Civic Intelligence

Nichols Wealth Management Inc.

Plan context: Nichols Wealth Management Inc. 401K Profit Sharing Plan

EIN 36-4636732 • San Luis Obispo, CA • 10 filings • 2 plans

1042 Pacific Street, Suite FSan Luis Obispo, CA 93401
Current Snapshot

Latest Year

2018

2018 Participants

5

2018 Assets

$1,716,616

2018 Contributions

$201,113

Historical Graphs

Total Assets Over Time

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

$1,716,616$858,308$0200920142018YearValue
$1,716,616Latest year 2018

Participants Over Time

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

530200920142018YearValue
5Latest year 2018

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
201815$1,716,616$201,113$40,223iApproximate average salary by contribution assumption: employee only about $1,005,565 at 4% or $670,377 at 6%; with 50% employer match about $670,377 at 4% or $446,918 at 6%; with 100% employer match about $502,783 at 4% or $335,188 at 6%.
Nichols Wealth Management Inc. 401K Profit Sharing Plan-5$1,716,616$201,113$40,223iApproximate average salary by contribution assumption: employee only about $1,005,565 at 4% or $670,377 at 6%; with 50% employer match about $670,377 at 4% or $446,918 at 6%; with 100% employer match about $502,783 at 4% or $335,188 at 6%.
201714$1,594,897$163,712$40,928iApproximate average salary by contribution assumption: employee only about $1,023,200 at 4% or $682,133 at 6%; with 50% employer match about $682,133 at 4% or $454,756 at 6%; with 100% employer match about $511,600 at 4% or $341,067 at 6%.
Nichols Wealth Management Inc. 401K Profit Sharing Plan-4$1,594,897$163,712$40,928iApproximate average salary by contribution assumption: employee only about $1,023,200 at 4% or $682,133 at 6%; with 50% employer match about $682,133 at 4% or $454,756 at 6%; with 100% employer match about $511,600 at 4% or $341,067 at 6%.
201614$1,210,794$147,947$36,987iApproximate average salary by contribution assumption: employee only about $924,669 at 4% or $616,446 at 6%; with 50% employer match about $616,446 at 4% or $410,964 at 6%; with 100% employer match about $462,334 at 4% or $308,223 at 6%.
Nichols Wealth Management Inc. 401K Profit Sharing Plan-4$1,210,794$147,947$36,987iApproximate average salary by contribution assumption: employee only about $924,669 at 4% or $616,446 at 6%; with 50% employer match about $616,446 at 4% or $410,964 at 6%; with 100% employer match about $462,334 at 4% or $308,223 at 6%.
201513$999,536$116,392$38,797iApproximate average salary by contribution assumption: employee only about $969,933 at 4% or $646,622 at 6%; with 50% employer match about $646,622 at 4% or $431,081 at 6%; with 100% employer match about $484,967 at 4% or $323,311 at 6%.
Nichols Wealth Management Inc. 401K Profit Sharing Plan-3$999,536$116,392$38,797iApproximate average salary by contribution assumption: employee only about $969,933 at 4% or $646,622 at 6%; with 50% employer match about $646,622 at 4% or $431,081 at 6%; with 100% employer match about $484,967 at 4% or $323,311 at 6%.
201413$899,974$89,570$29,857iApproximate average salary by contribution assumption: employee only about $746,417 at 4% or $497,611 at 6%; with 50% employer match about $497,611 at 4% or $331,741 at 6%; with 100% employer match about $373,208 at 4% or $248,806 at 6%.
Nichols Wealth Management Inc. 401K Profit Sharing Plan-3$899,974$89,570$29,857iApproximate average salary by contribution assumption: employee only about $746,417 at 4% or $497,611 at 6%; with 50% employer match about $497,611 at 4% or $331,741 at 6%; with 100% employer match about $373,208 at 4% or $248,806 at 6%.
201313$790,064$72,777$24,259iApproximate average salary by contribution assumption: employee only about $606,475 at 4% or $404,317 at 6%; with 50% employer match about $404,317 at 4% or $269,544 at 6%; with 100% employer match about $303,238 at 4% or $202,158 at 6%.
Nichols Wealth Management Inc. 401K Profit Sharing Plan-3$790,064$72,777$24,259iApproximate average salary by contribution assumption: employee only about $606,475 at 4% or $404,317 at 6%; with 50% employer match about $404,317 at 4% or $269,544 at 6%; with 100% employer match about $303,238 at 4% or $202,158 at 6%.
201214$585,250$64,767$16,192iApproximate average salary by contribution assumption: employee only about $404,794 at 4% or $269,863 at 6%; with 50% employer match about $269,863 at 4% or $179,908 at 6%; with 100% employer match about $202,397 at 4% or $134,931 at 6%.
Nichols Wealth Management Inc. 401K Profit Sharing Plan-4$585,250$64,767$16,192iApproximate average salary by contribution assumption: employee only about $404,794 at 4% or $269,863 at 6%; with 50% employer match about $269,863 at 4% or $179,908 at 6%; with 100% employer match about $202,397 at 4% or $134,931 at 6%.
201114$458,540$57,632$14,408iApproximate average salary by contribution assumption: employee only about $360,200 at 4% or $240,133 at 6%; with 50% employer match about $240,133 at 4% or $160,089 at 6%; with 100% employer match about $180,100 at 4% or $120,067 at 6%.
Nichols Wealth Management Inc. 401K Profit Sharing Plan-4$458,540$57,632$14,408iApproximate average salary by contribution assumption: employee only about $360,200 at 4% or $240,133 at 6%; with 50% employer match about $240,133 at 4% or $160,089 at 6%; with 100% employer match about $180,100 at 4% or $120,067 at 6%.
201014$428,475$43,310$10,828iApproximate average salary by contribution assumption: employee only about $270,688 at 4% or $180,458 at 6%; with 50% employer match about $180,458 at 4% or $120,306 at 6%; with 100% employer match about $135,344 at 4% or $90,229 at 6%.
Nichols Wealth Management Inc. 401K Profit Sharing Plan-4$428,475$43,310$10,828iApproximate average salary by contribution assumption: employee only about $270,688 at 4% or $180,458 at 6%; with 50% employer match about $180,458 at 4% or $120,306 at 6%; with 100% employer match about $135,344 at 4% or $90,229 at 6%.
200914$349,920$43,405$10,851iApproximate average salary by contribution assumption: employee only about $271,281 at 4% or $180,854 at 6%; with 50% employer match about $180,854 at 4% or $120,569 at 6%; with 100% employer match about $135,641 at 4% or $90,427 at 6%.
Nichols Wealth Management Inc. 401K Profit Sharing Plan-4$349,920$43,405$10,851iApproximate average salary by contribution assumption: employee only about $271,281 at 4% or $180,854 at 6%; with 50% employer match about $180,854 at 4% or $120,569 at 6%; with 100% employer match about $135,641 at 4% or $90,427 at 6%.