Nelson Byrd Woltz LLC
Plan context: Nelson Byrd Woltz 401(K) Plan
EIN 20-0559239 • Charlottesville, VA • 20 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
51
2025 Assets
$7,214,689
2025 Contributions
$355,912
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 51 | $7,214,689 | $355,912 | $6,979iApproximate average salary by contribution assumption: employee only about $174,467 at 4% or $116,311 at 6%; with 50% employer match about $116,311 at 4% or $77,541 at 6%; with 100% employer match about $87,233 at 4% or $58,156 at 6%. |
| Nelson Byrd Woltz 401(K) Plan | - | 51 | $7,214,689 | $355,912 | $6,979iApproximate average salary by contribution assumption: employee only about $174,467 at 4% or $116,311 at 6%; with 50% employer match about $116,311 at 4% or $77,541 at 6%; with 100% employer match about $87,233 at 4% or $58,156 at 6%. |
| 2024 | 1 | 51 | $6,117,161 | $586,229 | $11,495iApproximate average salary by contribution assumption: employee only about $287,367 at 4% or $191,578 at 6%; with 50% employer match about $191,578 at 4% or $127,719 at 6%; with 100% employer match about $143,684 at 4% or $95,789 at 6%. |
| Nelson Byrd Woltz 401(K) Plan | - | 51 | $6,117,161 | $586,229 | $11,495iApproximate average salary by contribution assumption: employee only about $287,367 at 4% or $191,578 at 6%; with 50% employer match about $191,578 at 4% or $127,719 at 6%; with 100% employer match about $143,684 at 4% or $95,789 at 6%. |
| 2023 | 1 | 49 | $5,409,737 | $355,652 | $7,258iApproximate average salary by contribution assumption: employee only about $181,455 at 4% or $120,970 at 6%; with 50% employer match about $120,970 at 4% or $80,647 at 6%; with 100% employer match about $90,728 at 4% or $60,485 at 6%. |
| Nelson Byrd Woltz 401(K) Plan | - | 49 | $5,409,737 | $355,652 | $7,258iApproximate average salary by contribution assumption: employee only about $181,455 at 4% or $120,970 at 6%; with 50% employer match about $120,970 at 4% or $80,647 at 6%; with 100% employer match about $90,728 at 4% or $60,485 at 6%. |
| 2022 | 1 | 51 | $4,201,897 | $294,831 | $5,781iApproximate average salary by contribution assumption: employee only about $144,525 at 4% or $96,350 at 6%; with 50% employer match about $96,350 at 4% or $64,233 at 6%; with 100% employer match about $72,263 at 4% or $48,175 at 6%. |
| Nelson Byrd Woltz 401(K) Plan | - | 51 | $4,201,897 | $294,831 | $5,781iApproximate average salary by contribution assumption: employee only about $144,525 at 4% or $96,350 at 6%; with 50% employer match about $96,350 at 4% or $64,233 at 6%; with 100% employer match about $72,263 at 4% or $48,175 at 6%. |
| 2021 | 1 | 49 | $4,809,031 | $273,806 | $5,588iApproximate average salary by contribution assumption: employee only about $139,697 at 4% or $93,131 at 6%; with 50% employer match about $93,131 at 4% or $62,088 at 6%; with 100% employer match about $69,848 at 4% or $46,566 at 6%. |
| Nelson Byrd Woltz 401(K) Plan | - | 49 | $4,809,031 | $273,806 | $5,588iApproximate average salary by contribution assumption: employee only about $139,697 at 4% or $93,131 at 6%; with 50% employer match about $93,131 at 4% or $62,088 at 6%; with 100% employer match about $69,848 at 4% or $46,566 at 6%. |
| 2020 | 1 | 73 | $5,764,156 | $398,615 | $5,460iApproximate average salary by contribution assumption: employee only about $136,512 at 4% or $91,008 at 6%; with 50% employer match about $91,008 at 4% or $60,672 at 6%; with 100% employer match about $68,256 at 4% or $45,504 at 6%. |
| Nelson Byrd Woltz 401(K) Plan | - | 73 | $5,764,156 | $398,615 | $5,460iApproximate average salary by contribution assumption: employee only about $136,512 at 4% or $91,008 at 6%; with 50% employer match about $91,008 at 4% or $60,672 at 6%; with 100% employer match about $68,256 at 4% or $45,504 at 6%. |
| 2019 | 1 | 70 | $4,701,042 | $337,619 | $4,823iApproximate average salary by contribution assumption: employee only about $120,578 at 4% or $80,385 at 6%; with 50% employer match about $80,385 at 4% or $53,590 at 6%; with 100% employer match about $60,289 at 4% or $40,193 at 6%. |
| Nelson Byrd Woltz 401(K) Plan | - | 70 | $4,701,042 | $337,619 | $4,823iApproximate average salary by contribution assumption: employee only about $120,578 at 4% or $80,385 at 6%; with 50% employer match about $80,385 at 4% or $53,590 at 6%; with 100% employer match about $60,289 at 4% or $40,193 at 6%. |
| 2018 | 1 | 62 | $3,603,776 | $313,227 | $5,052iApproximate average salary by contribution assumption: employee only about $126,301 at 4% or $84,201 at 6%; with 50% employer match about $84,201 at 4% or $56,134 at 6%; with 100% employer match about $63,151 at 4% or $42,100 at 6%. |
| Nelson Byrd Woltz 401(K) Plan | - | 62 | $3,603,776 | $313,227 | $5,052iApproximate average salary by contribution assumption: employee only about $126,301 at 4% or $84,201 at 6%; with 50% employer match about $84,201 at 4% or $56,134 at 6%; with 100% employer match about $63,151 at 4% or $42,100 at 6%. |
| 2017 | 1 | 58 | $3,804,457 | $307,391 | $5,300iApproximate average salary by contribution assumption: employee only about $132,496 at 4% or $88,331 at 6%; with 50% employer match about $88,331 at 4% or $58,887 at 6%; with 100% employer match about $66,248 at 4% or $44,165 at 6%. |
| Nelson Byrd Woltz 401(K) Plan | - | 58 | $3,804,457 | $307,391 | $5,300iApproximate average salary by contribution assumption: employee only about $132,496 at 4% or $88,331 at 6%; with 50% employer match about $88,331 at 4% or $58,887 at 6%; with 100% employer match about $66,248 at 4% or $44,165 at 6%. |
| 2016 | 1 | 55 | $2,978,372 | $269,769 | $4,905iApproximate average salary by contribution assumption: employee only about $122,622 at 4% or $81,748 at 6%; with 50% employer match about $81,748 at 4% or $54,499 at 6%; with 100% employer match about $61,311 at 4% or $40,874 at 6%. |
| Nelson Byrd Woltz 401(K) Plan | - | 55 | $2,978,372 | $269,769 | $4,905iApproximate average salary by contribution assumption: employee only about $122,622 at 4% or $81,748 at 6%; with 50% employer match about $81,748 at 4% or $54,499 at 6%; with 100% employer match about $61,311 at 4% or $40,874 at 6%. |
| 2015 | 1 | 57 | $2,682,751 | $396,752 | $6,961iApproximate average salary by contribution assumption: employee only about $174,014 at 4% or $116,009 at 6%; with 50% employer match about $116,009 at 4% or $77,340 at 6%; with 100% employer match about $87,007 at 4% or $58,005 at 6%. |
| Nelson Byrd Woltz 401(K) Plan | - | 57 | $2,682,751 | $396,752 | $6,961iApproximate average salary by contribution assumption: employee only about $174,014 at 4% or $116,009 at 6%; with 50% employer match about $116,009 at 4% or $77,340 at 6%; with 100% employer match about $87,007 at 4% or $58,005 at 6%. |
| 2014 | 1 | 53 | $2,374,172 | $345,677 | $6,522iApproximate average salary by contribution assumption: employee only about $163,055 at 4% or $108,703 at 6%; with 50% employer match about $108,703 at 4% or $72,469 at 6%; with 100% employer match about $81,528 at 4% or $54,352 at 6%. |
| Nelson Byrd Woltz 401(K) Plan | - | 53 | $2,374,172 | $345,677 | $6,522iApproximate average salary by contribution assumption: employee only about $163,055 at 4% or $108,703 at 6%; with 50% employer match about $108,703 at 4% or $72,469 at 6%; with 100% employer match about $81,528 at 4% or $54,352 at 6%. |
| 2013 | 1 | 38 | $2,181,416 | $268,112 | $7,056iApproximate average salary by contribution assumption: employee only about $176,389 at 4% or $117,593 at 6%; with 50% employer match about $117,593 at 4% or $78,395 at 6%; with 100% employer match about $88,195 at 4% or $58,796 at 6%. |
| Nelson Byrd Woltz 401(K) Plan | - | 38 | $2,181,416 | $268,112 | $7,056iApproximate average salary by contribution assumption: employee only about $176,389 at 4% or $117,593 at 6%; with 50% employer match about $117,593 at 4% or $78,395 at 6%; with 100% employer match about $88,195 at 4% or $58,796 at 6%. |
| 2012 | 1 | 30 | $1,650,116 | $228,512 | $7,617iApproximate average salary by contribution assumption: employee only about $190,427 at 4% or $126,951 at 6%; with 50% employer match about $126,951 at 4% or $84,634 at 6%; with 100% employer match about $95,213 at 4% or $63,476 at 6%. |
| Nelson Byrd Woltz 401(K) Plan | - | 30 | $1,650,116 | $228,512 | $7,617iApproximate average salary by contribution assumption: employee only about $190,427 at 4% or $126,951 at 6%; with 50% employer match about $126,951 at 4% or $84,634 at 6%; with 100% employer match about $95,213 at 4% or $63,476 at 6%. |
| 2011 | 1 | 45 | $1,248,291 | $206,231 | $4,583iApproximate average salary by contribution assumption: employee only about $114,573 at 4% or $76,382 at 6%; with 50% employer match about $76,382 at 4% or $50,921 at 6%; with 100% employer match about $57,286 at 4% or $38,191 at 6%. |
| Nelson Byrd Woltz 401(K) Plan | - | 45 | $1,248,291 | $206,231 | $4,583iApproximate average salary by contribution assumption: employee only about $114,573 at 4% or $76,382 at 6%; with 50% employer match about $76,382 at 4% or $50,921 at 6%; with 100% employer match about $57,286 at 4% or $38,191 at 6%. |
| 2010 | 1 | 41 | $1,067,939 | $183,564 | $4,477iApproximate average salary by contribution assumption: employee only about $111,929 at 4% or $74,620 at 6%; with 50% employer match about $74,620 at 4% or $49,746 at 6%; with 100% employer match about $55,965 at 4% or $37,310 at 6%. |
| Nelson Byrd Woltz 401(K) Plan | - | 41 | $1,067,939 | $183,564 | $4,477iApproximate average salary by contribution assumption: employee only about $111,929 at 4% or $74,620 at 6%; with 50% employer match about $74,620 at 4% or $49,746 at 6%; with 100% employer match about $55,965 at 4% or $37,310 at 6%. |
| 2009 | 1 | 29 | $810,294 | $224,504 | $7,742iApproximate average salary by contribution assumption: employee only about $193,538 at 4% or $129,025 at 6%; with 50% employer match about $129,025 at 4% or $86,017 at 6%; with 100% employer match about $96,769 at 4% or $64,513 at 6%. |
| Nelson Byrd Woltz 401(K) Plan | - | 29 | $810,294 | $224,504 | $7,742iApproximate average salary by contribution assumption: employee only about $193,538 at 4% or $129,025 at 6%; with 50% employer match about $129,025 at 4% or $86,017 at 6%; with 100% employer match about $96,769 at 4% or $64,513 at 6%. |
| 2008 | 1 | 30 | $0 | $0 | - |
| Nelson Byrd Woltz 401(K) Plan | - | 30 | - | - | - |
| 2007 | 1 | 23 | $0 | $0 | - |
| Nelson Byrd Woltz 401(K) Plan | - | 23 | - | - | - |
| 2006 | 1 | 20 | $161,030 | $152,785 | $7,639iApproximate average salary by contribution assumption: employee only about $190,981 at 4% or $127,321 at 6%; with 50% employer match about $127,321 at 4% or $84,881 at 6%; with 100% employer match about $95,491 at 4% or $63,660 at 6%. |
| Nelson Byrd Woltz 401(K) Plan | - | 20 | $161,030 | $152,785 | $7,639iApproximate average salary by contribution assumption: employee only about $190,981 at 4% or $127,321 at 6%; with 50% employer match about $127,321 at 4% or $84,881 at 6%; with 100% employer match about $95,491 at 4% or $63,660 at 6%. |