Kenneth Nicholas & Associates
Plan context: Kenneth Nicholas & Associates Plan & Trust
EIN 36-3162115 • 26 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$3,012,605
2024 Contributions
$20,083
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $3,012,605 | $20,083 | $10,042iApproximate average salary by contribution assumption: employee only about $251,038 at 4% or $167,358 at 6%; with 50% employer match about $167,358 at 4% or $111,572 at 6%; with 100% employer match about $125,519 at 4% or $83,679 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 2 | $3,012,605 | $20,083 | $10,042iApproximate average salary by contribution assumption: employee only about $251,038 at 4% or $167,358 at 6%; with 50% employer match about $167,358 at 4% or $111,572 at 6%; with 100% employer match about $125,519 at 4% or $83,679 at 6%. |
| 2023 | 1 | 2 | $2,450,601 | $22,500 | $11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 2 | $2,450,601 | $22,500 | $11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%. |
| 2022 | 1 | 2 | $1,745,435 | $20,500 | $10,250iApproximate average salary by contribution assumption: employee only about $256,250 at 4% or $170,833 at 6%; with 50% employer match about $170,833 at 4% or $113,889 at 6%; with 100% employer match about $128,125 at 4% or $85,417 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 2 | $1,745,435 | $20,500 | $10,250iApproximate average salary by contribution assumption: employee only about $256,250 at 4% or $170,833 at 6%; with 50% employer match about $170,833 at 4% or $113,889 at 6%; with 100% employer match about $128,125 at 4% or $85,417 at 6%. |
| 2021 | 1 | 2 | $2,632,002 | $19,500 | $9,750iApproximate average salary by contribution assumption: employee only about $243,750 at 4% or $162,500 at 6%; with 50% employer match about $162,500 at 4% or $108,333 at 6%; with 100% employer match about $121,875 at 4% or $81,250 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 2 | $2,632,002 | $19,500 | $9,750iApproximate average salary by contribution assumption: employee only about $243,750 at 4% or $162,500 at 6%; with 50% employer match about $162,500 at 4% or $108,333 at 6%; with 100% employer match about $121,875 at 4% or $81,250 at 6%. |
| 2020 | 1 | 3 | $2,897,632 | $19,500 | $6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 3 | $2,897,632 | $19,500 | $6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%. |
| 2019 | 1 | 3 | $2,504,069 | $29,750 | $9,917iApproximate average salary by contribution assumption: employee only about $247,917 at 4% or $165,278 at 6%; with 50% employer match about $165,278 at 4% or $110,185 at 6%; with 100% employer match about $123,958 at 4% or $82,639 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 3 | $2,504,069 | $29,750 | $9,917iApproximate average salary by contribution assumption: employee only about $247,917 at 4% or $165,278 at 6%; with 50% employer match about $165,278 at 4% or $110,185 at 6%; with 100% employer match about $123,958 at 4% or $82,639 at 6%. |
| 2018 | 1 | 3 | $2,017,812 | $59,875 | $19,958iApproximate average salary by contribution assumption: employee only about $498,958 at 4% or $332,639 at 6%; with 50% employer match about $332,639 at 4% or $221,759 at 6%; with 100% employer match about $249,479 at 4% or $166,319 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 3 | $2,017,812 | $59,875 | $19,958iApproximate average salary by contribution assumption: employee only about $498,958 at 4% or $332,639 at 6%; with 50% employer match about $332,639 at 4% or $221,759 at 6%; with 100% employer match about $249,479 at 4% or $166,319 at 6%. |
| 2017 | 1 | 4 | $2,122,418 | $33,305 | $8,326iApproximate average salary by contribution assumption: employee only about $208,156 at 4% or $138,771 at 6%; with 50% employer match about $138,771 at 4% or $92,514 at 6%; with 100% employer match about $104,078 at 4% or $69,385 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 4 | $2,122,418 | $33,305 | $8,326iApproximate average salary by contribution assumption: employee only about $208,156 at 4% or $138,771 at 6%; with 50% employer match about $138,771 at 4% or $92,514 at 6%; with 100% employer match about $104,078 at 4% or $69,385 at 6%. |
| 2016 | 1 | 4 | $1,752,535 | $40,061 | $10,015iApproximate average salary by contribution assumption: employee only about $250,381 at 4% or $166,921 at 6%; with 50% employer match about $166,921 at 4% or $111,281 at 6%; with 100% employer match about $125,191 at 4% or $83,460 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 4 | $1,752,535 | $40,061 | $10,015iApproximate average salary by contribution assumption: employee only about $250,381 at 4% or $166,921 at 6%; with 50% employer match about $166,921 at 4% or $111,281 at 6%; with 100% employer match about $125,191 at 4% or $83,460 at 6%. |
| 2015 | 1 | 4 | $1,503,494 | $31,714 | $7,929iApproximate average salary by contribution assumption: employee only about $198,213 at 4% or $132,142 at 6%; with 50% employer match about $132,142 at 4% or $88,094 at 6%; with 100% employer match about $99,106 at 4% or $66,071 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 4 | $1,503,494 | $31,714 | $7,929iApproximate average salary by contribution assumption: employee only about $198,213 at 4% or $132,142 at 6%; with 50% employer match about $132,142 at 4% or $88,094 at 6%; with 100% employer match about $99,106 at 4% or $66,071 at 6%. |
| 2014 | 1 | 4 | $1,458,317 | $63,630 | $15,908iApproximate average salary by contribution assumption: employee only about $397,688 at 4% or $265,125 at 6%; with 50% employer match about $265,125 at 4% or $176,750 at 6%; with 100% employer match about $198,844 at 4% or $132,563 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 4 | $1,458,317 | $63,630 | $15,908iApproximate average salary by contribution assumption: employee only about $397,688 at 4% or $265,125 at 6%; with 50% employer match about $265,125 at 4% or $176,750 at 6%; with 100% employer match about $198,844 at 4% or $132,563 at 6%. |
| 2013 | 1 | 3 | $1,241,517 | $49,635 | $16,545iApproximate average salary by contribution assumption: employee only about $413,625 at 4% or $275,750 at 6%; with 50% employer match about $275,750 at 4% or $183,833 at 6%; with 100% employer match about $206,813 at 4% or $137,875 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 3 | $1,241,517 | $49,635 | $16,545iApproximate average salary by contribution assumption: employee only about $413,625 at 4% or $275,750 at 6%; with 50% employer match about $275,750 at 4% or $183,833 at 6%; with 100% employer match about $206,813 at 4% or $137,875 at 6%. |
| 2012 | 1 | 3 | $972,650 | $11,935 | $3,978iApproximate average salary by contribution assumption: employee only about $99,458 at 4% or $66,306 at 6%; with 50% employer match about $66,306 at 4% or $44,204 at 6%; with 100% employer match about $49,729 at 4% or $33,153 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 3 | $972,650 | $11,935 | $3,978iApproximate average salary by contribution assumption: employee only about $99,458 at 4% or $66,306 at 6%; with 50% employer match about $66,306 at 4% or $44,204 at 6%; with 100% employer match about $49,729 at 4% or $33,153 at 6%. |
| 2011 | 1 | 3 | $929,440 | $22,403 | $7,468iApproximate average salary by contribution assumption: employee only about $186,692 at 4% or $124,461 at 6%; with 50% employer match about $124,461 at 4% or $82,974 at 6%; with 100% employer match about $93,346 at 4% or $62,231 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 3 | $929,440 | $22,403 | $7,468iApproximate average salary by contribution assumption: employee only about $186,692 at 4% or $124,461 at 6%; with 50% employer match about $124,461 at 4% or $82,974 at 6%; with 100% employer match about $93,346 at 4% or $62,231 at 6%. |
| 2010 | 1 | 3 | $916,278 | $21,876 | $7,292iApproximate average salary by contribution assumption: employee only about $182,300 at 4% or $121,533 at 6%; with 50% employer match about $121,533 at 4% or $81,022 at 6%; with 100% employer match about $91,150 at 4% or $60,767 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 3 | $916,278 | $21,876 | $7,292iApproximate average salary by contribution assumption: employee only about $182,300 at 4% or $121,533 at 6%; with 50% employer match about $121,533 at 4% or $81,022 at 6%; with 100% employer match about $91,150 at 4% or $60,767 at 6%. |
| 2009 | 1 | 4 | $1,098,156 | $44,679 | $11,170iApproximate average salary by contribution assumption: employee only about $279,244 at 4% or $186,163 at 6%; with 50% employer match about $186,163 at 4% or $124,108 at 6%; with 100% employer match about $139,622 at 4% or $93,081 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 4 | $1,098,156 | $44,679 | $11,170iApproximate average salary by contribution assumption: employee only about $279,244 at 4% or $186,163 at 6%; with 50% employer match about $186,163 at 4% or $124,108 at 6%; with 100% employer match about $139,622 at 4% or $93,081 at 6%. |
| 2008 | 1 | 4 | $937,243 | $49,429 | $12,357iApproximate average salary by contribution assumption: employee only about $308,931 at 4% or $205,954 at 6%; with 50% employer match about $205,954 at 4% or $137,303 at 6%; with 100% employer match about $154,466 at 4% or $102,977 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 4 | $937,243 | $49,429 | $12,357iApproximate average salary by contribution assumption: employee only about $308,931 at 4% or $205,954 at 6%; with 50% employer match about $205,954 at 4% or $137,303 at 6%; with 100% employer match about $154,466 at 4% or $102,977 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Kenneth Nicholas & Associates Plan & Trust | - | 4 | - | - | - |
| 2006 | 1 | 4 | $1,199,175 | $60,510 | $15,128iApproximate average salary by contribution assumption: employee only about $378,188 at 4% or $252,125 at 6%; with 50% employer match about $252,125 at 4% or $168,083 at 6%; with 100% employer match about $189,094 at 4% or $126,063 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 4 | $1,199,175 | $60,510 | $15,128iApproximate average salary by contribution assumption: employee only about $378,188 at 4% or $252,125 at 6%; with 50% employer match about $252,125 at 4% or $168,083 at 6%; with 100% employer match about $189,094 at 4% or $126,063 at 6%. |
| 2005 | 1 | 4 | $975,718 | $65,354 | $16,339iApproximate average salary by contribution assumption: employee only about $408,463 at 4% or $272,308 at 6%; with 50% employer match about $272,308 at 4% or $181,539 at 6%; with 100% employer match about $204,231 at 4% or $136,154 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 4 | $975,718 | $65,354 | $16,339iApproximate average salary by contribution assumption: employee only about $408,463 at 4% or $272,308 at 6%; with 50% employer match about $272,308 at 4% or $181,539 at 6%; with 100% employer match about $204,231 at 4% or $136,154 at 6%. |
| 2004 | 1 | 4 | $862,957 | $35,885 | $8,971iApproximate average salary by contribution assumption: employee only about $224,281 at 4% or $149,521 at 6%; with 50% employer match about $149,521 at 4% or $99,681 at 6%; with 100% employer match about $112,141 at 4% or $74,760 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 4 | $862,957 | $35,885 | $8,971iApproximate average salary by contribution assumption: employee only about $224,281 at 4% or $149,521 at 6%; with 50% employer match about $149,521 at 4% or $99,681 at 6%; with 100% employer match about $112,141 at 4% or $74,760 at 6%. |
| 2003 | 1 | 4 | $764,555 | $22,167 | $5,542iApproximate average salary by contribution assumption: employee only about $138,544 at 4% or $92,363 at 6%; with 50% employer match about $92,363 at 4% or $61,575 at 6%; with 100% employer match about $69,272 at 4% or $46,181 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 4 | $764,555 | $22,167 | $5,542iApproximate average salary by contribution assumption: employee only about $138,544 at 4% or $92,363 at 6%; with 50% employer match about $92,363 at 4% or $61,575 at 6%; with 100% employer match about $69,272 at 4% or $46,181 at 6%. |
| 2002 | 1 | 5 | $606,751 | $54,324 | $10,865iApproximate average salary by contribution assumption: employee only about $271,620 at 4% or $181,080 at 6%; with 50% employer match about $181,080 at 4% or $120,720 at 6%; with 100% employer match about $135,810 at 4% or $90,540 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 5 | $606,751 | $54,324 | $10,865iApproximate average salary by contribution assumption: employee only about $271,620 at 4% or $181,080 at 6%; with 50% employer match about $181,080 at 4% or $120,720 at 6%; with 100% employer match about $135,810 at 4% or $90,540 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| Kenneth Nicholas & Associates Plan & Trust | - | 6 | - | - | - |
| 2000 | 1 | 6 | $901,551 | $79,961 | $13,327iApproximate average salary by contribution assumption: employee only about $333,171 at 4% or $222,114 at 6%; with 50% employer match about $222,114 at 4% or $148,076 at 6%; with 100% employer match about $166,585 at 4% or $111,057 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 6 | $901,551 | $79,961 | $13,327iApproximate average salary by contribution assumption: employee only about $333,171 at 4% or $222,114 at 6%; with 50% employer match about $222,114 at 4% or $148,076 at 6%; with 100% employer match about $166,585 at 4% or $111,057 at 6%. |
| 1999 | 1 | 6 | $897,976 | $76,401 | $12,734iApproximate average salary by contribution assumption: employee only about $318,338 at 4% or $212,225 at 6%; with 50% employer match about $212,225 at 4% or $141,483 at 6%; with 100% employer match about $159,169 at 4% or $106,113 at 6%. |
| Kenneth Nicholas & Associates Plan & Trust | - | 6 | $897,976 | $76,401 | $12,734iApproximate average salary by contribution assumption: employee only about $318,338 at 4% or $212,225 at 6%; with 50% employer match about $212,225 at 4% or $141,483 at 6%; with 100% employer match about $159,169 at 4% or $106,113 at 6%. |