Civic Intelligence

The Nikols Company

Plan context: The Nikols Company Cash Balance Plan

EIN 20-1009019 • Newport Beach, CA • 23 filings • 3 plans

4675 Macarthur CTSuite 500Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$5,780,956

2024 Contributions

$1,252,395

Historical Graphs

Total Assets Over Time

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

$5,780,956$2,890,478$0200420152024YearValue
$5,780,956Latest year 2024

Participants Over Time

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

840200420142024YearValue
7Latest year 2024

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
202427$5,780,956$1,252,395$178,914iApproximate average salary by contribution assumption: employee only about $4,472,839 at 4% or $2,981,893 at 6%; with 50% employer match about $2,981,893 at 4% or $1,987,929 at 6%; with 100% employer match about $2,236,420 at 4% or $1,490,946 at 6%.
The Nikols Company Cash Balance Plan-4$3,070,715$1,011,970$252,993iApproximate average salary by contribution assumption: employee only about $6,324,813 at 4% or $4,216,542 at 6%; with 50% employer match about $4,216,542 at 4% or $2,811,028 at 6%; with 100% employer match about $3,162,406 at 4% or $2,108,271 at 6%.
The Nikols Company Profit Sharing Plan-7$2,710,241$240,425$34,346iApproximate average salary by contribution assumption: employee only about $858,661 at 4% or $572,440 at 6%; with 50% employer match about $572,440 at 4% or $381,627 at 6%; with 100% employer match about $429,330 at 4% or $286,220 at 6%.
202328$4,155,340$1,339,953$167,494iApproximate average salary by contribution assumption: employee only about $4,187,353 at 4% or $2,791,569 at 6%; with 50% employer match about $2,791,569 at 4% or $1,861,046 at 6%; with 100% employer match about $2,093,677 at 4% or $1,395,784 at 6%.
The Nikols Company Profit Sharing Plan-8$2,280,467$258,953$32,369iApproximate average salary by contribution assumption: employee only about $809,228 at 4% or $539,485 at 6%; with 50% employer match about $539,485 at 4% or $359,657 at 6%; with 100% employer match about $404,614 at 4% or $269,743 at 6%.
The Nikols Company Cash Balance Plan-3$1,874,873$1,081,000$360,333iApproximate average salary by contribution assumption: employee only about $9,008,333 at 4% or $6,005,556 at 6%; with 50% employer match about $6,005,556 at 4% or $4,003,704 at 6%; with 100% employer match about $4,504,167 at 4% or $3,002,778 at 6%.
202217$2,334,064$269,168$38,453iApproximate average salary by contribution assumption: employee only about $961,314 at 4% or $640,876 at 6%; with 50% employer match about $640,876 at 4% or $427,251 at 6%; with 100% employer match about $480,657 at 4% or $320,438 at 6%.
The Nikols Company Profit Sharing Plan-7$2,334,064$269,168$38,453iApproximate average salary by contribution assumption: employee only about $961,314 at 4% or $640,876 at 6%; with 50% employer match about $640,876 at 4% or $427,251 at 6%; with 100% employer match about $480,657 at 4% or $320,438 at 6%.
202117$1,983,397$263,327$37,618iApproximate average salary by contribution assumption: employee only about $940,454 at 4% or $626,969 at 6%; with 50% employer match about $626,969 at 4% or $417,979 at 6%; with 100% employer match about $470,227 at 4% or $313,485 at 6%.
The Nikols Company Profit Sharing Plan-7$1,983,397$263,327$37,618iApproximate average salary by contribution assumption: employee only about $940,454 at 4% or $626,969 at 6%; with 50% employer match about $626,969 at 4% or $417,979 at 6%; with 100% employer match about $470,227 at 4% or $313,485 at 6%.
202017$1,721,566$246,915$35,274iApproximate average salary by contribution assumption: employee only about $881,839 at 4% or $587,893 at 6%; with 50% employer match about $587,893 at 4% or $391,929 at 6%; with 100% employer match about $440,920 at 4% or $293,946 at 6%.
The Nikols Company Profit Sharing Plan-7$1,721,566$246,915$35,274iApproximate average salary by contribution assumption: employee only about $881,839 at 4% or $587,893 at 6%; with 50% employer match about $587,893 at 4% or $391,929 at 6%; with 100% employer match about $440,920 at 4% or $293,946 at 6%.
201916$1,376,000$232,584$38,764iApproximate average salary by contribution assumption: employee only about $969,100 at 4% or $646,067 at 6%; with 50% employer match about $646,067 at 4% or $430,711 at 6%; with 100% employer match about $484,550 at 4% or $323,033 at 6%.
The Nikols Company Profit Sharing Plan-6$1,376,000$232,584$38,764iApproximate average salary by contribution assumption: employee only about $969,100 at 4% or $646,067 at 6%; with 50% employer match about $646,067 at 4% or $430,711 at 6%; with 100% employer match about $484,550 at 4% or $323,033 at 6%.
201815$1,129,592$172,053$34,411iApproximate average salary by contribution assumption: employee only about $860,265 at 4% or $573,510 at 6%; with 50% employer match about $573,510 at 4% or $382,340 at 6%; with 100% employer match about $430,133 at 4% or $286,755 at 6%.
The Nikols Company Profit Sharing Plan-5$1,129,592$172,053$34,411iApproximate average salary by contribution assumption: employee only about $860,265 at 4% or $573,510 at 6%; with 50% employer match about $573,510 at 4% or $382,340 at 6%; with 100% employer match about $430,133 at 4% or $286,755 at 6%.
201715$947,565$169,660$33,932iApproximate average salary by contribution assumption: employee only about $848,300 at 4% or $565,533 at 6%; with 50% employer match about $565,533 at 4% or $377,022 at 6%; with 100% employer match about $424,150 at 4% or $282,767 at 6%.
The Nikols Company Profit Sharing Plan-5$947,565$169,660$33,932iApproximate average salary by contribution assumption: employee only about $848,300 at 4% or $565,533 at 6%; with 50% employer match about $565,533 at 4% or $377,022 at 6%; with 100% employer match about $424,150 at 4% or $282,767 at 6%.
201614$818,587$145,125$36,281iApproximate average salary by contribution assumption: employee only about $907,031 at 4% or $604,688 at 6%; with 50% employer match about $604,688 at 4% or $403,125 at 6%; with 100% employer match about $453,516 at 4% or $302,344 at 6%.
The Nikols Company Profit Sharing Plan-4$818,587$145,125$36,281iApproximate average salary by contribution assumption: employee only about $907,031 at 4% or $604,688 at 6%; with 50% employer match about $604,688 at 4% or $403,125 at 6%; with 100% employer match about $453,516 at 4% or $302,344 at 6%.
201515$649,159$0-
The Nikols Company Profit Sharing Plan-5$649,159--
201415$624,373$0-
The Nikols Company Profit Sharing Plan-5$624,373--
201314$728,800$156,000$39,000iApproximate average salary by contribution assumption: employee only about $975,000 at 4% or $650,000 at 6%; with 50% employer match about $650,000 at 4% or $433,333 at 6%; with 100% employer match about $487,500 at 4% or $325,000 at 6%.
The Nikols Company Profit Sharing Plan-4$728,800$156,000$39,000iApproximate average salary by contribution assumption: employee only about $975,000 at 4% or $650,000 at 6%; with 50% employer match about $650,000 at 4% or $433,333 at 6%; with 100% employer match about $487,500 at 4% or $325,000 at 6%.
201214$725,383$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
The Nikols Company Profit Sharing Plan-4$725,383$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201112$332,590$82,500$41,250iApproximate average salary by contribution assumption: employee only about $1,031,250 at 4% or $687,500 at 6%; with 50% employer match about $687,500 at 4% or $458,333 at 6%; with 100% employer match about $515,625 at 4% or $343,750 at 6%.
The Nikols Company Profit Sharing Plan-2$332,590$82,500$41,250iApproximate average salary by contribution assumption: employee only about $1,031,250 at 4% or $687,500 at 6%; with 50% employer match about $687,500 at 4% or $458,333 at 6%; with 100% employer match about $515,625 at 4% or $343,750 at 6%.
201012$336,126$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
The Nikols Company Profit Sharing Plan-2$336,126$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
200912$37,766$0-
The Nikols Company Profit Sharing Plan-2$37,766--
200812$196,243$0-
The Nikols Company Profit Sharing Plan-2$196,243--
200712$0$0-
The Nikols Company Profit Sharing Plan-2---
200612$208,939$0-
The Nikols Company Profit Sharing Plan-2$208,939--
200512$208,939$0-
The Nikols Company Profit Sharing Plan-2$208,939--
200412$208,939$208,939$104,470iApproximate average salary by contribution assumption: employee only about $2,611,738 at 4% or $1,741,158 at 6%; with 50% employer match about $1,741,158 at 4% or $1,160,772 at 6%; with 100% employer match about $1,305,869 at 4% or $870,579 at 6%.
The Nikols Company Profit Sharing Plan-2$208,939$208,939$104,470iApproximate average salary by contribution assumption: employee only about $2,611,738 at 4% or $1,741,158 at 6%; with 50% employer match about $1,741,158 at 4% or $1,160,772 at 6%; with 100% employer match about $1,305,869 at 4% or $870,579 at 6%.