Civic Intelligence

William Neale & Co. PC.

Plan context: William Neale & Co. PC 401(K) Profit Sharing Plan

EIN 46-0417508 • 25 filings • 7 plans

Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,362,714

2024 Contributions

$111,676

Historical Graphs

Total Assets Over Time

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

$2,623,975$1,311,988$0200020142024YearValue
$1,362,714Latest year 2024

Participants Over Time

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

950200020132024YearValue
4Latest year 2024

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
202414$1,362,714$111,676$27,919iApproximate average salary by contribution assumption: employee only about $697,975 at 4% or $465,317 at 6%; with 50% employer match about $465,317 at 4% or $310,211 at 6%; with 100% employer match about $348,988 at 4% or $232,658 at 6%.
William Neale & Co. PC 401(K) Profit Sharing Plan-4$1,362,714$111,676$27,919iApproximate average salary by contribution assumption: employee only about $697,975 at 4% or $465,317 at 6%; with 50% employer match about $465,317 at 4% or $310,211 at 6%; with 100% employer match about $348,988 at 4% or $232,658 at 6%.
202313$2,623,975$102,037$34,012iApproximate average salary by contribution assumption: employee only about $850,308 at 4% or $566,872 at 6%; with 50% employer match about $566,872 at 4% or $377,915 at 6%; with 100% employer match about $425,154 at 4% or $283,436 at 6%.
William Neale & Co. PC 401(K) Profit Sharing Plan-3$2,623,975$102,037$34,012iApproximate average salary by contribution assumption: employee only about $850,308 at 4% or $566,872 at 6%; with 50% employer match about $566,872 at 4% or $377,915 at 6%; with 100% employer match about $425,154 at 4% or $283,436 at 6%.
202214$2,165,356$109,278$27,320iApproximate average salary by contribution assumption: employee only about $682,988 at 4% or $455,325 at 6%; with 50% employer match about $455,325 at 4% or $303,550 at 6%; with 100% employer match about $341,494 at 4% or $227,663 at 6%.
William Neale & Co. PC 401(K) Profit Sharing Plan-4$2,165,356$109,278$27,320iApproximate average salary by contribution assumption: employee only about $682,988 at 4% or $455,325 at 6%; with 50% employer match about $455,325 at 4% or $303,550 at 6%; with 100% employer match about $341,494 at 4% or $227,663 at 6%.
202113$2,491,463$69,216$23,072iApproximate average salary by contribution assumption: employee only about $576,800 at 4% or $384,533 at 6%; with 50% employer match about $384,533 at 4% or $256,356 at 6%; with 100% employer match about $288,400 at 4% or $192,267 at 6%.
William Neale & Co. PC 401(K) Profit Sharing Plan-3$2,491,463$69,216$23,072iApproximate average salary by contribution assumption: employee only about $576,800 at 4% or $384,533 at 6%; with 50% employer match about $384,533 at 4% or $256,356 at 6%; with 100% employer match about $288,400 at 4% or $192,267 at 6%.
202015$2,081,877$80,047$16,009iApproximate average salary by contribution assumption: employee only about $400,235 at 4% or $266,823 at 6%; with 50% employer match about $266,823 at 4% or $177,882 at 6%; with 100% employer match about $200,118 at 4% or $133,412 at 6%.
William Neale & Co. PC 401(K) Profit Sharing Plan-5$2,081,877$80,047$16,009iApproximate average salary by contribution assumption: employee only about $400,235 at 4% or $266,823 at 6%; with 50% employer match about $266,823 at 4% or $177,882 at 6%; with 100% employer match about $200,118 at 4% or $133,412 at 6%.
201915$1,870,490$86,840$17,368iApproximate average salary by contribution assumption: employee only about $434,200 at 4% or $289,467 at 6%; with 50% employer match about $289,467 at 4% or $192,978 at 6%; with 100% employer match about $217,100 at 4% or $144,733 at 6%.
William Neale & Co. PC 401(K) Profit Sharing Plan-5$1,870,490$86,840$17,368iApproximate average salary by contribution assumption: employee only about $434,200 at 4% or $289,467 at 6%; with 50% employer match about $289,467 at 4% or $192,978 at 6%; with 100% employer match about $217,100 at 4% or $144,733 at 6%.
201815$1,576,452$84,128$16,826iApproximate average salary by contribution assumption: employee only about $420,640 at 4% or $280,427 at 6%; with 50% employer match about $280,427 at 4% or $186,951 at 6%; with 100% employer match about $210,320 at 4% or $140,213 at 6%.
William Neale & Co. PC 401(K) Profit Sharing Plan-5$1,576,452$84,128$16,826iApproximate average salary by contribution assumption: employee only about $420,640 at 4% or $280,427 at 6%; with 50% employer match about $280,427 at 4% or $186,951 at 6%; with 100% employer match about $210,320 at 4% or $140,213 at 6%.
201714$1,662,989$81,224$20,306iApproximate average salary by contribution assumption: employee only about $507,650 at 4% or $338,433 at 6%; with 50% employer match about $338,433 at 4% or $225,622 at 6%; with 100% employer match about $253,825 at 4% or $169,217 at 6%.
William Neale & Co. PC 401(K) Profit Sharing Plan-4$1,662,989$81,224$20,306iApproximate average salary by contribution assumption: employee only about $507,650 at 4% or $338,433 at 6%; with 50% employer match about $338,433 at 4% or $225,622 at 6%; with 100% employer match about $253,825 at 4% or $169,217 at 6%.
201614$1,391,742$75,949$18,987iApproximate average salary by contribution assumption: employee only about $474,681 at 4% or $316,454 at 6%; with 50% employer match about $316,454 at 4% or $210,969 at 6%; with 100% employer match about $237,341 at 4% or $158,227 at 6%.
William Neale & Co. PC 401(K) Profit Sharing Plan-4$1,391,742$75,949$18,987iApproximate average salary by contribution assumption: employee only about $474,681 at 4% or $316,454 at 6%; with 50% employer match about $316,454 at 4% or $210,969 at 6%; with 100% employer match about $237,341 at 4% or $158,227 at 6%.
201515$1,208,400$82,438$16,488iApproximate average salary by contribution assumption: employee only about $412,190 at 4% or $274,793 at 6%; with 50% employer match about $274,793 at 4% or $183,196 at 6%; with 100% employer match about $206,095 at 4% or $137,397 at 6%.
William Neale & Co. PC 401(K) Profit Sharing Plan-5$1,208,400$82,438$16,488iApproximate average salary by contribution assumption: employee only about $412,190 at 4% or $274,793 at 6%; with 50% employer match about $274,793 at 4% or $183,196 at 6%; with 100% employer match about $206,095 at 4% or $137,397 at 6%.
201416$1,186,940$79,988$13,331iApproximate average salary by contribution assumption: employee only about $333,283 at 4% or $222,189 at 6%; with 50% employer match about $222,189 at 4% or $148,126 at 6%; with 100% employer match about $166,642 at 4% or $111,094 at 6%.
William Neale & Co. PC 401(K) Profit Sharing Plan-6$1,186,940$79,988$13,331iApproximate average salary by contribution assumption: employee only about $333,283 at 4% or $222,189 at 6%; with 50% employer match about $222,189 at 4% or $148,126 at 6%; with 100% employer match about $166,642 at 4% or $111,094 at 6%.
201315$1,072,847$84,524$16,905iApproximate average salary by contribution assumption: employee only about $422,620 at 4% or $281,747 at 6%; with 50% employer match about $281,747 at 4% or $187,831 at 6%; with 100% employer match about $211,310 at 4% or $140,873 at 6%.
William Neale & Co. PC 401(K) Profit Sharing Plan-5$1,072,847$84,524$16,905iApproximate average salary by contribution assumption: employee only about $422,620 at 4% or $281,747 at 6%; with 50% employer match about $281,747 at 4% or $187,831 at 6%; with 100% employer match about $211,310 at 4% or $140,873 at 6%.
201215$1,091,718$79,754$15,951iApproximate average salary by contribution assumption: employee only about $398,770 at 4% or $265,847 at 6%; with 50% employer match about $265,847 at 4% or $177,231 at 6%; with 100% employer match about $199,385 at 4% or $132,923 at 6%.
William Neale & Co. PC 401(K) Profit Sharing Plan-5$1,091,718$79,754$15,951iApproximate average salary by contribution assumption: employee only about $398,770 at 4% or $265,847 at 6%; with 50% employer match about $265,847 at 4% or $177,231 at 6%; with 100% employer match about $199,385 at 4% or $132,923 at 6%.
201114$1,077,521$61,215$15,304iApproximate average salary by contribution assumption: employee only about $382,594 at 4% or $255,063 at 6%; with 50% employer match about $255,063 at 4% or $170,042 at 6%; with 100% employer match about $191,297 at 4% or $127,531 at 6%.
William Neale & Co. PC 401(K) Profit Sharing Plan-4$1,077,521$61,215$15,304iApproximate average salary by contribution assumption: employee only about $382,594 at 4% or $255,063 at 6%; with 50% employer match about $255,063 at 4% or $170,042 at 6%; with 100% employer match about $191,297 at 4% or $127,531 at 6%.
201015$1,135,918$28,096$5,619iApproximate average salary by contribution assumption: employee only about $140,480 at 4% or $93,653 at 6%; with 50% employer match about $93,653 at 4% or $62,436 at 6%; with 100% employer match about $70,240 at 4% or $46,827 at 6%.
William Neale & Co. PC 401(K) Profit Sharing Plan-5$1,135,918$28,096$5,619iApproximate average salary by contribution assumption: employee only about $140,480 at 4% or $93,653 at 6%; with 50% employer match about $93,653 at 4% or $62,436 at 6%; with 100% employer match about $70,240 at 4% or $46,827 at 6%.
200916$982,582$67,050$11,175iApproximate average salary by contribution assumption: employee only about $279,375 at 4% or $186,250 at 6%; with 50% employer match about $186,250 at 4% or $124,167 at 6%; with 100% employer match about $139,688 at 4% or $93,125 at 6%.
William Neale & Co. PC 401(K) Profit Sharing Plan-6$982,582$67,050$11,175iApproximate average salary by contribution assumption: employee only about $279,375 at 4% or $186,250 at 6%; with 50% employer match about $186,250 at 4% or $124,167 at 6%; with 100% employer match about $139,688 at 4% or $93,125 at 6%.
200818$725,216$70,942$8,868iApproximate average salary by contribution assumption: employee only about $221,694 at 4% or $147,796 at 6%; with 50% employer match about $147,796 at 4% or $98,531 at 6%; with 100% employer match about $110,847 at 4% or $73,898 at 6%.
William Neale & Co. PC 401(K) Profit Sharing Plan-8$725,216$70,942$8,868iApproximate average salary by contribution assumption: employee only about $221,694 at 4% or $147,796 at 6%; with 50% employer match about $147,796 at 4% or $98,531 at 6%; with 100% employer match about $110,847 at 4% or $73,898 at 6%.
200717$0$0-
William Neale & Co. PC 401(K) Profit Sharing Plan-7---
200617$919,070$60,203$8,600iApproximate average salary by contribution assumption: employee only about $215,011 at 4% or $143,340 at 6%; with 50% employer match about $143,340 at 4% or $95,560 at 6%; with 100% employer match about $107,505 at 4% or $71,670 at 6%.
William Neale & Co. PC 401(K) Profit Sharing Plan-7$919,070$60,203$8,600iApproximate average salary by contribution assumption: employee only about $215,011 at 4% or $143,340 at 6%; with 50% employer match about $143,340 at 4% or $95,560 at 6%; with 100% employer match about $107,505 at 4% or $71,670 at 6%.
200518$774,320$54,752$6,844iApproximate average salary by contribution assumption: employee only about $171,100 at 4% or $114,067 at 6%; with 50% employer match about $114,067 at 4% or $76,044 at 6%; with 100% employer match about $85,550 at 4% or $57,033 at 6%.
William Neale & Co. PC 401(K) Profit Sharing Plan-8$774,320$54,752$6,844iApproximate average salary by contribution assumption: employee only about $171,100 at 4% or $114,067 at 6%; with 50% employer match about $114,067 at 4% or $76,044 at 6%; with 100% employer match about $85,550 at 4% or $57,033 at 6%.
200418$670,206$58,612$7,327iApproximate average salary by contribution assumption: employee only about $183,163 at 4% or $122,108 at 6%; with 50% employer match about $122,108 at 4% or $81,406 at 6%; with 100% employer match about $91,581 at 4% or $61,054 at 6%.
William Neale & Co. PC 401(K) Profit Sharing Plan-8$670,206$58,612$7,327iApproximate average salary by contribution assumption: employee only about $183,163 at 4% or $122,108 at 6%; with 50% employer match about $122,108 at 4% or $81,406 at 6%; with 100% employer match about $91,581 at 4% or $61,054 at 6%.
200319$546,345$57,665$6,407iApproximate average salary by contribution assumption: employee only about $160,181 at 4% or $106,787 at 6%; with 50% employer match about $106,787 at 4% or $71,191 at 6%; with 100% employer match about $80,090 at 4% or $53,394 at 6%.
William Neale & Co. PC 401(K) Profit Sharing Plan-9$546,345$57,665$6,407iApproximate average salary by contribution assumption: employee only about $160,181 at 4% or $106,787 at 6%; with 50% employer match about $106,787 at 4% or $71,191 at 6%; with 100% employer match about $80,090 at 4% or $53,394 at 6%.
200219$0$0-
William Neale & Co. PC 401(K) Profit Sharing Plan-9---
200110$0$0-
William Neale & Co. PC 401(K) Profit Sharing Plan-0---
200019$372,929$40,106$4,456iApproximate average salary by contribution assumption: employee only about $111,406 at 4% or $74,270 at 6%; with 50% employer match about $74,270 at 4% or $49,514 at 6%; with 100% employer match about $55,703 at 4% or $37,135 at 6%.
William Neale & Co. PC 401(K) Profit Sharing Plan-9$372,929$40,106$4,456iApproximate average salary by contribution assumption: employee only about $111,406 at 4% or $74,270 at 6%; with 50% employer match about $74,270 at 4% or $49,514 at 6%; with 100% employer match about $55,703 at 4% or $37,135 at 6%.