Neale-May & Partners Inc.
Plan context: Neale-May & Partners Inc. 401K Plan
EIN 77-0154784 • San Jose, CA • 24 filings • 3 plans
Current Snapshot
Latest Year
2022
2022 Participants
7
2022 Assets
$1,039,493
2022 Contributions
$40,600
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 1 | 7 | $1,039,493 | $40,600 | $5,800iApproximate average salary by contribution assumption: employee only about $145,000 at 4% or $96,667 at 6%; with 50% employer match about $96,667 at 4% or $64,444 at 6%; with 100% employer match about $72,500 at 4% or $48,333 at 6%. |
| Neale-May & Partners Inc. 401K Plan | - | 7 | $1,039,493 | $40,600 | $5,800iApproximate average salary by contribution assumption: employee only about $145,000 at 4% or $96,667 at 6%; with 50% employer match about $96,667 at 4% or $64,444 at 6%; with 100% employer match about $72,500 at 4% or $48,333 at 6%. |
| 2021 | 1 | 8 | $1,135,622 | $40,400 | $5,050iApproximate average salary by contribution assumption: employee only about $126,250 at 4% or $84,167 at 6%; with 50% employer match about $84,167 at 4% or $56,111 at 6%; with 100% employer match about $63,125 at 4% or $42,083 at 6%. |
| Neale-May & Partners Inc. 401K Plan | - | 8 | $1,135,622 | $40,400 | $5,050iApproximate average salary by contribution assumption: employee only about $126,250 at 4% or $84,167 at 6%; with 50% employer match about $84,167 at 4% or $56,111 at 6%; with 100% employer match about $63,125 at 4% or $42,083 at 6%. |
| 2020 | 1 | 10 | $1,020,248 | $34,900 | $3,490iApproximate average salary by contribution assumption: employee only about $87,250 at 4% or $58,167 at 6%; with 50% employer match about $58,167 at 4% or $38,778 at 6%; with 100% employer match about $43,625 at 4% or $29,083 at 6%. |
| Neale-May & Partners Inc. 401K Plan | - | 10 | $1,020,248 | $34,900 | $3,490iApproximate average salary by contribution assumption: employee only about $87,250 at 4% or $58,167 at 6%; with 50% employer match about $58,167 at 4% or $38,778 at 6%; with 100% employer match about $43,625 at 4% or $29,083 at 6%. |
| 2019 | 1 | 11 | $975,707 | $33,994 | $3,090iApproximate average salary by contribution assumption: employee only about $77,259 at 4% or $51,506 at 6%; with 50% employer match about $51,506 at 4% or $34,337 at 6%; with 100% employer match about $38,630 at 4% or $25,753 at 6%. |
| Neale-May & Partners Inc. 401K Plan | - | 11 | $975,707 | $33,994 | $3,090iApproximate average salary by contribution assumption: employee only about $77,259 at 4% or $51,506 at 6%; with 50% employer match about $51,506 at 4% or $34,337 at 6%; with 100% employer match about $38,630 at 4% or $25,753 at 6%. |
| 2018 | 1 | 16 | $1,293,833 | $42,096 | $2,631iApproximate average salary by contribution assumption: employee only about $65,775 at 4% or $43,850 at 6%; with 50% employer match about $43,850 at 4% or $29,233 at 6%; with 100% employer match about $32,888 at 4% or $21,925 at 6%. |
| Neale-May & Partners Inc. 401K Plan | - | 16 | $1,293,833 | $42,096 | $2,631iApproximate average salary by contribution assumption: employee only about $65,775 at 4% or $43,850 at 6%; with 50% employer match about $43,850 at 4% or $29,233 at 6%; with 100% employer match about $32,888 at 4% or $21,925 at 6%. |
| 2017 | 1 | 16 | $1,261,439 | $41,333 | $2,583iApproximate average salary by contribution assumption: employee only about $64,583 at 4% or $43,055 at 6%; with 50% employer match about $43,055 at 4% or $28,703 at 6%; with 100% employer match about $32,291 at 4% or $21,528 at 6%. |
| Neale-May & Partners Inc. 401K Plan | - | 16 | $1,261,439 | $41,333 | $2,583iApproximate average salary by contribution assumption: employee only about $64,583 at 4% or $43,055 at 6%; with 50% employer match about $43,055 at 4% or $28,703 at 6%; with 100% employer match about $32,291 at 4% or $21,528 at 6%. |
| 2016 | 1 | 13 | $1,095,164 | $37,235 | $2,864iApproximate average salary by contribution assumption: employee only about $71,606 at 4% or $47,737 at 6%; with 50% employer match about $47,737 at 4% or $31,825 at 6%; with 100% employer match about $35,803 at 4% or $23,869 at 6%. |
| Neale-May & Partners Inc. 401K Plan | - | 13 | $1,095,164 | $37,235 | $2,864iApproximate average salary by contribution assumption: employee only about $71,606 at 4% or $47,737 at 6%; with 50% employer match about $47,737 at 4% or $31,825 at 6%; with 100% employer match about $35,803 at 4% or $23,869 at 6%. |
| 2015 | 1 | 12 | $1,017,846 | $41,200 | $3,433iApproximate average salary by contribution assumption: employee only about $85,833 at 4% or $57,222 at 6%; with 50% employer match about $57,222 at 4% or $38,148 at 6%; with 100% employer match about $42,917 at 4% or $28,611 at 6%. |
| Neale-May & Partners Inc. 401K Plan | - | 12 | $1,017,846 | $41,200 | $3,433iApproximate average salary by contribution assumption: employee only about $85,833 at 4% or $57,222 at 6%; with 50% employer match about $57,222 at 4% or $38,148 at 6%; with 100% employer match about $42,917 at 4% or $28,611 at 6%. |
| 2014 | 1 | 14 | $1,059,476 | $41,073 | $2,934iApproximate average salary by contribution assumption: employee only about $73,345 at 4% or $48,896 at 6%; with 50% employer match about $48,896 at 4% or $32,598 at 6%; with 100% employer match about $36,672 at 4% or $24,448 at 6%. |
| Neale-May & Partners Inc. 401K Plan | - | 14 | $1,059,476 | $41,073 | $2,934iApproximate average salary by contribution assumption: employee only about $73,345 at 4% or $48,896 at 6%; with 50% employer match about $48,896 at 4% or $32,598 at 6%; with 100% employer match about $36,672 at 4% or $24,448 at 6%. |
| 2013 | 1 | 20 | $954,464 | $42,657 | $2,133iApproximate average salary by contribution assumption: employee only about $53,321 at 4% or $35,548 at 6%; with 50% employer match about $35,548 at 4% or $23,698 at 6%; with 100% employer match about $26,661 at 4% or $17,774 at 6%. |
| Neale-May & Partners Inc. 401K Plan | - | 20 | $954,464 | $42,657 | $2,133iApproximate average salary by contribution assumption: employee only about $53,321 at 4% or $35,548 at 6%; with 50% employer match about $35,548 at 4% or $23,698 at 6%; with 100% employer match about $26,661 at 4% or $17,774 at 6%. |
| 2012 | 1 | 20 | $837,772 | $64,066 | $3,203iApproximate average salary by contribution assumption: employee only about $80,083 at 4% or $53,388 at 6%; with 50% employer match about $53,388 at 4% or $35,592 at 6%; with 100% employer match about $40,041 at 4% or $26,694 at 6%. |
| Neale-May & Partners Inc. 401K Plan | - | 20 | $837,772 | $64,066 | $3,203iApproximate average salary by contribution assumption: employee only about $80,083 at 4% or $53,388 at 6%; with 50% employer match about $53,388 at 4% or $35,592 at 6%; with 100% employer match about $40,041 at 4% or $26,694 at 6%. |
| 2011 | 1 | 21 | $786,844 | $103,656 | $4,936iApproximate average salary by contribution assumption: employee only about $123,400 at 4% or $82,267 at 6%; with 50% employer match about $82,267 at 4% or $54,844 at 6%; with 100% employer match about $61,700 at 4% or $41,133 at 6%. |
| Neale-May & Partners Inc. 401K Plan | - | 21 | $786,844 | $103,656 | $4,936iApproximate average salary by contribution assumption: employee only about $123,400 at 4% or $82,267 at 6%; with 50% employer match about $82,267 at 4% or $54,844 at 6%; with 100% employer match about $61,700 at 4% or $41,133 at 6%. |
| 2010 | 1 | 21 | $876,593 | $117,080 | $5,575iApproximate average salary by contribution assumption: employee only about $139,381 at 4% or $92,921 at 6%; with 50% employer match about $92,921 at 4% or $61,947 at 6%; with 100% employer match about $69,690 at 4% or $46,460 at 6%. |
| Neale-May & Partners Inc. 401K Plan | - | 21 | $876,593 | $117,080 | $5,575iApproximate average salary by contribution assumption: employee only about $139,381 at 4% or $92,921 at 6%; with 50% employer match about $92,921 at 4% or $61,947 at 6%; with 100% employer match about $69,690 at 4% or $46,460 at 6%. |
| 2009 | 1 | 25 | $748,082 | $108,615 | $4,345iApproximate average salary by contribution assumption: employee only about $108,615 at 4% or $72,410 at 6%; with 50% employer match about $72,410 at 4% or $48,273 at 6%; with 100% employer match about $54,308 at 4% or $36,205 at 6%. |
| Neale-May & Partners Inc. 401K Plan | - | 25 | $748,082 | $108,615 | $4,345iApproximate average salary by contribution assumption: employee only about $108,615 at 4% or $72,410 at 6%; with 50% employer match about $72,410 at 4% or $48,273 at 6%; with 100% employer match about $54,308 at 4% or $36,205 at 6%. |
| 2008 | 1 | 43 | $580,046 | $122,172 | $2,841iApproximate average salary by contribution assumption: employee only about $71,030 at 4% or $47,353 at 6%; with 50% employer match about $47,353 at 4% or $31,569 at 6%; with 100% employer match about $35,515 at 4% or $23,677 at 6%. |
| Neale-May & Partners Inc. 401K Plan | - | 43 | $580,046 | $122,172 | $2,841iApproximate average salary by contribution assumption: employee only about $71,030 at 4% or $47,353 at 6%; with 50% employer match about $47,353 at 4% or $31,569 at 6%; with 100% employer match about $35,515 at 4% or $23,677 at 6%. |
| 2007 | 1 | 41 | $0 | $0 | - |
| Neale-May & Partners Inc. 401K Plan | - | 41 | - | - | - |
| 2006 | 1 | 50 | $811,763 | $151,394 | $3,028iApproximate average salary by contribution assumption: employee only about $75,697 at 4% or $50,465 at 6%; with 50% employer match about $50,465 at 4% or $33,643 at 6%; with 100% employer match about $37,849 at 4% or $25,232 at 6%. |
| Neale-May & Partners Inc. 401K Plan | - | 50 | $811,763 | $151,394 | $3,028iApproximate average salary by contribution assumption: employee only about $75,697 at 4% or $50,465 at 6%; with 50% employer match about $50,465 at 4% or $33,643 at 6%; with 100% employer match about $37,849 at 4% or $25,232 at 6%. |
| 2005 | 1 | 32 | $619,132 | $104,570 | $3,268iApproximate average salary by contribution assumption: employee only about $81,695 at 4% or $54,464 at 6%; with 50% employer match about $54,464 at 4% or $36,309 at 6%; with 100% employer match about $40,848 at 4% or $27,232 at 6%. |
| Neale-May & Partners Inc. 401K Plan | - | 32 | $619,132 | $104,570 | $3,268iApproximate average salary by contribution assumption: employee only about $81,695 at 4% or $54,464 at 6%; with 50% employer match about $54,464 at 4% or $36,309 at 6%; with 100% employer match about $40,848 at 4% or $27,232 at 6%. |
| 2004 | 1 | 30 | $549,039 | $76,994 | $2,566iApproximate average salary by contribution assumption: employee only about $64,162 at 4% or $42,774 at 6%; with 50% employer match about $42,774 at 4% or $28,516 at 6%; with 100% employer match about $32,081 at 4% or $21,387 at 6%. |
| Neale-May & Partners Inc. 401K Plan | - | 30 | $549,039 | $76,994 | $2,566iApproximate average salary by contribution assumption: employee only about $64,162 at 4% or $42,774 at 6%; with 50% employer match about $42,774 at 4% or $28,516 at 6%; with 100% employer match about $32,081 at 4% or $21,387 at 6%. |
| 2003 | 1 | 30 | $587,785 | $70,006 | $2,334iApproximate average salary by contribution assumption: employee only about $58,338 at 4% or $38,892 at 6%; with 50% employer match about $38,892 at 4% or $25,928 at 6%; with 100% employer match about $29,169 at 4% or $19,446 at 6%. |
| Neale-May & Partners Inc. 401K Plan | - | 30 | $587,785 | $70,006 | $2,334iApproximate average salary by contribution assumption: employee only about $58,338 at 4% or $38,892 at 6%; with 50% employer match about $38,892 at 4% or $25,928 at 6%; with 100% employer match about $29,169 at 4% or $19,446 at 6%. |
| 2002 | 1 | 44 | $0 | $0 | - |
| Neale-May & Partners Inc. 401K Plan | - | 44 | - | - | - |
| 2001 | 1 | 81 | $0 | $0 | - |
| Neale-May & Partners Inc. 401K Plan | - | 81 | - | - | - |
| 2000 | 1 | 53 | $345,273 | $109,257 | $2,061iApproximate average salary by contribution assumption: employee only about $51,536 at 4% or $34,358 at 6%; with 50% employer match about $34,358 at 4% or $22,905 at 6%; with 100% employer match about $25,768 at 4% or $17,179 at 6%. |
| Neale-May & Partners Inc. 401K Plan | - | 53 | $345,273 | $109,257 | $2,061iApproximate average salary by contribution assumption: employee only about $51,536 at 4% or $34,358 at 6%; with 50% employer match about $34,358 at 4% or $22,905 at 6%; with 100% employer match about $25,768 at 4% or $17,179 at 6%. |
| 1999 | 1 | 48 | $327,597 | $68,298 | $1,423iApproximate average salary by contribution assumption: employee only about $35,572 at 4% or $23,715 at 6%; with 50% employer match about $23,715 at 4% or $15,810 at 6%; with 100% employer match about $17,786 at 4% or $11,857 at 6%. |
| Neale-May & Partners Inc. 401K Plan | - | 48 | $327,597 | $68,298 | $1,423iApproximate average salary by contribution assumption: employee only about $35,572 at 4% or $23,715 at 6%; with 50% employer match about $23,715 at 4% or $15,810 at 6%; with 100% employer match about $17,786 at 4% or $11,857 at 6%. |