Civic Intelligence

Nelson & Associates

Plan context: Nelson & Associates 401(K) Plan

EIN 20-0570323 • Elk Grove, CA • 6 filings • 1 plans

2230 Longport CT, Suite 100Elk Grove, CA 95758
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$670,526

2025 Contributions

$70,141

Historical Graphs

Total Assets Over Time

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

$670,526$335,263$0202020232025YearValue
$670,526Latest year 2025

Participants Over Time

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

420202020232025YearValue
4Latest year 2025

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
202514$670,526$70,141$17,535iApproximate average salary by contribution assumption: employee only about $438,381 at 4% or $292,254 at 6%; with 50% employer match about $292,254 at 4% or $194,836 at 6%; with 100% employer match about $219,191 at 4% or $146,127 at 6%.
Nelson & Associates 401(K) Plan-4$670,526$70,141$17,535iApproximate average salary by contribution assumption: employee only about $438,381 at 4% or $292,254 at 6%; with 50% employer match about $292,254 at 4% or $194,836 at 6%; with 100% employer match about $219,191 at 4% or $146,127 at 6%.
202414$540,014$51,195$12,799iApproximate average salary by contribution assumption: employee only about $319,969 at 4% or $213,313 at 6%; with 50% employer match about $213,313 at 4% or $142,208 at 6%; with 100% employer match about $159,984 at 4% or $106,656 at 6%.
Nelson & Associates 401(K) Plan-4$540,014$51,195$12,799iApproximate average salary by contribution assumption: employee only about $319,969 at 4% or $213,313 at 6%; with 50% employer match about $213,313 at 4% or $142,208 at 6%; with 100% employer match about $159,984 at 4% or $106,656 at 6%.
202314$442,615$46,989$11,747iApproximate average salary by contribution assumption: employee only about $293,681 at 4% or $195,788 at 6%; with 50% employer match about $195,788 at 4% or $130,525 at 6%; with 100% employer match about $146,841 at 4% or $97,894 at 6%.
Nelson & Associates 401(K) Plan-4$442,615$46,989$11,747iApproximate average salary by contribution assumption: employee only about $293,681 at 4% or $195,788 at 6%; with 50% employer match about $195,788 at 4% or $130,525 at 6%; with 100% employer match about $146,841 at 4% or $97,894 at 6%.
202213$341,995$38,478$12,826iApproximate average salary by contribution assumption: employee only about $320,650 at 4% or $213,767 at 6%; with 50% employer match about $213,767 at 4% or $142,511 at 6%; with 100% employer match about $160,325 at 4% or $106,883 at 6%.
Nelson & Associates 401(K) Plan-3$341,995$38,478$12,826iApproximate average salary by contribution assumption: employee only about $320,650 at 4% or $213,767 at 6%; with 50% employer match about $213,767 at 4% or $142,511 at 6%; with 100% employer match about $160,325 at 4% or $106,883 at 6%.
202113$357,976$37,952$12,651iApproximate average salary by contribution assumption: employee only about $316,267 at 4% or $210,844 at 6%; with 50% employer match about $210,844 at 4% or $140,563 at 6%; with 100% employer match about $158,133 at 4% or $105,422 at 6%.
Nelson & Associates 401(K) Plan-3$357,976$37,952$12,651iApproximate average salary by contribution assumption: employee only about $316,267 at 4% or $210,844 at 6%; with 50% employer match about $210,844 at 4% or $140,563 at 6%; with 100% employer match about $158,133 at 4% or $105,422 at 6%.
202012$284,763$262,790$131,395iApproximate average salary by contribution assumption: employee only about $3,284,875 at 4% or $2,189,917 at 6%; with 50% employer match about $2,189,917 at 4% or $1,459,944 at 6%; with 100% employer match about $1,642,438 at 4% or $1,094,958 at 6%.
Nelson & Associates 401(K) Plan-2$284,763$262,790$131,395iApproximate average salary by contribution assumption: employee only about $3,284,875 at 4% or $2,189,917 at 6%; with 50% employer match about $2,189,917 at 4% or $1,459,944 at 6%; with 100% employer match about $1,642,438 at 4% or $1,094,958 at 6%.