Civic Intelligence

STEVE NELSON DDS MBA LLC

Plan context: STEVE NELSON DDS MBA LLC 401(K) PLAN

EIN 47-3558886 • Central Point, OR • 10 filings • 1 plans

98 Freeman RdSte ACentral Point, OR 97502
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,194,965

2025 Contributions

$115,234

Historical Graphs

Total Assets Over Time

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

$1,194,965$597,483$0201720212025YearValue
$1,194,965Latest year 2025

Participants Over Time

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

740201720212025YearValue
7Latest year 2025

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
202517$1,194,965$115,234$16,462iApproximate average salary by contribution assumption: employee only about $411,550 at 4% or $274,367 at 6%; with 50% employer match about $274,367 at 4% or $182,911 at 6%; with 100% employer match about $205,775 at 4% or $137,183 at 6%.
STEVE NELSON DDS MBA LLC 401(K) PLAN-7$1,194,965$115,234$16,462iApproximate average salary by contribution assumption: employee only about $411,550 at 4% or $274,367 at 6%; with 50% employer match about $274,367 at 4% or $182,911 at 6%; with 100% employer match about $205,775 at 4% or $137,183 at 6%.
202417$935,707$127,017$18,145iApproximate average salary by contribution assumption: employee only about $453,632 at 4% or $302,421 at 6%; with 50% employer match about $302,421 at 4% or $201,614 at 6%; with 100% employer match about $226,816 at 4% or $151,211 at 6%.
STEVE NELSON DDS MBA LLC 401(K) PLAN-7$935,707$127,017$18,145iApproximate average salary by contribution assumption: employee only about $453,632 at 4% or $302,421 at 6%; with 50% employer match about $302,421 at 4% or $201,614 at 6%; with 100% employer match about $226,816 at 4% or $151,211 at 6%.
202316$749,359$120,637$20,106iApproximate average salary by contribution assumption: employee only about $502,654 at 4% or $335,103 at 6%; with 50% employer match about $335,103 at 4% or $223,402 at 6%; with 100% employer match about $251,327 at 4% or $167,551 at 6%.
STEVE NELSON DDS MBA LLC 401(K) PLAN-6$749,359$120,637$20,106iApproximate average salary by contribution assumption: employee only about $502,654 at 4% or $335,103 at 6%; with 50% employer match about $335,103 at 4% or $223,402 at 6%; with 100% employer match about $251,327 at 4% or $167,551 at 6%.
202215$552,584$106,669$21,334iApproximate average salary by contribution assumption: employee only about $533,345 at 4% or $355,563 at 6%; with 50% employer match about $355,563 at 4% or $237,042 at 6%; with 100% employer match about $266,673 at 4% or $177,782 at 6%.
STEVE NELSON DDS MBA LLC 401(K) PLAN-5$552,584$106,669$21,334iApproximate average salary by contribution assumption: employee only about $533,345 at 4% or $355,563 at 6%; with 50% employer match about $355,563 at 4% or $237,042 at 6%; with 100% employer match about $266,673 at 4% or $177,782 at 6%.
202115$513,676$101,354$20,271iApproximate average salary by contribution assumption: employee only about $506,770 at 4% or $337,847 at 6%; with 50% employer match about $337,847 at 4% or $225,231 at 6%; with 100% employer match about $253,385 at 4% or $168,923 at 6%.
STEVE NELSON DDS MBA LLC 401(K) PLAN-5$513,676$101,354$20,271iApproximate average salary by contribution assumption: employee only about $506,770 at 4% or $337,847 at 6%; with 50% employer match about $337,847 at 4% or $225,231 at 6%; with 100% employer match about $253,385 at 4% or $168,923 at 6%.
202015$361,307$95,089$19,018iApproximate average salary by contribution assumption: employee only about $475,445 at 4% or $316,963 at 6%; with 50% employer match about $316,963 at 4% or $211,309 at 6%; with 100% employer match about $237,723 at 4% or $158,482 at 6%.
STEVE NELSON DDS MBA LLC 401(K) PLAN-5$361,307$95,089$19,018iApproximate average salary by contribution assumption: employee only about $475,445 at 4% or $316,963 at 6%; with 50% employer match about $316,963 at 4% or $211,309 at 6%; with 100% employer match about $237,723 at 4% or $158,482 at 6%.
201916$240,458$50,982$8,497iApproximate average salary by contribution assumption: employee only about $212,425 at 4% or $141,617 at 6%; with 50% employer match about $141,617 at 4% or $94,411 at 6%; with 100% employer match about $106,213 at 4% or $70,808 at 6%.
STEVE NELSON DDS MBA LLC 401(K) PLAN-6$240,458$50,982$8,497iApproximate average salary by contribution assumption: employee only about $212,425 at 4% or $141,617 at 6%; with 50% employer match about $141,617 at 4% or $94,411 at 6%; with 100% employer match about $106,213 at 4% or $70,808 at 6%.
201814$165,735$97,665$24,416iApproximate average salary by contribution assumption: employee only about $610,406 at 4% or $406,938 at 6%; with 50% employer match about $406,938 at 4% or $271,292 at 6%; with 100% employer match about $305,203 at 4% or $203,469 at 6%.
STEVE NELSON DDS MBA LLC 401(K) PLAN-4$165,735$97,665$24,416iApproximate average salary by contribution assumption: employee only about $610,406 at 4% or $406,938 at 6%; with 50% employer match about $406,938 at 4% or $271,292 at 6%; with 100% employer match about $305,203 at 4% or $203,469 at 6%.
201714$78,676$73,627$18,407iApproximate average salary by contribution assumption: employee only about $460,169 at 4% or $306,779 at 6%; with 50% employer match about $306,779 at 4% or $204,519 at 6%; with 100% employer match about $230,084 at 4% or $153,390 at 6%.
STEVE NELSON DDS MBA LLC 401(K) PLAN-4$78,676$73,627$18,407iApproximate average salary by contribution assumption: employee only about $460,169 at 4% or $306,779 at 6%; with 50% employer match about $306,779 at 4% or $204,519 at 6%; with 100% employer match about $230,084 at 4% or $153,390 at 6%.
201610$0$0-
STEVE NELSON DDS MBA LLC 401(K) PLAN-0$0--