Civic Intelligence

Nelson & Marion, Cpas

Plan context: Nelson & Marion, Cpas Retirement Plan

EIN 02-0468179 • Salem, NH • 12 filings • 2 plans

14 Stiles Road, Ste 102Salem, NH 03079-2884
Current Snapshot

Latest Year

2009

2009 Participants

4

2009 Assets

$288,508

2009 Contributions

$53,359

Historical Graphs

Total Assets Over Time

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

$366,630$183,315$0199920042008YearValue
$288,508Latest year 2008

Participants Over Time

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

530199920032007YearValue
4Latest year 2007

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
200910$0$0-
Nelson & Marion, Cpas Retirement Plan-0$0$0-
200810$288,508$53,359-
Nelson & Marion, Cpas Retirement Plan-0$288,508$53,359-
200714$366,630$54,817$13,704iApproximate average salary by contribution assumption: employee only about $342,606 at 4% or $228,404 at 6%; with 50% employer match about $228,404 at 4% or $152,269 at 6%; with 100% employer match about $171,303 at 4% or $114,202 at 6%.
Nelson & Marion, Cpas Retirement Plan-4$366,630$54,817$13,704iApproximate average salary by contribution assumption: employee only about $342,606 at 4% or $228,404 at 6%; with 50% employer match about $228,404 at 4% or $152,269 at 6%; with 100% employer match about $171,303 at 4% or $114,202 at 6%.
200615$0$0-
Nelson & Marion, Cpas Retirement Plan-5---
200513$232,790$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
Nelson & Marion, Cpas Retirement Plan-3$232,790$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
200413$186,944$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Nelson & Marion, Cpas Retirement Plan-3$186,944$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200313$144,137$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Nelson & Marion, Cpas Retirement Plan-3$144,137$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200215$97,027$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Nelson & Marion, Cpas Retirement Plan-5$97,027$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200114$0$0-
Nelson & Marion, Cpas Retirement Plan-4---
200024$80,374$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Nelson & Marion, Cpas Retirement Plan-4$80,374$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
NELSON & MARION SECTION 125 PLAN-2---
199915$61,340$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Nelson & Marion, Cpas Retirement Plan-5$61,340$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.