Nelson Asset Management Inc.
Plan context: Nelson Asset Management Inc. Profit Sharing Plan
EIN 42-1548591 • Houston, TX • 15 filings • 1 plans
Current Snapshot
Latest Year
2021
2021 Participants
3
2021 Assets
$106,797
2021 Contributions
$97,000
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| Nelson Asset Management Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2020 | 1 | 0 | $106,797 | $0 | - |
| Nelson Asset Management Inc. Profit Sharing Plan | - | 0 | $106,797 | - | - |
| 2019 | 1 | 3 | $106,547 | $0 | - |
| Nelson Asset Management Inc. Profit Sharing Plan | - | 3 | $106,547 | - | - |
| 2018 | 1 | 3 | $106,393 | $0 | - |
| Nelson Asset Management Inc. Profit Sharing Plan | - | 3 | $106,393 | - | - |
| 2017 | 1 | 3 | $201,596 | $0 | - |
| Nelson Asset Management Inc. Profit Sharing Plan | - | 3 | $201,596 | - | - |
| 2016 | 1 | 3 | $317,725 | $0 | - |
| Nelson Asset Management Inc. Profit Sharing Plan | - | 3 | $317,725 | - | - |
| 2015 | 1 | 2 | $327,142 | $0 | - |
| Nelson Asset Management Inc. Profit Sharing Plan | - | 2 | $327,142 | - | - |
| 2014 | 1 | 2 | $336,755 | $0 | - |
| Nelson Asset Management Inc. Profit Sharing Plan | - | 2 | $336,755 | - | - |
| 2013 | 1 | 2 | $349,795 | $0 | - |
| Nelson Asset Management Inc. Profit Sharing Plan | - | 2 | $349,795 | - | - |
| 2012 | 1 | 2 | $354,188 | $0 | - |
| Nelson Asset Management Inc. Profit Sharing Plan | - | 2 | $354,188 | - | - |
| 2011 | 1 | 2 | $361,082 | $97,000 | $48,500iApproximate average salary by contribution assumption: employee only about $1,212,500 at 4% or $808,333 at 6%; with 50% employer match about $808,333 at 4% or $538,889 at 6%; with 100% employer match about $606,250 at 4% or $404,167 at 6%. |
| Nelson Asset Management Inc. Profit Sharing Plan | - | 2 | $361,082 | $97,000 | $48,500iApproximate average salary by contribution assumption: employee only about $1,212,500 at 4% or $808,333 at 6%; with 50% employer match about $808,333 at 4% or $538,889 at 6%; with 100% employer match about $606,250 at 4% or $404,167 at 6%. |
| 2010 | 1 | 2 | $270,156 | $0 | - |
| Nelson Asset Management Inc. Profit Sharing Plan | - | 2 | $270,156 | - | - |
| 2009 | 1 | 1 | $276,197 | $0 | - |
| Nelson Asset Management Inc. Profit Sharing Plan | - | 1 | $276,197 | $0 | - |
| 2008 | 1 | 2 | $0 | $0 | - |
| Nelson Asset Management Inc. Profit Sharing Plan | - | 2 | - | - | - |
| 2002 | 1 | 2 | $363,179 | $356,725 | $178,363iApproximate average salary by contribution assumption: employee only about $4,459,063 at 4% or $2,972,708 at 6%; with 50% employer match about $2,972,708 at 4% or $1,981,806 at 6%; with 100% employer match about $2,229,531 at 4% or $1,486,354 at 6%. |
| Nelson Asset Management Inc. Profit Sharing Plan | - | 2 | $363,179 | $356,725 | $178,363iApproximate average salary by contribution assumption: employee only about $4,459,063 at 4% or $2,972,708 at 6%; with 50% employer match about $2,972,708 at 4% or $1,981,806 at 6%; with 100% employer match about $2,229,531 at 4% or $1,486,354 at 6%. |