Civic Intelligence

Naples Global Advisors LLC

Plan context: Naples Global Advisors LLC 401 K Profit Sharing Plan Trust

EIN 45-2589778 • Naples, FL • 14 filings • 3 plans

720 5th Ave S Ste 200Naples, FL 34102-6623
Current Snapshot

Latest Year

2025

2025 Participants

15

2025 Assets

$4,566,826

2025 Contributions

$381,294

Historical Graphs

Total Assets Over Time

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

$4,566,826$2,283,413$0201220192025YearValue
$4,566,826Latest year 2025

Participants Over Time

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

1680201220192025YearValue
15Latest 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
2025115$4,566,826$381,294$25,420iApproximate average salary by contribution assumption: employee only about $635,490 at 4% or $423,660 at 6%; with 50% employer match about $423,660 at 4% or $282,440 at 6%; with 100% employer match about $317,745 at 4% or $211,830 at 6%.
Naples Global Advisors LLC 401 K Profit Sharing Plan Trust-15$4,566,826$381,294$25,420iApproximate average salary by contribution assumption: employee only about $635,490 at 4% or $423,660 at 6%; with 50% employer match about $423,660 at 4% or $282,440 at 6%; with 100% employer match about $317,745 at 4% or $211,830 at 6%.
2024116$3,684,879$360,014$22,501iApproximate average salary by contribution assumption: employee only about $562,522 at 4% or $375,015 at 6%; with 50% employer match about $375,015 at 4% or $250,010 at 6%; with 100% employer match about $281,261 at 4% or $187,507 at 6%.
Naples Global Advisors LLC 401 K Profit Sharing Plan Trust-16$3,684,879$360,014$22,501iApproximate average salary by contribution assumption: employee only about $562,522 at 4% or $375,015 at 6%; with 50% employer match about $375,015 at 4% or $250,010 at 6%; with 100% employer match about $281,261 at 4% or $187,507 at 6%.
2023114$2,864,089$308,431$22,031iApproximate average salary by contribution assumption: employee only about $550,770 at 4% or $367,180 at 6%; with 50% employer match about $367,180 at 4% or $244,787 at 6%; with 100% employer match about $275,385 at 4% or $183,590 at 6%.
Naples Global Advisors LLC 401 K Profit Sharing Plan Trust-14$2,864,089$308,431$22,031iApproximate average salary by contribution assumption: employee only about $550,770 at 4% or $367,180 at 6%; with 50% employer match about $367,180 at 4% or $244,787 at 6%; with 100% employer match about $275,385 at 4% or $183,590 at 6%.
2022112$2,158,596$280,043$23,337iApproximate average salary by contribution assumption: employee only about $583,423 at 4% or $388,949 at 6%; with 50% employer match about $388,949 at 4% or $259,299 at 6%; with 100% employer match about $291,711 at 4% or $194,474 at 6%.
Naples Global Advisors LLC 401 K Profit Sharing Plan Trust-12$2,158,596$280,043$23,337iApproximate average salary by contribution assumption: employee only about $583,423 at 4% or $388,949 at 6%; with 50% employer match about $388,949 at 4% or $259,299 at 6%; with 100% employer match about $291,711 at 4% or $194,474 at 6%.
2021111$2,299,361$267,624$24,329iApproximate average salary by contribution assumption: employee only about $608,236 at 4% or $405,491 at 6%; with 50% employer match about $405,491 at 4% or $270,327 at 6%; with 100% employer match about $304,118 at 4% or $202,745 at 6%.
Naples Global Advisors LLC 401 K Profit Sharing Plan Trust-11$2,299,361$267,624$24,329iApproximate average salary by contribution assumption: employee only about $608,236 at 4% or $405,491 at 6%; with 50% employer match about $405,491 at 4% or $270,327 at 6%; with 100% employer match about $304,118 at 4% or $202,745 at 6%.
2020112$1,716,588$257,546$21,462iApproximate average salary by contribution assumption: employee only about $536,554 at 4% or $357,703 at 6%; with 50% employer match about $357,703 at 4% or $238,469 at 6%; with 100% employer match about $268,277 at 4% or $178,851 at 6%.
Naples Global Advisors LLC 401 K Profit Sharing Plan Trust-12$1,716,588$257,546$21,462iApproximate average salary by contribution assumption: employee only about $536,554 at 4% or $357,703 at 6%; with 50% employer match about $357,703 at 4% or $238,469 at 6%; with 100% employer match about $268,277 at 4% or $178,851 at 6%.
2019110$1,247,165$190,819$19,082iApproximate average salary by contribution assumption: employee only about $477,048 at 4% or $318,032 at 6%; with 50% employer match about $318,032 at 4% or $212,021 at 6%; with 100% employer match about $238,524 at 4% or $159,016 at 6%.
Naples Global Advisors LLC 401 K Profit Sharing Plan Trust-10$1,247,165$190,819$19,082iApproximate average salary by contribution assumption: employee only about $477,048 at 4% or $318,032 at 6%; with 50% employer match about $318,032 at 4% or $212,021 at 6%; with 100% employer match about $238,524 at 4% or $159,016 at 6%.
2018110$927,544$248,153$24,815iApproximate average salary by contribution assumption: employee only about $620,383 at 4% or $413,588 at 6%; with 50% employer match about $413,588 at 4% or $275,726 at 6%; with 100% employer match about $310,191 at 4% or $206,794 at 6%.
Naples Global Advisors LLC 401 K Profit Sharing Plan Trust-10$927,544$248,153$24,815iApproximate average salary by contribution assumption: employee only about $620,383 at 4% or $413,588 at 6%; with 50% employer match about $413,588 at 4% or $275,726 at 6%; with 100% employer match about $310,191 at 4% or $206,794 at 6%.
201715$736,653$160,336$32,067iApproximate average salary by contribution assumption: employee only about $801,680 at 4% or $534,453 at 6%; with 50% employer match about $534,453 at 4% or $356,302 at 6%; with 100% employer match about $400,840 at 4% or $267,227 at 6%.
Naples Global Advisors LLC 401 K Profit Sharing Plan Trust-5$736,653$160,336$32,067iApproximate average salary by contribution assumption: employee only about $801,680 at 4% or $534,453 at 6%; with 50% employer match about $534,453 at 4% or $356,302 at 6%; with 100% employer match about $400,840 at 4% or $267,227 at 6%.
201616$604,464$166,677$27,780iApproximate average salary by contribution assumption: employee only about $694,488 at 4% or $462,992 at 6%; with 50% employer match about $462,992 at 4% or $308,661 at 6%; with 100% employer match about $347,244 at 4% or $231,496 at 6%.
Naples Global Advisors LLC 401 K Profit Sharing Plan Trust-6$604,464$166,677$27,780iApproximate average salary by contribution assumption: employee only about $694,488 at 4% or $462,992 at 6%; with 50% employer match about $462,992 at 4% or $308,661 at 6%; with 100% employer match about $347,244 at 4% or $231,496 at 6%.
201516$394,091$131,130$21,855iApproximate average salary by contribution assumption: employee only about $546,375 at 4% or $364,250 at 6%; with 50% employer match about $364,250 at 4% or $242,833 at 6%; with 100% employer match about $273,188 at 4% or $182,125 at 6%.
Naples Global Advisors LLC 401 K Profit Sharing Plan Trust-6$394,091$131,130$21,855iApproximate average salary by contribution assumption: employee only about $546,375 at 4% or $364,250 at 6%; with 50% employer match about $364,250 at 4% or $242,833 at 6%; with 100% employer match about $273,188 at 4% or $182,125 at 6%.
201415$267,009$104,930$20,986iApproximate average salary by contribution assumption: employee only about $524,650 at 4% or $349,767 at 6%; with 50% employer match about $349,767 at 4% or $233,178 at 6%; with 100% employer match about $262,325 at 4% or $174,883 at 6%.
Naples Global Advisors LLC 401 K Profit Sharing Plan Trust-5$267,009$104,930$20,986iApproximate average salary by contribution assumption: employee only about $524,650 at 4% or $349,767 at 6%; with 50% employer match about $349,767 at 4% or $233,178 at 6%; with 100% employer match about $262,325 at 4% or $174,883 at 6%.
201315$144,245$64,835$12,967iApproximate average salary by contribution assumption: employee only about $324,175 at 4% or $216,117 at 6%; with 50% employer match about $216,117 at 4% or $144,078 at 6%; with 100% employer match about $162,088 at 4% or $108,058 at 6%.
Naples Global Advisors LLC 401 K Profit Sharing Plan Trust-5$144,245$64,835$12,967iApproximate average salary by contribution assumption: employee only about $324,175 at 4% or $216,117 at 6%; with 50% employer match about $216,117 at 4% or $144,078 at 6%; with 100% employer match about $162,088 at 4% or $108,058 at 6%.
201215$61,745$59,250$11,850iApproximate average salary by contribution assumption: employee only about $296,250 at 4% or $197,500 at 6%; with 50% employer match about $197,500 at 4% or $131,667 at 6%; with 100% employer match about $148,125 at 4% or $98,750 at 6%.
Naples Global Advisors LLC 401 K Profit Sharing Plan Trust-5$61,745$59,250$11,850iApproximate average salary by contribution assumption: employee only about $296,250 at 4% or $197,500 at 6%; with 50% employer match about $197,500 at 4% or $131,667 at 6%; with 100% employer match about $148,125 at 4% or $98,750 at 6%.