FINANCE 401(K) PLAN-6$161,063$62,133$10,356iApproximate average salary by contribution assumption: employee only about $258,888 at 4% or $172,592 at 6%; with 50% employer match about $172,592 at 4% or $115,061 at 6%; with 100% employer match about $129,444 at 4% or $86,296 at 6%.
202314$87,726$40,514$10,129iApproximate average salary by contribution assumption: employee only about $253,213 at 4% or $168,808 at 6%; with 50% employer match about $168,808 at 4% or $112,539 at 6%; with 100% employer match about $126,606 at 4% or $84,404 at 6%.
NEO FINANCE 401(K) PLAN-4$87,726$40,514$10,129iApproximate average salary by contribution assumption: employee only about $253,213 at 4% or $168,808 at 6%; with 50% employer match about $168,808 at 4% or $112,539 at 6%; with 100% employer match about $126,606 at 4% or $84,404 at 6%.
202214$37,004$38,212$9,553iApproximate average salary by contribution assumption: employee only about $238,825 at 4% or $159,217 at 6%; with 50% employer match about $159,217 at 4% or $106,144 at 6%; with 100% employer match about $119,413 at 4% or $79,608 at 6%.
NEO FINANCE 401(K) PLAN-4$37,004$38,212$9,553iApproximate average salary by contribution assumption: employee only about $238,825 at 4% or $159,217 at 6%; with 50% employer match about $159,217 at 4% or $106,144 at 6%; with 100% employer match about $119,413 at 4% or $79,608 at 6%.
202113$20,762$19,698$6,566iApproximate average salary by contribution assumption: employee only about $164,150 at 4% or $109,433 at 6%; with 50% employer match about $109,433 at 4% or $72,956 at 6%; with 100% employer match about $82,075 at 4% or $54,717 at 6%.
NEO FINANCE 401(K) PLAN-3$20,762$19,698$6,566iApproximate average salary by contribution assumption: employee only about $164,150 at 4% or $109,433 at 6%; with 50% employer match about $109,433 at 4% or $72,956 at 6%; with 100% employer match about $82,075 at 4% or $54,717 at 6%.