Civic Intelligence

Jason R. Nelsen, Dds PLLC

Plan context: Jason R. Nelsen, Dds PLLC 401(K) Plan

EIN 20-3980519 • Charlotte, NC • 20 filings • 4 plans

2550-a Freedom DriveCharlotte, NC 28208
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$1,912,670

2025 Contributions

$163,907

Historical Graphs

Total Assets Over Time

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

$1,912,670$956,335$0200620162025YearValue
$1,912,670Latest year 2025

Participants Over Time

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

1050200620162025YearValue
8Latest 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
202518$1,912,670$163,907$20,488iApproximate average salary by contribution assumption: employee only about $512,209 at 4% or $341,473 at 6%; with 50% employer match about $341,473 at 4% or $227,649 at 6%; with 100% employer match about $256,105 at 4% or $170,736 at 6%.
Jason R. Nelsen, Dds PLLC 401(K) Plan-8$1,912,670$163,907$20,488iApproximate average salary by contribution assumption: employee only about $512,209 at 4% or $341,473 at 6%; with 50% employer match about $341,473 at 4% or $227,649 at 6%; with 100% employer match about $256,105 at 4% or $170,736 at 6%.
202419$1,522,676$80,445$8,938iApproximate average salary by contribution assumption: employee only about $223,458 at 4% or $148,972 at 6%; with 50% employer match about $148,972 at 4% or $99,315 at 6%; with 100% employer match about $111,729 at 4% or $74,486 at 6%.
Jason R. Nelsen, Dds PLLC 401(K) Plan-9$1,522,676$80,445$8,938iApproximate average salary by contribution assumption: employee only about $223,458 at 4% or $148,972 at 6%; with 50% employer match about $148,972 at 4% or $99,315 at 6%; with 100% employer match about $111,729 at 4% or $74,486 at 6%.
2023110$1,433,729$81,131$8,113iApproximate average salary by contribution assumption: employee only about $202,828 at 4% or $135,218 at 6%; with 50% employer match about $135,218 at 4% or $90,146 at 6%; with 100% employer match about $101,414 at 4% or $67,609 at 6%.
Jason R. Nelsen, Dds PLLC 401(K) Plan-10$1,433,729$81,131$8,113iApproximate average salary by contribution assumption: employee only about $202,828 at 4% or $135,218 at 6%; with 50% employer match about $135,218 at 4% or $90,146 at 6%; with 100% employer match about $101,414 at 4% or $67,609 at 6%.
202218$1,159,317$101,855$12,732iApproximate average salary by contribution assumption: employee only about $318,297 at 4% or $212,198 at 6%; with 50% employer match about $212,198 at 4% or $141,465 at 6%; with 100% employer match about $159,148 at 4% or $106,099 at 6%.
Jason R. Nelsen, Dds PLLC 401(K) Plan-8$1,159,317$101,855$12,732iApproximate average salary by contribution assumption: employee only about $318,297 at 4% or $212,198 at 6%; with 50% employer match about $212,198 at 4% or $141,465 at 6%; with 100% employer match about $159,148 at 4% or $106,099 at 6%.
202117$1,332,839$89,184$12,741iApproximate average salary by contribution assumption: employee only about $318,514 at 4% or $212,343 at 6%; with 50% employer match about $212,343 at 4% or $141,562 at 6%; with 100% employer match about $159,257 at 4% or $106,171 at 6%.
Jason R. Nelsen, Dds PLLC 401(K) Plan-7$1,332,839$89,184$12,741iApproximate average salary by contribution assumption: employee only about $318,514 at 4% or $212,343 at 6%; with 50% employer match about $212,343 at 4% or $141,562 at 6%; with 100% employer match about $159,257 at 4% or $106,171 at 6%.
202017$1,107,075$80,997$11,571iApproximate average salary by contribution assumption: employee only about $289,275 at 4% or $192,850 at 6%; with 50% employer match about $192,850 at 4% or $128,567 at 6%; with 100% employer match about $144,638 at 4% or $96,425 at 6%.
Jason R. Nelsen, Dds PLLC 401(K) Plan-7$1,107,075$80,997$11,571iApproximate average salary by contribution assumption: employee only about $289,275 at 4% or $192,850 at 6%; with 50% employer match about $192,850 at 4% or $128,567 at 6%; with 100% employer match about $144,638 at 4% or $96,425 at 6%.
201917$899,565$82,960$11,851iApproximate average salary by contribution assumption: employee only about $296,286 at 4% or $197,524 at 6%; with 50% employer match about $197,524 at 4% or $131,683 at 6%; with 100% employer match about $148,143 at 4% or $98,762 at 6%.
Jason R. Nelsen, Dds PLLC 401(K) Plan-7$899,565$82,960$11,851iApproximate average salary by contribution assumption: employee only about $296,286 at 4% or $197,524 at 6%; with 50% employer match about $197,524 at 4% or $131,683 at 6%; with 100% employer match about $148,143 at 4% or $98,762 at 6%.
201817$667,467$81,603$11,658iApproximate average salary by contribution assumption: employee only about $291,439 at 4% or $194,293 at 6%; with 50% employer match about $194,293 at 4% or $129,529 at 6%; with 100% employer match about $145,720 at 4% or $97,146 at 6%.
Jason R. Nelsen, Dds PLLC 401(K) Plan-7$667,467$81,603$11,658iApproximate average salary by contribution assumption: employee only about $291,439 at 4% or $194,293 at 6%; with 50% employer match about $194,293 at 4% or $129,529 at 6%; with 100% employer match about $145,720 at 4% or $97,146 at 6%.
201717$624,121$81,507$11,644iApproximate average salary by contribution assumption: employee only about $291,096 at 4% or $194,064 at 6%; with 50% employer match about $194,064 at 4% or $129,376 at 6%; with 100% employer match about $145,548 at 4% or $97,032 at 6%.
Jason R. Nelsen, Dds PLLC 401(K) Plan-7$624,121$81,507$11,644iApproximate average salary by contribution assumption: employee only about $291,096 at 4% or $194,064 at 6%; with 50% employer match about $194,064 at 4% or $129,376 at 6%; with 100% employer match about $145,548 at 4% or $97,032 at 6%.
201617$869,858$84,043$12,006iApproximate average salary by contribution assumption: employee only about $300,154 at 4% or $200,102 at 6%; with 50% employer match about $200,102 at 4% or $133,402 at 6%; with 100% employer match about $150,077 at 4% or $100,051 at 6%.
Jason R. Nelsen, Dds PLLC 401(K) Plan-7$869,858$84,043$12,006iApproximate average salary by contribution assumption: employee only about $300,154 at 4% or $200,102 at 6%; with 50% employer match about $200,102 at 4% or $133,402 at 6%; with 100% employer match about $150,077 at 4% or $100,051 at 6%.
201518$757,008$87,830$10,979iApproximate average salary by contribution assumption: employee only about $274,469 at 4% or $182,979 at 6%; with 50% employer match about $182,979 at 4% or $121,986 at 6%; with 100% employer match about $137,234 at 4% or $91,490 at 6%.
Jason R. Nelsen, Dds PLLC 401(K) Plan-8$757,008$87,830$10,979iApproximate average salary by contribution assumption: employee only about $274,469 at 4% or $182,979 at 6%; with 50% employer match about $182,979 at 4% or $121,986 at 6%; with 100% employer match about $137,234 at 4% or $91,490 at 6%.
201417$665,545$77,382$11,055iApproximate average salary by contribution assumption: employee only about $276,364 at 4% or $184,243 at 6%; with 50% employer match about $184,243 at 4% or $122,829 at 6%; with 100% employer match about $138,182 at 4% or $92,121 at 6%.
Jason R. Nelsen, Dds PLLC 401(K) Plan-7$665,545$77,382$11,055iApproximate average salary by contribution assumption: employee only about $276,364 at 4% or $184,243 at 6%; with 50% employer match about $184,243 at 4% or $122,829 at 6%; with 100% employer match about $138,182 at 4% or $92,121 at 6%.
201317$552,403$78,760$11,251iApproximate average salary by contribution assumption: employee only about $281,286 at 4% or $187,524 at 6%; with 50% employer match about $187,524 at 4% or $125,016 at 6%; with 100% employer match about $140,643 at 4% or $93,762 at 6%.
Jason R. Nelsen, Dds PLLC 401(K) Plan-7$552,403$78,760$11,251iApproximate average salary by contribution assumption: employee only about $281,286 at 4% or $187,524 at 6%; with 50% employer match about $187,524 at 4% or $125,016 at 6%; with 100% employer match about $140,643 at 4% or $93,762 at 6%.
201217$396,021$53,949$7,707iApproximate average salary by contribution assumption: employee only about $192,675 at 4% or $128,450 at 6%; with 50% employer match about $128,450 at 4% or $85,633 at 6%; with 100% employer match about $96,338 at 4% or $64,225 at 6%.
Jason R. Nelsen, Dds PLLC 401(K) Plan-7$396,021$53,949$7,707iApproximate average salary by contribution assumption: employee only about $192,675 at 4% or $128,450 at 6%; with 50% employer match about $128,450 at 4% or $85,633 at 6%; with 100% employer match about $96,338 at 4% or $64,225 at 6%.
201118$301,169$69,513$8,689iApproximate average salary by contribution assumption: employee only about $217,228 at 4% or $144,819 at 6%; with 50% employer match about $144,819 at 4% or $96,546 at 6%; with 100% employer match about $108,614 at 4% or $72,409 at 6%.
Jason R. Nelsen, Dds PLLC 401(K) Plan-8$301,169$69,513$8,689iApproximate average salary by contribution assumption: employee only about $217,228 at 4% or $144,819 at 6%; with 50% employer match about $144,819 at 4% or $96,546 at 6%; with 100% employer match about $108,614 at 4% or $72,409 at 6%.
2010110$286,650$48,010$4,801iApproximate average salary by contribution assumption: employee only about $120,025 at 4% or $80,017 at 6%; with 50% employer match about $80,017 at 4% or $53,344 at 6%; with 100% employer match about $60,013 at 4% or $40,008 at 6%.
Jason R. Nelsen, Dds PLLC 401(K) Plan-10$286,650$48,010$4,801iApproximate average salary by contribution assumption: employee only about $120,025 at 4% or $80,017 at 6%; with 50% employer match about $80,017 at 4% or $53,344 at 6%; with 100% employer match about $60,013 at 4% or $40,008 at 6%.
2009110$236,101$40,552$4,055iApproximate average salary by contribution assumption: employee only about $101,380 at 4% or $67,587 at 6%; with 50% employer match about $67,587 at 4% or $45,058 at 6%; with 100% employer match about $50,690 at 4% or $33,793 at 6%.
Jason R. Nelsen, Dds PLLC 401(K) Plan-10$236,101$40,552$4,055iApproximate average salary by contribution assumption: employee only about $101,380 at 4% or $67,587 at 6%; with 50% employer match about $67,587 at 4% or $45,058 at 6%; with 100% employer match about $50,690 at 4% or $33,793 at 6%.
200818$143,149$99,818$12,477iApproximate average salary by contribution assumption: employee only about $311,931 at 4% or $207,954 at 6%; with 50% employer match about $207,954 at 4% or $138,636 at 6%; with 100% employer match about $155,966 at 4% or $103,977 at 6%.
Jason R. Nelsen, Dds PLLC 401(K) Plan-8$143,149$99,818$12,477iApproximate average salary by contribution assumption: employee only about $311,931 at 4% or $207,954 at 6%; with 50% employer match about $207,954 at 4% or $138,636 at 6%; with 100% employer match about $155,966 at 4% or $103,977 at 6%.
200716$90,475$63,157$10,526iApproximate average salary by contribution assumption: employee only about $263,154 at 4% or $175,436 at 6%; with 50% employer match about $175,436 at 4% or $116,957 at 6%; with 100% employer match about $131,577 at 4% or $87,718 at 6%.
Jason R. Nelsen, Dds PLLC 401(K) Plan-6$90,475$63,157$10,526iApproximate average salary by contribution assumption: employee only about $263,154 at 4% or $175,436 at 6%; with 50% employer match about $175,436 at 4% or $116,957 at 6%; with 100% employer match about $131,577 at 4% or $87,718 at 6%.
200616$29,391$29,391$4,899iApproximate average salary by contribution assumption: employee only about $122,463 at 4% or $81,642 at 6%; with 50% employer match about $81,642 at 4% or $54,428 at 6%; with 100% employer match about $61,231 at 4% or $40,821 at 6%.
Jason R. Nelsen, Dds PLLC 401(K) Plan-6$29,391$29,391$4,899iApproximate average salary by contribution assumption: employee only about $122,463 at 4% or $81,642 at 6%; with 50% employer match about $81,642 at 4% or $54,428 at 6%; with 100% employer match about $61,231 at 4% or $40,821 at 6%.