Civic Intelligence

W. R. Newman & Associates Inc.

Plan context: W.R. Newman 401K Retirement Plan

EIN 62-1042967 • Nashville, TN • 27 filings • 4 plans

2854 Logan StreetNashville, TN 37209
Current Snapshot

Latest Year

2025

2025 Participants

67

2025 Assets

$7,774,134

2025 Contributions

$831,328

Historical Graphs

Total Assets Over Time

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

$7,774,134$3,887,067$0199920122025YearValue
$7,774,134Latest year 2025

Participants Over Time

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

68340199920122025YearValue
67Latest 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
2025167$7,774,134$831,328$12,408iApproximate average salary by contribution assumption: employee only about $310,197 at 4% or $206,798 at 6%; with 50% employer match about $206,798 at 4% or $137,865 at 6%; with 100% employer match about $155,099 at 4% or $103,399 at 6%.
W.R. Newman 401K Retirement Plan-67$7,774,134$831,328$12,408iApproximate average salary by contribution assumption: employee only about $310,197 at 4% or $206,798 at 6%; with 50% employer match about $206,798 at 4% or $137,865 at 6%; with 100% employer match about $155,099 at 4% or $103,399 at 6%.
2024168$6,359,194$1,050,186$15,444iApproximate average salary by contribution assumption: employee only about $386,098 at 4% or $257,399 at 6%; with 50% employer match about $257,399 at 4% or $171,599 at 6%; with 100% employer match about $193,049 at 4% or $128,699 at 6%.
W.R. Newman 401K Retirement Plan-68$6,359,194$1,050,186$15,444iApproximate average salary by contribution assumption: employee only about $386,098 at 4% or $257,399 at 6%; with 50% employer match about $257,399 at 4% or $171,599 at 6%; with 100% employer match about $193,049 at 4% or $128,699 at 6%.
2023161$5,328,158$678,558$11,124iApproximate average salary by contribution assumption: employee only about $278,098 at 4% or $185,398 at 6%; with 50% employer match about $185,398 at 4% or $123,599 at 6%; with 100% employer match about $139,049 at 4% or $92,699 at 6%.
W.R. Newman 401K Retirement Plan-61$5,328,158$678,558$11,124iApproximate average salary by contribution assumption: employee only about $278,098 at 4% or $185,398 at 6%; with 50% employer match about $185,398 at 4% or $123,599 at 6%; with 100% employer match about $139,049 at 4% or $92,699 at 6%.
2022162$4,001,441$594,808$9,594iApproximate average salary by contribution assumption: employee only about $239,842 at 4% or $159,895 at 6%; with 50% employer match about $159,895 at 4% or $106,596 at 6%; with 100% employer match about $119,921 at 4% or $79,947 at 6%.
W.R. Newman 401K Retirement Plan-62$4,001,441$594,808$9,594iApproximate average salary by contribution assumption: employee only about $239,842 at 4% or $159,895 at 6%; with 50% employer match about $159,895 at 4% or $106,596 at 6%; with 100% employer match about $119,921 at 4% or $79,947 at 6%.
2021152$4,373,228$518,023$9,962iApproximate average salary by contribution assumption: employee only about $249,050 at 4% or $166,033 at 6%; with 50% employer match about $166,033 at 4% or $110,689 at 6%; with 100% employer match about $124,525 at 4% or $83,017 at 6%.
W.R. Newman 401K Retirement Plan-52$4,373,228$518,023$9,962iApproximate average salary by contribution assumption: employee only about $249,050 at 4% or $166,033 at 6%; with 50% employer match about $166,033 at 4% or $110,689 at 6%; with 100% employer match about $124,525 at 4% or $83,017 at 6%.
2020148$3,567,421$452,900$9,435iApproximate average salary by contribution assumption: employee only about $235,885 at 4% or $157,257 at 6%; with 50% employer match about $157,257 at 4% or $104,838 at 6%; with 100% employer match about $117,943 at 4% or $78,628 at 6%.
W.R. Newman 401K Retirement Plan-48$3,567,421$452,900$9,435iApproximate average salary by contribution assumption: employee only about $235,885 at 4% or $157,257 at 6%; with 50% employer match about $157,257 at 4% or $104,838 at 6%; with 100% employer match about $117,943 at 4% or $78,628 at 6%.
2019138$3,101,550$570,533$15,014iApproximate average salary by contribution assumption: employee only about $375,351 at 4% or $250,234 at 6%; with 50% employer match about $250,234 at 4% or $166,823 at 6%; with 100% employer match about $187,675 at 4% or $125,117 at 6%.
W.R. Newman 401K Retirement Plan-38$3,101,550$570,533$15,014iApproximate average salary by contribution assumption: employee only about $375,351 at 4% or $250,234 at 6%; with 50% employer match about $250,234 at 4% or $166,823 at 6%; with 100% employer match about $187,675 at 4% or $125,117 at 6%.
2018134$2,241,795$205,409$6,041iApproximate average salary by contribution assumption: employee only about $151,036 at 4% or $100,691 at 6%; with 50% employer match about $100,691 at 4% or $67,127 at 6%; with 100% employer match about $75,518 at 4% or $50,345 at 6%.
W.R. Newman 401K Retirement Plan-34$2,241,795$205,409$6,041iApproximate average salary by contribution assumption: employee only about $151,036 at 4% or $100,691 at 6%; with 50% employer match about $100,691 at 4% or $67,127 at 6%; with 100% employer match about $75,518 at 4% or $50,345 at 6%.
2017132$2,585,531$192,621$6,019iApproximate average salary by contribution assumption: employee only about $150,485 at 4% or $100,323 at 6%; with 50% employer match about $100,323 at 4% or $66,882 at 6%; with 100% employer match about $75,243 at 4% or $50,162 at 6%.
W.R. Newman 401K Retirement Plan-32$2,585,531$192,621$6,019iApproximate average salary by contribution assumption: employee only about $150,485 at 4% or $100,323 at 6%; with 50% employer match about $100,323 at 4% or $66,882 at 6%; with 100% employer match about $75,243 at 4% or $50,162 at 6%.
2016132$2,126,836$206,712$6,460iApproximate average salary by contribution assumption: employee only about $161,494 at 4% or $107,663 at 6%; with 50% employer match about $107,663 at 4% or $71,775 at 6%; with 100% employer match about $80,747 at 4% or $53,831 at 6%.
W.R. Newman 401K Retirement Plan-32$2,126,836$206,712$6,460iApproximate average salary by contribution assumption: employee only about $161,494 at 4% or $107,663 at 6%; with 50% employer match about $107,663 at 4% or $71,775 at 6%; with 100% employer match about $80,747 at 4% or $53,831 at 6%.
2015135$1,911,957$203,964$5,828iApproximate average salary by contribution assumption: employee only about $145,689 at 4% or $97,126 at 6%; with 50% employer match about $97,126 at 4% or $64,750 at 6%; with 100% employer match about $72,844 at 4% or $48,563 at 6%.
W.R. Newman 401K Retirement Plan-35$1,911,957$203,964$5,828iApproximate average salary by contribution assumption: employee only about $145,689 at 4% or $97,126 at 6%; with 50% employer match about $97,126 at 4% or $64,750 at 6%; with 100% employer match about $72,844 at 4% or $48,563 at 6%.
2014131$1,796,288$138,299$4,461iApproximate average salary by contribution assumption: employee only about $111,531 at 4% or $74,354 at 6%; with 50% employer match about $74,354 at 4% or $49,570 at 6%; with 100% employer match about $55,766 at 4% or $37,177 at 6%.
W.R. Newman 401K Retirement Plan-31$1,796,288$138,299$4,461iApproximate average salary by contribution assumption: employee only about $111,531 at 4% or $74,354 at 6%; with 50% employer match about $74,354 at 4% or $49,570 at 6%; with 100% employer match about $55,766 at 4% or $37,177 at 6%.
2013128$1,839,154$125,704$4,489iApproximate average salary by contribution assumption: employee only about $112,236 at 4% or $74,824 at 6%; with 50% employer match about $74,824 at 4% or $49,883 at 6%; with 100% employer match about $56,118 at 4% or $37,412 at 6%.
W.R. Newman 401K Retirement Plan-28$1,839,154$125,704$4,489iApproximate average salary by contribution assumption: employee only about $112,236 at 4% or $74,824 at 6%; with 50% employer match about $74,824 at 4% or $49,883 at 6%; with 100% employer match about $56,118 at 4% or $37,412 at 6%.
2012126$1,571,345$348,233$13,394iApproximate average salary by contribution assumption: employee only about $334,839 at 4% or $223,226 at 6%; with 50% employer match about $223,226 at 4% or $148,818 at 6%; with 100% employer match about $167,420 at 4% or $111,613 at 6%.
W.R. Newman 401K Retirement Plan-26$1,571,345$348,233$13,394iApproximate average salary by contribution assumption: employee only about $334,839 at 4% or $223,226 at 6%; with 50% employer match about $223,226 at 4% or $148,818 at 6%; with 100% employer match about $167,420 at 4% or $111,613 at 6%.
2011127$1,143,453$111,517$4,130iApproximate average salary by contribution assumption: employee only about $103,256 at 4% or $68,838 at 6%; with 50% employer match about $68,838 at 4% or $45,892 at 6%; with 100% employer match about $51,628 at 4% or $34,419 at 6%.
W.R. Newman 401K Retirement Plan-27$1,143,453$111,517$4,130iApproximate average salary by contribution assumption: employee only about $103,256 at 4% or $68,838 at 6%; with 50% employer match about $68,838 at 4% or $45,892 at 6%; with 100% employer match about $51,628 at 4% or $34,419 at 6%.
2010127$1,178,728$125,031$4,631iApproximate average salary by contribution assumption: employee only about $115,769 at 4% or $77,180 at 6%; with 50% employer match about $77,180 at 4% or $51,453 at 6%; with 100% employer match about $57,885 at 4% or $38,590 at 6%.
W.R. Newman 401K Retirement Plan-27$1,178,728$125,031$4,631iApproximate average salary by contribution assumption: employee only about $115,769 at 4% or $77,180 at 6%; with 50% employer match about $77,180 at 4% or $51,453 at 6%; with 100% employer match about $57,885 at 4% or $38,590 at 6%.
2009131$992,197$113,736$3,669iApproximate average salary by contribution assumption: employee only about $91,723 at 4% or $61,148 at 6%; with 50% employer match about $61,148 at 4% or $40,766 at 6%; with 100% employer match about $45,861 at 4% or $30,574 at 6%.
W.R. Newman 401K Retirement Plan-31$992,197$113,736$3,669iApproximate average salary by contribution assumption: employee only about $91,723 at 4% or $61,148 at 6%; with 50% employer match about $61,148 at 4% or $40,766 at 6%; with 100% employer match about $45,861 at 4% or $30,574 at 6%.
2008132$756,336$136,809$4,275iApproximate average salary by contribution assumption: employee only about $106,882 at 4% or $71,255 at 6%; with 50% employer match about $71,255 at 4% or $47,503 at 6%; with 100% employer match about $53,441 at 4% or $35,627 at 6%.
W.R. Newman 401K Retirement Plan-32$756,336$136,809$4,275iApproximate average salary by contribution assumption: employee only about $106,882 at 4% or $71,255 at 6%; with 50% employer match about $71,255 at 4% or $47,503 at 6%; with 100% employer match about $53,441 at 4% or $35,627 at 6%.
2007134$925,431$125,434$3,689iApproximate average salary by contribution assumption: employee only about $92,231 at 4% or $61,487 at 6%; with 50% employer match about $61,487 at 4% or $40,992 at 6%; with 100% employer match about $46,115 at 4% or $30,744 at 6%.
W.R. Newman 401K Retirement Plan-34$925,431$125,434$3,689iApproximate average salary by contribution assumption: employee only about $92,231 at 4% or $61,487 at 6%; with 50% employer match about $61,487 at 4% or $40,992 at 6%; with 100% employer match about $46,115 at 4% or $30,744 at 6%.
2006136$767,401$111,734$3,104iApproximate average salary by contribution assumption: employee only about $77,593 at 4% or $51,729 at 6%; with 50% employer match about $51,729 at 4% or $34,486 at 6%; with 100% employer match about $38,797 at 4% or $25,864 at 6%.
W.R. Newman 401K Retirement Plan-36$767,401$111,734$3,104iApproximate average salary by contribution assumption: employee only about $77,593 at 4% or $51,729 at 6%; with 50% employer match about $51,729 at 4% or $34,486 at 6%; with 100% employer match about $38,797 at 4% or $25,864 at 6%.
2005133$656,138$59,127$1,792iApproximate average salary by contribution assumption: employee only about $44,793 at 4% or $29,862 at 6%; with 50% employer match about $29,862 at 4% or $19,908 at 6%; with 100% employer match about $22,397 at 4% or $14,931 at 6%.
W.R. Newman 401K Retirement Plan-33$656,138$59,127$1,792iApproximate average salary by contribution assumption: employee only about $44,793 at 4% or $29,862 at 6%; with 50% employer match about $29,862 at 4% or $19,908 at 6%; with 100% employer match about $22,397 at 4% or $14,931 at 6%.
2004128$614,545$60,275$2,153iApproximate average salary by contribution assumption: employee only about $53,817 at 4% or $35,878 at 6%; with 50% employer match about $35,878 at 4% or $23,919 at 6%; with 100% employer match about $26,908 at 4% or $17,939 at 6%.
W.R. Newman 401K Retirement Plan-28$614,545$60,275$2,153iApproximate average salary by contribution assumption: employee only about $53,817 at 4% or $35,878 at 6%; with 50% employer match about $35,878 at 4% or $23,919 at 6%; with 100% employer match about $26,908 at 4% or $17,939 at 6%.
2003129$537,174$58,206$2,007iApproximate average salary by contribution assumption: employee only about $50,178 at 4% or $33,452 at 6%; with 50% employer match about $33,452 at 4% or $22,301 at 6%; with 100% employer match about $25,089 at 4% or $16,726 at 6%.
W.R. Newman 401K Retirement Plan-29$537,174$58,206$2,007iApproximate average salary by contribution assumption: employee only about $50,178 at 4% or $33,452 at 6%; with 50% employer match about $33,452 at 4% or $22,301 at 6%; with 100% employer match about $25,089 at 4% or $16,726 at 6%.
2002129$396,642$59,267$2,044iApproximate average salary by contribution assumption: employee only about $51,092 at 4% or $34,061 at 6%; with 50% employer match about $34,061 at 4% or $22,708 at 6%; with 100% employer match about $25,546 at 4% or $17,031 at 6%.
W.R. Newman 401K Retirement Plan-29$396,642$59,267$2,044iApproximate average salary by contribution assumption: employee only about $51,092 at 4% or $34,061 at 6%; with 50% employer match about $34,061 at 4% or $22,708 at 6%; with 100% employer match about $25,546 at 4% or $17,031 at 6%.
2001129$499,646$82,045$2,829iApproximate average salary by contribution assumption: employee only about $70,728 at 4% or $47,152 at 6%; with 50% employer match about $47,152 at 4% or $31,435 at 6%; with 100% employer match about $35,364 at 4% or $23,576 at 6%.
W.R. Newman 401K Retirement Plan-29$499,646$82,045$2,829iApproximate average salary by contribution assumption: employee only about $70,728 at 4% or $47,152 at 6%; with 50% employer match about $47,152 at 4% or $31,435 at 6%; with 100% employer match about $35,364 at 4% or $23,576 at 6%.
2000125$571,878$96,275$3,851iApproximate average salary by contribution assumption: employee only about $96,275 at 4% or $64,183 at 6%; with 50% employer match about $64,183 at 4% or $42,789 at 6%; with 100% employer match about $48,138 at 4% or $32,092 at 6%.
W.R. Newman 401K Retirement Plan-25$571,878$96,275$3,851iApproximate average salary by contribution assumption: employee only about $96,275 at 4% or $64,183 at 6%; with 50% employer match about $64,183 at 4% or $42,789 at 6%; with 100% employer match about $48,138 at 4% or $32,092 at 6%.
1999129$586,526$89,431$3,084iApproximate average salary by contribution assumption: employee only about $77,096 at 4% or $51,397 at 6%; with 50% employer match about $51,397 at 4% or $34,265 at 6%; with 100% employer match about $38,548 at 4% or $25,699 at 6%.
W.R. Newman 401K Retirement Plan-29$586,526$89,431$3,084iApproximate average salary by contribution assumption: employee only about $77,096 at 4% or $51,397 at 6%; with 50% employer match about $51,397 at 4% or $34,265 at 6%; with 100% employer match about $38,548 at 4% or $25,699 at 6%.