CASEY NEILON, INC.
Plan context: CASEY NEILON RETIREMENT PLAN
EIN 20-5570744 • Carson City, NV • 17 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
30
2024 Assets
$3,455,150
2024 Contributions
$352,142
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 30 | $3,455,150 | $352,142 | $11,738iApproximate average salary by contribution assumption: employee only about $293,452 at 4% or $195,634 at 6%; with 50% employer match about $195,634 at 4% or $130,423 at 6%; with 100% employer match about $146,726 at 4% or $97,817 at 6%. |
| CASEY NEILON RETIREMENT PLAN | - | 30 | $3,455,150 | $352,142 | $11,738iApproximate average salary by contribution assumption: employee only about $293,452 at 4% or $195,634 at 6%; with 50% employer match about $195,634 at 4% or $130,423 at 6%; with 100% employer match about $146,726 at 4% or $97,817 at 6%. |
| 2023 | 1 | 30 | $2,804,203 | $294,530 | $9,818iApproximate average salary by contribution assumption: employee only about $245,442 at 4% or $163,628 at 6%; with 50% employer match about $163,628 at 4% or $109,085 at 6%; with 100% employer match about $122,721 at 4% or $81,814 at 6%. |
| CASEY NEILON RETIREMENT PLAN | - | 30 | $2,804,203 | $294,530 | $9,818iApproximate average salary by contribution assumption: employee only about $245,442 at 4% or $163,628 at 6%; with 50% employer match about $163,628 at 4% or $109,085 at 6%; with 100% employer match about $122,721 at 4% or $81,814 at 6%. |
| 2022 | 1 | 24 | $2,152,280 | $221,270 | $9,220iApproximate average salary by contribution assumption: employee only about $230,490 at 4% or $153,660 at 6%; with 50% employer match about $153,660 at 4% or $102,440 at 6%; with 100% employer match about $115,245 at 4% or $76,830 at 6%. |
| CASEY NEILON RETIREMENT PLAN | - | 24 | $2,152,280 | $221,270 | $9,220iApproximate average salary by contribution assumption: employee only about $230,490 at 4% or $153,660 at 6%; with 50% employer match about $153,660 at 4% or $102,440 at 6%; with 100% employer match about $115,245 at 4% or $76,830 at 6%. |
| 2021 | 1 | 25 | $2,280,349 | $180,072 | $7,203iApproximate average salary by contribution assumption: employee only about $180,072 at 4% or $120,048 at 6%; with 50% employer match about $120,048 at 4% or $80,032 at 6%; with 100% employer match about $90,036 at 4% or $60,024 at 6%. |
| CASEY NEILON RETIREMENT PLAN | - | 25 | $2,280,349 | $180,072 | $7,203iApproximate average salary by contribution assumption: employee only about $180,072 at 4% or $120,048 at 6%; with 50% employer match about $120,048 at 4% or $80,032 at 6%; with 100% employer match about $90,036 at 4% or $60,024 at 6%. |
| 2020 | 1 | 23 | $1,996,696 | $190,107 | $8,266iApproximate average salary by contribution assumption: employee only about $206,638 at 4% or $137,759 at 6%; with 50% employer match about $137,759 at 4% or $91,839 at 6%; with 100% employer match about $103,319 at 4% or $68,879 at 6%. |
| CASEY NEILON RETIREMENT PLAN | - | 23 | $1,996,696 | $190,107 | $8,266iApproximate average salary by contribution assumption: employee only about $206,638 at 4% or $137,759 at 6%; with 50% employer match about $137,759 at 4% or $91,839 at 6%; with 100% employer match about $103,319 at 4% or $68,879 at 6%. |
| 2019 | 1 | 22 | $1,625,827 | $164,356 | $7,471iApproximate average salary by contribution assumption: employee only about $186,768 at 4% or $124,512 at 6%; with 50% employer match about $124,512 at 4% or $83,008 at 6%; with 100% employer match about $93,384 at 4% or $62,256 at 6%. |
| CASEY NEILON RETIREMENT PLAN | - | 22 | $1,625,827 | $164,356 | $7,471iApproximate average salary by contribution assumption: employee only about $186,768 at 4% or $124,512 at 6%; with 50% employer match about $124,512 at 4% or $83,008 at 6%; with 100% employer match about $93,384 at 4% or $62,256 at 6%. |
| 2018 | 1 | 17 | $1,314,894 | $134,433 | $7,908iApproximate average salary by contribution assumption: employee only about $197,696 at 4% or $131,797 at 6%; with 50% employer match about $131,797 at 4% or $87,865 at 6%; with 100% employer match about $98,848 at 4% or $65,899 at 6%. |
| WEALTHCARE CPAS RETIREMENT PLAN | - | 17 | $1,314,894 | $134,433 | $7,908iApproximate average salary by contribution assumption: employee only about $197,696 at 4% or $131,797 at 6%; with 50% employer match about $131,797 at 4% or $87,865 at 6%; with 100% employer match about $98,848 at 4% or $65,899 at 6%. |
| 2017 | 1 | 17 | $1,387,072 | $134,122 | $7,890iApproximate average salary by contribution assumption: employee only about $197,238 at 4% or $131,492 at 6%; with 50% employer match about $131,492 at 4% or $87,661 at 6%; with 100% employer match about $98,619 at 4% or $65,746 at 6%. |
| WEALTHCARE CPAS RETIREMENT PLAN | - | 17 | $1,387,072 | $134,122 | $7,890iApproximate average salary by contribution assumption: employee only about $197,238 at 4% or $131,492 at 6%; with 50% employer match about $131,492 at 4% or $87,661 at 6%; with 100% employer match about $98,619 at 4% or $65,746 at 6%. |
| 2016 | 1 | 22 | $1,072,914 | $107,973 | $4,908iApproximate average salary by contribution assumption: employee only about $122,697 at 4% or $81,798 at 6%; with 50% employer match about $81,798 at 4% or $54,532 at 6%; with 100% employer match about $61,348 at 4% or $40,899 at 6%. |
| WEALTHCARE CPAS RETIREMENT PLAN | - | 22 | $1,072,914 | $107,973 | $4,908iApproximate average salary by contribution assumption: employee only about $122,697 at 4% or $81,798 at 6%; with 50% employer match about $81,798 at 4% or $54,532 at 6%; with 100% employer match about $61,348 at 4% or $40,899 at 6%. |
| 2015 | 1 | 21 | $932,595 | $98,610 | $4,696iApproximate average salary by contribution assumption: employee only about $117,393 at 4% or $78,262 at 6%; with 50% employer match about $78,262 at 4% or $52,175 at 6%; with 100% employer match about $58,696 at 4% or $39,131 at 6%. |
| WEALTHCARE CPAS RETIREMENT PLAN | - | 21 | $932,595 | $98,610 | $4,696iApproximate average salary by contribution assumption: employee only about $117,393 at 4% or $78,262 at 6%; with 50% employer match about $78,262 at 4% or $52,175 at 6%; with 100% employer match about $58,696 at 4% or $39,131 at 6%. |
| 2014 | 1 | 22 | $1,090,685 | $112,835 | $5,129iApproximate average salary by contribution assumption: employee only about $128,222 at 4% or $85,481 at 6%; with 50% employer match about $85,481 at 4% or $56,987 at 6%; with 100% employer match about $64,111 at 4% or $42,741 at 6%. |
| WEALTHCARE CPAS RETIREMENT PLAN | - | 22 | $1,090,685 | $112,835 | $5,129iApproximate average salary by contribution assumption: employee only about $128,222 at 4% or $85,481 at 6%; with 50% employer match about $85,481 at 4% or $56,987 at 6%; with 100% employer match about $64,111 at 4% or $42,741 at 6%. |
| 2013 | 1 | 22 | $955,023 | $145,376 | $6,608iApproximate average salary by contribution assumption: employee only about $165,200 at 4% or $110,133 at 6%; with 50% employer match about $110,133 at 4% or $73,422 at 6%; with 100% employer match about $82,600 at 4% or $55,067 at 6%. |
| WEALTHCARE CPAS RETIREMENT PLAN | - | 22 | $955,023 | $145,376 | $6,608iApproximate average salary by contribution assumption: employee only about $165,200 at 4% or $110,133 at 6%; with 50% employer match about $110,133 at 4% or $73,422 at 6%; with 100% employer match about $82,600 at 4% or $55,067 at 6%. |
| 2012 | 1 | 17 | $757,096 | $104,696 | $6,159iApproximate average salary by contribution assumption: employee only about $153,965 at 4% or $102,643 at 6%; with 50% employer match about $102,643 at 4% or $68,429 at 6%; with 100% employer match about $76,982 at 4% or $51,322 at 6%. |
| WEALTHCARE CPA'S RETIREMENT PLAN | - | 17 | $757,096 | $104,696 | $6,159iApproximate average salary by contribution assumption: employee only about $153,965 at 4% or $102,643 at 6%; with 50% employer match about $102,643 at 4% or $68,429 at 6%; with 100% employer match about $76,982 at 4% or $51,322 at 6%. |
| 2011 | 1 | 16 | $739,017 | $107,010 | $6,688iApproximate average salary by contribution assumption: employee only about $167,203 at 4% or $111,469 at 6%; with 50% employer match about $111,469 at 4% or $74,313 at 6%; with 100% employer match about $83,602 at 4% or $55,734 at 6%. |
| WEALTHCARE CPA'S RETIREMENT PLAN | - | 16 | $739,017 | $107,010 | $6,688iApproximate average salary by contribution assumption: employee only about $167,203 at 4% or $111,469 at 6%; with 50% employer match about $111,469 at 4% or $74,313 at 6%; with 100% employer match about $83,602 at 4% or $55,734 at 6%. |
| 2010 | 1 | 19 | $679,328 | $100,588 | $5,294iApproximate average salary by contribution assumption: employee only about $132,353 at 4% or $88,235 at 6%; with 50% employer match about $88,235 at 4% or $58,823 at 6%; with 100% employer match about $66,176 at 4% or $44,118 at 6%. |
| WEALTHCARE CPA'S RETIREMENT PLAN | - | 19 | $679,328 | $100,588 | $5,294iApproximate average salary by contribution assumption: employee only about $132,353 at 4% or $88,235 at 6%; with 50% employer match about $88,235 at 4% or $58,823 at 6%; with 100% employer match about $66,176 at 4% or $44,118 at 6%. |
| 2009 | 1 | 22 | $624,545 | $149,258 | $6,784iApproximate average salary by contribution assumption: employee only about $169,611 at 4% or $113,074 at 6%; with 50% employer match about $113,074 at 4% or $75,383 at 6%; with 100% employer match about $84,806 at 4% or $56,537 at 6%. |
| WEALTHCARE CPAS RETIREMENT PLAN | - | 22 | $624,545 | $149,258 | $6,784iApproximate average salary by contribution assumption: employee only about $169,611 at 4% or $113,074 at 6%; with 50% employer match about $113,074 at 4% or $75,383 at 6%; with 100% employer match about $84,806 at 4% or $56,537 at 6%. |
| 2008 | 1 | 16 | $323,917 | $95,804 | $5,988iApproximate average salary by contribution assumption: employee only about $149,694 at 4% or $99,796 at 6%; with 50% employer match about $99,796 at 4% or $66,531 at 6%; with 100% employer match about $74,847 at 4% or $49,898 at 6%. |
| WEALTHCARE CPAS RETIREMENT PLAN | - | 16 | $323,917 | $95,804 | $5,988iApproximate average salary by contribution assumption: employee only about $149,694 at 4% or $99,796 at 6%; with 50% employer match about $99,796 at 4% or $66,531 at 6%; with 100% employer match about $74,847 at 4% or $49,898 at 6%. |