Civic Intelligence

PATRICK K. NEAL & ASSOCIATES, INC.

Plan context: Patrick K Neal & Associates Inc 401K Profit Sharing Plan

EIN 59-1462889 • Sarasota, FL • 26 filings • 8 plans

5800 Lakewood Ranch BoulevardSarasota, FL 34240
Current Snapshot

Latest Year

2024

2024 Participants

344

2024 Assets

$37,032,985

2024 Contributions

$4,576,238

Historical Graphs

Total Assets Over Time

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

$37,032,985$18,516,493$0199920122024YearValue
$37,032,985Latest year 2024

Participants Over Time

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

3441720199920112024YearValue
344Latest 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
20241344$37,032,985$4,576,238$13,303iApproximate average salary by contribution assumption: employee only about $332,575 at 4% or $221,717 at 6%; with 50% employer match about $221,717 at 4% or $147,811 at 6%; with 100% employer match about $166,288 at 4% or $110,858 at 6%.
Patrick K Neal & Associates Inc 401K Profit Sharing Plan-344$37,032,985$4,576,238$13,303iApproximate average salary by contribution assumption: employee only about $332,575 at 4% or $221,717 at 6%; with 50% employer match about $221,717 at 4% or $147,811 at 6%; with 100% employer match about $166,288 at 4% or $110,858 at 6%.
20231305$29,911,488$4,642,946$15,223iApproximate average salary by contribution assumption: employee only about $380,569 at 4% or $253,713 at 6%; with 50% employer match about $253,713 at 4% or $169,142 at 6%; with 100% employer match about $190,285 at 4% or $126,856 at 6%.
Patrick K Neal & Associates Inc 401K Profit Sharing Plan-305$29,911,488$4,642,946$15,223iApproximate average salary by contribution assumption: employee only about $380,569 at 4% or $253,713 at 6%; with 50% employer match about $253,713 at 4% or $169,142 at 6%; with 100% employer match about $190,285 at 4% or $126,856 at 6%.
20221232$23,728,746$595,630$2,567iApproximate average salary by contribution assumption: employee only about $64,184 at 4% or $42,790 at 6%; with 50% employer match about $42,790 at 4% or $28,526 at 6%; with 100% employer match about $32,092 at 4% or $21,395 at 6%.
Patrick K Neal & Associates Inc 401K Profit Sharing Plan-232$23,728,746$595,630$2,567iApproximate average salary by contribution assumption: employee only about $64,184 at 4% or $42,790 at 6%; with 50% employer match about $42,790 at 4% or $28,526 at 6%; with 100% employer match about $32,092 at 4% or $21,395 at 6%.
202010$0$3,334,850-
The Platinum 401(K) Retirement Savings Plan FBO Nc Employment Group Inc.-0-$3,334,850-
20191235$17,785,219$2,841,260$12,090iApproximate average salary by contribution assumption: employee only about $302,262 at 4% or $201,508 at 6%; with 50% employer match about $201,508 at 4% or $134,339 at 6%; with 100% employer match about $151,131 at 4% or $100,754 at 6%.
The Platinum 401(K) Retirement Savings Plan FBO Nc Employment Group Inc.-235$17,785,219$2,841,260$12,090iApproximate average salary by contribution assumption: employee only about $302,262 at 4% or $201,508 at 6%; with 50% employer match about $201,508 at 4% or $134,339 at 6%; with 100% employer match about $151,131 at 4% or $100,754 at 6%.
20181228$14,265,803$3,000,976$13,162iApproximate average salary by contribution assumption: employee only about $329,054 at 4% or $219,370 at 6%; with 50% employer match about $219,370 at 4% or $146,246 at 6%; with 100% employer match about $164,527 at 4% or $109,685 at 6%.
The Platinum 401(K) Retirement Savings Plan FBO Nc Employment Group Inc.-228$14,265,803$3,000,976$13,162iApproximate average salary by contribution assumption: employee only about $329,054 at 4% or $219,370 at 6%; with 50% employer match about $219,370 at 4% or $146,246 at 6%; with 100% employer match about $164,527 at 4% or $109,685 at 6%.
20171232$13,861,112$2,782,715$11,994iApproximate average salary by contribution assumption: employee only about $299,862 at 4% or $199,908 at 6%; with 50% employer match about $199,908 at 4% or $133,272 at 6%; with 100% employer match about $149,931 at 4% or $99,954 at 6%.
The Platinum 401(K) Retirement Savings Plan FBO Nc Employment Group Inc.-232$13,861,112$2,782,715$11,994iApproximate average salary by contribution assumption: employee only about $299,862 at 4% or $199,908 at 6%; with 50% employer match about $199,908 at 4% or $133,272 at 6%; with 100% employer match about $149,931 at 4% or $99,954 at 6%.
20161243$10,131,820$2,253,026$9,272iApproximate average salary by contribution assumption: employee only about $231,793 at 4% or $154,529 at 6%; with 50% employer match about $154,529 at 4% or $103,019 at 6%; with 100% employer match about $115,896 at 4% or $77,264 at 6%.
The Platinum 401(K) Retirement Savings Plan FBO Nc Employment Group Inc.-243$10,131,820$2,253,026$9,272iApproximate average salary by contribution assumption: employee only about $231,793 at 4% or $154,529 at 6%; with 50% employer match about $154,529 at 4% or $103,019 at 6%; with 100% employer match about $115,896 at 4% or $77,264 at 6%.
20151207$8,119,401$2,275,074$10,991iApproximate average salary by contribution assumption: employee only about $274,767 at 4% or $183,178 at 6%; with 50% employer match about $183,178 at 4% or $122,119 at 6%; with 100% employer match about $137,384 at 4% or $91,589 at 6%.
The Platinum 401(K) Retirement Savings Plan FBO Nc Employment Group Inc.-207$8,119,401$2,275,074$10,991iApproximate average salary by contribution assumption: employee only about $274,767 at 4% or $183,178 at 6%; with 50% employer match about $183,178 at 4% or $122,119 at 6%; with 100% employer match about $137,384 at 4% or $91,589 at 6%.
20142187$6,688,215$1,259,914$6,738iApproximate average salary by contribution assumption: employee only about $168,438 at 4% or $112,292 at 6%; with 50% employer match about $112,292 at 4% or $74,861 at 6%; with 100% employer match about $84,219 at 4% or $56,146 at 6%.
The Platinum 401(K) Retirement Savings Plan FBO Nc Employment Group Inc.-187$6,688,215$757,723$4,052iApproximate average salary by contribution assumption: employee only about $101,300 at 4% or $67,533 at 6%; with 50% employer match about $67,533 at 4% or $45,022 at 6%; with 100% employer match about $50,650 at 4% or $33,767 at 6%.
Patrick K Neal & Associates Inc 401K Profit Sharing Plan-0-$502,191-
20131147$5,295,956$878,519$5,976iApproximate average salary by contribution assumption: employee only about $149,408 at 4% or $99,605 at 6%; with 50% employer match about $99,605 at 4% or $66,404 at 6%; with 100% employer match about $74,704 at 4% or $49,803 at 6%.
Patrick K Neal & Associates Inc 401K Profit Sharing Plan-147$5,295,956$878,519$5,976iApproximate average salary by contribution assumption: employee only about $149,408 at 4% or $99,605 at 6%; with 50% employer match about $99,605 at 4% or $66,404 at 6%; with 100% employer match about $74,704 at 4% or $49,803 at 6%.
2012194$3,966,238$649,656$6,911iApproximate average salary by contribution assumption: employee only about $172,781 at 4% or $115,187 at 6%; with 50% employer match about $115,187 at 4% or $76,791 at 6%; with 100% employer match about $86,390 at 4% or $57,594 at 6%.
Patrick K Neal & Associates Inc 401K Profit Sharing Plan-94$3,966,238$649,656$6,911iApproximate average salary by contribution assumption: employee only about $172,781 at 4% or $115,187 at 6%; with 50% employer match about $115,187 at 4% or $76,791 at 6%; with 100% employer match about $86,390 at 4% or $57,594 at 6%.
2011182$3,142,878$650,048$7,927iApproximate average salary by contribution assumption: employee only about $198,185 at 4% or $132,124 at 6%; with 50% employer match about $132,124 at 4% or $88,082 at 6%; with 100% employer match about $99,093 at 4% or $66,062 at 6%.
Patrick K Neal & Associates Inc 401K Profit Sharing Plan-82$3,142,878$650,048$7,927iApproximate average salary by contribution assumption: employee only about $198,185 at 4% or $132,124 at 6%; with 50% employer match about $132,124 at 4% or $88,082 at 6%; with 100% employer match about $99,093 at 4% or $66,062 at 6%.
2010174$2,626,171$410,679$5,550iApproximate average salary by contribution assumption: employee only about $138,743 at 4% or $92,495 at 6%; with 50% employer match about $92,495 at 4% or $61,664 at 6%; with 100% employer match about $69,371 at 4% or $46,248 at 6%.
Patrick K Neal & Associates Inc 401K Profit Sharing Plan-74$2,626,171$410,679$5,550iApproximate average salary by contribution assumption: employee only about $138,743 at 4% or $92,495 at 6%; with 50% employer match about $92,495 at 4% or $61,664 at 6%; with 100% employer match about $69,371 at 4% or $46,248 at 6%.
2009170$2,265,468$248,648$3,552iApproximate average salary by contribution assumption: employee only about $88,803 at 4% or $59,202 at 6%; with 50% employer match about $59,202 at 4% or $39,468 at 6%; with 100% employer match about $44,401 at 4% or $29,601 at 6%.
Patrick K Neal & Associates Inc 401K Profit Sharing Plan-70$2,265,468$248,648$3,552iApproximate average salary by contribution assumption: employee only about $88,803 at 4% or $59,202 at 6%; with 50% employer match about $59,202 at 4% or $39,468 at 6%; with 100% employer match about $44,401 at 4% or $29,601 at 6%.
2008170$1,769,634$470,983$6,728iApproximate average salary by contribution assumption: employee only about $168,208 at 4% or $112,139 at 6%; with 50% employer match about $112,139 at 4% or $74,759 at 6%; with 100% employer match about $84,104 at 4% or $56,069 at 6%.
Patrick K Neal & Associates Inc 401K Profit Sharing Plan-70$1,769,634$470,983$6,728iApproximate average salary by contribution assumption: employee only about $168,208 at 4% or $112,139 at 6%; with 50% employer match about $112,139 at 4% or $74,759 at 6%; with 100% employer match about $84,104 at 4% or $56,069 at 6%.
2007181$2,217,793$615,755$7,602iApproximate average salary by contribution assumption: employee only about $190,048 at 4% or $126,699 at 6%; with 50% employer match about $126,699 at 4% or $84,466 at 6%; with 100% employer match about $95,024 at 4% or $63,349 at 6%.
Patrick K Neal & Associates Inc 401K Profit Sharing Plan-81$2,217,793$615,755$7,602iApproximate average salary by contribution assumption: employee only about $190,048 at 4% or $126,699 at 6%; with 50% employer match about $126,699 at 4% or $84,466 at 6%; with 100% employer match about $95,024 at 4% or $63,349 at 6%.
20061117$1,616,420$660,733$5,647iApproximate average salary by contribution assumption: employee only about $141,182 at 4% or $94,122 at 6%; with 50% employer match about $94,122 at 4% or $62,748 at 6%; with 100% employer match about $70,591 at 4% or $47,061 at 6%.
Patrick K Neal & Associates Inc 401K Profit Sharing Plan-117$1,616,420$660,733$5,647iApproximate average salary by contribution assumption: employee only about $141,182 at 4% or $94,122 at 6%; with 50% employer match about $94,122 at 4% or $62,748 at 6%; with 100% employer match about $70,591 at 4% or $47,061 at 6%.
20051117$851,377$254,815$2,178iApproximate average salary by contribution assumption: employee only about $54,448 at 4% or $36,298 at 6%; with 50% employer match about $36,298 at 4% or $24,199 at 6%; with 100% employer match about $27,224 at 4% or $18,149 at 6%.
Patrick K Neal & Associates Inc 401K Profit Sharing Plan-117$851,377$254,815$2,178iApproximate average salary by contribution assumption: employee only about $54,448 at 4% or $36,298 at 6%; with 50% employer match about $36,298 at 4% or $24,199 at 6%; with 100% employer match about $27,224 at 4% or $18,149 at 6%.
2004197$555,851$193,234$1,992iApproximate average salary by contribution assumption: employee only about $49,803 at 4% or $33,202 at 6%; with 50% employer match about $33,202 at 4% or $22,134 at 6%; with 100% employer match about $24,901 at 4% or $16,601 at 6%.
Patrick K Neal & Associates Inc 401K Profit Sharing Plan-97$555,851$193,234$1,992iApproximate average salary by contribution assumption: employee only about $49,803 at 4% or $33,202 at 6%; with 50% employer match about $33,202 at 4% or $22,134 at 6%; with 100% employer match about $24,901 at 4% or $16,601 at 6%.
2003164$352,705$120,269$1,879iApproximate average salary by contribution assumption: employee only about $46,980 at 4% or $31,320 at 6%; with 50% employer match about $31,320 at 4% or $20,880 at 6%; with 100% employer match about $23,490 at 4% or $15,660 at 6%.
Patrick K Neal & Associates Inc 401K Profit Sharing Plan-64$352,705$120,269$1,879iApproximate average salary by contribution assumption: employee only about $46,980 at 4% or $31,320 at 6%; with 50% employer match about $31,320 at 4% or $20,880 at 6%; with 100% employer match about $23,490 at 4% or $15,660 at 6%.
2002153$0$0-
Patrick K Neal & Associates Inc 401K Profit Sharing Plan-53---
2001160$0$0-
Patrick K Neal & Associates Inc 401K Profit Sharing Plan-60---
2000154$108,367$86,544$1,603iApproximate average salary by contribution assumption: employee only about $40,067 at 4% or $26,711 at 6%; with 50% employer match about $26,711 at 4% or $17,807 at 6%; with 100% employer match about $20,033 at 4% or $13,356 at 6%.
Patrick K Neal & Associates Inc 401K Profit Sharing Plan-54$108,367$86,544$1,603iApproximate average salary by contribution assumption: employee only about $40,067 at 4% or $26,711 at 6%; with 50% employer match about $26,711 at 4% or $17,807 at 6%; with 100% employer match about $20,033 at 4% or $13,356 at 6%.
1999144$45,468$45,988$1,045iApproximate average salary by contribution assumption: employee only about $26,130 at 4% or $17,420 at 6%; with 50% employer match about $17,420 at 4% or $11,613 at 6%; with 100% employer match about $13,065 at 4% or $8,710 at 6%.
Patrick K Neal & Associates Inc 401K Profit Sharing Plan-44$45,468$45,988$1,045iApproximate average salary by contribution assumption: employee only about $26,130 at 4% or $17,420 at 6%; with 50% employer match about $17,420 at 4% or $11,613 at 6%; with 100% employer match about $13,065 at 4% or $8,710 at 6%.