Civic Intelligence

Nelson & Nelson

Plan context: Nelson & Nelson Profit-Sharing Plan

EIN 37-1287847 • 26 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$11,073,239

2024 Contributions

$397,954

Historical Graphs

Total Assets Over Time

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

$11,073,239$5,536,620$0199920122024YearValue
$11,073,239Latest year 2024

Participants Over Time

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

1790199920122024YearValue
13Latest 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
2024113$11,073,239$397,954$30,612iApproximate average salary by contribution assumption: employee only about $765,296 at 4% or $510,197 at 6%; with 50% employer match about $510,197 at 4% or $340,132 at 6%; with 100% employer match about $382,648 at 4% or $255,099 at 6%.
Nelson & Nelson Profit-Sharing Plan-13$11,073,239$397,954$30,612iApproximate average salary by contribution assumption: employee only about $765,296 at 4% or $510,197 at 6%; with 50% employer match about $510,197 at 4% or $340,132 at 6%; with 100% employer match about $382,648 at 4% or $255,099 at 6%.
2023116$9,829,170$392,625$24,539iApproximate average salary by contribution assumption: employee only about $613,477 at 4% or $408,984 at 6%; with 50% employer match about $408,984 at 4% or $272,656 at 6%; with 100% employer match about $306,738 at 4% or $204,492 at 6%.
Nelson & Nelson Profit-Sharing Plan-16$9,829,170$392,625$24,539iApproximate average salary by contribution assumption: employee only about $613,477 at 4% or $408,984 at 6%; with 50% employer match about $408,984 at 4% or $272,656 at 6%; with 100% employer match about $306,738 at 4% or $204,492 at 6%.
2022117$8,555,476$296,692$17,452iApproximate average salary by contribution assumption: employee only about $436,312 at 4% or $290,875 at 6%; with 50% employer match about $290,875 at 4% or $193,916 at 6%; with 100% employer match about $218,156 at 4% or $145,437 at 6%.
Nelson & Nelson Profit-Sharing Plan-17$8,555,476$296,692$17,452iApproximate average salary by contribution assumption: employee only about $436,312 at 4% or $290,875 at 6%; with 50% employer match about $290,875 at 4% or $193,916 at 6%; with 100% employer match about $218,156 at 4% or $145,437 at 6%.
2021116$9,719,705$303,321$18,958iApproximate average salary by contribution assumption: employee only about $473,939 at 4% or $315,959 at 6%; with 50% employer match about $315,959 at 4% or $210,640 at 6%; with 100% employer match about $236,970 at 4% or $157,980 at 6%.
Nelson & Nelson Profit-Sharing Plan-16$9,719,705$303,321$18,958iApproximate average salary by contribution assumption: employee only about $473,939 at 4% or $315,959 at 6%; with 50% employer match about $315,959 at 4% or $210,640 at 6%; with 100% employer match about $236,970 at 4% or $157,980 at 6%.
2020115$9,376,733$243,965$16,264iApproximate average salary by contribution assumption: employee only about $406,608 at 4% or $271,072 at 6%; with 50% employer match about $271,072 at 4% or $180,715 at 6%; with 100% employer match about $203,304 at 4% or $135,536 at 6%.
Nelson & Nelson Profit-Sharing Plan-15$9,376,733$243,965$16,264iApproximate average salary by contribution assumption: employee only about $406,608 at 4% or $271,072 at 6%; with 50% employer match about $271,072 at 4% or $180,715 at 6%; with 100% employer match about $203,304 at 4% or $135,536 at 6%.
2019114$8,678,302$300,705$21,479iApproximate average salary by contribution assumption: employee only about $536,973 at 4% or $357,982 at 6%; with 50% employer match about $357,982 at 4% or $238,655 at 6%; with 100% employer match about $268,487 at 4% or $178,991 at 6%.
Nelson & Nelson Profit-Sharing Plan-14$8,678,302$300,705$21,479iApproximate average salary by contribution assumption: employee only about $536,973 at 4% or $357,982 at 6%; with 50% employer match about $357,982 at 4% or $238,655 at 6%; with 100% employer match about $268,487 at 4% or $178,991 at 6%.
2018114$7,619,468$225,812$16,129iApproximate average salary by contribution assumption: employee only about $403,236 at 4% or $268,824 at 6%; with 50% employer match about $268,824 at 4% or $179,216 at 6%; with 100% employer match about $201,618 at 4% or $134,412 at 6%.
Nelson & Nelson Profit-Sharing Plan-14$7,619,468$225,812$16,129iApproximate average salary by contribution assumption: employee only about $403,236 at 4% or $268,824 at 6%; with 50% employer match about $268,824 at 4% or $179,216 at 6%; with 100% employer match about $201,618 at 4% or $134,412 at 6%.
2017116$7,663,748$226,110$14,132iApproximate average salary by contribution assumption: employee only about $353,297 at 4% or $235,531 at 6%; with 50% employer match about $235,531 at 4% or $157,021 at 6%; with 100% employer match about $176,648 at 4% or $117,766 at 6%.
Nelson & Nelson Profit-Sharing Plan-16$7,663,748$226,110$14,132iApproximate average salary by contribution assumption: employee only about $353,297 at 4% or $235,531 at 6%; with 50% employer match about $235,531 at 4% or $157,021 at 6%; with 100% employer match about $176,648 at 4% or $117,766 at 6%.
2016113$6,643,100$211,866$16,297iApproximate average salary by contribution assumption: employee only about $407,435 at 4% or $271,623 at 6%; with 50% employer match about $271,623 at 4% or $181,082 at 6%; with 100% employer match about $203,717 at 4% or $135,812 at 6%.
Nelson & Nelson Profit-Sharing Plan-13$6,643,100$211,866$16,297iApproximate average salary by contribution assumption: employee only about $407,435 at 4% or $271,623 at 6%; with 50% employer match about $271,623 at 4% or $181,082 at 6%; with 100% employer match about $203,717 at 4% or $135,812 at 6%.
2015115$6,107,882$178,409$11,894iApproximate average salary by contribution assumption: employee only about $297,348 at 4% or $198,232 at 6%; with 50% employer match about $198,232 at 4% or $132,155 at 6%; with 100% employer match about $148,674 at 4% or $99,116 at 6%.
Nelson & Nelson Profit-Sharing Plan-15$6,107,882$178,409$11,894iApproximate average salary by contribution assumption: employee only about $297,348 at 4% or $198,232 at 6%; with 50% employer match about $198,232 at 4% or $132,155 at 6%; with 100% employer match about $148,674 at 4% or $99,116 at 6%.
2014114$5,949,109$198,103$14,150iApproximate average salary by contribution assumption: employee only about $353,755 at 4% or $235,837 at 6%; with 50% employer match about $235,837 at 4% or $157,225 at 6%; with 100% employer match about $176,878 at 4% or $117,918 at 6%.
Nelson & Nelson Profit-Sharing Plan-14$5,949,109$198,103$14,150iApproximate average salary by contribution assumption: employee only about $353,755 at 4% or $235,837 at 6%; with 50% employer match about $235,837 at 4% or $157,225 at 6%; with 100% employer match about $176,878 at 4% or $117,918 at 6%.
2013112$5,519,109$183,254$15,271iApproximate average salary by contribution assumption: employee only about $381,779 at 4% or $254,519 at 6%; with 50% employer match about $254,519 at 4% or $169,680 at 6%; with 100% employer match about $190,890 at 4% or $127,260 at 6%.
Nelson & Nelson Profit-Sharing Plan-12$5,519,109$183,254$15,271iApproximate average salary by contribution assumption: employee only about $381,779 at 4% or $254,519 at 6%; with 50% employer match about $254,519 at 4% or $169,680 at 6%; with 100% employer match about $190,890 at 4% or $127,260 at 6%.
2012115$4,683,495$177,826$11,855iApproximate average salary by contribution assumption: employee only about $296,377 at 4% or $197,584 at 6%; with 50% employer match about $197,584 at 4% or $131,723 at 6%; with 100% employer match about $148,188 at 4% or $98,792 at 6%.
Nelson & Nelson Profit-Sharing Plan-15$4,683,495$177,826$11,855iApproximate average salary by contribution assumption: employee only about $296,377 at 4% or $197,584 at 6%; with 50% employer match about $197,584 at 4% or $131,723 at 6%; with 100% employer match about $148,188 at 4% or $98,792 at 6%.
2011114$4,153,336$177,888$12,706iApproximate average salary by contribution assumption: employee only about $317,657 at 4% or $211,771 at 6%; with 50% employer match about $211,771 at 4% or $141,181 at 6%; with 100% employer match about $158,829 at 4% or $105,886 at 6%.
Nelson & Nelson Profit-Sharing Plan-14$4,153,336$177,888$12,706iApproximate average salary by contribution assumption: employee only about $317,657 at 4% or $211,771 at 6%; with 50% employer match about $211,771 at 4% or $141,181 at 6%; with 100% employer match about $158,829 at 4% or $105,886 at 6%.
2010114$3,989,823$179,844$12,846iApproximate average salary by contribution assumption: employee only about $321,150 at 4% or $214,100 at 6%; with 50% employer match about $214,100 at 4% or $142,733 at 6%; with 100% employer match about $160,575 at 4% or $107,050 at 6%.
Nelson & Nelson Profit-Sharing Plan-14$3,989,823$179,844$12,846iApproximate average salary by contribution assumption: employee only about $321,150 at 4% or $214,100 at 6%; with 50% employer match about $214,100 at 4% or $142,733 at 6%; with 100% employer match about $160,575 at 4% or $107,050 at 6%.
2009112$3,567,189$176,691$14,724iApproximate average salary by contribution assumption: employee only about $368,106 at 4% or $245,404 at 6%; with 50% employer match about $245,404 at 4% or $163,603 at 6%; with 100% employer match about $184,053 at 4% or $122,702 at 6%.
Nelson & Nelson Profit-Sharing Plan-12$3,567,189$176,691$14,724iApproximate average salary by contribution assumption: employee only about $368,106 at 4% or $245,404 at 6%; with 50% employer match about $245,404 at 4% or $163,603 at 6%; with 100% employer match about $184,053 at 4% or $122,702 at 6%.
2008112$2,896,326$168,260$14,022iApproximate average salary by contribution assumption: employee only about $350,542 at 4% or $233,694 at 6%; with 50% employer match about $233,694 at 4% or $155,796 at 6%; with 100% employer match about $175,271 at 4% or $116,847 at 6%.
Nelson & Nelson Profit-Sharing Plan-12$2,896,326$168,260$14,022iApproximate average salary by contribution assumption: employee only about $350,542 at 4% or $233,694 at 6%; with 50% employer match about $233,694 at 4% or $155,796 at 6%; with 100% employer match about $175,271 at 4% or $116,847 at 6%.
2007114$0$0-
Nelson & Nelson Profit-Sharing Plan-14---
2006115$3,188,496$177,864$11,858iApproximate average salary by contribution assumption: employee only about $296,440 at 4% or $197,627 at 6%; with 50% employer match about $197,627 at 4% or $131,751 at 6%; with 100% employer match about $148,220 at 4% or $98,813 at 6%.
Nelson & Nelson Profit-Sharing Plan-15$3,188,496$177,864$11,858iApproximate average salary by contribution assumption: employee only about $296,440 at 4% or $197,627 at 6%; with 50% employer match about $197,627 at 4% or $131,751 at 6%; with 100% employer match about $148,220 at 4% or $98,813 at 6%.
2005113$2,697,221$155,972$11,998iApproximate average salary by contribution assumption: employee only about $299,946 at 4% or $199,964 at 6%; with 50% employer match about $199,964 at 4% or $133,309 at 6%; with 100% employer match about $149,973 at 4% or $99,982 at 6%.
Nelson & Nelson Profit-Sharing Plan-13$2,697,221$155,972$11,998iApproximate average salary by contribution assumption: employee only about $299,946 at 4% or $199,964 at 6%; with 50% employer match about $199,964 at 4% or $133,309 at 6%; with 100% employer match about $149,973 at 4% or $99,982 at 6%.
2004112$2,369,730$157,471$13,123iApproximate average salary by contribution assumption: employee only about $328,065 at 4% or $218,710 at 6%; with 50% employer match about $218,710 at 4% or $145,806 at 6%; with 100% employer match about $164,032 at 4% or $109,355 at 6%.
Nelson & Nelson Profit-Sharing Plan-12$2,369,730$157,471$13,123iApproximate average salary by contribution assumption: employee only about $328,065 at 4% or $218,710 at 6%; with 50% employer match about $218,710 at 4% or $145,806 at 6%; with 100% employer match about $164,032 at 4% or $109,355 at 6%.
2003114$2,120,072$139,097$9,936iApproximate average salary by contribution assumption: employee only about $248,388 at 4% or $165,592 at 6%; with 50% employer match about $165,592 at 4% or $110,394 at 6%; with 100% employer match about $124,194 at 4% or $82,796 at 6%.
Nelson & Nelson Profit-Sharing Plan-14$2,120,072$139,097$9,936iApproximate average salary by contribution assumption: employee only about $248,388 at 4% or $165,592 at 6%; with 50% employer match about $165,592 at 4% or $110,394 at 6%; with 100% employer match about $124,194 at 4% or $82,796 at 6%.
2002110$1,642,225$89,387$8,939iApproximate average salary by contribution assumption: employee only about $223,468 at 4% or $148,978 at 6%; with 50% employer match about $148,978 at 4% or $99,319 at 6%; with 100% employer match about $111,734 at 4% or $74,489 at 6%.
Nelson & Nelson Profit-Sharing Plan-10$1,642,225$89,387$8,939iApproximate average salary by contribution assumption: employee only about $223,468 at 4% or $148,978 at 6%; with 50% employer match about $148,978 at 4% or $99,319 at 6%; with 100% employer match about $111,734 at 4% or $74,489 at 6%.
2001111$1,762,964$86,009$7,819iApproximate average salary by contribution assumption: employee only about $195,475 at 4% or $130,317 at 6%; with 50% employer match about $130,317 at 4% or $86,878 at 6%; with 100% employer match about $97,738 at 4% or $65,158 at 6%.
Nelson & Nelson Profit-Sharing Plan-11$1,762,964$86,009$7,819iApproximate average salary by contribution assumption: employee only about $195,475 at 4% or $130,317 at 6%; with 50% employer match about $130,317 at 4% or $86,878 at 6%; with 100% employer match about $97,738 at 4% or $65,158 at 6%.
200018$1,735,158$61,433$7,679iApproximate average salary by contribution assumption: employee only about $191,978 at 4% or $127,985 at 6%; with 50% employer match about $127,985 at 4% or $85,324 at 6%; with 100% employer match about $95,989 at 4% or $63,993 at 6%.
Nelson & Nelson Profit-Sharing Plan-8$1,735,158$61,433$7,679iApproximate average salary by contribution assumption: employee only about $191,978 at 4% or $127,985 at 6%; with 50% employer match about $127,985 at 4% or $85,324 at 6%; with 100% employer match about $95,989 at 4% or $63,993 at 6%.
199919$1,614,806$57,502$6,389iApproximate average salary by contribution assumption: employee only about $159,728 at 4% or $106,485 at 6%; with 50% employer match about $106,485 at 4% or $70,990 at 6%; with 100% employer match about $79,864 at 4% or $53,243 at 6%.
Nelson & Nelson Profit-Sharing Plan-9$1,614,806$57,502$6,389iApproximate average salary by contribution assumption: employee only about $159,728 at 4% or $106,485 at 6%; with 50% employer match about $106,485 at 4% or $70,990 at 6%; with 100% employer match about $79,864 at 4% or $53,243 at 6%.