Civic Intelligence

Scott Needles, P.A.

Plan context: SCOTT NEEDLES, P.A. CASH BALANCE PLAN

EIN 41-2262600 • Marco Island, FL • 13 filings • 2 plans

1000 North Collier Blvd.Suite 1Marco Island, FL 34145
Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$200,661

2025 Contributions

$50,460

Historical Graphs

Total Assets Over Time

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

$661,203$330,602$0201620212025YearValue
$200,661Latest year 2025

Participants Over Time

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

320201620212025YearValue
1Latest 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
202511$200,661$0-
SCOTT NEEDLES, P.A. CASH BALANCE PLAN-1$200,661$0-
202422$661,203$50,460$25,230iApproximate average salary by contribution assumption: employee only about $630,750 at 4% or $420,500 at 6%; with 50% employer match about $420,500 at 4% or $280,333 at 6%; with 100% employer match about $315,375 at 4% or $210,250 at 6%.
Scott Needles, P.A., 401(K) Plan-1$471,367$40,460$40,460iApproximate average salary by contribution assumption: employee only about $1,011,500 at 4% or $674,333 at 6%; with 50% employer match about $674,333 at 4% or $449,556 at 6%; with 100% employer match about $505,750 at 4% or $337,167 at 6%.
SCOTT NEEDLES, P.A. CASH BALANCE PLAN-2$189,836$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
202322$565,815$51,272$25,636iApproximate average salary by contribution assumption: employee only about $640,900 at 4% or $427,267 at 6%; with 50% employer match about $427,267 at 4% or $284,844 at 6%; with 100% employer match about $320,450 at 4% or $213,633 at 6%.
Scott Needles, P.A., 401(K) Plan-2$399,775$41,272$20,636iApproximate average salary by contribution assumption: employee only about $515,900 at 4% or $343,933 at 6%; with 50% employer match about $343,933 at 4% or $229,289 at 6%; with 100% employer match about $257,950 at 4% or $171,967 at 6%.
SCOTT NEEDLES, P.A. CASH BALANCE PLAN-2$166,040$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
202223$458,344$44,387$14,796iApproximate average salary by contribution assumption: employee only about $369,892 at 4% or $246,594 at 6%; with 50% employer match about $246,594 at 4% or $164,396 at 6%; with 100% employer match about $184,946 at 4% or $123,297 at 6%.
Scott Needles, P.A., 401(K) Plan-3$314,630$34,387$11,462iApproximate average salary by contribution assumption: employee only about $286,558 at 4% or $191,039 at 6%; with 50% employer match about $191,039 at 4% or $127,359 at 6%; with 100% employer match about $143,279 at 4% or $95,519 at 6%.
SCOTT NEEDLES, P.A. CASH BALANCE PLAN-2$143,714$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
202112$344,951$67,035$33,518iApproximate average salary by contribution assumption: employee only about $837,938 at 4% or $558,625 at 6%; with 50% employer match about $558,625 at 4% or $372,417 at 6%; with 100% employer match about $418,969 at 4% or $279,313 at 6%.
Scott Needles, P.A., 401(K) Plan-2$344,951$67,035$33,518iApproximate average salary by contribution assumption: employee only about $837,938 at 4% or $558,625 at 6%; with 50% employer match about $558,625 at 4% or $372,417 at 6%; with 100% employer match about $418,969 at 4% or $279,313 at 6%.
202012$244,859$44,500$22,250iApproximate average salary by contribution assumption: employee only about $556,250 at 4% or $370,833 at 6%; with 50% employer match about $370,833 at 4% or $247,222 at 6%; with 100% employer match about $278,125 at 4% or $185,417 at 6%.
Scott Needles, P.A., 401(K) Plan-2$244,859$44,500$22,250iApproximate average salary by contribution assumption: employee only about $556,250 at 4% or $370,833 at 6%; with 50% employer match about $370,833 at 4% or $247,222 at 6%; with 100% employer match about $278,125 at 4% or $185,417 at 6%.
201912$162,604$27,670$13,835iApproximate average salary by contribution assumption: employee only about $345,875 at 4% or $230,583 at 6%; with 50% employer match about $230,583 at 4% or $153,722 at 6%; with 100% employer match about $172,938 at 4% or $115,292 at 6%.
Scott Needles, P.A., 401(K) Plan-2$162,604$27,670$13,835iApproximate average salary by contribution assumption: employee only about $345,875 at 4% or $230,583 at 6%; with 50% employer match about $230,583 at 4% or $153,722 at 6%; with 100% employer match about $172,938 at 4% or $115,292 at 6%.
201812$110,728$47,397$23,699iApproximate average salary by contribution assumption: employee only about $592,463 at 4% or $394,975 at 6%; with 50% employer match about $394,975 at 4% or $263,317 at 6%; with 100% employer match about $296,231 at 4% or $197,488 at 6%.
Scott Needles, P.A., 401(K) Plan-2$110,728$47,397$23,699iApproximate average salary by contribution assumption: employee only about $592,463 at 4% or $394,975 at 6%; with 50% employer match about $394,975 at 4% or $263,317 at 6%; with 100% employer match about $296,231 at 4% or $197,488 at 6%.
201710$78,089$26,565-
Scott Needles, P.A., 401(K) Plan-0$78,089$26,565-
201611$43,223$43,000$43,000iApproximate average salary by contribution assumption: employee only about $1,075,000 at 4% or $716,667 at 6%; with 50% employer match about $716,667 at 4% or $477,778 at 6%; with 100% employer match about $537,500 at 4% or $358,333 at 6%.
Scott Needles, P.A., 401(K) Plan-1$43,223$43,000$43,000iApproximate average salary by contribution assumption: employee only about $1,075,000 at 4% or $716,667 at 6%; with 50% employer match about $716,667 at 4% or $477,778 at 6%; with 100% employer match about $537,500 at 4% or $358,333 at 6%.