Civic Intelligence

Nelson & Associates Inc.

Plan context: Nelson & Associates Inc. 401(K) Plan

EIN 31-1200834 • Mason, OH • 22 filings • 4 plans

5181 Natorp BlvdSuite 140Mason, OH 45040
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$658,244

2024 Contributions

$182,468

Historical Graphs

Total Assets Over Time

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

$658,244$329,122$0199920182024YearValue
$658,244Latest year 2024

Participants Over Time

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

33170199920062024YearValue
32Latest 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
2024132$658,244$182,468$5,702iApproximate average salary by contribution assumption: employee only about $142,553 at 4% or $95,035 at 6%; with 50% employer match about $95,035 at 4% or $63,357 at 6%; with 100% employer match about $71,277 at 4% or $47,518 at 6%.
Nelson & Associates Inc. 401(K) Plan-32$658,244$182,468$5,702iApproximate average salary by contribution assumption: employee only about $142,553 at 4% or $95,035 at 6%; with 50% employer match about $95,035 at 4% or $63,357 at 6%; with 100% employer match about $71,277 at 4% or $47,518 at 6%.
2023129$609,552$98,502$3,397iApproximate average salary by contribution assumption: employee only about $84,916 at 4% or $56,610 at 6%; with 50% employer match about $56,610 at 4% or $37,740 at 6%; with 100% employer match about $42,458 at 4% or $28,305 at 6%.
Nelson & Associates Inc. 401(K) Plan-29$609,552$98,502$3,397iApproximate average salary by contribution assumption: employee only about $84,916 at 4% or $56,610 at 6%; with 50% employer match about $56,610 at 4% or $37,740 at 6%; with 100% employer match about $42,458 at 4% or $28,305 at 6%.
2022126$493,333$124,571$4,791iApproximate average salary by contribution assumption: employee only about $119,780 at 4% or $79,853 at 6%; with 50% employer match about $79,853 at 4% or $53,235 at 6%; with 100% employer match about $59,890 at 4% or $39,927 at 6%.
Nelson & Associates Inc. 401(K) Plan-26$493,333$124,571$4,791iApproximate average salary by contribution assumption: employee only about $119,780 at 4% or $79,853 at 6%; with 50% employer match about $79,853 at 4% or $53,235 at 6%; with 100% employer match about $59,890 at 4% or $39,927 at 6%.
2021127$509,783$114,243$4,231iApproximate average salary by contribution assumption: employee only about $105,781 at 4% or $70,520 at 6%; with 50% employer match about $70,520 at 4% or $47,014 at 6%; with 100% employer match about $52,890 at 4% or $35,260 at 6%.
Nelson & Associates Inc. 401(K) Plan-27$509,783$114,243$4,231iApproximate average salary by contribution assumption: employee only about $105,781 at 4% or $70,520 at 6%; with 50% employer match about $70,520 at 4% or $47,014 at 6%; with 100% employer match about $52,890 at 4% or $35,260 at 6%.
2020125$366,734$104,208$4,168iApproximate average salary by contribution assumption: employee only about $104,208 at 4% or $69,472 at 6%; with 50% employer match about $69,472 at 4% or $46,315 at 6%; with 100% employer match about $52,104 at 4% or $34,736 at 6%.
Nelson & Associates Inc. 401(K) Plan-25$366,734$104,208$4,168iApproximate average salary by contribution assumption: employee only about $104,208 at 4% or $69,472 at 6%; with 50% employer match about $69,472 at 4% or $46,315 at 6%; with 100% employer match about $52,104 at 4% or $34,736 at 6%.
2019128$233,302$130,400$4,657iApproximate average salary by contribution assumption: employee only about $116,429 at 4% or $77,619 at 6%; with 50% employer match about $77,619 at 4% or $51,746 at 6%; with 100% employer match about $58,214 at 4% or $38,810 at 6%.
Nelson & Associates Inc. 401(K) Plan-28$233,302$130,400$4,657iApproximate average salary by contribution assumption: employee only about $116,429 at 4% or $77,619 at 6%; with 50% employer match about $77,619 at 4% or $51,746 at 6%; with 100% employer match about $58,214 at 4% or $38,810 at 6%.
2018133$129,396$136,492$4,136iApproximate average salary by contribution assumption: employee only about $103,403 at 4% or $68,935 at 6%; with 50% employer match about $68,935 at 4% or $45,957 at 6%; with 100% employer match about $51,702 at 4% or $34,468 at 6%.
Nelson & Associates Inc. 401(K) Plan-33$129,396$136,492$4,136iApproximate average salary by contribution assumption: employee only about $103,403 at 4% or $68,935 at 6%; with 50% employer match about $68,935 at 4% or $45,957 at 6%; with 100% employer match about $51,702 at 4% or $34,468 at 6%.
200710$0$0-
Nelson & Associates Inc. 401(K) Plan-0---
2006113$5,311$0-
Nelson & Associates Inc. 401(K) Plan-13$5,311--
2005214$368,254$16,407$1,172iApproximate average salary by contribution assumption: employee only about $29,298 at 4% or $19,532 at 6%; with 50% employer match about $19,532 at 4% or $13,021 at 6%; with 100% employer match about $14,649 at 4% or $9,766 at 6%.
Nelson & Associates Inc. 401(K) Plan-14$368,254$16,407$1,172iApproximate average salary by contribution assumption: employee only about $29,298 at 4% or $19,532 at 6%; with 50% employer match about $19,532 at 4% or $13,021 at 6%; with 100% employer match about $14,649 at 4% or $9,766 at 6%.
Nelson & Associates Inc. Profit Sharing Plan-0---
2004212$333,059$32,020$2,668iApproximate average salary by contribution assumption: employee only about $66,708 at 4% or $44,472 at 6%; with 50% employer match about $44,472 at 4% or $29,648 at 6%; with 100% employer match about $33,354 at 4% or $22,236 at 6%.
Nelson & Associates Inc. Profit Sharing Plan-12$197,269--
Nelson & Associates Inc. 401(K) Plan-12$135,790$32,020$2,668iApproximate average salary by contribution assumption: employee only about $66,708 at 4% or $44,472 at 6%; with 50% employer match about $44,472 at 4% or $29,648 at 6%; with 100% employer match about $33,354 at 4% or $22,236 at 6%.
2003214$304,959$32,868$2,348iApproximate average salary by contribution assumption: employee only about $58,693 at 4% or $39,129 at 6%; with 50% employer match about $39,129 at 4% or $26,086 at 6%; with 100% employer match about $29,346 at 4% or $19,564 at 6%.
Nelson & Associates Inc. Profit Sharing Plan-11$233,279--
Nelson & Associates Inc. 401(K) Plan-14$71,680$32,868$2,348iApproximate average salary by contribution assumption: employee only about $58,693 at 4% or $39,129 at 6%; with 50% employer match about $39,129 at 4% or $26,086 at 6%; with 100% employer match about $29,346 at 4% or $19,564 at 6%.
2002212$225,765$19,754$1,646iApproximate average salary by contribution assumption: employee only about $41,154 at 4% or $27,436 at 6%; with 50% employer match about $27,436 at 4% or $18,291 at 6%; with 100% employer match about $20,577 at 4% or $13,718 at 6%.
Nelson & Associates Inc. Profit Sharing Plan-12$172,772--
Nelson & Associates Inc. 401(K) Plan-12$52,993$19,754$1,646iApproximate average salary by contribution assumption: employee only about $41,154 at 4% or $27,436 at 6%; with 50% employer match about $27,436 at 4% or $18,291 at 6%; with 100% employer match about $20,577 at 4% or $13,718 at 6%.
2001212$0$0-
Nelson & Associates Inc. 401(K) Plan-11---
Nelson & Associates Inc. Profit Sharing Plan-12---
2000214$0$0-
Nelson & Associates Inc. Profit Sharing Plan-12---
Nelson & Associates Inc. 401(K) Plan-14---
1999113$233,235$27,757$2,135iApproximate average salary by contribution assumption: employee only about $53,379 at 4% or $35,586 at 6%; with 50% employer match about $35,586 at 4% or $23,724 at 6%; with 100% employer match about $26,689 at 4% or $17,793 at 6%.
Nelson & Associates Inc. Profit Sharing Plan-13$233,235$27,757$2,135iApproximate average salary by contribution assumption: employee only about $53,379 at 4% or $35,586 at 6%; with 50% employer match about $35,586 at 4% or $23,724 at 6%; with 100% employer match about $26,689 at 4% or $17,793 at 6%.