Civic Intelligence

Robert W. Nelson Inc

Plan context: Robert W. Nelson Inc. Money Purchase Plan

EIN 39-0943571 • Milwaukee, WI • 22 filings • 2 plans

5419 N. 118th CTMilwaukee, WI 53225-3087
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$1,064,373

2021 Contributions

$43,760

Historical Graphs

Total Assets Over Time

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

$1,723,920$861,960$0200020122021YearValue
$1,064,373Latest year 2021

Participants Over Time

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

210200020112021YearValue
2Latest year 2021

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
202112$1,064,373$43,760$21,880iApproximate average salary by contribution assumption: employee only about $547,000 at 4% or $364,667 at 6%; with 50% employer match about $364,667 at 4% or $243,111 at 6%; with 100% employer match about $273,500 at 4% or $182,333 at 6%.
Robert W. Nelson Inc. Money Purchase Plan-2$1,064,373$43,760$21,880iApproximate average salary by contribution assumption: employee only about $547,000 at 4% or $364,667 at 6%; with 50% employer match about $364,667 at 4% or $243,111 at 6%; with 100% employer match about $273,500 at 4% or $182,333 at 6%.
202012$1,124,863$26,200$13,100iApproximate average salary by contribution assumption: employee only about $327,500 at 4% or $218,333 at 6%; with 50% employer match about $218,333 at 4% or $145,556 at 6%; with 100% employer match about $163,750 at 4% or $109,167 at 6%.
Robert W. Nelson Inc. Money Purchase Plan-2$1,124,863$26,200$13,100iApproximate average salary by contribution assumption: employee only about $327,500 at 4% or $218,333 at 6%; with 50% employer match about $218,333 at 4% or $145,556 at 6%; with 100% employer match about $163,750 at 4% or $109,167 at 6%.
201912$1,184,854$15,390$7,695iApproximate average salary by contribution assumption: employee only about $192,375 at 4% or $128,250 at 6%; with 50% employer match about $128,250 at 4% or $85,500 at 6%; with 100% employer match about $96,188 at 4% or $64,125 at 6%.
Robert W. Nelson Inc. Money Purchase Plan-2$1,184,854$15,390$7,695iApproximate average salary by contribution assumption: employee only about $192,375 at 4% or $128,250 at 6%; with 50% employer match about $128,250 at 4% or $85,500 at 6%; with 100% employer match about $96,188 at 4% or $64,125 at 6%.
201812$1,259,845$24,502$12,251iApproximate average salary by contribution assumption: employee only about $306,275 at 4% or $204,183 at 6%; with 50% employer match about $204,183 at 4% or $136,122 at 6%; with 100% employer match about $153,138 at 4% or $102,092 at 6%.
Robert W. Nelson Inc. Money Purchase Plan-2$1,259,845$24,502$12,251iApproximate average salary by contribution assumption: employee only about $306,275 at 4% or $204,183 at 6%; with 50% employer match about $204,183 at 4% or $136,122 at 6%; with 100% employer match about $153,138 at 4% or $102,092 at 6%.
201712$1,322,764$28,782$14,391iApproximate average salary by contribution assumption: employee only about $359,775 at 4% or $239,850 at 6%; with 50% employer match about $239,850 at 4% or $159,900 at 6%; with 100% employer match about $179,888 at 4% or $119,925 at 6%.
Robert W. Nelson Inc. Money Purchase Plan-2$1,322,764$28,782$14,391iApproximate average salary by contribution assumption: employee only about $359,775 at 4% or $239,850 at 6%; with 50% employer match about $239,850 at 4% or $159,900 at 6%; with 100% employer match about $179,888 at 4% or $119,925 at 6%.
201612$1,341,582$15,659$7,830iApproximate average salary by contribution assumption: employee only about $195,738 at 4% or $130,492 at 6%; with 50% employer match about $130,492 at 4% or $86,994 at 6%; with 100% employer match about $97,869 at 4% or $65,246 at 6%.
Robert W. Nelson Inc. Money Purchase Plan-2$1,341,582$15,659$7,830iApproximate average salary by contribution assumption: employee only about $195,738 at 4% or $130,492 at 6%; with 50% employer match about $130,492 at 4% or $86,994 at 6%; with 100% employer match about $97,869 at 4% or $65,246 at 6%.
201512$1,461,119$7,921$3,961iApproximate average salary by contribution assumption: employee only about $99,013 at 4% or $66,008 at 6%; with 50% employer match about $66,008 at 4% or $44,006 at 6%; with 100% employer match about $49,506 at 4% or $33,004 at 6%.
Robert W. Nelson Inc. Money Purchase Plan-2$1,461,119$7,921$3,961iApproximate average salary by contribution assumption: employee only about $99,013 at 4% or $66,008 at 6%; with 50% employer match about $66,008 at 4% or $44,006 at 6%; with 100% employer match about $49,506 at 4% or $33,004 at 6%.
201412$1,574,404$48,475$24,238iApproximate average salary by contribution assumption: employee only about $605,938 at 4% or $403,958 at 6%; with 50% employer match about $403,958 at 4% or $269,306 at 6%; with 100% employer match about $302,969 at 4% or $201,979 at 6%.
Robert W. Nelson Inc. Money Purchase Plan-2$1,574,404$48,475$24,238iApproximate average salary by contribution assumption: employee only about $605,938 at 4% or $403,958 at 6%; with 50% employer match about $403,958 at 4% or $269,306 at 6%; with 100% employer match about $302,969 at 4% or $201,979 at 6%.
201312$1,656,938$48,475$24,238iApproximate average salary by contribution assumption: employee only about $605,938 at 4% or $403,958 at 6%; with 50% employer match about $403,958 at 4% or $269,306 at 6%; with 100% employer match about $302,969 at 4% or $201,979 at 6%.
Robert W. Nelson Inc. Money Purchase Plan-2$1,656,938$48,475$24,238iApproximate average salary by contribution assumption: employee only about $605,938 at 4% or $403,958 at 6%; with 50% employer match about $403,958 at 4% or $269,306 at 6%; with 100% employer match about $302,969 at 4% or $201,979 at 6%.
201212$1,701,691$0-
Robert W. Nelson Inc. Money Purchase Plan-2$1,701,691--
201112$1,705,742$48,475$24,238iApproximate average salary by contribution assumption: employee only about $605,938 at 4% or $403,958 at 6%; with 50% employer match about $403,958 at 4% or $269,306 at 6%; with 100% employer match about $302,969 at 4% or $201,979 at 6%.
Robert W. Nelson Inc. Money Purchase Plan-2$1,705,742$48,475$24,238iApproximate average salary by contribution assumption: employee only about $605,938 at 4% or $403,958 at 6%; with 50% employer match about $403,958 at 4% or $269,306 at 6%; with 100% employer match about $302,969 at 4% or $201,979 at 6%.
201012$1,723,920$0-
Robert W. Nelson Inc. Money Purchase Plan-2$1,723,920--
200912$1,674,282$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
Robert W. Nelson Inc. Money Purchase Plan-2$1,674,282$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
200812$1,593,747$51,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
Robert W. Nelson Inc. Money Purchase Plan-2$1,593,747$51,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
200712$0$0-
Robert W. Nelson Inc. Money Purchase Plan-2---
200612$1,455,668$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Robert W. Nelson Inc. Money Purchase Plan-2$1,455,668$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
200512$1,363,246$47,000$23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%.
Robert W. Nelson Inc. Money Purchase Plan-2$1,363,246$47,000$23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%.
200412$1,275,670$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Robert W. Nelson Inc. Money Purchase Plan-2$1,275,670$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
200312$1,188,618$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Robert W. Nelson Inc. Money Purchase Plan-2$1,188,618$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
200212$1,097,655$40,000$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%.
Robert W. Nelson Inc. Money Purchase Plan-2$1,097,655$40,000$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%.
200112$0$0-
Robert W. Nelson Inc. Money Purchase Plan-2---
200012$1,061,693$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Robert W. Nelson Inc. Money Purchase Plan-2$1,061,693$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.