T.R. Nelson, Inc.
Plan context: T. R. Nelson Inc. Profit Sharing Plan
EIN 39-1475071 • Wisconsin Dells, WI • 47 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,827
2024 Assets
$20,673,017
2024 Contributions
$3,707,132
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 | 2 | 1,827 | $20,673,017 | $3,707,132 | $2,029iApproximate average salary by contribution assumption: employee only about $50,727 at 4% or $33,818 at 6%; with 50% employer match about $33,818 at 4% or $22,545 at 6%; with 100% employer match about $25,364 at 4% or $16,909 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 1,827 | $20,673,017 | $3,707,132 | $2,029iApproximate average salary by contribution assumption: employee only about $50,727 at 4% or $33,818 at 6%; with 50% employer match about $33,818 at 4% or $22,545 at 6%; with 100% employer match about $25,364 at 4% or $16,909 at 6%. |
| T.R. Nelson Inc. Flexible Benefit Plan | - | 969 | - | - | - |
| 2023 | 2 | 2,378 | $17,831,893 | $2,801,074 | $1,178iApproximate average salary by contribution assumption: employee only about $29,448 at 4% or $19,632 at 6%; with 50% employer match about $19,632 at 4% or $13,088 at 6%; with 100% employer match about $14,724 at 4% or $9,816 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 2,378 | $17,831,893 | $2,801,074 | $1,178iApproximate average salary by contribution assumption: employee only about $29,448 at 4% or $19,632 at 6%; with 50% employer match about $19,632 at 4% or $13,088 at 6%; with 100% employer match about $14,724 at 4% or $9,816 at 6%. |
| T.R. Nelson Inc. Flexible Benefit Plan | - | 920 | - | - | - |
| 2022 | 2 | 1,880 | $13,344,548 | $2,355,031 | $1,253iApproximate average salary by contribution assumption: employee only about $31,317 at 4% or $20,878 at 6%; with 50% employer match about $20,878 at 4% or $13,919 at 6%; with 100% employer match about $15,658 at 4% or $10,439 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 1,880 | $13,344,548 | $2,355,031 | $1,253iApproximate average salary by contribution assumption: employee only about $31,317 at 4% or $20,878 at 6%; with 50% employer match about $20,878 at 4% or $13,919 at 6%; with 100% employer match about $15,658 at 4% or $10,439 at 6%. |
| T.R. Nelson Inc. Flexible Benefit Plan | - | 877 | - | - | - |
| 2021 | 2 | 1,098 | $13,864,279 | $1,739,032 | $1,584iApproximate average salary by contribution assumption: employee only about $39,595 at 4% or $26,397 at 6%; with 50% employer match about $26,397 at 4% or $17,598 at 6%; with 100% employer match about $19,798 at 4% or $13,198 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 1,098 | $13,864,279 | $1,739,032 | $1,584iApproximate average salary by contribution assumption: employee only about $39,595 at 4% or $26,397 at 6%; with 50% employer match about $26,397 at 4% or $17,598 at 6%; with 100% employer match about $19,798 at 4% or $13,198 at 6%. |
| T.R. Nelson Inc. Flexible Benefit Plan | - | 761 | - | - | - |
| 2020 | 2 | 1,202 | $11,687,590 | $1,328,735 | $1,105iApproximate average salary by contribution assumption: employee only about $27,636 at 4% or $18,424 at 6%; with 50% employer match about $18,424 at 4% or $12,283 at 6%; with 100% employer match about $13,818 at 4% or $9,212 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 1,202 | $11,687,590 | $1,328,735 | $1,105iApproximate average salary by contribution assumption: employee only about $27,636 at 4% or $18,424 at 6%; with 50% employer match about $18,424 at 4% or $12,283 at 6%; with 100% employer match about $13,818 at 4% or $9,212 at 6%. |
| T.R. Nelson Inc. Flexible Benefit Plan | - | 768 | - | - | - |
| 2019 | 2 | 1,300 | $10,793,908 | $1,861,466 | $1,432iApproximate average salary by contribution assumption: employee only about $35,797 at 4% or $23,865 at 6%; with 50% employer match about $23,865 at 4% or $15,910 at 6%; with 100% employer match about $17,899 at 4% or $11,932 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 1,300 | $10,793,908 | $1,861,466 | $1,432iApproximate average salary by contribution assumption: employee only about $35,797 at 4% or $23,865 at 6%; with 50% employer match about $23,865 at 4% or $15,910 at 6%; with 100% employer match about $17,899 at 4% or $11,932 at 6%. |
| T.R. Nelson Inc. Flexible Benefit Plan | - | 647 | - | - | - |
| 2018 | 2 | 1,394 | $7,355,576 | $1,724,895 | $1,237iApproximate average salary by contribution assumption: employee only about $30,934 at 4% or $20,623 at 6%; with 50% employer match about $20,623 at 4% or $13,749 at 6%; with 100% employer match about $15,467 at 4% or $10,311 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 1,394 | $7,355,576 | $1,724,895 | $1,237iApproximate average salary by contribution assumption: employee only about $30,934 at 4% or $20,623 at 6%; with 50% employer match about $20,623 at 4% or $13,749 at 6%; with 100% employer match about $15,467 at 4% or $10,311 at 6%. |
| T.R. Nelson Inc. Flexible Benefit Plan | - | 705 | - | - | - |
| 2017 | 2 | 1,192 | $6,256,465 | $1,561,188 | $1,310iApproximate average salary by contribution assumption: employee only about $32,743 at 4% or $21,829 at 6%; with 50% employer match about $21,829 at 4% or $14,552 at 6%; with 100% employer match about $16,372 at 4% or $10,914 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 1,192 | $6,256,465 | $1,561,188 | $1,310iApproximate average salary by contribution assumption: employee only about $32,743 at 4% or $21,829 at 6%; with 50% employer match about $21,829 at 4% or $14,552 at 6%; with 100% employer match about $16,372 at 4% or $10,914 at 6%. |
| T.R. Nelson Inc. Flexible Benefit Plan | - | 603 | - | - | - |
| 2016 | 2 | 1,164 | $4,127,045 | $330,698 | $284iApproximate average salary by contribution assumption: employee only about $7,103 at 4% or $4,735 at 6%; with 50% employer match about $4,735 at 4% or $3,157 at 6%; with 100% employer match about $3,551 at 4% or $2,368 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 1,164 | $4,127,045 | $330,698 | $284iApproximate average salary by contribution assumption: employee only about $7,103 at 4% or $4,735 at 6%; with 50% employer match about $4,735 at 4% or $3,157 at 6%; with 100% employer match about $3,551 at 4% or $2,368 at 6%. |
| T.R. Nelson Inc. Flexible Benefit Plan | - | 586 | - | - | - |
| 2015 | 2 | 946 | $3,514,837 | $270,774 | $286iApproximate average salary by contribution assumption: employee only about $7,156 at 4% or $4,771 at 6%; with 50% employer match about $4,771 at 4% or $3,180 at 6%; with 100% employer match about $3,578 at 4% or $2,385 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 946 | $3,514,837 | $270,774 | $286iApproximate average salary by contribution assumption: employee only about $7,156 at 4% or $4,771 at 6%; with 50% employer match about $4,771 at 4% or $3,180 at 6%; with 100% employer match about $3,578 at 4% or $2,385 at 6%. |
| T.R. Nelson Inc. Flexible Benefit Plan | - | 422 | - | - | - |
| 2014 | 2 | 880 | $3,455,704 | $232,143 | $264iApproximate average salary by contribution assumption: employee only about $6,595 at 4% or $4,397 at 6%; with 50% employer match about $4,397 at 4% or $2,931 at 6%; with 100% employer match about $3,297 at 4% or $2,198 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 880 | $3,455,704 | $232,143 | $264iApproximate average salary by contribution assumption: employee only about $6,595 at 4% or $4,397 at 6%; with 50% employer match about $4,397 at 4% or $2,931 at 6%; with 100% employer match about $3,297 at 4% or $2,198 at 6%. |
| T.R. Nelson Inc. Flexible Benefit Plan | - | 381 | - | - | - |
| 2013 | 2 | 860 | $3,309,593 | $254,061 | $295iApproximate average salary by contribution assumption: employee only about $7,385 at 4% or $4,924 at 6%; with 50% employer match about $4,924 at 4% or $3,282 at 6%; with 100% employer match about $3,693 at 4% or $2,462 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 860 | $3,309,593 | $254,061 | $295iApproximate average salary by contribution assumption: employee only about $7,385 at 4% or $4,924 at 6%; with 50% employer match about $4,924 at 4% or $3,282 at 6%; with 100% employer match about $3,693 at 4% or $2,462 at 6%. |
| T.R. Nelson Inc. Flexible Benefit Plan | - | 430 | - | - | - |
| 2012 | 2 | 887 | $2,731,845 | $206,711 | $233iApproximate average salary by contribution assumption: employee only about $5,826 at 4% or $3,884 at 6%; with 50% employer match about $3,884 at 4% or $2,589 at 6%; with 100% employer match about $2,913 at 4% or $1,942 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 887 | $2,731,845 | $206,711 | $233iApproximate average salary by contribution assumption: employee only about $5,826 at 4% or $3,884 at 6%; with 50% employer match about $3,884 at 4% or $2,589 at 6%; with 100% employer match about $2,913 at 4% or $1,942 at 6%. |
| T.R. Nelson Inc. Flexible Benefit Plan | - | 532 | - | - | - |
| 2011 | 2 | 1,188 | $2,350,546 | $210,479 | $177iApproximate average salary by contribution assumption: employee only about $4,429 at 4% or $2,953 at 6%; with 50% employer match about $2,953 at 4% or $1,969 at 6%; with 100% employer match about $2,215 at 4% or $1,476 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 1,188 | $2,350,546 | $210,479 | $177iApproximate average salary by contribution assumption: employee only about $4,429 at 4% or $2,953 at 6%; with 50% employer match about $2,953 at 4% or $1,969 at 6%; with 100% employer match about $2,215 at 4% or $1,476 at 6%. |
| T.R. Nelson Inc. Flexible Benefit Plan | - | 418 | - | - | - |
| 2010 | 2 | 1,000 | $2,525,162 | $237,728 | $238iApproximate average salary by contribution assumption: employee only about $5,943 at 4% or $3,962 at 6%; with 50% employer match about $3,962 at 4% or $2,641 at 6%; with 100% employer match about $2,972 at 4% or $1,981 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 1,000 | $2,525,162 | $237,728 | $238iApproximate average salary by contribution assumption: employee only about $5,943 at 4% or $3,962 at 6%; with 50% employer match about $3,962 at 4% or $2,641 at 6%; with 100% employer match about $2,972 at 4% or $1,981 at 6%. |
| T.R. Nelson Inc. Flexible Benefit Plan | - | 489 | - | - | - |
| 2009 | 2 | 847 | $2,298,830 | $267,892 | $316iApproximate average salary by contribution assumption: employee only about $7,907 at 4% or $5,271 at 6%; with 50% employer match about $5,271 at 4% or $3,514 at 6%; with 100% employer match about $3,954 at 4% or $2,636 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 847 | $2,298,830 | $267,892 | $316iApproximate average salary by contribution assumption: employee only about $7,907 at 4% or $5,271 at 6%; with 50% employer match about $5,271 at 4% or $3,514 at 6%; with 100% employer match about $3,954 at 4% or $2,636 at 6%. |
| T.R. Nelson Inc. Flexible Benefit Plan | - | 572 | - | - | - |
| 2008 | 2 | 654 | $1,840,789 | $753,570 | $1,152iApproximate average salary by contribution assumption: employee only about $28,806 at 4% or $19,204 at 6%; with 50% employer match about $19,204 at 4% or $12,803 at 6%; with 100% employer match about $14,403 at 4% or $9,602 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 654 | $1,840,789 | $753,570 | $1,152iApproximate average salary by contribution assumption: employee only about $28,806 at 4% or $19,204 at 6%; with 50% employer match about $19,204 at 4% or $12,803 at 6%; with 100% employer match about $14,403 at 4% or $9,602 at 6%. |
| T.R. Nelson Inc. Flexible Benefit Plan | - | 432 | - | - | - |
| 2007 | 2 | 377 | $2,216,516 | $656,072 | $1,740iApproximate average salary by contribution assumption: employee only about $43,506 at 4% or $29,004 at 6%; with 50% employer match about $29,004 at 4% or $19,336 at 6%; with 100% employer match about $21,753 at 4% or $14,502 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 0 | $2,216,516 | $656,072 | - |
| T.R. Nelson Inc. Flexible Benefit Plan | - | 377 | - | - | - |
| 2006 | 2 | 422 | $2,286,518 | $430,137 | $1,019iApproximate average salary by contribution assumption: employee only about $25,482 at 4% or $16,988 at 6%; with 50% employer match about $16,988 at 4% or $11,325 at 6%; with 100% employer match about $12,741 at 4% or $8,494 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 0 | $2,286,518 | $430,137 | - |
| T.R. Nelson Inc. Flexible Benefit Plan | - | 422 | - | - | - |
| 2005 | 2 | 350 | $1,821,466 | $306,358 | $875iApproximate average salary by contribution assumption: employee only about $21,883 at 4% or $14,588 at 6%; with 50% employer match about $14,588 at 4% or $9,726 at 6%; with 100% employer match about $10,941 at 4% or $7,294 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 253 | $1,821,466 | $306,358 | $1,211iApproximate average salary by contribution assumption: employee only about $30,273 at 4% or $20,182 at 6%; with 50% employer match about $20,182 at 4% or $13,454 at 6%; with 100% employer match about $15,136 at 4% or $10,091 at 6%. |
| T.R. Nelson Inc. Flexible Benefit Plan | - | 350 | - | - | - |
| 2004 | 2 | 196 | $1,463,084 | $254,566 | $1,299iApproximate average salary by contribution assumption: employee only about $32,470 at 4% or $21,647 at 6%; with 50% employer match about $21,647 at 4% or $14,431 at 6%; with 100% employer match about $16,235 at 4% or $10,823 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 175 | $1,463,084 | $254,566 | $1,455iApproximate average salary by contribution assumption: employee only about $36,367 at 4% or $24,244 at 6%; with 50% employer match about $24,244 at 4% or $16,163 at 6%; with 100% employer match about $18,183 at 4% or $12,122 at 6%. |
| T.R. Nelson Inc. Flexible Benefit Plan | - | 196 | - | - | - |
| 2003 | 1 | 126 | $1,195,435 | $210,793 | $1,673iApproximate average salary by contribution assumption: employee only about $41,824 at 4% or $27,883 at 6%; with 50% employer match about $27,883 at 4% or $18,588 at 6%; with 100% employer match about $20,912 at 4% or $13,941 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 126 | $1,195,435 | $210,793 | $1,673iApproximate average salary by contribution assumption: employee only about $41,824 at 4% or $27,883 at 6%; with 50% employer match about $27,883 at 4% or $18,588 at 6%; with 100% employer match about $20,912 at 4% or $13,941 at 6%. |
| 2002 | 1 | 87 | $987,955 | $189,157 | $2,174iApproximate average salary by contribution assumption: employee only about $54,355 at 4% or $36,237 at 6%; with 50% employer match about $36,237 at 4% or $24,158 at 6%; with 100% employer match about $27,178 at 4% or $18,118 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 87 | $987,955 | $189,157 | $2,174iApproximate average salary by contribution assumption: employee only about $54,355 at 4% or $36,237 at 6%; with 50% employer match about $36,237 at 4% or $24,158 at 6%; with 100% employer match about $27,178 at 4% or $18,118 at 6%. |
| 2001 | 1 | 65 | $1,004,093 | $145,799 | $2,243iApproximate average salary by contribution assumption: employee only about $56,077 at 4% or $37,384 at 6%; with 50% employer match about $37,384 at 4% or $24,923 at 6%; with 100% employer match about $28,038 at 4% or $18,692 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 65 | $1,004,093 | $145,799 | $2,243iApproximate average salary by contribution assumption: employee only about $56,077 at 4% or $37,384 at 6%; with 50% employer match about $37,384 at 4% or $24,923 at 6%; with 100% employer match about $28,038 at 4% or $18,692 at 6%. |
| 2000 | 1 | 37 | $978,890 | $84,240 | $2,277iApproximate average salary by contribution assumption: employee only about $56,919 at 4% or $37,946 at 6%; with 50% employer match about $37,946 at 4% or $25,297 at 6%; with 100% employer match about $28,459 at 4% or $18,973 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 37 | $978,890 | $84,240 | $2,277iApproximate average salary by contribution assumption: employee only about $56,919 at 4% or $37,946 at 6%; with 50% employer match about $37,946 at 4% or $25,297 at 6%; with 100% employer match about $28,459 at 4% or $18,973 at 6%. |
| 1999 | 1 | 33 | $1,163,313 | $118,109 | $3,579iApproximate average salary by contribution assumption: employee only about $89,477 at 4% or $59,651 at 6%; with 50% employer match about $59,651 at 4% or $39,767 at 6%; with 100% employer match about $44,738 at 4% or $29,826 at 6%. |
| T. R. Nelson Inc. Profit Sharing Plan | - | 33 | $1,163,313 | $118,109 | $3,579iApproximate average salary by contribution assumption: employee only about $89,477 at 4% or $59,651 at 6%; with 50% employer match about $59,651 at 4% or $39,767 at 6%; with 100% employer match about $44,738 at 4% or $29,826 at 6%. |