How many benefit plans does Needham And Associates, Inc. report on Form 5500?

Needham And Associates, Inc. (EIN 82-1341071) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Needham And Associates, Inc.?

The Employer Identification Number (EIN) reported for Needham And Associates, Inc. is 82-1341071.

What is the latest Form 5500 filing year for Needham And Associates, Inc.?

The latest loaded Form 5500 filing year for Needham And Associates, Inc. is 2023.

Needham And Associates, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Needham And Associates, Inc. (EIN 82-1341071) is a plan sponsor located in Birmingham, AL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 82-1341071
Location: Birmingham, AL
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Needham And Associates, Inc.

1 loaded plans hold $316K in reported assets.
The largest, Needham And Associates Retirement Plan, holds 100% of this company's reported plan assets.
Plans cover 4 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$316KSummed across loaded plans$316,000

Total reported assets$316K$316,000

Total reported participants4

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$316K total assets

Net assets$316KLiabilities—

Contributions & income

Total income / additions$6.9K

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$0

Net increase / (decrease)$6.9K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Needham And Associates Retirement Plan

Participants per plan4Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Needham And Associates Retirement Plan$316K
Plan #001 · 4 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Needham And Associates, Inc.. Open one for its full reported snapshot.

2023
Needham And Associates Retirement Plan4 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Needham And Associates, Inc. report on Form 5500?: Needham And Associates, Inc. (EIN 82-1341071) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Needham And Associates, Inc.?: The Employer Identification Number (EIN) reported for Needham And Associates, Inc. is 82-1341071.
What is the latest Form 5500 filing year for Needham And Associates, Inc.?: The latest loaded Form 5500 filing year for Needham And Associates, Inc. is 2023.