Civic Intelligence

M. Nelson & Associates Inc.

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

EIN 35-1853685 • Carmel, IN • 11 filings • 3 plans

4250 W 99th StreetSte 140Carmel, IN 46032
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$200,545

2017 Contributions

$13,594

Historical Graphs

Total Assets Over Time

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

$200,545$100,273$0200820132017YearValue
$200,545Latest year 2017

Participants Over Time

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

740200720122017YearValue
3Latest year 2017

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
201713$200,545$13,594$4,531iApproximate average salary by contribution assumption: employee only about $113,283 at 4% or $75,522 at 6%; with 50% employer match about $75,522 at 4% or $50,348 at 6%; with 100% employer match about $56,642 at 4% or $37,761 at 6%.
M. Nelson & Associates 401(K) Plan-3$200,545$13,594$4,531iApproximate average salary by contribution assumption: employee only about $113,283 at 4% or $75,522 at 6%; with 50% employer match about $75,522 at 4% or $50,348 at 6%; with 100% employer match about $56,642 at 4% or $37,761 at 6%.
201614$154,705$18,207$4,552iApproximate average salary by contribution assumption: employee only about $113,794 at 4% or $75,863 at 6%; with 50% employer match about $75,863 at 4% or $50,575 at 6%; with 100% employer match about $56,897 at 4% or $37,931 at 6%.
M. Nelson & Associates 401(K) Plan-4$154,705$18,207$4,552iApproximate average salary by contribution assumption: employee only about $113,794 at 4% or $75,863 at 6%; with 50% employer match about $75,863 at 4% or $50,575 at 6%; with 100% employer match about $56,897 at 4% or $37,931 at 6%.
201513$128,225$21,946$7,315iApproximate average salary by contribution assumption: employee only about $182,883 at 4% or $121,922 at 6%; with 50% employer match about $121,922 at 4% or $81,281 at 6%; with 100% employer match about $91,442 at 4% or $60,961 at 6%.
M. Nelson & Associates 401(K) Plan-3$128,225$21,946$7,315iApproximate average salary by contribution assumption: employee only about $182,883 at 4% or $121,922 at 6%; with 50% employer match about $121,922 at 4% or $81,281 at 6%; with 100% employer match about $91,442 at 4% or $60,961 at 6%.
201413$118,908$31,008$10,336iApproximate average salary by contribution assumption: employee only about $258,400 at 4% or $172,267 at 6%; with 50% employer match about $172,267 at 4% or $114,844 at 6%; with 100% employer match about $129,200 at 4% or $86,133 at 6%.
M. Nelson & Associates 401(K) Plan-3$118,908$31,008$10,336iApproximate average salary by contribution assumption: employee only about $258,400 at 4% or $172,267 at 6%; with 50% employer match about $172,267 at 4% or $114,844 at 6%; with 100% employer match about $129,200 at 4% or $86,133 at 6%.
201314$100,017$19,693$4,923iApproximate average salary by contribution assumption: employee only about $123,081 at 4% or $82,054 at 6%; with 50% employer match about $82,054 at 4% or $54,703 at 6%; with 100% employer match about $61,541 at 4% or $41,027 at 6%.
M. Nelson & Associates 401(K) Plan-4$100,017$19,693$4,923iApproximate average salary by contribution assumption: employee only about $123,081 at 4% or $82,054 at 6%; with 50% employer match about $82,054 at 4% or $54,703 at 6%; with 100% employer match about $61,541 at 4% or $41,027 at 6%.
201215$65,258$20,197$4,039iApproximate average salary by contribution assumption: employee only about $100,985 at 4% or $67,323 at 6%; with 50% employer match about $67,323 at 4% or $44,882 at 6%; with 100% employer match about $50,493 at 4% or $33,662 at 6%.
M. Nelson & Associates 401(K) Plan-5$65,258$20,197$4,039iApproximate average salary by contribution assumption: employee only about $100,985 at 4% or $67,323 at 6%; with 50% employer match about $67,323 at 4% or $44,882 at 6%; with 100% employer match about $50,493 at 4% or $33,662 at 6%.
201114$38,898$19,426$4,857iApproximate average salary by contribution assumption: employee only about $121,413 at 4% or $80,942 at 6%; with 50% employer match about $80,942 at 4% or $53,961 at 6%; with 100% employer match about $60,706 at 4% or $40,471 at 6%.
M. Nelson & Associates 401(K) Plan-4$38,898$19,426$4,857iApproximate average salary by contribution assumption: employee only about $121,413 at 4% or $80,942 at 6%; with 50% employer match about $80,942 at 4% or $53,961 at 6%; with 100% employer match about $60,706 at 4% or $40,471 at 6%.
201014$21,185$5,424$1,356iApproximate average salary by contribution assumption: employee only about $33,900 at 4% or $22,600 at 6%; with 50% employer match about $22,600 at 4% or $15,067 at 6%; with 100% employer match about $16,950 at 4% or $11,300 at 6%.
M. Nelson & Associates 401(K) Plan-4$21,185$5,424$1,356iApproximate average salary by contribution assumption: employee only about $33,900 at 4% or $22,600 at 6%; with 50% employer match about $22,600 at 4% or $15,067 at 6%; with 100% employer match about $16,950 at 4% or $11,300 at 6%.
200914$23,239$13,244$3,311iApproximate average salary by contribution assumption: employee only about $82,775 at 4% or $55,183 at 6%; with 50% employer match about $55,183 at 4% or $36,789 at 6%; with 100% employer match about $41,388 at 4% or $27,592 at 6%.
M. Nelson & Associates 401(K) Plan-4$23,239$13,244$3,311iApproximate average salary by contribution assumption: employee only about $82,775 at 4% or $55,183 at 6%; with 50% employer match about $55,183 at 4% or $36,789 at 6%; with 100% employer match about $41,388 at 4% or $27,592 at 6%.
200817$6,673$6,050$864iApproximate average salary by contribution assumption: employee only about $21,607 at 4% or $14,405 at 6%; with 50% employer match about $14,405 at 4% or $9,603 at 6%; with 100% employer match about $10,804 at 4% or $7,202 at 6%.
M. Nelson & Associates 401(K) Plan-7$6,673$6,050$864iApproximate average salary by contribution assumption: employee only about $21,607 at 4% or $14,405 at 6%; with 50% employer match about $14,405 at 4% or $9,603 at 6%; with 100% employer match about $10,804 at 4% or $7,202 at 6%.
200715$0$0-
M. Nelson & Associates 401(K) Plan-5---