Civic Intelligence

Nelsoncorp Wealth Management

Plan context: Nelsoncorp Wealth Management 401(K) Plan

EIN 36-3492016 • Clinton, IA • 27 filings • 3 plans

880 13th Ave. NorthClinton, IA 52732
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$4,841,792

2024 Contributions

$414,544

Historical Graphs

Total Assets Over Time

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

$4,841,792$2,420,896$0200320152024YearValue
$4,841,792Latest year 2024

Participants Over Time

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

19100200320142024YearValue
19Latest 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
2024119$4,841,792$414,544$21,818iApproximate average salary by contribution assumption: employee only about $545,453 at 4% or $363,635 at 6%; with 50% employer match about $363,635 at 4% or $242,423 at 6%; with 100% employer match about $272,726 at 4% or $181,818 at 6%.
Nelsoncorp Wealth Management 401(K) Plan-19$4,841,792$414,544$21,818iApproximate average salary by contribution assumption: employee only about $545,453 at 4% or $363,635 at 6%; with 50% employer match about $363,635 at 4% or $242,423 at 6%; with 100% employer match about $272,726 at 4% or $181,818 at 6%.
2023118$3,868,456$365,040$20,280iApproximate average salary by contribution assumption: employee only about $507,000 at 4% or $338,000 at 6%; with 50% employer match about $338,000 at 4% or $225,333 at 6%; with 100% employer match about $253,500 at 4% or $169,000 at 6%.
Nelsoncorp Wealth Management 401(K) Plan-18$3,868,456$365,040$20,280iApproximate average salary by contribution assumption: employee only about $507,000 at 4% or $338,000 at 6%; with 50% employer match about $338,000 at 4% or $225,333 at 6%; with 100% employer match about $253,500 at 4% or $169,000 at 6%.
2022213$3,474,900$380,844$29,296iApproximate average salary by contribution assumption: employee only about $732,392 at 4% or $488,262 at 6%; with 50% employer match about $488,262 at 4% or $325,508 at 6%; with 100% employer match about $366,196 at 4% or $244,131 at 6%.
Nelsoncorp Wealth Management 401(K) Plan-13$3,474,900$374,475$28,806iApproximate average salary by contribution assumption: employee only about $720,144 at 4% or $480,096 at 6%; with 50% employer match about $480,096 at 4% or $320,064 at 6%; with 100% employer match about $360,072 at 4% or $240,048 at 6%.
NELSONCORP WEALTH MANAGEMENT CASH BALANCE PENSION PLAN-0$0$6,369-
2021213$4,461,191$428,820$32,986iApproximate average salary by contribution assumption: employee only about $824,654 at 4% or $549,769 at 6%; with 50% employer match about $549,769 at 4% or $366,513 at 6%; with 100% employer match about $412,327 at 4% or $274,885 at 6%.
Nelsoncorp Wealth Management 401(K) Plan-13$3,485,682$228,820$17,602iApproximate average salary by contribution assumption: employee only about $440,038 at 4% or $293,359 at 6%; with 50% employer match about $293,359 at 4% or $195,573 at 6%; with 100% employer match about $220,019 at 4% or $146,679 at 6%.
NELSONCORP WEALTH MANAGEMENT CASH BALANCE PENSION PLAN-10$975,509$200,000$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%.
2020212$3,701,099$449,377$37,448iApproximate average salary by contribution assumption: employee only about $936,202 at 4% or $624,135 at 6%; with 50% employer match about $624,135 at 4% or $416,090 at 6%; with 100% employer match about $468,101 at 4% or $312,067 at 6%.
Nelsoncorp Wealth Management 401(K) Plan-12$2,972,784$206,890$17,241iApproximate average salary by contribution assumption: employee only about $431,021 at 4% or $287,347 at 6%; with 50% employer match about $287,347 at 4% or $191,565 at 6%; with 100% employer match about $215,510 at 4% or $143,674 at 6%.
NELSONCORP WEALTH MANAGEMENT CASH BALANCE PENSION PLAN-9$728,315$242,487$26,943iApproximate average salary by contribution assumption: employee only about $673,575 at 4% or $449,050 at 6%; with 50% employer match about $449,050 at 4% or $299,367 at 6%; with 100% employer match about $336,788 at 4% or $224,525 at 6%.
2019212$3,026,830$376,242$31,354iApproximate average salary by contribution assumption: employee only about $783,838 at 4% or $522,558 at 6%; with 50% employer match about $522,558 at 4% or $348,372 at 6%; with 100% employer match about $391,919 at 4% or $261,279 at 6%.
Nelsoncorp Wealth Management 401(K) Plan-12$2,545,348$142,633$11,886iApproximate average salary by contribution assumption: employee only about $297,152 at 4% or $198,101 at 6%; with 50% employer match about $198,101 at 4% or $132,068 at 6%; with 100% employer match about $148,576 at 4% or $99,051 at 6%.
NELSONCORP WEALTH MANAGEMENT CASH BALANCE PENSION PLAN-8$481,482$233,609$29,201iApproximate average salary by contribution assumption: employee only about $730,028 at 4% or $486,685 at 6%; with 50% employer match about $486,685 at 4% or $324,457 at 6%; with 100% employer match about $365,014 at 4% or $243,343 at 6%.
2018211$2,631,325$380,988$34,635iApproximate average salary by contribution assumption: employee only about $865,882 at 4% or $577,255 at 6%; with 50% employer match about $577,255 at 4% or $384,836 at 6%; with 100% employer match about $432,941 at 4% or $288,627 at 6%.
Nelsoncorp Wealth Management 401(K) Plan-11$2,400,242$149,905$13,628iApproximate average salary by contribution assumption: employee only about $340,693 at 4% or $227,129 at 6%; with 50% employer match about $227,129 at 4% or $151,419 at 6%; with 100% employer match about $170,347 at 4% or $113,564 at 6%.
NELSONCORP WEALTH MANAGEMENT CASH BALANCE PENSION PLAN-5$231,083$231,083$46,217iApproximate average salary by contribution assumption: employee only about $1,155,415 at 4% or $770,277 at 6%; with 50% employer match about $770,277 at 4% or $513,518 at 6%; with 100% employer match about $577,708 at 4% or $385,138 at 6%.
2017112$2,211,777$113,531$9,461iApproximate average salary by contribution assumption: employee only about $236,523 at 4% or $157,682 at 6%; with 50% employer match about $157,682 at 4% or $105,121 at 6%; with 100% employer match about $118,261 at 4% or $78,841 at 6%.
Nelsoncorp Wealth Management 401(K) Plan-12$2,211,777$113,531$9,461iApproximate average salary by contribution assumption: employee only about $236,523 at 4% or $157,682 at 6%; with 50% employer match about $157,682 at 4% or $105,121 at 6%; with 100% employer match about $118,261 at 4% or $78,841 at 6%.
2016112$1,933,037$96,347$8,029iApproximate average salary by contribution assumption: employee only about $200,723 at 4% or $133,815 at 6%; with 50% employer match about $133,815 at 4% or $89,210 at 6%; with 100% employer match about $100,361 at 4% or $66,908 at 6%.
Nelsoncorp Wealth Management 401(K) Plan-12$1,933,037$96,347$8,029iApproximate average salary by contribution assumption: employee only about $200,723 at 4% or $133,815 at 6%; with 50% employer match about $133,815 at 4% or $89,210 at 6%; with 100% employer match about $100,361 at 4% or $66,908 at 6%.
2015110$1,599,676$66,240$6,624iApproximate average salary by contribution assumption: employee only about $165,600 at 4% or $110,400 at 6%; with 50% employer match about $110,400 at 4% or $73,600 at 6%; with 100% employer match about $82,800 at 4% or $55,200 at 6%.
Nelsoncorp Wealth Management 401(K) Plan-10$1,599,676$66,240$6,624iApproximate average salary by contribution assumption: employee only about $165,600 at 4% or $110,400 at 6%; with 50% employer match about $110,400 at 4% or $73,600 at 6%; with 100% employer match about $82,800 at 4% or $55,200 at 6%.
2014111$1,702,185$60,524$5,502iApproximate average salary by contribution assumption: employee only about $137,555 at 4% or $91,703 at 6%; with 50% employer match about $91,703 at 4% or $61,135 at 6%; with 100% employer match about $68,777 at 4% or $45,852 at 6%.
Nelsoncorp Wealth Management 401(K) Plan-11$1,702,185$60,524$5,502iApproximate average salary by contribution assumption: employee only about $137,555 at 4% or $91,703 at 6%; with 50% employer match about $91,703 at 4% or $61,135 at 6%; with 100% employer match about $68,777 at 4% or $45,852 at 6%.
2013110$1,799,106$74,960$7,496iApproximate average salary by contribution assumption: employee only about $187,400 at 4% or $124,933 at 6%; with 50% employer match about $124,933 at 4% or $83,289 at 6%; with 100% employer match about $93,700 at 4% or $62,467 at 6%.
Nelsoncorp Wealth Management 401(K) Plan-10$1,799,106$74,960$7,496iApproximate average salary by contribution assumption: employee only about $187,400 at 4% or $124,933 at 6%; with 50% employer match about $124,933 at 4% or $83,289 at 6%; with 100% employer match about $93,700 at 4% or $62,467 at 6%.
201219$1,537,785$70,181$7,798iApproximate average salary by contribution assumption: employee only about $194,947 at 4% or $129,965 at 6%; with 50% employer match about $129,965 at 4% or $86,643 at 6%; with 100% employer match about $97,474 at 4% or $64,982 at 6%.
Nelsoncorp Wealth Management 401(K) Plan-9$1,537,785$70,181$7,798iApproximate average salary by contribution assumption: employee only about $194,947 at 4% or $129,965 at 6%; with 50% employer match about $129,965 at 4% or $86,643 at 6%; with 100% employer match about $97,474 at 4% or $64,982 at 6%.
201117$1,252,769$82,297$11,757iApproximate average salary by contribution assumption: employee only about $293,918 at 4% or $195,945 at 6%; with 50% employer match about $195,945 at 4% or $130,630 at 6%; with 100% employer match about $146,959 at 4% or $97,973 at 6%.
Nelsoncorp Wealth Management 401(K) Plan-7$1,252,769$82,297$11,757iApproximate average salary by contribution assumption: employee only about $293,918 at 4% or $195,945 at 6%; with 50% employer match about $195,945 at 4% or $130,630 at 6%; with 100% employer match about $146,959 at 4% or $97,973 at 6%.
201016$1,529,749$80,005$13,334iApproximate average salary by contribution assumption: employee only about $333,354 at 4% or $222,236 at 6%; with 50% employer match about $222,236 at 4% or $148,157 at 6%; with 100% employer match about $166,677 at 4% or $111,118 at 6%.
Nelsoncorp Wealth Management 401(K) Plan-6$1,529,749$80,005$13,334iApproximate average salary by contribution assumption: employee only about $333,354 at 4% or $222,236 at 6%; with 50% employer match about $222,236 at 4% or $148,157 at 6%; with 100% employer match about $166,677 at 4% or $111,118 at 6%.
200916$1,324,860$77,225$12,871iApproximate average salary by contribution assumption: employee only about $321,771 at 4% or $214,514 at 6%; with 50% employer match about $214,514 at 4% or $143,009 at 6%; with 100% employer match about $160,885 at 4% or $107,257 at 6%.
Nelsoncorp Wealth Management 401(K) Plan-6$1,324,860$77,225$12,871iApproximate average salary by contribution assumption: employee only about $321,771 at 4% or $214,514 at 6%; with 50% employer match about $214,514 at 4% or $143,009 at 6%; with 100% employer match about $160,885 at 4% or $107,257 at 6%.
200819$0$0-
Nelsoncorp Wealth Management 401(K) Plan-9---
200717$0$0-
Nelsoncorp Wealth Management 401(K) Plan-7---
200617$623,727$570,071$81,439iApproximate average salary by contribution assumption: employee only about $2,035,968 at 4% or $1,357,312 at 6%; with 50% employer match about $1,357,312 at 4% or $904,875 at 6%; with 100% employer match about $1,017,984 at 4% or $678,656 at 6%.
Nelsoncorp Wealth Management 401(K) Plan-7$623,727$570,071$81,439iApproximate average salary by contribution assumption: employee only about $2,035,968 at 4% or $1,357,312 at 6%; with 50% employer match about $1,357,312 at 4% or $904,875 at 6%; with 100% employer match about $1,017,984 at 4% or $678,656 at 6%.
200517$88,341$33,022$4,717iApproximate average salary by contribution assumption: employee only about $117,936 at 4% or $78,624 at 6%; with 50% employer match about $78,624 at 4% or $52,416 at 6%; with 100% employer match about $58,968 at 4% or $39,312 at 6%.
Nelsoncorp Wealth Management 401(K) Plan-7$88,341$33,022$4,717iApproximate average salary by contribution assumption: employee only about $117,936 at 4% or $78,624 at 6%; with 50% employer match about $78,624 at 4% or $52,416 at 6%; with 100% employer match about $58,968 at 4% or $39,312 at 6%.
200417$54,406$20,818$2,974iApproximate average salary by contribution assumption: employee only about $74,350 at 4% or $49,567 at 6%; with 50% employer match about $49,567 at 4% or $33,044 at 6%; with 100% employer match about $37,175 at 4% or $24,783 at 6%.
Nelsoncorp Wealth Management 401(K) Plan-7$54,406$20,818$2,974iApproximate average salary by contribution assumption: employee only about $74,350 at 4% or $49,567 at 6%; with 50% employer match about $49,567 at 4% or $33,044 at 6%; with 100% employer match about $37,175 at 4% or $24,783 at 6%.
200316$28,916$22,975$3,829iApproximate average salary by contribution assumption: employee only about $95,729 at 4% or $63,819 at 6%; with 50% employer match about $63,819 at 4% or $42,546 at 6%; with 100% employer match about $47,865 at 4% or $31,910 at 6%.
Nelsoncorp Wealth Management 401(K) Plan-6$28,916$22,975$3,829iApproximate average salary by contribution assumption: employee only about $95,729 at 4% or $63,819 at 6%; with 50% employer match about $63,819 at 4% or $42,546 at 6%; with 100% employer match about $47,865 at 4% or $31,910 at 6%.