Civic Intelligence

Nicholas Management Group Inc.

Plan context: Nicholas Management Group Inc. 401(K) Profit Sharing Plan Trust

EIN 27-4848545 • Aliso Viejo, CA • 13 filings • 3 plans

15 Enterprise Ste 550Aliso Viejo, CA 92656
Current Snapshot

Latest Year

2024

2024 Participants

54

2024 Assets

$6,389,089

2024 Contributions

$328,937

Historical Graphs

Total Assets Over Time

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

$7,193,302$3,596,651$0201220182024YearValue
$6,389,089Latest year 2024

Participants Over Time

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

95480201220182024YearValue
54Latest 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
2024154$6,389,089$328,937$6,091iApproximate average salary by contribution assumption: employee only about $152,286 at 4% or $101,524 at 6%; with 50% employer match about $101,524 at 4% or $67,683 at 6%; with 100% employer match about $76,143 at 4% or $50,762 at 6%.
Nicholas Management Group Inc. 401(K) Profit Sharing Plan Trust-54$6,389,089$328,937$6,091iApproximate average salary by contribution assumption: employee only about $152,286 at 4% or $101,524 at 6%; with 50% employer match about $101,524 at 4% or $67,683 at 6%; with 100% employer match about $76,143 at 4% or $50,762 at 6%.
2023139$6,011,444$355,133$9,106iApproximate average salary by contribution assumption: employee only about $227,649 at 4% or $151,766 at 6%; with 50% employer match about $151,766 at 4% or $101,177 at 6%; with 100% employer match about $113,825 at 4% or $75,883 at 6%.
Nicholas Management Group Inc. 401(K) Profit Sharing Plan Trust-39$6,011,444$355,133$9,106iApproximate average salary by contribution assumption: employee only about $227,649 at 4% or $151,766 at 6%; with 50% employer match about $151,766 at 4% or $101,177 at 6%; with 100% employer match about $113,825 at 4% or $75,883 at 6%.
2022146$5,253,598$425,274$9,245iApproximate average salary by contribution assumption: employee only about $231,127 at 4% or $154,085 at 6%; with 50% employer match about $154,085 at 4% or $102,723 at 6%; with 100% employer match about $115,564 at 4% or $77,042 at 6%.
Nicholas Management Group Inc. 401(K) Profit Sharing Plan Trust-46$5,253,598$425,274$9,245iApproximate average salary by contribution assumption: employee only about $231,127 at 4% or $154,085 at 6%; with 50% employer match about $154,085 at 4% or $102,723 at 6%; with 100% employer match about $115,564 at 4% or $77,042 at 6%.
2021152$7,193,302$521,851$10,036iApproximate average salary by contribution assumption: employee only about $250,890 at 4% or $167,260 at 6%; with 50% employer match about $167,260 at 4% or $111,507 at 6%; with 100% employer match about $125,445 at 4% or $83,630 at 6%.
Nicholas Management Group Inc. 401(K) Profit Sharing Plan Trust-52$7,193,302$521,851$10,036iApproximate average salary by contribution assumption: employee only about $250,890 at 4% or $167,260 at 6%; with 50% employer match about $167,260 at 4% or $111,507 at 6%; with 100% employer match about $125,445 at 4% or $83,630 at 6%.
2020160$5,867,944$414,543$6,909iApproximate average salary by contribution assumption: employee only about $172,726 at 4% or $115,151 at 6%; with 50% employer match about $115,151 at 4% or $76,767 at 6%; with 100% employer match about $86,363 at 4% or $57,575 at 6%.
Nicholas Management Group Inc. 401(K) Profit Sharing Plan Trust-60$5,867,944$414,543$6,909iApproximate average salary by contribution assumption: employee only about $172,726 at 4% or $115,151 at 6%; with 50% employer match about $115,151 at 4% or $76,767 at 6%; with 100% employer match about $86,363 at 4% or $57,575 at 6%.
2019156$4,786,835$401,664$7,173iApproximate average salary by contribution assumption: employee only about $179,314 at 4% or $119,543 at 6%; with 50% employer match about $119,543 at 4% or $79,695 at 6%; with 100% employer match about $89,657 at 4% or $59,771 at 6%.
Nicholas Management Group Inc. 401(K) Profit Sharing Plan Trust-56$4,786,835$401,664$7,173iApproximate average salary by contribution assumption: employee only about $179,314 at 4% or $119,543 at 6%; with 50% employer match about $119,543 at 4% or $79,695 at 6%; with 100% employer match about $89,657 at 4% or $59,771 at 6%.
2018147$4,093,077$427,973$9,106iApproximate average salary by contribution assumption: employee only about $227,645 at 4% or $151,763 at 6%; with 50% employer match about $151,763 at 4% or $101,176 at 6%; with 100% employer match about $113,823 at 4% or $75,882 at 6%.
Nicholas Management Group Inc. 401(K) Profit Sharing Plan Trust-47$4,093,077$427,973$9,106iApproximate average salary by contribution assumption: employee only about $227,645 at 4% or $151,763 at 6%; with 50% employer match about $151,763 at 4% or $101,176 at 6%; with 100% employer match about $113,823 at 4% or $75,882 at 6%.
2017144$3,973,182$802,261$18,233iApproximate average salary by contribution assumption: employee only about $455,830 at 4% or $303,887 at 6%; with 50% employer match about $303,887 at 4% or $202,591 at 6%; with 100% employer match about $227,915 at 4% or $151,943 at 6%.
Nicholas Management Group Inc. 401(K) Profit Sharing Plan Trust-44$3,973,182$802,261$18,233iApproximate average salary by contribution assumption: employee only about $455,830 at 4% or $303,887 at 6%; with 50% employer match about $303,887 at 4% or $202,591 at 6%; with 100% employer match about $227,915 at 4% or $151,943 at 6%.
2016122$2,710,669$264,398$12,018iApproximate average salary by contribution assumption: employee only about $300,452 at 4% or $200,302 at 6%; with 50% employer match about $200,302 at 4% or $133,534 at 6%; with 100% employer match about $150,226 at 4% or $100,151 at 6%.
Nicholas Management Group Inc. 401(K) Profit Sharing Plan Trust-22$2,710,669$264,398$12,018iApproximate average salary by contribution assumption: employee only about $300,452 at 4% or $200,302 at 6%; with 50% employer match about $200,302 at 4% or $133,534 at 6%; with 100% employer match about $150,226 at 4% or $100,151 at 6%.
2015127$2,437,358$244,077$9,040iApproximate average salary by contribution assumption: employee only about $225,997 at 4% or $150,665 at 6%; with 50% employer match about $150,665 at 4% or $100,443 at 6%; with 100% employer match about $112,999 at 4% or $75,332 at 6%.
Nicholas Management Group Inc. 401(K) Profit Sharing Plan Trust-27$2,437,358$244,077$9,040iApproximate average salary by contribution assumption: employee only about $225,997 at 4% or $150,665 at 6%; with 50% employer match about $150,665 at 4% or $100,443 at 6%; with 100% employer match about $112,999 at 4% or $75,332 at 6%.
2014123$2,318,500$234,713$10,205iApproximate average salary by contribution assumption: employee only about $255,123 at 4% or $170,082 at 6%; with 50% employer match about $170,082 at 4% or $113,388 at 6%; with 100% employer match about $127,561 at 4% or $85,041 at 6%.
Nicholas Management Group Inc. 401(K) Profit Sharing Plan Trust-23$2,318,500$234,713$10,205iApproximate average salary by contribution assumption: employee only about $255,123 at 4% or $170,082 at 6%; with 50% employer match about $170,082 at 4% or $113,388 at 6%; with 100% employer match about $127,561 at 4% or $85,041 at 6%.
2013123$2,108,331$260,899$11,343iApproximate average salary by contribution assumption: employee only about $283,586 at 4% or $189,057 at 6%; with 50% employer match about $189,057 at 4% or $126,038 at 6%; with 100% employer match about $141,793 at 4% or $94,529 at 6%.
Nicholas Management Group Inc. 401(K) Profit Sharing Plan Trust-23$2,108,331$260,899$11,343iApproximate average salary by contribution assumption: employee only about $283,586 at 4% or $189,057 at 6%; with 50% employer match about $189,057 at 4% or $126,038 at 6%; with 100% employer match about $141,793 at 4% or $94,529 at 6%.
2012195$1,785,094$256,585$2,701iApproximate average salary by contribution assumption: employee only about $67,522 at 4% or $45,015 at 6%; with 50% employer match about $45,015 at 4% or $30,010 at 6%; with 100% employer match about $33,761 at 4% or $22,507 at 6%.
Nicholas Management Group Inc. 401(K) Profit Sharing Plan Trust-95$1,785,094$256,585$2,701iApproximate average salary by contribution assumption: employee only about $67,522 at 4% or $45,015 at 6%; with 50% employer match about $45,015 at 4% or $30,010 at 6%; with 100% employer match about $33,761 at 4% or $22,507 at 6%.