Civic Intelligence

Ned Davis Research Inc.

Plan context: Ned Davis Research Inc., and Affiliated Companies 401K Plan

EIN 59-2026201 • Venice, FL • 49 filings • 7 plans

600 Bird Bay Drive WestVenice, FL 34285-8020
Current Snapshot

Latest Year

2024

2024 Participants

60

2024 Assets

$26,742,947

2024 Contributions

$1,121,903

Historical Graphs

Total Assets Over Time

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

$41,974,901$20,987,451$0199920122024YearValue
$26,742,947Latest year 2024

Participants Over Time

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

115580199920122024YearValue
60Latest 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
2024160$26,742,947$1,121,903$18,698iApproximate average salary by contribution assumption: employee only about $467,460 at 4% or $311,640 at 6%; with 50% employer match about $311,640 at 4% or $207,760 at 6%; with 100% employer match about $233,730 at 4% or $155,820 at 6%.
Ned Davis Research Inc., and Affiliated Companies 401K Plan-60$26,742,947$1,121,903$18,698iApproximate average salary by contribution assumption: employee only about $467,460 at 4% or $311,640 at 6%; with 50% employer match about $311,640 at 4% or $207,760 at 6%; with 100% employer match about $233,730 at 4% or $155,820 at 6%.
2023170$23,572,230$1,263,160$18,045iApproximate average salary by contribution assumption: employee only about $451,129 at 4% or $300,752 at 6%; with 50% employer match about $300,752 at 4% or $200,502 at 6%; with 100% employer match about $225,564 at 4% or $150,376 at 6%.
Ned Davis Research Inc., and Affiliated Companies 401K Plan-70$23,572,230$1,263,160$18,045iApproximate average salary by contribution assumption: employee only about $451,129 at 4% or $300,752 at 6%; with 50% employer match about $300,752 at 4% or $200,502 at 6%; with 100% employer match about $225,564 at 4% or $150,376 at 6%.
2022168$19,793,894$1,153,536$16,964iApproximate average salary by contribution assumption: employee only about $424,094 at 4% or $282,729 at 6%; with 50% employer match about $282,729 at 4% or $188,486 at 6%; with 100% employer match about $212,047 at 4% or $141,365 at 6%.
Ned Davis Research Inc., and Affiliated Companies 401K Plan-68$19,793,894$1,153,536$16,964iApproximate average salary by contribution assumption: employee only about $424,094 at 4% or $282,729 at 6%; with 50% employer match about $282,729 at 4% or $188,486 at 6%; with 100% employer match about $212,047 at 4% or $141,365 at 6%.
2021176$23,558,434$1,167,912$15,367iApproximate average salary by contribution assumption: employee only about $384,182 at 4% or $256,121 at 6%; with 50% employer match about $256,121 at 4% or $170,747 at 6%; with 100% employer match about $192,091 at 4% or $128,061 at 6%.
Ned Davis Research Inc., and Affiliated Companies 401K Plan-76$23,558,434$1,167,912$15,367iApproximate average salary by contribution assumption: employee only about $384,182 at 4% or $256,121 at 6%; with 50% employer match about $256,121 at 4% or $170,747 at 6%; with 100% employer match about $192,091 at 4% or $128,061 at 6%.
2020169$20,388,761$1,038,409$15,049iApproximate average salary by contribution assumption: employee only about $376,235 at 4% or $250,823 at 6%; with 50% employer match about $250,823 at 4% or $167,216 at 6%; with 100% employer match about $188,118 at 4% or $125,412 at 6%.
Ned Davis Research Inc., and Affiliated Companies 401K Plan-69$20,388,761$1,038,409$15,049iApproximate average salary by contribution assumption: employee only about $376,235 at 4% or $250,823 at 6%; with 50% employer match about $250,823 at 4% or $167,216 at 6%; with 100% employer match about $188,118 at 4% or $125,412 at 6%.
2019180$17,412,744$1,077,293$13,466iApproximate average salary by contribution assumption: employee only about $336,654 at 4% or $224,436 at 6%; with 50% employer match about $224,436 at 4% or $149,624 at 6%; with 100% employer match about $168,327 at 4% or $112,218 at 6%.
Ned Davis Research Inc., and Affiliated Companies 401K Plan-80$17,412,744$1,077,293$13,466iApproximate average salary by contribution assumption: employee only about $336,654 at 4% or $224,436 at 6%; with 50% employer match about $224,436 at 4% or $149,624 at 6%; with 100% employer match about $168,327 at 4% or $112,218 at 6%.
2018182$14,016,081$1,189,613$14,507iApproximate average salary by contribution assumption: employee only about $362,687 at 4% or $241,791 at 6%; with 50% employer match about $241,791 at 4% or $161,194 at 6%; with 100% employer match about $181,343 at 4% or $120,896 at 6%.
Ned Davis Research Inc., and Affiliated Companies 401K Plan-82$14,016,081$1,189,613$14,507iApproximate average salary by contribution assumption: employee only about $362,687 at 4% or $241,791 at 6%; with 50% employer match about $241,791 at 4% or $161,194 at 6%; with 100% employer match about $181,343 at 4% or $120,896 at 6%.
2017297$14,071,000$1,523,003$15,701iApproximate average salary by contribution assumption: employee only about $392,527 at 4% or $261,684 at 6%; with 50% employer match about $261,684 at 4% or $174,456 at 6%; with 100% employer match about $196,263 at 4% or $130,842 at 6%.
Ned Davis Research Inc., and Affiliated Companies 401K Plan-97$14,071,000$1,523,003$15,701iApproximate average salary by contribution assumption: employee only about $392,527 at 4% or $261,684 at 6%; with 50% employer match about $261,684 at 4% or $174,456 at 6%; with 100% employer match about $196,263 at 4% or $130,842 at 6%.
Ned Davis Research Inc Health and Welfare Benefits Plan-96---
20164105$11,225,028$1,123,834$10,703iApproximate average salary by contribution assumption: employee only about $267,580 at 4% or $178,386 at 6%; with 50% employer match about $178,386 at 4% or $118,924 at 6%; with 100% employer match about $133,790 at 4% or $89,193 at 6%.
Ned Davis Research Inc., and Affiliated Companies 401K Plan-105$11,225,027$1,123,834$10,703iApproximate average salary by contribution assumption: employee only about $267,580 at 4% or $178,386 at 6%; with 50% employer match about $178,386 at 4% or $118,924 at 6%; with 100% employer match about $133,790 at 4% or $89,193 at 6%.
Ned Davis Research Inc. Group Employee Stock Ownership Plan-84$1--
Ned Davis Research Inc Health and Welfare Benefits Plan-105---
Ned Davis Research Inc. Group Employee Stock Ownership Plan-0$0--
20153109$10,365,350$1,221,405$11,206iApproximate average salary by contribution assumption: employee only about $280,139 at 4% or $186,759 at 6%; with 50% employer match about $186,759 at 4% or $124,506 at 6%; with 100% employer match about $140,069 at 4% or $93,380 at 6%.
Ned Davis Research Inc., and Affiliated Companies 401K Plan-100$10,365,349$1,221,405$12,214iApproximate average salary by contribution assumption: employee only about $305,351 at 4% or $203,568 at 6%; with 50% employer match about $203,568 at 4% or $135,712 at 6%; with 100% employer match about $152,676 at 4% or $101,784 at 6%.
Ned Davis Research Inc. Group Employee Stock Ownership Plan-84$1--
Ned Davis Research Inc Health and Welfare Benefits Plan-109---
20143110$9,792,632$1,332,743$12,116iApproximate average salary by contribution assumption: employee only about $302,896 at 4% or $201,931 at 6%; with 50% employer match about $201,931 at 4% or $134,621 at 6%; with 100% employer match about $151,448 at 4% or $100,965 at 6%.
Ned Davis Research Inc., and Affiliated Companies 401K Plan-110$9,792,631$1,332,743$12,116iApproximate average salary by contribution assumption: employee only about $302,896 at 4% or $201,931 at 6%; with 50% employer match about $201,931 at 4% or $134,621 at 6%; with 100% employer match about $151,448 at 4% or $100,965 at 6%.
Ned Davis Research Inc. Group Employee Stock Ownership Plan-84$1--
Ned Davis Research Inc Health and Welfare Benefits Plan-107---
20132112$8,997,562$1,048,775$9,364iApproximate average salary by contribution assumption: employee only about $234,102 at 4% or $156,068 at 6%; with 50% employer match about $156,068 at 4% or $104,045 at 6%; with 100% employer match about $117,051 at 4% or $78,034 at 6%.
Ned Davis Research Inc., and Affiliated Companies 401K Plan-112$8,997,562$1,048,775$9,364iApproximate average salary by contribution assumption: employee only about $234,102 at 4% or $156,068 at 6%; with 50% employer match about $156,068 at 4% or $104,045 at 6%; with 100% employer match about $117,051 at 4% or $78,034 at 6%.
Ned Davis Research Inc Health and Welfare Benefits Plan-108---
20123115$25,427,975$1,385,532$12,048iApproximate average salary by contribution assumption: employee only about $301,203 at 4% or $200,802 at 6%; with 50% employer match about $200,802 at 4% or $133,868 at 6%; with 100% employer match about $150,601 at 4% or $100,401 at 6%.
Ned Davis Research Inc. Group Employee Stock Ownership Plan-93$18,354,203--
Ned Davis Research Inc., and Affiliated Companies 401K Plan-115$7,073,772$1,385,532$12,048iApproximate average salary by contribution assumption: employee only about $301,203 at 4% or $200,802 at 6%; with 50% employer match about $200,802 at 4% or $133,868 at 6%; with 100% employer match about $150,601 at 4% or $100,401 at 6%.
Ned Davis Research Inc. Group Employee Stock Ownership Plan-0$0--
20112104$23,637,607$811,145$7,799iApproximate average salary by contribution assumption: employee only about $194,987 at 4% or $129,991 at 6%; with 50% employer match about $129,991 at 4% or $86,661 at 6%; with 100% employer match about $97,493 at 4% or $64,996 at 6%.
Ned Davis Research Inc. Group Employee Stock Ownership Plan-79$16,984,487--
Ned Davis Research Inc., and Affiliated Companies 401K Plan-104$6,653,120$811,145$7,799iApproximate average salary by contribution assumption: employee only about $194,987 at 4% or $129,991 at 6%; with 50% employer match about $129,991 at 4% or $86,661 at 6%; with 100% employer match about $97,493 at 4% or $64,996 at 6%.
20102110$41,974,901$1,410,028$12,818iApproximate average salary by contribution assumption: employee only about $320,461 at 4% or $213,641 at 6%; with 50% employer match about $213,641 at 4% or $142,427 at 6%; with 100% employer match about $160,230 at 4% or $106,820 at 6%.
Ned Davis Research Inc. Group Employee Stock Ownership Plan-91$33,055,397$633,000$6,956iApproximate average salary by contribution assumption: employee only about $173,901 at 4% or $115,934 at 6%; with 50% employer match about $115,934 at 4% or $77,289 at 6%; with 100% employer match about $86,951 at 4% or $57,967 at 6%.
Ned Davis Research Inc., and Affiliated Companies 401K Plan-110$8,919,504$777,028$7,064iApproximate average salary by contribution assumption: employee only about $176,597 at 4% or $117,732 at 6%; with 50% employer match about $117,732 at 4% or $78,488 at 6%; with 100% employer match about $88,299 at 4% or $58,866 at 6%.
20092103$7,922,255$758,023$7,359iApproximate average salary by contribution assumption: employee only about $183,986 at 4% or $122,657 at 6%; with 50% employer match about $122,657 at 4% or $81,772 at 6%; with 100% employer match about $91,993 at 4% or $61,329 at 6%.
Ned Davis Research Inc., and Affiliated Companies 401K Plan-103$7,922,255$758,023$7,359iApproximate average salary by contribution assumption: employee only about $183,986 at 4% or $122,657 at 6%; with 50% employer match about $122,657 at 4% or $81,772 at 6%; with 100% employer match about $91,993 at 4% or $61,329 at 6%.
Ned Davis Research Inc. Group Employee Stock Ownership Plan-----
20082100$29,957,516$1,487,239$14,872iApproximate average salary by contribution assumption: employee only about $371,810 at 4% or $247,873 at 6%; with 50% employer match about $247,873 at 4% or $165,249 at 6%; with 100% employer match about $185,905 at 4% or $123,937 at 6%.
Ned Davis Research Inc. Group Employee Stock Ownership Plan-82$23,817,434$771,888$9,413iApproximate average salary by contribution assumption: employee only about $235,332 at 4% or $156,888 at 6%; with 50% employer match about $156,888 at 4% or $104,592 at 6%; with 100% employer match about $117,666 at 4% or $78,444 at 6%.
Ned Davis Research Inc., and Affiliated Companies 401K Plan-100$6,140,082$715,351$7,154iApproximate average salary by contribution assumption: employee only about $178,838 at 4% or $119,225 at 6%; with 50% employer match about $119,225 at 4% or $79,483 at 6%; with 100% employer match about $89,419 at 4% or $59,613 at 6%.
20072104$21,775,314$687,625$6,612iApproximate average salary by contribution assumption: employee only about $165,294 at 4% or $110,196 at 6%; with 50% employer match about $110,196 at 4% or $73,464 at 6%; with 100% employer match about $82,647 at 4% or $55,098 at 6%.
Ned Davis Research Inc. Group Employee Stock Ownership Plan-74$21,775,314$687,625$9,292iApproximate average salary by contribution assumption: employee only about $232,306 at 4% or $154,870 at 6%; with 50% employer match about $154,870 at 4% or $103,247 at 6%; with 100% employer match about $116,153 at 4% or $77,435 at 6%.
Ned Davis Research Inc., and Affiliated Companies 401K Plan-104---
2006299$25,983,135$1,368,362$13,822iApproximate average salary by contribution assumption: employee only about $345,546 at 4% or $230,364 at 6%; with 50% employer match about $230,364 at 4% or $153,576 at 6%; with 100% employer match about $172,773 at 4% or $115,182 at 6%.
Ned Davis Research Inc. Group Employee Stock Ownership Plan-73$19,829,986$685,899$9,396iApproximate average salary by contribution assumption: employee only about $234,897 at 4% or $156,598 at 6%; with 50% employer match about $156,598 at 4% or $104,399 at 6%; with 100% employer match about $117,448 at 4% or $78,299 at 6%.
Ned Davis Research Inc., and Affiliated Companies 401K Plan-99$6,153,149$682,463$6,894iApproximate average salary by contribution assumption: employee only about $172,339 at 4% or $114,893 at 6%; with 50% employer match about $114,893 at 4% or $76,595 at 6%; with 100% employer match about $86,170 at 4% or $57,446 at 6%.
2005287$20,665,546$1,203,857$13,837iApproximate average salary by contribution assumption: employee only about $345,936 at 4% or $230,624 at 6%; with 50% employer match about $230,624 at 4% or $153,749 at 6%; with 100% employer match about $172,968 at 4% or $115,312 at 6%.
Ned Davis Research Inc. Group Employee Stock Ownership Plan-63$15,656,845$594,883$9,443iApproximate average salary by contribution assumption: employee only about $236,065 at 4% or $157,376 at 6%; with 50% employer match about $157,376 at 4% or $104,918 at 6%; with 100% employer match about $118,032 at 4% or $78,688 at 6%.
Ned Davis Research Inc., and Affiliated Companies 401K Plan-87$5,008,701$608,974$7,000iApproximate average salary by contribution assumption: employee only about $174,993 at 4% or $116,662 at 6%; with 50% employer match about $116,662 at 4% or $77,774 at 6%; with 100% employer match about $87,496 at 4% or $58,331 at 6%.
2004179$4,153,357$535,636$6,780iApproximate average salary by contribution assumption: employee only about $169,505 at 4% or $113,003 at 6%; with 50% employer match about $113,003 at 4% or $75,336 at 6%; with 100% employer match about $84,753 at 4% or $56,502 at 6%.
Ned Davis Research Inc., and Affiliated Companies 401K Plan-79$4,153,357$535,636$6,780iApproximate average salary by contribution assumption: employee only about $169,505 at 4% or $113,003 at 6%; with 50% employer match about $113,003 at 4% or $75,336 at 6%; with 100% employer match about $84,753 at 4% or $56,502 at 6%.
2003284$11,815,952$887,628$10,567iApproximate average salary by contribution assumption: employee only about $264,175 at 4% or $176,117 at 6%; with 50% employer match about $176,117 at 4% or $117,411 at 6%; with 100% employer match about $132,088 at 4% or $88,058 at 6%.
Ned Davis Research Inc. Group Employee Stock Ownership Plan-62$8,336,812$473,102$7,631iApproximate average salary by contribution assumption: employee only about $190,767 at 4% or $127,178 at 6%; with 50% employer match about $127,178 at 4% or $84,785 at 6%; with 100% employer match about $95,383 at 4% or $63,589 at 6%.
Ned Davis Research Inc., and Affiliated Companies 401K Plan-84$3,479,140$414,526$4,935iApproximate average salary by contribution assumption: employee only about $123,371 at 4% or $82,247 at 6%; with 50% employer match about $82,247 at 4% or $54,831 at 6%; with 100% employer match about $61,685 at 4% or $41,124 at 6%.
2002279$6,994,860$600,551$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%.
Ned Davis Research Inc. Group Employee Stock Ownership Plan-60$6,994,860$600,551$10,009iApproximate average salary by contribution assumption: employee only about $250,230 at 4% or $166,820 at 6%; with 50% employer match about $166,820 at 4% or $111,213 at 6%; with 100% employer match about $125,115 at 4% or $83,410 at 6%.
Ned Davis Research Inc., and Affiliated Companies 401K Plan-79---
2001266$0$0-
Ned Davis Research Inc., and Affiliated Companies 401K Plan-66---
Ned Davis Research Inc. Group Employee Stock Ownership Plan-58---
2000270$4,641,955$645,603$9,223iApproximate average salary by contribution assumption: employee only about $230,573 at 4% or $153,715 at 6%; with 50% employer match about $153,715 at 4% or $102,477 at 6%; with 100% employer match about $115,286 at 4% or $76,858 at 6%.
Ned Davis Research Inc., and Affiliated Companies 401K Plan-70$2,611,851$257,392$3,677iApproximate average salary by contribution assumption: employee only about $91,926 at 4% or $61,284 at 6%; with 50% employer match about $61,284 at 4% or $40,856 at 6%; with 100% employer match about $45,963 at 4% or $30,642 at 6%.
Ned Davis Research Inc. Group Employee Stock Ownership Plan-50$2,030,104$388,211$7,764iApproximate average salary by contribution assumption: employee only about $194,106 at 4% or $129,404 at 6%; with 50% employer match about $129,404 at 4% or $86,269 at 6%; with 100% employer match about $97,053 at 4% or $64,702 at 6%.
1999262$4,034,698$578,927$9,338iApproximate average salary by contribution assumption: employee only about $233,438 at 4% or $155,626 at 6%; with 50% employer match about $155,626 at 4% or $103,750 at 6%; with 100% employer match about $116,719 at 4% or $77,813 at 6%.
Ned Davis Research Inc., and Affiliated Companies 401K Plan-62$2,791,679$236,370$3,812iApproximate average salary by contribution assumption: employee only about $95,310 at 4% or $63,540 at 6%; with 50% employer match about $63,540 at 4% or $42,360 at 6%; with 100% employer match about $47,655 at 4% or $31,770 at 6%.
Ned Davis Research Inc. Group Employee Stock Ownership Plan-46$1,243,019$342,557$7,447iApproximate average salary by contribution assumption: employee only about $186,172 at 4% or $124,115 at 6%; with 50% employer match about $124,115 at 4% or $82,743 at 6%; with 100% employer match about $93,086 at 4% or $62,057 at 6%.