Civic Intelligence

Marshall Nelson & Associates Inc.

Plan context: Marshall Nelson & Associates Inc. Profit Sharing Plan

EIN 39-0986740 • Milwaukee, WI • 29 filings • 7 plans

4300 N. Port Washington Rd.Milwaukee, WI 53212
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$7,303

2024 Contributions

$327,859

Historical Graphs

Total Assets Over Time

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

$12,278,003$6,139,002$0199920112023YearValue
$7,303Latest year 2023

Participants Over Time

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

34170199920102022YearValue
7Latest year 2022

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
202410$0$0-
Marshall Nelson & Associates Inc. Profit Sharing Plan-0$0$0-
202310$7,303$0-
Marshall Nelson & Associates Inc. Profit Sharing Plan-0$7,303$0-
202217$5,669,206$327,859$46,837iApproximate average salary by contribution assumption: employee only about $1,170,925 at 4% or $780,617 at 6%; with 50% employer match about $780,617 at 4% or $520,411 at 6%; with 100% employer match about $585,463 at 4% or $390,308 at 6%.
Marshall Nelson & Associates Inc. Profit Sharing Plan-7$5,669,206$327,859$46,837iApproximate average salary by contribution assumption: employee only about $1,170,925 at 4% or $780,617 at 6%; with 50% employer match about $780,617 at 4% or $520,411 at 6%; with 100% employer match about $585,463 at 4% or $390,308 at 6%.
2021233$12,278,003$575,437$17,437iApproximate average salary by contribution assumption: employee only about $435,937 at 4% or $290,625 at 6%; with 50% employer match about $290,625 at 4% or $193,750 at 6%; with 100% employer match about $217,969 at 4% or $145,312 at 6%.
Marshall Nelson & Associates Inc. Profit Sharing Plan-33$6,306,839$311,622$9,443iApproximate average salary by contribution assumption: employee only about $236,077 at 4% or $157,385 at 6%; with 50% employer match about $157,385 at 4% or $104,923 at 6%; with 100% employer match about $118,039 at 4% or $78,692 at 6%.
Marshall Nelson & Associates Inc. Profit Sharing Plan-27$5,971,164$263,815$9,771iApproximate average salary by contribution assumption: employee only about $244,273 at 4% or $162,849 at 6%; with 50% employer match about $162,849 at 4% or $108,566 at 6%; with 100% employer match about $122,137 at 4% or $81,424 at 6%.
2020128$6,985,941$206,419$7,372iApproximate average salary by contribution assumption: employee only about $184,303 at 4% or $122,868 at 6%; with 50% employer match about $122,868 at 4% or $81,912 at 6%; with 100% employer match about $92,151 at 4% or $61,434 at 6%.
Marshall Nelson & Associates Inc. Profit Sharing Plan-28$6,985,941$206,419$7,372iApproximate average salary by contribution assumption: employee only about $184,303 at 4% or $122,868 at 6%; with 50% employer match about $122,868 at 4% or $81,912 at 6%; with 100% employer match about $92,151 at 4% or $61,434 at 6%.
2019132$5,782,771$233,683$7,303iApproximate average salary by contribution assumption: employee only about $182,565 at 4% or $121,710 at 6%; with 50% employer match about $121,710 at 4% or $81,140 at 6%; with 100% employer match about $91,282 at 4% or $60,855 at 6%.
Marshall Nelson & Associates Inc. Profit Sharing Plan-32$5,782,771$233,683$7,303iApproximate average salary by contribution assumption: employee only about $182,565 at 4% or $121,710 at 6%; with 50% employer match about $121,710 at 4% or $81,140 at 6%; with 100% employer match about $91,282 at 4% or $60,855 at 6%.
201617$5,868,268$378,584$54,083iApproximate average salary by contribution assumption: employee only about $1,352,086 at 4% or $901,390 at 6%; with 50% employer match about $901,390 at 4% or $600,927 at 6%; with 100% employer match about $676,043 at 4% or $450,695 at 6%.
Marshall Nelson & Associates Inc. Profit Sharing Plan-7$5,868,268$378,584$54,083iApproximate average salary by contribution assumption: employee only about $1,352,086 at 4% or $901,390 at 6%; with 50% employer match about $901,390 at 4% or $600,927 at 6%; with 100% employer match about $676,043 at 4% or $450,695 at 6%.
201516$5,335,595$298,125$49,688iApproximate average salary by contribution assumption: employee only about $1,242,188 at 4% or $828,125 at 6%; with 50% employer match about $828,125 at 4% or $552,083 at 6%; with 100% employer match about $621,094 at 4% or $414,063 at 6%.
Marshall Nelson & Associates Inc. Profit Sharing Plan-6$5,335,595$298,125$49,688iApproximate average salary by contribution assumption: employee only about $1,242,188 at 4% or $828,125 at 6%; with 50% employer match about $828,125 at 4% or $552,083 at 6%; with 100% employer match about $621,094 at 4% or $414,063 at 6%.
2014134$5,199,710$590,331$17,363iApproximate average salary by contribution assumption: employee only about $434,067 at 4% or $289,378 at 6%; with 50% employer match about $289,378 at 4% or $192,919 at 6%; with 100% employer match about $217,033 at 4% or $144,689 at 6%.
Marshall Nelson & Associates Inc. Profit Sharing Plan-34$5,199,710$590,331$17,363iApproximate average salary by contribution assumption: employee only about $434,067 at 4% or $289,378 at 6%; with 50% employer match about $289,378 at 4% or $192,919 at 6%; with 100% employer match about $217,033 at 4% or $144,689 at 6%.
2013133$4,896,446$262,506$7,955iApproximate average salary by contribution assumption: employee only about $198,868 at 4% or $132,579 at 6%; with 50% employer match about $132,579 at 4% or $88,386 at 6%; with 100% employer match about $99,434 at 4% or $66,289 at 6%.
Marshall Nelson & Associates Inc. Profit Sharing Plan-33$4,896,446$262,506$7,955iApproximate average salary by contribution assumption: employee only about $198,868 at 4% or $132,579 at 6%; with 50% employer match about $132,579 at 4% or $88,386 at 6%; with 100% employer match about $99,434 at 4% or $66,289 at 6%.
2012132$4,214,616$187,087$5,846iApproximate average salary by contribution assumption: employee only about $146,162 at 4% or $97,441 at 6%; with 50% employer match about $97,441 at 4% or $64,961 at 6%; with 100% employer match about $73,081 at 4% or $48,721 at 6%.
Marshall Nelson & Associates Inc. Profit Sharing Plan-32$4,214,616$187,087$5,846iApproximate average salary by contribution assumption: employee only about $146,162 at 4% or $97,441 at 6%; with 50% employer match about $97,441 at 4% or $64,961 at 6%; with 100% employer match about $73,081 at 4% or $48,721 at 6%.
2011132$3,553,355$188,034$5,876iApproximate average salary by contribution assumption: employee only about $146,902 at 4% or $97,934 at 6%; with 50% employer match about $97,934 at 4% or $65,290 at 6%; with 100% employer match about $73,451 at 4% or $48,967 at 6%.
Marshall Nelson & Associates Inc. Profit Sharing Plan-32$3,553,355$188,034$5,876iApproximate average salary by contribution assumption: employee only about $146,902 at 4% or $97,934 at 6%; with 50% employer match about $97,934 at 4% or $65,290 at 6%; with 100% employer match about $73,451 at 4% or $48,967 at 6%.
2010133$2,976,185$158,453$4,802iApproximate average salary by contribution assumption: employee only about $120,040 at 4% or $80,027 at 6%; with 50% employer match about $80,027 at 4% or $53,351 at 6%; with 100% employer match about $60,020 at 4% or $40,013 at 6%.
Marshall Nelson & Associates Inc. Profit Sharing Plan-33$2,976,185$158,453$4,802iApproximate average salary by contribution assumption: employee only about $120,040 at 4% or $80,027 at 6%; with 50% employer match about $80,027 at 4% or $53,351 at 6%; with 100% employer match about $60,020 at 4% or $40,013 at 6%.
2009132$4,334,829$127,680$3,990iApproximate average salary by contribution assumption: employee only about $99,750 at 4% or $66,500 at 6%; with 50% employer match about $66,500 at 4% or $44,333 at 6%; with 100% employer match about $49,875 at 4% or $33,250 at 6%.
Marshall Nelson & Associates Inc. Profit Sharing Plan-32$4,334,829$127,680$3,990iApproximate average salary by contribution assumption: employee only about $99,750 at 4% or $66,500 at 6%; with 50% employer match about $66,500 at 4% or $44,333 at 6%; with 100% employer match about $49,875 at 4% or $33,250 at 6%.
2008126$0$0-
Marshall Nelson & Associates Inc. Profit Sharing Plan-26---
2007127$5,896,286$361,636$13,394iApproximate average salary by contribution assumption: employee only about $334,848 at 4% or $223,232 at 6%; with 50% employer match about $223,232 at 4% or $148,821 at 6%; with 100% employer match about $167,424 at 4% or $111,616 at 6%.
Marshall Nelson & Associates Inc. Profit Sharing Plan-27$5,896,286$361,636$13,394iApproximate average salary by contribution assumption: employee only about $334,848 at 4% or $223,232 at 6%; with 50% employer match about $223,232 at 4% or $148,821 at 6%; with 100% employer match about $167,424 at 4% or $111,616 at 6%.
2006128$5,406,598$287,656$10,273iApproximate average salary by contribution assumption: employee only about $256,836 at 4% or $171,224 at 6%; with 50% employer match about $171,224 at 4% or $114,149 at 6%; with 100% employer match about $128,418 at 4% or $85,612 at 6%.
Marshall Nelson & Associates Inc. Profit Sharing Plan-28$5,406,598$287,656$10,273iApproximate average salary by contribution assumption: employee only about $256,836 at 4% or $171,224 at 6%; with 50% employer match about $171,224 at 4% or $114,149 at 6%; with 100% employer match about $128,418 at 4% or $85,612 at 6%.
2005125$5,341,631$207,942$8,318iApproximate average salary by contribution assumption: employee only about $207,942 at 4% or $138,628 at 6%; with 50% employer match about $138,628 at 4% or $92,419 at 6%; with 100% employer match about $103,971 at 4% or $69,314 at 6%.
Marshall Nelson & Associates Inc. Profit Sharing Plan-25$5,341,631$207,942$8,318iApproximate average salary by contribution assumption: employee only about $207,942 at 4% or $138,628 at 6%; with 50% employer match about $138,628 at 4% or $92,419 at 6%; with 100% employer match about $103,971 at 4% or $69,314 at 6%.
2004124$4,875,549$84,028$3,501iApproximate average salary by contribution assumption: employee only about $87,529 at 4% or $58,353 at 6%; with 50% employer match about $58,353 at 4% or $38,902 at 6%; with 100% employer match about $43,765 at 4% or $29,176 at 6%.
Marshall Nelson & Associates Inc. Profit Sharing Plan-24$4,875,549$84,028$3,501iApproximate average salary by contribution assumption: employee only about $87,529 at 4% or $58,353 at 6%; with 50% employer match about $58,353 at 4% or $38,902 at 6%; with 100% employer match about $43,765 at 4% or $29,176 at 6%.
2003124$4,853,880$131,951$5,498iApproximate average salary by contribution assumption: employee only about $137,449 at 4% or $91,633 at 6%; with 50% employer match about $91,633 at 4% or $61,088 at 6%; with 100% employer match about $68,724 at 4% or $45,816 at 6%.
Marshall Nelson & Associates Inc. Profit Sharing Plan-24$4,853,880$131,951$5,498iApproximate average salary by contribution assumption: employee only about $137,449 at 4% or $91,633 at 6%; with 50% employer match about $91,633 at 4% or $61,088 at 6%; with 100% employer match about $68,724 at 4% or $45,816 at 6%.
2002222$3,935,151$58,716$2,669iApproximate average salary by contribution assumption: employee only about $66,723 at 4% or $44,482 at 6%; with 50% employer match about $44,482 at 4% or $29,655 at 6%; with 100% employer match about $33,361 at 4% or $22,241 at 6%.
Marshall Nelson & Associates Inc. Profit Sharing Plan-21$2,224,868--
Marshall Nelson & Associates Inc. Pension Plan-22$1,710,283$58,716$2,669iApproximate average salary by contribution assumption: employee only about $66,723 at 4% or $44,482 at 6%; with 50% employer match about $44,482 at 4% or $29,655 at 6%; with 100% employer match about $33,361 at 4% or $22,241 at 6%.
2001222$0$0-
Marshall Nelson & Associates Inc. Pension Plan-22---
Marshall Nelson & Associates Inc. Profit Sharing Plan-21---
2000224$4,714,675$78,024$3,251iApproximate average salary by contribution assumption: employee only about $81,275 at 4% or $54,183 at 6%; with 50% employer match about $54,183 at 4% or $36,122 at 6%; with 100% employer match about $40,638 at 4% or $27,092 at 6%.
Marshall Nelson & Associates Inc. Profit Sharing Plan-24$2,793,655$36,517$1,522iApproximate average salary by contribution assumption: employee only about $38,039 at 4% or $25,359 at 6%; with 50% employer match about $25,359 at 4% or $16,906 at 6%; with 100% employer match about $19,019 at 4% or $12,680 at 6%.
Marshall Nelson & Associates Inc. Pension Plan-23$1,921,020$41,507$1,805iApproximate average salary by contribution assumption: employee only about $45,116 at 4% or $30,078 at 6%; with 50% employer match about $30,078 at 4% or $20,052 at 6%; with 100% employer match about $22,558 at 4% or $15,039 at 6%.
1999227$6,911,468$77,818$2,882iApproximate average salary by contribution assumption: employee only about $72,054 at 4% or $48,036 at 6%; with 50% employer match about $48,036 at 4% or $32,024 at 6%; with 100% employer match about $36,027 at 4% or $24,018 at 6%.
Marshall Nelson & Associates Inc. Profit Sharing Plan-27$4,221,088$37,527$1,390iApproximate average salary by contribution assumption: employee only about $34,747 at 4% or $23,165 at 6%; with 50% employer match about $23,165 at 4% or $15,443 at 6%; with 100% employer match about $17,374 at 4% or $11,582 at 6%.
Marshall Nelson & Associates Inc. Pension Plan-26$2,690,380$40,291$1,550iApproximate average salary by contribution assumption: employee only about $38,741 at 4% or $25,828 at 6%; with 50% employer match about $25,828 at 4% or $17,218 at 6%; with 100% employer match about $19,371 at 4% or $12,914 at 6%.