Civic Intelligence

Steven R. Nelson D.D.S.

Plan context: Steven R. Nelson D.D.S. Profit Sharing Plan

EIN 33-6013544 • Temecula, CA • 21 filings • 2 plans

27225 Avenida Del DiabloSuite 109Temecula, CA 92590-3331
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$352,228

2020 Contributions

$34,620

Historical Graphs

Total Assets Over Time

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

$1,516,894$758,447$0199920112019YearValue
$352,228Latest year 2019

Participants Over Time

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

420199920102019YearValue
3Latest year 2019

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
202010$0$0-
Steven R. Nelson D.D.S. Profit Sharing Plan-0$0--
201913$352,228$34,620$11,540iApproximate average salary by contribution assumption: employee only about $288,500 at 4% or $192,333 at 6%; with 50% employer match about $192,333 at 4% or $128,222 at 6%; with 100% employer match about $144,250 at 4% or $96,167 at 6%.
Steven R. Nelson D.D.S. Profit Sharing Plan-3$352,228$34,620$11,540iApproximate average salary by contribution assumption: employee only about $288,500 at 4% or $192,333 at 6%; with 50% employer match about $192,333 at 4% or $128,222 at 6%; with 100% employer match about $144,250 at 4% or $96,167 at 6%.
201813$255,839$39,494$13,165iApproximate average salary by contribution assumption: employee only about $329,117 at 4% or $219,411 at 6%; with 50% employer match about $219,411 at 4% or $146,274 at 6%; with 100% employer match about $164,558 at 4% or $109,706 at 6%.
Steven R. Nelson D.D.S. Profit Sharing Plan-3$255,839$39,494$13,165iApproximate average salary by contribution assumption: employee only about $329,117 at 4% or $219,411 at 6%; with 50% employer match about $219,411 at 4% or $146,274 at 6%; with 100% employer match about $164,558 at 4% or $109,706 at 6%.
201713$433,252$38,276$12,759iApproximate average salary by contribution assumption: employee only about $318,967 at 4% or $212,644 at 6%; with 50% employer match about $212,644 at 4% or $141,763 at 6%; with 100% employer match about $159,483 at 4% or $106,322 at 6%.
Steven R. Nelson D.D.S. Profit Sharing Plan-3$433,252$38,276$12,759iApproximate average salary by contribution assumption: employee only about $318,967 at 4% or $212,644 at 6%; with 50% employer match about $212,644 at 4% or $141,763 at 6%; with 100% employer match about $159,483 at 4% or $106,322 at 6%.
201613$417,544$106,375$35,458iApproximate average salary by contribution assumption: employee only about $886,458 at 4% or $590,972 at 6%; with 50% employer match about $590,972 at 4% or $393,981 at 6%; with 100% employer match about $443,229 at 4% or $295,486 at 6%.
Steven R. Nelson D.D.S. Profit Sharing Plan-3$417,544$106,375$35,458iApproximate average salary by contribution assumption: employee only about $886,458 at 4% or $590,972 at 6%; with 50% employer match about $590,972 at 4% or $393,981 at 6%; with 100% employer match about $443,229 at 4% or $295,486 at 6%.
201513$402,448$1,000$333iApproximate average salary by contribution assumption: employee only about $8,333 at 4% or $5,556 at 6%; with 50% employer match about $5,556 at 4% or $3,704 at 6%; with 100% employer match about $4,167 at 4% or $2,778 at 6%.
Steven R. Nelson D.D.S. Profit Sharing Plan-3$402,448$1,000$333iApproximate average salary by contribution assumption: employee only about $8,333 at 4% or $5,556 at 6%; with 50% employer match about $5,556 at 4% or $3,704 at 6%; with 100% employer match about $4,167 at 4% or $2,778 at 6%.
201413$409,340$66,585$22,195iApproximate average salary by contribution assumption: employee only about $554,875 at 4% or $369,917 at 6%; with 50% employer match about $369,917 at 4% or $246,611 at 6%; with 100% employer match about $277,438 at 4% or $184,958 at 6%.
Steven R. Nelson D.D.S. Profit Sharing Plan-3$409,340$66,585$22,195iApproximate average salary by contribution assumption: employee only about $554,875 at 4% or $369,917 at 6%; with 50% employer match about $369,917 at 4% or $246,611 at 6%; with 100% employer match about $277,438 at 4% or $184,958 at 6%.
201313$328,103$68,065$22,688iApproximate average salary by contribution assumption: employee only about $567,208 at 4% or $378,139 at 6%; with 50% employer match about $378,139 at 4% or $252,093 at 6%; with 100% employer match about $283,604 at 4% or $189,069 at 6%.
Steven R. Nelson D.D.S. Profit Sharing Plan-3$328,103$68,065$22,688iApproximate average salary by contribution assumption: employee only about $567,208 at 4% or $378,139 at 6%; with 50% employer match about $378,139 at 4% or $252,093 at 6%; with 100% employer match about $283,604 at 4% or $189,069 at 6%.
201213$208,311$64,586$21,529iApproximate average salary by contribution assumption: employee only about $538,217 at 4% or $358,811 at 6%; with 50% employer match about $358,811 at 4% or $239,207 at 6%; with 100% employer match about $269,108 at 4% or $179,406 at 6%.
Steven R. Nelson D.D.S. Profit Sharing Plan-3$208,311$64,586$21,529iApproximate average salary by contribution assumption: employee only about $538,217 at 4% or $358,811 at 6%; with 50% employer match about $358,811 at 4% or $239,207 at 6%; with 100% employer match about $269,108 at 4% or $179,406 at 6%.
201113$928,468$63,601$21,200iApproximate average salary by contribution assumption: employee only about $530,008 at 4% or $353,339 at 6%; with 50% employer match about $353,339 at 4% or $235,559 at 6%; with 100% employer match about $265,004 at 4% or $176,669 at 6%.
Steven R. Nelson D.D.S. Profit Sharing Plan-3$928,468$63,601$21,200iApproximate average salary by contribution assumption: employee only about $530,008 at 4% or $353,339 at 6%; with 50% employer match about $353,339 at 4% or $235,559 at 6%; with 100% employer match about $265,004 at 4% or $176,669 at 6%.
201013$920,386$63,089$21,030iApproximate average salary by contribution assumption: employee only about $525,742 at 4% or $350,494 at 6%; with 50% employer match about $350,494 at 4% or $233,663 at 6%; with 100% employer match about $262,871 at 4% or $175,247 at 6%.
Steven R. Nelson D.D.S. Profit Sharing Plan-3$920,386$63,089$21,030iApproximate average salary by contribution assumption: employee only about $525,742 at 4% or $350,494 at 6%; with 50% employer match about $350,494 at 4% or $233,663 at 6%; with 100% employer match about $262,871 at 4% or $175,247 at 6%.
200924$1,516,894$124,128$31,032iApproximate average salary by contribution assumption: employee only about $775,800 at 4% or $517,200 at 6%; with 50% employer match about $517,200 at 4% or $344,800 at 6%; with 100% employer match about $387,900 at 4% or $258,600 at 6%.
Steven R. Nelson D.D.S. Profit Sharing Plan-4$785,090$63,681$15,920iApproximate average salary by contribution assumption: employee only about $398,006 at 4% or $265,338 at 6%; with 50% employer match about $265,338 at 4% or $176,892 at 6%; with 100% employer match about $199,003 at 4% or $132,669 at 6%.
Steven R. Nelson D.D.S. Profit Sharing Plan-4$731,804$60,447$15,112iApproximate average salary by contribution assumption: employee only about $377,794 at 4% or $251,863 at 6%; with 50% employer match about $251,863 at 4% or $167,908 at 6%; with 100% employer match about $188,897 at 4% or $125,931 at 6%.
200812$497,441$59,536$29,768iApproximate average salary by contribution assumption: employee only about $744,200 at 4% or $496,133 at 6%; with 50% employer match about $496,133 at 4% or $330,756 at 6%; with 100% employer match about $372,100 at 4% or $248,067 at 6%.
Steven R. Nelson D.D.S. Profit Sharing Plan-2$497,441$59,536$29,768iApproximate average salary by contribution assumption: employee only about $744,200 at 4% or $496,133 at 6%; with 50% employer match about $496,133 at 4% or $330,756 at 6%; with 100% employer match about $372,100 at 4% or $248,067 at 6%.
200614$659,251$60,637$15,159iApproximate average salary by contribution assumption: employee only about $378,981 at 4% or $252,654 at 6%; with 50% employer match about $252,654 at 4% or $168,436 at 6%; with 100% employer match about $189,491 at 4% or $126,327 at 6%.
Steven R. Nelson D.D.S. Profit Sharing Plan-4$659,251$60,637$15,159iApproximate average salary by contribution assumption: employee only about $378,981 at 4% or $252,654 at 6%; with 50% employer match about $252,654 at 4% or $168,436 at 6%; with 100% employer match about $189,491 at 4% or $126,327 at 6%.
200514$549,588$54,762$13,691iApproximate average salary by contribution assumption: employee only about $342,263 at 4% or $228,175 at 6%; with 50% employer match about $228,175 at 4% or $152,117 at 6%; with 100% employer match about $171,131 at 4% or $114,088 at 6%.
Steven R. Nelson D.D.S. Profit Sharing Plan-4$549,588$54,762$13,691iApproximate average salary by contribution assumption: employee only about $342,263 at 4% or $228,175 at 6%; with 50% employer match about $228,175 at 4% or $152,117 at 6%; with 100% employer match about $171,131 at 4% or $114,088 at 6%.
200414$461,022$69,859$17,465iApproximate average salary by contribution assumption: employee only about $436,619 at 4% or $291,079 at 6%; with 50% employer match about $291,079 at 4% or $194,053 at 6%; with 100% employer match about $218,309 at 4% or $145,540 at 6%.
Steven R. Nelson D.D.S. Profit Sharing Plan-4$461,022$69,859$17,465iApproximate average salary by contribution assumption: employee only about $436,619 at 4% or $291,079 at 6%; with 50% employer match about $291,079 at 4% or $194,053 at 6%; with 100% employer match about $218,309 at 4% or $145,540 at 6%.
200212$219,160$24,500$12,250iApproximate average salary by contribution assumption: employee only about $306,250 at 4% or $204,167 at 6%; with 50% employer match about $204,167 at 4% or $136,111 at 6%; with 100% employer match about $153,125 at 4% or $102,083 at 6%.
Steven R. Nelson D.D.S. Profit Sharing Plan-2$219,160$24,500$12,250iApproximate average salary by contribution assumption: employee only about $306,250 at 4% or $204,167 at 6%; with 50% employer match about $204,167 at 4% or $136,111 at 6%; with 100% employer match about $153,125 at 4% or $102,083 at 6%.
200112$0$0-
Steven R. Nelson D.D.S. Profit Sharing Plan-2---
200011$273,563$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Steven R. Nelson D.D.S. Profit Sharing Plan-1$273,563$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
199912$302,152$28,520$14,260iApproximate average salary by contribution assumption: employee only about $356,500 at 4% or $237,667 at 6%; with 50% employer match about $237,667 at 4% or $158,444 at 6%; with 100% employer match about $178,250 at 4% or $118,833 at 6%.
Steven R. Nelson D.D.S. Profit Sharing Plan-2$302,152$28,520$14,260iApproximate average salary by contribution assumption: employee only about $356,500 at 4% or $237,667 at 6%; with 50% employer match about $237,667 at 4% or $158,444 at 6%; with 100% employer match about $178,250 at 4% or $118,833 at 6%.