Civic Intelligence

Nestegg Advisory LLC

Plan context: Nestegg Advisory LLC 401(K) P/S Plan

EIN 20-8782015 • Hudson, WI • 18 filings • 3 plans

900 Crestview DriveSuite 230Hudson, WI 54016
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,506,714

2024 Contributions

$181,528

Historical Graphs

Total Assets Over Time

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

$2,506,714$1,253,357$0200720162024YearValue
$2,506,714Latest year 2024

Participants Over Time

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

1160200720152023YearValue
7Latest year 2023

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
202410$2,506,714$181,528-
Nestegg Advisory LLC 401(K) P/S Plan-0$2,506,714$181,528-
202317$1,967,908$160,900$22,986iApproximate average salary by contribution assumption: employee only about $574,643 at 4% or $383,095 at 6%; with 50% employer match about $383,095 at 4% or $255,397 at 6%; with 100% employer match about $287,321 at 4% or $191,548 at 6%.
Nestegg Advisory LLC 401(K) P/S Plan-7$1,967,908$160,900$22,986iApproximate average salary by contribution assumption: employee only about $574,643 at 4% or $383,095 at 6%; with 50% employer match about $383,095 at 4% or $255,397 at 6%; with 100% employer match about $287,321 at 4% or $191,548 at 6%.
202217$1,449,218$152,963$21,852iApproximate average salary by contribution assumption: employee only about $546,296 at 4% or $364,198 at 6%; with 50% employer match about $364,198 at 4% or $242,798 at 6%; with 100% employer match about $273,148 at 4% or $182,099 at 6%.
Nestegg Advisory LLC 401(K) P/S Plan-7$1,449,218$152,963$21,852iApproximate average salary by contribution assumption: employee only about $546,296 at 4% or $364,198 at 6%; with 50% employer match about $364,198 at 4% or $242,798 at 6%; with 100% employer match about $273,148 at 4% or $182,099 at 6%.
202116$1,662,655$181,044$30,174iApproximate average salary by contribution assumption: employee only about $754,350 at 4% or $502,900 at 6%; with 50% employer match about $502,900 at 4% or $335,267 at 6%; with 100% employer match about $377,175 at 4% or $251,450 at 6%.
Nestegg Advisory LLC 401(K) P/S Plan-6$1,662,655$181,044$30,174iApproximate average salary by contribution assumption: employee only about $754,350 at 4% or $502,900 at 6%; with 50% employer match about $502,900 at 4% or $335,267 at 6%; with 100% employer match about $377,175 at 4% or $251,450 at 6%.
202018$1,930,176$163,380$20,423iApproximate average salary by contribution assumption: employee only about $510,563 at 4% or $340,375 at 6%; with 50% employer match about $340,375 at 4% or $226,917 at 6%; with 100% employer match about $255,281 at 4% or $170,188 at 6%.
Nestegg Advisory LLC 401(K) P/S Plan-8$1,930,176$163,380$20,423iApproximate average salary by contribution assumption: employee only about $510,563 at 4% or $340,375 at 6%; with 50% employer match about $340,375 at 4% or $226,917 at 6%; with 100% employer match about $255,281 at 4% or $170,188 at 6%.
201919$1,464,778$152,110$16,901iApproximate average salary by contribution assumption: employee only about $422,528 at 4% or $281,685 at 6%; with 50% employer match about $281,685 at 4% or $187,790 at 6%; with 100% employer match about $211,264 at 4% or $140,843 at 6%.
Nestegg Advisory LLC 401(K) P/S Plan-9$1,464,778$152,110$16,901iApproximate average salary by contribution assumption: employee only about $422,528 at 4% or $281,685 at 6%; with 50% employer match about $281,685 at 4% or $187,790 at 6%; with 100% employer match about $211,264 at 4% or $140,843 at 6%.
201818$1,073,448$202,393$25,299iApproximate average salary by contribution assumption: employee only about $632,478 at 4% or $421,652 at 6%; with 50% employer match about $421,652 at 4% or $281,101 at 6%; with 100% employer match about $316,239 at 4% or $210,826 at 6%.
Nestegg Advisory LLC 401(K) P/S Plan-8$1,073,448$202,393$25,299iApproximate average salary by contribution assumption: employee only about $632,478 at 4% or $421,652 at 6%; with 50% employer match about $421,652 at 4% or $281,101 at 6%; with 100% employer match about $316,239 at 4% or $210,826 at 6%.
201718$955,291$92,541$11,568iApproximate average salary by contribution assumption: employee only about $289,191 at 4% or $192,794 at 6%; with 50% employer match about $192,794 at 4% or $128,529 at 6%; with 100% employer match about $144,595 at 4% or $96,397 at 6%.
Nestegg Advisory LLC 401(K) P/S Plan-8$955,291$92,541$11,568iApproximate average salary by contribution assumption: employee only about $289,191 at 4% or $192,794 at 6%; with 50% employer match about $192,794 at 4% or $128,529 at 6%; with 100% employer match about $144,595 at 4% or $96,397 at 6%.
2016111$891,200$80,714$7,338iApproximate average salary by contribution assumption: employee only about $183,441 at 4% or $122,294 at 6%; with 50% employer match about $122,294 at 4% or $81,529 at 6%; with 100% employer match about $91,720 at 4% or $61,147 at 6%.
Nestegg Advisory LLC 401(K) P/S Plan-11$891,200$80,714$7,338iApproximate average salary by contribution assumption: employee only about $183,441 at 4% or $122,294 at 6%; with 50% employer match about $122,294 at 4% or $81,529 at 6%; with 100% employer match about $91,720 at 4% or $61,147 at 6%.
201517$758,894$78,585$11,226iApproximate average salary by contribution assumption: employee only about $280,661 at 4% or $187,107 at 6%; with 50% employer match about $187,107 at 4% or $124,738 at 6%; with 100% employer match about $140,330 at 4% or $93,554 at 6%.
Nestegg Advisory LLC 401(K) P/S Plan-7$758,894$78,585$11,226iApproximate average salary by contribution assumption: employee only about $280,661 at 4% or $187,107 at 6%; with 50% employer match about $187,107 at 4% or $124,738 at 6%; with 100% employer match about $140,330 at 4% or $93,554 at 6%.
201419$827,064$121,043$13,449iApproximate average salary by contribution assumption: employee only about $336,231 at 4% or $224,154 at 6%; with 50% employer match about $224,154 at 4% or $149,436 at 6%; with 100% employer match about $168,115 at 4% or $112,077 at 6%.
Nestegg Advisory LLC 401(K) P/S Plan-9$827,064$121,043$13,449iApproximate average salary by contribution assumption: employee only about $336,231 at 4% or $224,154 at 6%; with 50% employer match about $224,154 at 4% or $149,436 at 6%; with 100% employer match about $168,115 at 4% or $112,077 at 6%.
201319$671,287$125,989$13,999iApproximate average salary by contribution assumption: employee only about $349,969 at 4% or $233,313 at 6%; with 50% employer match about $233,313 at 4% or $155,542 at 6%; with 100% employer match about $174,985 at 4% or $116,656 at 6%.
Nestegg Advisory LLC 401(K) P/S Plan-9$671,287$125,989$13,999iApproximate average salary by contribution assumption: employee only about $349,969 at 4% or $233,313 at 6%; with 50% employer match about $233,313 at 4% or $155,542 at 6%; with 100% employer match about $174,985 at 4% or $116,656 at 6%.
201219$455,349$86,286$9,587iApproximate average salary by contribution assumption: employee only about $239,683 at 4% or $159,789 at 6%; with 50% employer match about $159,789 at 4% or $106,526 at 6%; with 100% employer match about $119,842 at 4% or $79,894 at 6%.
Nestegg Advisory LLC 401(K) P/S Plan-9$455,349$86,286$9,587iApproximate average salary by contribution assumption: employee only about $239,683 at 4% or $159,789 at 6%; with 50% employer match about $159,789 at 4% or $106,526 at 6%; with 100% employer match about $119,842 at 4% or $79,894 at 6%.
201119$338,184$88,860$9,873iApproximate average salary by contribution assumption: employee only about $246,833 at 4% or $164,556 at 6%; with 50% employer match about $164,556 at 4% or $109,704 at 6%; with 100% employer match about $123,417 at 4% or $82,278 at 6%.
Nestegg Advisory LLC 401(K) P/S Plan-9$338,184$88,860$9,873iApproximate average salary by contribution assumption: employee only about $246,833 at 4% or $164,556 at 6%; with 50% employer match about $164,556 at 4% or $109,704 at 6%; with 100% employer match about $123,417 at 4% or $82,278 at 6%.
2010110$284,434$84,858$8,486iApproximate average salary by contribution assumption: employee only about $212,145 at 4% or $141,430 at 6%; with 50% employer match about $141,430 at 4% or $94,287 at 6%; with 100% employer match about $106,072 at 4% or $70,715 at 6%.
Nestegg Advisory LLC 401(K) P/S Plan-10$284,434$84,858$8,486iApproximate average salary by contribution assumption: employee only about $212,145 at 4% or $141,430 at 6%; with 50% employer match about $141,430 at 4% or $94,287 at 6%; with 100% employer match about $106,072 at 4% or $70,715 at 6%.
2009110$270,575$97,600$9,760iApproximate average salary by contribution assumption: employee only about $244,000 at 4% or $162,667 at 6%; with 50% employer match about $162,667 at 4% or $108,444 at 6%; with 100% employer match about $122,000 at 4% or $81,333 at 6%.
Nestegg Advisory LLC 401(K) P/S Plan-10$270,575$97,600$9,760iApproximate average salary by contribution assumption: employee only about $244,000 at 4% or $162,667 at 6%; with 50% employer match about $162,667 at 4% or $108,444 at 6%; with 100% employer match about $122,000 at 4% or $81,333 at 6%.
200818$110,893$86,680$10,835iApproximate average salary by contribution assumption: employee only about $270,875 at 4% or $180,583 at 6%; with 50% employer match about $180,583 at 4% or $120,389 at 6%; with 100% employer match about $135,438 at 4% or $90,292 at 6%.
Nestegg Advisory LLC 401(K) P/S Plan-8$110,893$86,680$10,835iApproximate average salary by contribution assumption: employee only about $270,875 at 4% or $180,583 at 6%; with 50% employer match about $180,583 at 4% or $120,389 at 6%; with 100% employer match about $135,438 at 4% or $90,292 at 6%.
200719$78,076$77,319$8,591iApproximate average salary by contribution assumption: employee only about $214,775 at 4% or $143,183 at 6%; with 50% employer match about $143,183 at 4% or $95,456 at 6%; with 100% employer match about $107,388 at 4% or $71,592 at 6%.
Nestegg Advisory LLC 401(K) P/S Plan-9$78,076$77,319$8,591iApproximate average salary by contribution assumption: employee only about $214,775 at 4% or $143,183 at 6%; with 50% employer match about $143,183 at 4% or $95,456 at 6%; with 100% employer match about $107,388 at 4% or $71,592 at 6%.
Nestegg Advisory LLC | EIN 20-8782015 | 2024 Form 5500 Company Profile