Needham and Associates Inc.
Plan context: Needham and Associates Retirement Plan
EIN 82-1341071 • 8 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$325,000
2024 Contributions
$81,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $325,000 | $0 | - |
| Needham and Associates Retirement Plan | - | 3 | $325,000 | - | - |
| 2023 | 1 | 4 | $316,000 | $0 | - |
| Needham and Associates Retirement Plan | - | 4 | $316,000 | - | - |
| 2022 | 1 | 4 | $309,068 | $0 | - |
| Needham and Associates Retirement Plan | - | 4 | $309,068 | - | - |
| 2021 | 1 | 4 | $369,068 | $0 | - |
| Needham and Associates Retirement Plan | - | 4 | $369,068 | - | - |
| 2020 | 1 | 5 | $393,323 | $0 | - |
| Needham and Associates Retirement Plan | - | 5 | $393,323 | - | - |
| 2019 | 1 | 5 | $358,375 | $81,000 | $16,200iApproximate average salary by contribution assumption: employee only about $405,000 at 4% or $270,000 at 6%; with 50% employer match about $270,000 at 4% or $180,000 at 6%; with 100% employer match about $202,500 at 4% or $135,000 at 6%. |
| Needham and Associates Retirement Plan | - | 5 | $358,375 | $81,000 | $16,200iApproximate average salary by contribution assumption: employee only about $405,000 at 4% or $270,000 at 6%; with 50% employer match about $270,000 at 4% or $180,000 at 6%; with 100% employer match about $202,500 at 4% or $135,000 at 6%. |
| 2018 | 1 | 1 | $209,750 | $0 | - |
| Needham and Associates Retirement Plan | - | 1 | $209,750 | - | - |
| 2017 | 1 | 1 | $206,000 | $318,860 | $318,860iApproximate average salary by contribution assumption: employee only about $7,971,500 at 4% or $5,314,333 at 6%; with 50% employer match about $5,314,333 at 4% or $3,542,889 at 6%; with 100% employer match about $3,985,750 at 4% or $2,657,167 at 6%. |
| Needham and Associates Retirement Plan | - | 1 | $206,000 | $318,860 | $318,860iApproximate average salary by contribution assumption: employee only about $7,971,500 at 4% or $5,314,333 at 6%; with 50% employer match about $5,314,333 at 4% or $3,542,889 at 6%; with 100% employer match about $3,985,750 at 4% or $2,657,167 at 6%. |