Nelson - Jameson Inc
Plan context: Nelson - Jameson Inc. Retirement Plan
EIN 39-0987938 • Marshfield, WI • 72 filings • 23 plans
Current Snapshot
Latest Year
2024
2024 Participants
276
2024 Assets
$30,909,220
2024 Contributions
$2,836,636
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 276 | $0 | $0 | - |
| Nelson-Jameson Wrap Plan | - | 276 | - | - | - |
| 2023 | 2 | 310 | $30,909,220 | $2,836,636 | $9,150iApproximate average salary by contribution assumption: employee only about $228,761 at 4% or $152,507 at 6%; with 50% employer match about $152,507 at 4% or $101,672 at 6%; with 100% employer match about $114,380 at 4% or $76,254 at 6%. |
| Nelson - Jameson Inc. Retirement Plan | - | 310 | $30,909,220 | $2,836,636 | $9,150iApproximate average salary by contribution assumption: employee only about $228,761 at 4% or $152,507 at 6%; with 50% employer match about $152,507 at 4% or $101,672 at 6%; with 100% employer match about $114,380 at 4% or $76,254 at 6%. |
| Nelson-Jameson Wrap Plan | - | 249 | - | - | - |
| 2022 | 2 | 280 | $23,791,868 | $2,450,576 | $8,752iApproximate average salary by contribution assumption: employee only about $218,801 at 4% or $145,868 at 6%; with 50% employer match about $145,868 at 4% or $97,245 at 6%; with 100% employer match about $109,401 at 4% or $72,934 at 6%. |
| Nelson - Jameson Inc. Retirement Plan | - | 280 | $23,791,868 | $2,450,576 | $8,752iApproximate average salary by contribution assumption: employee only about $218,801 at 4% or $145,868 at 6%; with 50% employer match about $145,868 at 4% or $97,245 at 6%; with 100% employer match about $109,401 at 4% or $72,934 at 6%. |
| Nelson-Jameson Wrap Plan | - | 221 | - | - | - |
| 2021 | 7 | 354 | $20,799,165 | $1,875,640 | $5,298iApproximate average salary by contribution assumption: employee only about $132,460 at 4% or $88,307 at 6%; with 50% employer match about $88,307 at 4% or $58,871 at 6%; with 100% employer match about $66,230 at 4% or $44,153 at 6%. |
| Nelson - Jameson Inc. Retirement Plan | - | 228 | $20,799,165 | $1,875,640 | $8,226iApproximate average salary by contribution assumption: employee only about $205,662 at 4% or $137,108 at 6%; with 50% employer match about $137,108 at 4% or $91,405 at 6%; with 100% employer match about $102,831 at 4% or $68,554 at 6%. |
| Nelson-Jameson Inc. - Health | - | 354 | - | - | - |
| Nelson-Jameson Inc. Short Term Disability | - | 204 | - | - | - |
| Nelson-Jameson Inc | - | 204 | - | - | - |
| Nelson-Jameson Inc. Long Term Disability | - | 204 | - | - | - |
| NELSON-JAMESON, INC - DENTAL PLAN | - | 118 | - | - | - |
| Nelson-Jameson Wrap Plan | - | 100 | - | - | - |
| 2020 | 6 | 334 | $24,656,162 | $2,327,014 | $6,967iApproximate average salary by contribution assumption: employee only about $174,178 at 4% or $116,118 at 6%; with 50% employer match about $116,118 at 4% or $77,412 at 6%; with 100% employer match about $87,089 at 4% or $58,059 at 6%. |
| Nelson - Jameson Inc. Retirement Plan | - | 218 | $24,656,162 | $2,327,014 | $10,674iApproximate average salary by contribution assumption: employee only about $266,859 at 4% or $177,906 at 6%; with 50% employer match about $177,906 at 4% or $118,604 at 6%; with 100% employer match about $133,430 at 4% or $88,953 at 6%. |
| NELSON-JAMESON, INC - DENTAL PLAN | - | 104 | - | - | - |
| Nelson-Jameson Inc. Long Term Disability | - | 204 | - | - | - |
| Nelson-Jameson Inc. - Health | - | 334 | - | - | - |
| Nelson-Jameson Inc | - | 204 | - | - | - |
| Nelson-Jameson Inc. Short Term Disability | - | 204 | - | - | - |
| 2019 | 5 | 297 | $19,269,606 | $1,604,817 | $5,403iApproximate average salary by contribution assumption: employee only about $135,086 at 4% or $90,057 at 6%; with 50% employer match about $90,057 at 4% or $60,038 at 6%; with 100% employer match about $67,543 at 4% or $45,029 at 6%. |
| Nelson - Jameson Inc. Retirement Plan | - | 195 | $19,269,606 | $1,604,817 | $8,230iApproximate average salary by contribution assumption: employee only about $205,746 at 4% or $137,164 at 6%; with 50% employer match about $137,164 at 4% or $91,443 at 6%; with 100% employer match about $102,873 at 4% or $68,582 at 6%. |
| Nelson-Jameson Inc. - Health | - | 297 | - | - | - |
| Nelson-Jameson Inc | - | 181 | - | - | - |
| Nelson-Jameson Inc. Long Term Disability | - | 180 | - | - | - |
| Nelson-Jameson Inc. Short Term Disability | - | 180 | - | - | - |
| 2018 | 5 | 278 | $17,583,411 | $1,178,427 | $4,239iApproximate average salary by contribution assumption: employee only about $105,974 at 4% or $70,649 at 6%; with 50% employer match about $70,649 at 4% or $47,099 at 6%; with 100% employer match about $52,987 at 4% or $35,325 at 6%. |
| Nelson - Jameson Inc. Retirement Plan | - | 186 | $17,583,411 | $1,178,427 | $6,336iApproximate average salary by contribution assumption: employee only about $158,391 at 4% or $105,594 at 6%; with 50% employer match about $105,594 at 4% or $70,396 at 6%; with 100% employer match about $79,195 at 4% or $52,797 at 6%. |
| Nelson-Jameson Inc | - | 180 | - | - | - |
| Nelson-Jameson Inc. Short Term Disability | - | 179 | - | - | - |
| Nelson-Jameson Inc. Long Term Disability | - | 179 | - | - | - |
| Nelson-Jameson Inc. - Health | - | 278 | - | - | - |
| 2017 | 5 | 253 | $17,249,110 | $1,328,623 | $5,251iApproximate average salary by contribution assumption: employee only about $131,287 at 4% or $87,525 at 6%; with 50% employer match about $87,525 at 4% or $58,350 at 6%; with 100% employer match about $65,643 at 4% or $43,762 at 6%. |
| Nelson - Jameson Inc. Retirement Plan | - | 194 | $17,249,110 | $1,328,623 | $6,849iApproximate average salary by contribution assumption: employee only about $171,214 at 4% or $114,143 at 6%; with 50% employer match about $114,143 at 4% or $76,095 at 6%; with 100% employer match about $85,607 at 4% or $57,071 at 6%. |
| Nelson-Jameson Inc. - Health | - | 253 | - | - | - |
| Nelson-Jameson Inc. Short Term Disability | - | 171 | - | - | - |
| Nelson-Jameson Inc. Long Term Disability | - | 171 | - | - | - |
| Nelson-Jameson Inc | - | 171 | - | - | - |
| 2016 | 5 | 236 | $15,293,751 | $1,118,831 | $4,741iApproximate average salary by contribution assumption: employee only about $118,520 at 4% or $79,013 at 6%; with 50% employer match about $79,013 at 4% or $52,676 at 6%; with 100% employer match about $59,260 at 4% or $39,507 at 6%. |
| Nelson - Jameson Inc. Retirement Plan | - | 184 | $15,293,751 | $1,118,831 | $6,081iApproximate average salary by contribution assumption: employee only about $152,015 at 4% or $101,343 at 6%; with 50% employer match about $101,343 at 4% or $67,562 at 6%; with 100% employer match about $76,008 at 4% or $50,672 at 6%. |
| Nelson-Jameson Inc. - Health | - | 236 | - | - | - |
| Nelson-Jameson Inc. Short Term Disability | - | 158 | - | - | - |
| Nelson-Jameson Inc. Long Term Disability | - | 158 | - | - | - |
| Nelson-Jameson Inc | - | 158 | - | - | - |
| 2015 | 6 | 167 | $14,084,006 | $1,146,357 | $6,864iApproximate average salary by contribution assumption: employee only about $171,610 at 4% or $114,407 at 6%; with 50% employer match about $114,407 at 4% or $76,271 at 6%; with 100% employer match about $85,805 at 4% or $57,203 at 6%. |
| Nelson - Jameson Inc. Retirement Plan | - | 167 | $14,084,006 | $1,146,357 | $6,864iApproximate average salary by contribution assumption: employee only about $171,610 at 4% or $114,407 at 6%; with 50% employer match about $114,407 at 4% or $76,271 at 6%; with 100% employer match about $85,805 at 4% or $57,203 at 6%. |
| Nelson-Jameson Inc. - Indem | - | 56 | - | - | - |
| Nelson-Jameson Inc. Long Term Disability | - | 140 | - | - | - |
| Nelson-Jameson Inc | - | 141 | - | - | - |
| Nelson-Jameson Inc. Short Term Disability | - | 145 | - | - | - |
| Nelson-Jameson Inc. - Health | - | 161 | - | - | - |
| 2014 | 6 | 152 | $12,217,863 | $749,275 | $4,929iApproximate average salary by contribution assumption: employee only about $123,236 at 4% or $82,157 at 6%; with 50% employer match about $82,157 at 4% or $54,772 at 6%; with 100% employer match about $61,618 at 4% or $41,079 at 6%. |
| Nelson - Jameson Inc. Retirement Plan | - | 148 | $12,217,863 | $749,275 | $5,063iApproximate average salary by contribution assumption: employee only about $126,567 at 4% or $84,378 at 6%; with 50% employer match about $84,378 at 4% or $56,252 at 6%; with 100% employer match about $63,283 at 4% or $42,189 at 6%. |
| Nelson-Jameson Inc. Long Term Disability | - | 133 | - | - | - |
| Nelson-Jameson Inc | - | 133 | - | - | - |
| Nelson-Jameson Inc. Short Term Disability | - | 133 | - | - | - |
| Nelson-Jameson Inc. - Health | - | 152 | - | - | - |
| Nelson-Jameson Inc. - Indem | - | 43 | - | - | - |
| 2013 | 4 | 130 | $11,696,404 | $730,203 | $5,617iApproximate average salary by contribution assumption: employee only about $140,424 at 4% or $93,616 at 6%; with 50% employer match about $93,616 at 4% or $62,411 at 6%; with 100% employer match about $70,212 at 4% or $46,808 at 6%. |
| Nelson - Jameson Inc. Retirement Plan | - | 130 | $11,696,404 | $730,203 | $5,617iApproximate average salary by contribution assumption: employee only about $140,424 at 4% or $93,616 at 6%; with 50% employer match about $93,616 at 4% or $62,411 at 6%; with 100% employer match about $70,212 at 4% or $46,808 at 6%. |
| Nelson-Jameson Inc | - | 116 | - | - | - |
| Nelson-Jameson Inc. Short Term Disability | - | 127 | - | - | - |
| Nelson-Jameson Inc. Long Term Disability | - | 116 | - | - | - |
| 2012 | 4 | 118 | $10,740,819 | $569,527 | $4,827iApproximate average salary by contribution assumption: employee only about $120,663 at 4% or $80,442 at 6%; with 50% employer match about $80,442 at 4% or $53,628 at 6%; with 100% employer match about $60,331 at 4% or $40,221 at 6%. |
| Nelson - Jameson Inc. Retirement Plan | - | 113 | $10,740,819 | $569,527 | $5,040iApproximate average salary by contribution assumption: employee only about $126,002 at 4% or $84,001 at 6%; with 50% employer match about $84,001 at 4% or $56,001 at 6%; with 100% employer match about $63,001 at 4% or $42,001 at 6%. |
| Nelson-Jameson Inc. Long Term Disability | - | 118 | - | - | - |
| Nelson-Jameson Inc | - | 118 | - | - | - |
| Nelson-Jameson Inc. Short Term Disability | - | 108 | - | - | - |
| 2011 | 3 | 118 | $9,099,125 | $650,124 | $5,510iApproximate average salary by contribution assumption: employee only about $137,738 at 4% or $91,825 at 6%; with 50% employer match about $91,825 at 4% or $61,217 at 6%; with 100% employer match about $68,869 at 4% or $45,913 at 6%. |
| Nelson - Jameson Inc. Retirement Plan | - | 106 | $9,099,125 | $650,124 | $6,133iApproximate average salary by contribution assumption: employee only about $153,331 at 4% or $102,221 at 6%; with 50% employer match about $102,221 at 4% or $68,147 at 6%; with 100% employer match about $76,666 at 4% or $51,110 at 6%. |
| Nelson-Jameson Inc | - | 109 | - | - | - |
| Nelson-Jameson Inc. Long Term Disability | - | 118 | - | - | - |
| 2010 | 1 | 100 | $7,740,596 | $582,852 | $5,829iApproximate average salary by contribution assumption: employee only about $145,713 at 4% or $97,142 at 6%; with 50% employer match about $97,142 at 4% or $64,761 at 6%; with 100% employer match about $72,857 at 4% or $48,571 at 6%. |
| Nelson - Jameson Inc. Retirement Plan | - | 100 | $7,740,596 | $582,852 | $5,829iApproximate average salary by contribution assumption: employee only about $145,713 at 4% or $97,142 at 6%; with 50% employer match about $97,142 at 4% or $64,761 at 6%; with 100% employer match about $72,857 at 4% or $48,571 at 6%. |
| 2009 | 1 | 98 | $7,330,842 | $481,059 | $4,909iApproximate average salary by contribution assumption: employee only about $122,719 at 4% or $81,813 at 6%; with 50% employer match about $81,813 at 4% or $54,542 at 6%; with 100% employer match about $61,360 at 4% or $40,906 at 6%. |
| Nelson - Jameson Inc. Retirement Plan | - | 98 | $7,330,842 | $481,059 | $4,909iApproximate average salary by contribution assumption: employee only about $122,719 at 4% or $81,813 at 6%; with 50% employer match about $81,813 at 4% or $54,542 at 6%; with 100% employer match about $61,360 at 4% or $40,906 at 6%. |
| 2008 | 1 | 86 | $0 | $0 | - |
| Nelson - Jameson Inc. Retirement Plan | - | 86 | - | - | - |
| 2007 | 1 | 90 | $0 | $0 | - |
| Nelson - Jameson Inc. Retirement Plan | - | 90 | - | - | - |
| 2006 | 1 | 81 | $8,176,568 | $495,863 | $6,122iApproximate average salary by contribution assumption: employee only about $153,044 at 4% or $102,029 at 6%; with 50% employer match about $102,029 at 4% or $68,020 at 6%; with 100% employer match about $76,522 at 4% or $51,015 at 6%. |
| Nelson - Jameson Inc. Retirement Plan | - | 81 | $8,176,568 | $495,863 | $6,122iApproximate average salary by contribution assumption: employee only about $153,044 at 4% or $102,029 at 6%; with 50% employer match about $102,029 at 4% or $68,020 at 6%; with 100% employer match about $76,522 at 4% or $51,015 at 6%. |
| 2005 | 1 | 75 | $6,828,362 | $553,557 | $7,381iApproximate average salary by contribution assumption: employee only about $184,519 at 4% or $123,013 at 6%; with 50% employer match about $123,013 at 4% or $82,008 at 6%; with 100% employer match about $92,260 at 4% or $61,506 at 6%. |
| Nelson - Jameson Inc. Retirement Plan | - | 75 | $6,828,362 | $553,557 | $7,381iApproximate average salary by contribution assumption: employee only about $184,519 at 4% or $123,013 at 6%; with 50% employer match about $123,013 at 4% or $82,008 at 6%; with 100% employer match about $92,260 at 4% or $61,506 at 6%. |
| 2004 | 1 | 79 | $6,338,877 | $404,886 | $5,125iApproximate average salary by contribution assumption: employee only about $128,128 at 4% or $85,419 at 6%; with 50% employer match about $85,419 at 4% or $56,946 at 6%; with 100% employer match about $64,064 at 4% or $42,709 at 6%. |
| Nelson - Jameson Inc. Retirement Plan | - | 79 | $6,338,877 | $404,886 | $5,125iApproximate average salary by contribution assumption: employee only about $128,128 at 4% or $85,419 at 6%; with 50% employer match about $85,419 at 4% or $56,946 at 6%; with 100% employer match about $64,064 at 4% or $42,709 at 6%. |
| 2003 | 1 | 81 | $0 | $0 | - |
| Nelson - Jameson Inc. Retirement Plan | - | 81 | - | - | - |
| 2002 | 1 | 79 | $0 | $0 | - |
| Nelson - Jameson Inc. Retirement Plan | - | 79 | - | - | - |
| 2001 | 1 | 79 | $0 | $0 | - |
| Nelson - Jameson Inc. Retirement Plan | - | 79 | - | - | - |
| 2000 | 1 | 71 | $0 | $0 | - |
| Nelson - Jameson Inc. Retirement Plan | - | 71 | - | - | - |