Civic Intelligence

Nelson & Co., CPA Ltd.

Plan context: Nelson & Co., CPA Ltd. 401(K) Profit Sharing Plan

EIN 20-0486595 • Dartmouth, MA • 7 filings • 2 plans

1254 Reed RoadDartmouth, MA 02747-1553
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$2,265,810

2020 Contributions

$106,475

Historical Graphs

Total Assets Over Time

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

$2,265,810$1,132,905$0200420072020YearValue
$2,265,810Latest year 2020

Participants Over Time

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

320200420072020YearValue
3Latest year 2020

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
202013$2,265,810$106,475$35,492iApproximate average salary by contribution assumption: employee only about $887,292 at 4% or $591,528 at 6%; with 50% employer match about $591,528 at 4% or $394,352 at 6%; with 100% employer match about $443,646 at 4% or $295,764 at 6%.
Nelson & Co., CPA Ltd. 401(K) Profit Sharing Plan-3$2,265,810$106,475$35,492iApproximate average salary by contribution assumption: employee only about $887,292 at 4% or $591,528 at 6%; with 50% employer match about $591,528 at 4% or $394,352 at 6%; with 100% employer match about $443,646 at 4% or $295,764 at 6%.
201913$2,038,729$85,164$28,388iApproximate average salary by contribution assumption: employee only about $709,700 at 4% or $473,133 at 6%; with 50% employer match about $473,133 at 4% or $315,422 at 6%; with 100% employer match about $354,850 at 4% or $236,567 at 6%.
Nelson & Co., CPA Ltd. 401(K) Profit Sharing Plan-3$2,038,729$85,164$28,388iApproximate average salary by contribution assumption: employee only about $709,700 at 4% or $473,133 at 6%; with 50% employer match about $473,133 at 4% or $315,422 at 6%; with 100% employer match about $354,850 at 4% or $236,567 at 6%.
200812$251,932$63,200$31,600iApproximate average salary by contribution assumption: employee only about $790,000 at 4% or $526,667 at 6%; with 50% employer match about $526,667 at 4% or $351,111 at 6%; with 100% employer match about $395,000 at 4% or $263,333 at 6%.
Nelson & Co., CPA Ltd. 401(K) Profit Sharing Plan-2$251,932$63,200$31,600iApproximate average salary by contribution assumption: employee only about $790,000 at 4% or $526,667 at 6%; with 50% employer match about $526,667 at 4% or $351,111 at 6%; with 100% employer match about $395,000 at 4% or $263,333 at 6%.
200712$262,960$61,900$30,950iApproximate average salary by contribution assumption: employee only about $773,750 at 4% or $515,833 at 6%; with 50% employer match about $515,833 at 4% or $343,889 at 6%; with 100% employer match about $386,875 at 4% or $257,917 at 6%.
Nelson & Co., CPA Ltd. 401(K) Profit Sharing Plan-2$262,960$61,900$30,950iApproximate average salary by contribution assumption: employee only about $773,750 at 4% or $515,833 at 6%; with 50% employer match about $515,833 at 4% or $343,889 at 6%; with 100% employer match about $386,875 at 4% or $257,917 at 6%.
200612$197,438$59,953$29,977iApproximate average salary by contribution assumption: employee only about $749,413 at 4% or $499,608 at 6%; with 50% employer match about $499,608 at 4% or $333,072 at 6%; with 100% employer match about $374,706 at 4% or $249,804 at 6%.
Nelson & Co., CPA Ltd. 401(K) Profit Sharing Plan-2$197,438$59,953$29,977iApproximate average salary by contribution assumption: employee only about $749,413 at 4% or $499,608 at 6%; with 50% employer match about $499,608 at 4% or $333,072 at 6%; with 100% employer match about $374,706 at 4% or $249,804 at 6%.
200512$120,827$57,520$28,760iApproximate average salary by contribution assumption: employee only about $719,000 at 4% or $479,333 at 6%; with 50% employer match about $479,333 at 4% or $319,556 at 6%; with 100% employer match about $359,500 at 4% or $239,667 at 6%.
Nelson & Co., CPA Ltd. 401(K) Profit Sharing Plan-2$120,827$57,520$28,760iApproximate average salary by contribution assumption: employee only about $719,000 at 4% or $479,333 at 6%; with 50% employer match about $479,333 at 4% or $319,556 at 6%; with 100% employer match about $359,500 at 4% or $239,667 at 6%.
200412$58,723$58,723$29,362iApproximate average salary by contribution assumption: employee only about $734,038 at 4% or $489,358 at 6%; with 50% employer match about $489,358 at 4% or $326,239 at 6%; with 100% employer match about $367,019 at 4% or $244,679 at 6%.
Nelson & Co., CPA Ltd. 401(K) Profit Sharing Plan-2$58,723$58,723$29,362iApproximate average salary by contribution assumption: employee only about $734,038 at 4% or $489,358 at 6%; with 50% employer match about $489,358 at 4% or $326,239 at 6%; with 100% employer match about $367,019 at 4% or $244,679 at 6%.