Civic Intelligence

Carl a. Nelson & Company

Plan context: Carl a. Nelson & Company 401(K) Plan

EIN 42-0635367 • Burlington, IA • 52 filings • 10 plans

1815 Des Moines AveBurlington, IA 52601-4520
Current Snapshot

Latest Year

2024

2024 Participants

113

2024 Assets

$26,808,962

2024 Contributions

$1,623,425

Historical Graphs

Total Assets Over Time

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

$29,295,686$14,647,843$0200020122024YearValue
$26,808,962Latest year 2024

Participants Over Time

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

157790200020122024YearValue
113Latest 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
20242113$26,808,962$1,623,425$14,367iApproximate average salary by contribution assumption: employee only about $359,165 at 4% or $239,443 at 6%; with 50% employer match about $239,443 at 4% or $159,629 at 6%; with 100% employer match about $179,582 at 4% or $119,722 at 6%.
Carl a. Nelson & Company 401(K) Plan-87$26,808,962$1,623,425$18,660iApproximate average salary by contribution assumption: employee only about $466,501 at 4% or $311,001 at 6%; with 50% employer match about $311,001 at 4% or $207,334 at 6%; with 100% employer match about $233,251 at 4% or $155,500 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-113---
20232107$24,461,119$1,054,560$9,856iApproximate average salary by contribution assumption: employee only about $246,393 at 4% or $164,262 at 6%; with 50% employer match about $164,262 at 4% or $109,508 at 6%; with 100% employer match about $123,196 at 4% or $82,131 at 6%.
Carl a. Nelson & Company 401(K) Plan-80$24,461,119$1,054,560$13,182iApproximate average salary by contribution assumption: employee only about $329,550 at 4% or $219,700 at 6%; with 50% employer match about $219,700 at 4% or $146,467 at 6%; with 100% employer match about $164,775 at 4% or $109,850 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-107---
2022295$20,989,505$869,531$9,153iApproximate average salary by contribution assumption: employee only about $228,824 at 4% or $152,549 at 6%; with 50% employer match about $152,549 at 4% or $101,700 at 6%; with 100% employer match about $114,412 at 4% or $76,275 at 6%.
Carl a. Nelson & Company 401(K) Plan-79$20,989,505$869,531$11,007iApproximate average salary by contribution assumption: employee only about $275,168 at 4% or $183,445 at 6%; with 50% employer match about $183,445 at 4% or $122,297 at 6%; with 100% employer match about $137,584 at 4% or $91,723 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-95---
2021299$29,295,686$896,171$9,052iApproximate average salary by contribution assumption: employee only about $226,306 at 4% or $150,871 at 6%; with 50% employer match about $150,871 at 4% or $100,580 at 6%; with 100% employer match about $113,153 at 4% or $75,435 at 6%.
Carl a. Nelson & Company 401(K) Plan-82$29,295,686$896,171$10,929iApproximate average salary by contribution assumption: employee only about $273,223 at 4% or $182,149 at 6%; with 50% employer match about $182,149 at 4% or $121,432 at 6%; with 100% employer match about $136,611 at 4% or $91,074 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-99---
20202100$26,096,609$930,413$9,304iApproximate average salary by contribution assumption: employee only about $232,603 at 4% or $155,069 at 6%; with 50% employer match about $155,069 at 4% or $103,379 at 6%; with 100% employer match about $116,302 at 4% or $77,534 at 6%.
Carl a. Nelson & Company 401(K) Plan-87$26,096,609$930,413$10,694iApproximate average salary by contribution assumption: employee only about $267,360 at 4% or $178,240 at 6%; with 50% employer match about $178,240 at 4% or $118,827 at 6%; with 100% employer match about $133,680 at 4% or $89,120 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-100---
20192111$22,924,249$1,559,479$14,049iApproximate average salary by contribution assumption: employee only about $351,234 at 4% or $234,156 at 6%; with 50% employer match about $234,156 at 4% or $156,104 at 6%; with 100% employer match about $175,617 at 4% or $117,078 at 6%.
Carl a. Nelson & Company 401(K) Plan-96$22,924,249$1,559,479$16,245iApproximate average salary by contribution assumption: employee only about $406,114 at 4% or $270,743 at 6%; with 50% employer match about $270,743 at 4% or $180,495 at 6%; with 100% employer match about $203,057 at 4% or $135,371 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-111---
20182124$19,529,298$888,852$7,168iApproximate average salary by contribution assumption: employee only about $179,204 at 4% or $119,469 at 6%; with 50% employer match about $119,469 at 4% or $79,646 at 6%; with 100% employer match about $89,602 at 4% or $59,735 at 6%.
Carl a. Nelson & Company 401(K) Plan-91$19,529,298$888,852$9,768iApproximate average salary by contribution assumption: employee only about $244,190 at 4% or $162,793 at 6%; with 50% employer match about $162,793 at 4% or $108,529 at 6%; with 100% employer match about $122,095 at 4% or $81,397 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-124---
20172128$21,629,046$854,222$6,674iApproximate average salary by contribution assumption: employee only about $166,840 at 4% or $111,227 at 6%; with 50% employer match about $111,227 at 4% or $74,151 at 6%; with 100% employer match about $83,420 at 4% or $55,613 at 6%.
Carl a. Nelson & Company 401(K) Plan-89$21,629,046$854,222$9,598iApproximate average salary by contribution assumption: employee only about $239,950 at 4% or $159,967 at 6%; with 50% employer match about $159,967 at 4% or $106,644 at 6%; with 100% employer match about $119,975 at 4% or $79,983 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-128---
20162113$19,883,526$859,398$7,605iApproximate average salary by contribution assumption: employee only about $190,132 at 4% or $126,755 at 6%; with 50% employer match about $126,755 at 4% or $84,503 at 6%; with 100% employer match about $95,066 at 4% or $63,377 at 6%.
Carl a. Nelson & Company 401(K) Plan-94$19,883,526$859,398$9,143iApproximate average salary by contribution assumption: employee only about $228,563 at 4% or $152,376 at 6%; with 50% employer match about $152,376 at 4% or $101,584 at 6%; with 100% employer match about $114,282 at 4% or $76,188 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-113---
20152120$19,449,839$950,902$7,924iApproximate average salary by contribution assumption: employee only about $198,105 at 4% or $132,070 at 6%; with 50% employer match about $132,070 at 4% or $88,046 at 6%; with 100% employer match about $99,052 at 4% or $66,035 at 6%.
Carl a. Nelson & Company 401(K) Plan-90$19,449,839$950,902$10,566iApproximate average salary by contribution assumption: employee only about $264,139 at 4% or $176,093 at 6%; with 50% employer match about $176,093 at 4% or $117,395 at 6%; with 100% employer match about $132,070 at 4% or $88,046 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-120---
20142118$20,158,180$844,249$7,155iApproximate average salary by contribution assumption: employee only about $178,866 at 4% or $119,244 at 6%; with 50% employer match about $119,244 at 4% or $79,496 at 6%; with 100% employer match about $89,433 at 4% or $59,622 at 6%.
Carl a. Nelson & Company 401(K) Plan-98$20,158,180$844,249$8,615iApproximate average salary by contribution assumption: employee only about $215,370 at 4% or $143,580 at 6%; with 50% employer match about $143,580 at 4% or $95,720 at 6%; with 100% employer match about $107,685 at 4% or $71,790 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-118---
20132117$18,923,710$1,129,433$9,653iApproximate average salary by contribution assumption: employee only about $241,332 at 4% or $160,888 at 6%; with 50% employer match about $160,888 at 4% or $107,259 at 6%; with 100% employer match about $120,666 at 4% or $80,444 at 6%.
Carl a. Nelson & Company 401(K) Plan-108$18,923,710$1,129,433$10,458iApproximate average salary by contribution assumption: employee only about $261,443 at 4% or $174,295 at 6%; with 50% employer match about $174,295 at 4% or $116,197 at 6%; with 100% employer match about $130,721 at 4% or $87,148 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-117---
20122134$14,410,331$1,269,751$9,476iApproximate average salary by contribution assumption: employee only about $236,894 at 4% or $157,929 at 6%; with 50% employer match about $157,929 at 4% or $105,286 at 6%; with 100% employer match about $118,447 at 4% or $78,965 at 6%.
Carl a. Nelson & Company 401(K) Plan-108$14,410,331$1,269,751$11,757iApproximate average salary by contribution assumption: employee only about $293,924 at 4% or $195,949 at 6%; with 50% employer match about $195,949 at 4% or $130,633 at 6%; with 100% employer match about $146,962 at 4% or $97,975 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-134---
20112135$11,936,383$753,908$5,585iApproximate average salary by contribution assumption: employee only about $139,613 at 4% or $93,075 at 6%; with 50% employer match about $93,075 at 4% or $62,050 at 6%; with 100% employer match about $69,806 at 4% or $46,538 at 6%.
Carl a. Nelson & Company 401(K) Plan-93$11,936,383$753,908$8,107iApproximate average salary by contribution assumption: employee only about $202,663 at 4% or $135,109 at 6%; with 50% employer match about $135,109 at 4% or $90,073 at 6%; with 100% employer match about $101,332 at 4% or $67,554 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-135---
20103124$12,241,363$406,264$3,276iApproximate average salary by contribution assumption: employee only about $81,908 at 4% or $54,605 at 6%; with 50% employer match about $54,605 at 4% or $36,404 at 6%; with 100% employer match about $40,954 at 4% or $27,303 at 6%.
Carl a. Nelson & Company 401(K) Plan-99$12,224,891$389,657$3,936iApproximate average salary by contribution assumption: employee only about $98,398 at 4% or $65,599 at 6%; with 50% employer match about $65,599 at 4% or $43,733 at 6%; with 100% employer match about $49,199 at 4% or $32,799 at 6%.
CARL A NELSON & COMPANY CONTRACTORS AND EMPLOYEES RETIREMENT PLAN AND TRUST-13$16,472$16,607$1,277iApproximate average salary by contribution assumption: employee only about $31,937 at 4% or $21,291 at 6%; with 50% employer match about $21,291 at 4% or $14,194 at 6%; with 100% employer match about $15,968 at 4% or $10,646 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-124---
20092103$11,390,541$824,959$8,009iApproximate average salary by contribution assumption: employee only about $200,233 at 4% or $133,489 at 6%; with 50% employer match about $133,489 at 4% or $88,992 at 6%; with 100% employer match about $100,116 at 4% or $66,744 at 6%.
Carl a. Nelson & Company 401(K) Plan-95$11,390,541$824,959$8,684iApproximate average salary by contribution assumption: employee only about $217,094 at 4% or $144,730 at 6%; with 50% employer match about $144,730 at 4% or $96,486 at 6%; with 100% employer match about $108,547 at 4% or $72,365 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-103---
20082134$8,964,709$981,549$7,325iApproximate average salary by contribution assumption: employee only about $183,125 at 4% or $122,083 at 6%; with 50% employer match about $122,083 at 4% or $81,389 at 6%; with 100% employer match about $91,562 at 4% or $61,042 at 6%.
Carl a. Nelson & Company 401(K) Plan-105$8,964,709$981,549$9,348iApproximate average salary by contribution assumption: employee only about $233,702 at 4% or $155,801 at 6%; with 50% employer match about $155,801 at 4% or $103,868 at 6%; with 100% employer match about $116,851 at 4% or $77,901 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-134---
20072116$12,932,059$794,960$6,853iApproximate average salary by contribution assumption: employee only about $171,328 at 4% or $114,218 at 6%; with 50% employer match about $114,218 at 4% or $76,146 at 6%; with 100% employer match about $85,664 at 4% or $57,109 at 6%.
Carl a. Nelson & Company 401(K) Plan-93$12,932,059$794,960$8,548iApproximate average salary by contribution assumption: employee only about $213,699 at 4% or $142,466 at 6%; with 50% employer match about $142,466 at 4% or $94,977 at 6%; with 100% employer match about $106,849 at 4% or $71,233 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-116---
20062117$12,335,843$791,044$6,761iApproximate average salary by contribution assumption: employee only about $169,026 at 4% or $112,684 at 6%; with 50% employer match about $112,684 at 4% or $75,123 at 6%; with 100% employer match about $84,513 at 4% or $56,342 at 6%.
Carl a. Nelson & Company 401(K) Plan-102$12,335,843$791,044$7,755iApproximate average salary by contribution assumption: employee only about $193,883 at 4% or $129,256 at 6%; with 50% employer match about $129,256 at 4% or $86,170 at 6%; with 100% employer match about $96,942 at 4% or $64,628 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-117---
20052138$10,155,411$757,206$5,487iApproximate average salary by contribution assumption: employee only about $137,175 at 4% or $91,450 at 6%; with 50% employer match about $91,450 at 4% or $60,967 at 6%; with 100% employer match about $68,588 at 4% or $45,725 at 6%.
Carl a. Nelson & Company 401(K) Plan-99$10,155,411$757,206$7,649iApproximate average salary by contribution assumption: employee only about $191,214 at 4% or $127,476 at 6%; with 50% employer match about $127,476 at 4% or $84,984 at 6%; with 100% employer match about $95,607 at 4% or $63,738 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-138---
20042157$9,202,614$770,776$4,909iApproximate average salary by contribution assumption: employee only about $122,735 at 4% or $81,823 at 6%; with 50% employer match about $81,823 at 4% or $54,549 at 6%; with 100% employer match about $61,368 at 4% or $40,912 at 6%.
Carl a. Nelson & Company 401(K) Plan-121$9,202,614$770,776$6,370iApproximate average salary by contribution assumption: employee only about $159,251 at 4% or $106,167 at 6%; with 50% employer match about $106,167 at 4% or $70,778 at 6%; with 100% employer match about $79,626 at 4% or $53,084 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-157---
20032125$7,747,239$655,025$5,240iApproximate average salary by contribution assumption: employee only about $131,005 at 4% or $87,337 at 6%; with 50% employer match about $87,337 at 4% or $58,224 at 6%; with 100% employer match about $65,503 at 4% or $43,668 at 6%.
Carl a. Nelson & Company 401(K) Plan-103$7,747,239$655,025$6,359iApproximate average salary by contribution assumption: employee only about $158,987 at 4% or $105,991 at 6%; with 50% employer match about $105,991 at 4% or $70,661 at 6%; with 100% employer match about $79,493 at 4% or $52,996 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-125---
20023102$11,323,120$1,265,719$12,409iApproximate average salary by contribution assumption: employee only about $310,225 at 4% or $206,817 at 6%; with 50% employer match about $206,817 at 4% or $137,878 at 6%; with 100% employer match about $155,113 at 4% or $103,408 at 6%.
Carl a. Nelson & Company 401(K) Plan-99$5,703,026$673,359$6,802iApproximate average salary by contribution assumption: employee only about $170,040 at 4% or $113,360 at 6%; with 50% employer match about $113,360 at 4% or $75,573 at 6%; with 100% employer match about $85,020 at 4% or $56,680 at 6%.
Carl a. Nelson & Company 401(K) Plan-99$5,620,094$592,360$5,983iApproximate average salary by contribution assumption: employee only about $149,586 at 4% or $99,724 at 6%; with 50% employer match about $99,724 at 4% or $66,483 at 6%; with 100% employer match about $74,793 at 4% or $49,862 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-102---
20012113$6,021,466$553,118$4,895iApproximate average salary by contribution assumption: employee only about $122,371 at 4% or $81,581 at 6%; with 50% employer match about $81,581 at 4% or $54,387 at 6%; with 100% employer match about $61,186 at 4% or $40,790 at 6%.
Carl a. Nelson & Company 401(K) Plan-104$6,021,466$553,118$5,318iApproximate average salary by contribution assumption: employee only about $132,961 at 4% or $88,641 at 6%; with 50% employer match about $88,641 at 4% or $59,094 at 6%; with 100% employer match about $66,481 at 4% or $44,320 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-113---
20002132$6,846,978$638,318$4,836iApproximate average salary by contribution assumption: employee only about $120,894 at 4% or $80,596 at 6%; with 50% employer match about $80,596 at 4% or $53,730 at 6%; with 100% employer match about $60,447 at 4% or $40,298 at 6%.
Carl a. Nelson & Company 401(K) Plan-94$6,846,978$638,318$6,791iApproximate average salary by contribution assumption: employee only about $169,765 at 4% or $113,177 at 6%; with 50% employer match about $113,177 at 4% or $75,451 at 6%; with 100% employer match about $84,883 at 4% or $56,588 at 6%.
Carl a Nelson & Company Welfare Benefit Plan-132---