Civic Intelligence

Nelson, Mcpherson, Summers &

Plan context: Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan

EIN 54-0619948 • Staunton, VA • 47 filings • 11 plans

Santos, L.c.12 North New StreetStaunton, VA 24401
Current Snapshot

Latest Year

2025

2025 Participants

18

2025 Assets

$9,352,466

2025 Contributions

$63,444

Historical Graphs

Total Assets Over Time

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

$9,352,466$4,676,233$0199920122025YearValue
$9,352,466Latest year 2025

Participants Over Time

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

21110199920122025YearValue
18Latest 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
2025118$9,352,466$63,444$3,525iApproximate average salary by contribution assumption: employee only about $88,117 at 4% or $58,744 at 6%; with 50% employer match about $58,744 at 4% or $39,163 at 6%; with 100% employer match about $44,058 at 4% or $29,372 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-18$9,352,466$63,444$3,525iApproximate average salary by contribution assumption: employee only about $88,117 at 4% or $58,744 at 6%; with 50% employer match about $58,744 at 4% or $39,163 at 6%; with 100% employer match about $44,058 at 4% or $29,372 at 6%.
2024116$8,722,059$74,597$4,662iApproximate average salary by contribution assumption: employee only about $116,558 at 4% or $77,705 at 6%; with 50% employer match about $77,705 at 4% or $51,803 at 6%; with 100% employer match about $58,279 at 4% or $38,853 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-16$8,722,059$74,597$4,662iApproximate average salary by contribution assumption: employee only about $116,558 at 4% or $77,705 at 6%; with 50% employer match about $77,705 at 4% or $51,803 at 6%; with 100% employer match about $58,279 at 4% or $38,853 at 6%.
2023120$7,571,996$78,736$3,937iApproximate average salary by contribution assumption: employee only about $98,420 at 4% or $65,613 at 6%; with 50% employer match about $65,613 at 4% or $43,742 at 6%; with 100% employer match about $49,210 at 4% or $32,807 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-20$7,571,996$78,736$3,937iApproximate average salary by contribution assumption: employee only about $98,420 at 4% or $65,613 at 6%; with 50% employer match about $65,613 at 4% or $43,742 at 6%; with 100% employer match about $49,210 at 4% or $32,807 at 6%.
2022118$6,132,418$157,523$8,751iApproximate average salary by contribution assumption: employee only about $218,782 at 4% or $145,855 at 6%; with 50% employer match about $145,855 at 4% or $97,236 at 6%; with 100% employer match about $109,391 at 4% or $72,927 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-18$6,132,418$157,523$8,751iApproximate average salary by contribution assumption: employee only about $218,782 at 4% or $145,855 at 6%; with 50% employer match about $145,855 at 4% or $97,236 at 6%; with 100% employer match about $109,391 at 4% or $72,927 at 6%.
2021121$7,689,502$125,441$5,973iApproximate average salary by contribution assumption: employee only about $149,335 at 4% or $99,556 at 6%; with 50% employer match about $99,556 at 4% or $66,371 at 6%; with 100% employer match about $74,667 at 4% or $49,778 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-21$7,689,502$125,441$5,973iApproximate average salary by contribution assumption: employee only about $149,335 at 4% or $99,556 at 6%; with 50% employer match about $99,556 at 4% or $66,371 at 6%; with 100% employer match about $74,667 at 4% or $49,778 at 6%.
2020121$7,138,677$87,359$4,160iApproximate average salary by contribution assumption: employee only about $103,999 at 4% or $69,333 at 6%; with 50% employer match about $69,333 at 4% or $46,222 at 6%; with 100% employer match about $51,999 at 4% or $34,666 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-21$7,138,677$87,359$4,160iApproximate average salary by contribution assumption: employee only about $103,999 at 4% or $69,333 at 6%; with 50% employer match about $69,333 at 4% or $46,222 at 6%; with 100% employer match about $51,999 at 4% or $34,666 at 6%.
2019219$5,905,405$159,918$8,417iApproximate average salary by contribution assumption: employee only about $210,418 at 4% or $140,279 at 6%; with 50% employer match about $140,279 at 4% or $93,519 at 6%; with 100% employer match about $105,209 at 4% or $70,139 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-19$5,905,405$38,198$2,010iApproximate average salary by contribution assumption: employee only about $50,261 at 4% or $33,507 at 6%; with 50% employer match about $33,507 at 4% or $22,338 at 6%; with 100% employer match about $25,130 at 4% or $16,754 at 6%.
Nelson, Mcpherson, Summers & Santos L.C. Retirement Plan-0$0$121,720-
2018217$4,837,079$62,000$3,647iApproximate average salary by contribution assumption: employee only about $91,176 at 4% or $60,784 at 6%; with 50% employer match about $60,784 at 4% or $40,523 at 6%; with 100% employer match about $45,588 at 4% or $30,392 at 6%.
Nelson, Mcpherson, Summers & Santos L.C. Retirement Plan-17$4,837,079$62,000$3,647iApproximate average salary by contribution assumption: employee only about $91,176 at 4% or $60,784 at 6%; with 50% employer match about $60,784 at 4% or $40,523 at 6%; with 100% employer match about $45,588 at 4% or $30,392 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-0$0$0-
2017218$5,098,374$85,985$4,777iApproximate average salary by contribution assumption: employee only about $119,424 at 4% or $79,616 at 6%; with 50% employer match about $79,616 at 4% or $53,077 at 6%; with 100% employer match about $59,712 at 4% or $39,808 at 6%.
Nelson, Mcpherson, Summers & Santos L.C. Retirement Plan-18$5,095,781$85,985$4,777iApproximate average salary by contribution assumption: employee only about $119,424 at 4% or $79,616 at 6%; with 50% employer match about $79,616 at 4% or $53,077 at 6%; with 100% employer match about $59,712 at 4% or $39,808 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-1$2,593$0-
2016219$4,528,179$112,619$5,927iApproximate average salary by contribution assumption: employee only about $148,183 at 4% or $98,789 at 6%; with 50% employer match about $98,789 at 4% or $65,859 at 6%; with 100% employer match about $74,091 at 4% or $49,394 at 6%.
Nelson, Mcpherson, Summers & Santos L.C. Retirement Plan-19$4,522,534$112,619$5,927iApproximate average salary by contribution assumption: employee only about $148,183 at 4% or $98,789 at 6%; with 50% employer match about $98,789 at 4% or $65,859 at 6%; with 100% employer match about $74,091 at 4% or $49,394 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-1$5,645$0-
2015213$4,095,390$109,981$8,460iApproximate average salary by contribution assumption: employee only about $211,502 at 4% or $141,001 at 6%; with 50% employer match about $141,001 at 4% or $94,001 at 6%; with 100% employer match about $105,751 at 4% or $70,501 at 6%.
Nelson, Mcpherson, Summers & Santos L.C. Retirement Plan-13$4,086,460$109,981$8,460iApproximate average salary by contribution assumption: employee only about $211,502 at 4% or $141,001 at 6%; with 50% employer match about $141,001 at 4% or $94,001 at 6%; with 100% employer match about $105,751 at 4% or $70,501 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-8$8,930--
2014218$3,984,589$104,156$5,786iApproximate average salary by contribution assumption: employee only about $144,661 at 4% or $96,441 at 6%; with 50% employer match about $96,441 at 4% or $64,294 at 6%; with 100% employer match about $72,331 at 4% or $48,220 at 6%.
Nelson, Mcpherson, Summers & Santos L.C. Retirement Plan-18$3,971,836$104,156$5,786iApproximate average salary by contribution assumption: employee only about $144,661 at 4% or $96,441 at 6%; with 50% employer match about $96,441 at 4% or $64,294 at 6%; with 100% employer match about $72,331 at 4% or $48,220 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-1$12,753--
2013213$3,458,896$92,983$7,153iApproximate average salary by contribution assumption: employee only about $178,813 at 4% or $119,209 at 6%; with 50% employer match about $119,209 at 4% or $79,473 at 6%; with 100% employer match about $89,407 at 4% or $59,604 at 6%.
Nelson, Mcpherson, Summers & Santos L.C. Retirement Plan-13$3,443,503$92,983$7,153iApproximate average salary by contribution assumption: employee only about $178,813 at 4% or $119,209 at 6%; with 50% employer match about $119,209 at 4% or $79,473 at 6%; with 100% employer match about $89,407 at 4% or $59,604 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-8$15,393--
2012212$2,816,789$88,875$7,406iApproximate average salary by contribution assumption: employee only about $185,156 at 4% or $123,438 at 6%; with 50% employer match about $123,438 at 4% or $82,292 at 6%; with 100% employer match about $92,578 at 4% or $61,719 at 6%.
Nelson, Mcpherson, Summers & Santos L.C. Retirement Plan-12$2,802,823$88,875$7,406iApproximate average salary by contribution assumption: employee only about $185,156 at 4% or $123,438 at 6%; with 50% employer match about $123,438 at 4% or $82,292 at 6%; with 100% employer match about $92,578 at 4% or $61,719 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-8$13,966--
2011213$2,448,136$103,045$7,927iApproximate average salary by contribution assumption: employee only about $198,163 at 4% or $132,109 at 6%; with 50% employer match about $132,109 at 4% or $88,073 at 6%; with 100% employer match about $99,082 at 4% or $66,054 at 6%.
Nelson, Mcpherson, Summers & Santos L.C. Retirement Plan-13$2,435,561$103,045$7,927iApproximate average salary by contribution assumption: employee only about $198,163 at 4% or $132,109 at 6%; with 50% employer match about $132,109 at 4% or $88,073 at 6%; with 100% employer match about $99,082 at 4% or $66,054 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-8$12,575--
2010215$2,380,637$79,087$5,272iApproximate average salary by contribution assumption: employee only about $131,812 at 4% or $87,874 at 6%; with 50% employer match about $87,874 at 4% or $58,583 at 6%; with 100% employer match about $65,906 at 4% or $43,937 at 6%.
Nelson, Mcpherson, Summers & Santos L.C. Retirement Plan-15$2,368,026$79,087$5,272iApproximate average salary by contribution assumption: employee only about $131,812 at 4% or $87,874 at 6%; with 50% employer match about $87,874 at 4% or $58,583 at 6%; with 100% employer match about $65,906 at 4% or $43,937 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-8$12,611--
2009216$2,020,486$95,324$5,958iApproximate average salary by contribution assumption: employee only about $148,944 at 4% or $99,296 at 6%; with 50% employer match about $99,296 at 4% or $66,197 at 6%; with 100% employer match about $74,472 at 4% or $49,648 at 6%.
Nelson, Mcpherson, Summers & Santos L.C. Retirement Plan-16$2,009,069$95,324$5,958iApproximate average salary by contribution assumption: employee only about $148,944 at 4% or $99,296 at 6%; with 50% employer match about $99,296 at 4% or $66,197 at 6%; with 100% employer match about $74,472 at 4% or $49,648 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-9$11,417--
2008213$1,506,866$94,446$7,265iApproximate average salary by contribution assumption: employee only about $181,627 at 4% or $121,085 at 6%; with 50% employer match about $121,085 at 4% or $80,723 at 6%; with 100% employer match about $90,813 at 4% or $60,542 at 6%.
Nelson, Mcpherson, Summers & Santos L.C. Retirement Plan-13$1,497,256$93,846$7,219iApproximate average salary by contribution assumption: employee only about $180,473 at 4% or $120,315 at 6%; with 50% employer match about $120,315 at 4% or $80,210 at 6%; with 100% employer match about $90,237 at 4% or $60,158 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-9$9,610$600$67iApproximate average salary by contribution assumption: employee only about $1,667 at 4% or $1,111 at 6%; with 50% employer match about $1,111 at 4% or $741 at 6%; with 100% employer match about $833 at 4% or $556 at 6%.
2007214$2,245,101$95,508$6,822iApproximate average salary by contribution assumption: employee only about $170,550 at 4% or $113,700 at 6%; with 50% employer match about $113,700 at 4% or $75,800 at 6%; with 100% employer match about $85,275 at 4% or $56,850 at 6%.
Nelson, Mcpherson, Summers & Santos L.C. Retirement Plan-14$2,232,971$94,458$6,747iApproximate average salary by contribution assumption: employee only about $168,675 at 4% or $112,450 at 6%; with 50% employer match about $112,450 at 4% or $74,967 at 6%; with 100% employer match about $84,338 at 4% or $56,225 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-9$12,130$1,050$117iApproximate average salary by contribution assumption: employee only about $2,917 at 4% or $1,944 at 6%; with 50% employer match about $1,944 at 4% or $1,296 at 6%; with 100% employer match about $1,458 at 4% or $972 at 6%.
2006214$1,953,604$86,754$6,197iApproximate average salary by contribution assumption: employee only about $154,918 at 4% or $103,279 at 6%; with 50% employer match about $103,279 at 4% or $68,852 at 6%; with 100% employer match about $77,459 at 4% or $51,639 at 6%.
Nelson, Mcpherson, Summers & Santos L.C. Retirement Plan-14$1,943,204$85,404$6,100iApproximate average salary by contribution assumption: employee only about $152,507 at 4% or $101,671 at 6%; with 50% employer match about $101,671 at 4% or $67,781 at 6%; with 100% employer match about $76,254 at 4% or $50,836 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-9$10,400$1,350$150iApproximate average salary by contribution assumption: employee only about $3,750 at 4% or $2,500 at 6%; with 50% employer match about $2,500 at 4% or $1,667 at 6%; with 100% employer match about $1,875 at 4% or $1,250 at 6%.
2005215$1,514,220$87,636$5,842iApproximate average salary by contribution assumption: employee only about $146,060 at 4% or $97,373 at 6%; with 50% employer match about $97,373 at 4% or $64,916 at 6%; with 100% employer match about $73,030 at 4% or $48,687 at 6%.
Nelson, Mcpherson, Summers & Santos L.C. Retirement Plan-15$1,506,188$86,486$5,766iApproximate average salary by contribution assumption: employee only about $144,143 at 4% or $96,096 at 6%; with 50% employer match about $96,096 at 4% or $64,064 at 6%; with 100% employer match about $72,072 at 4% or $48,048 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-9$8,032$1,150$128iApproximate average salary by contribution assumption: employee only about $3,194 at 4% or $2,130 at 6%; with 50% employer match about $2,130 at 4% or $1,420 at 6%; with 100% employer match about $1,597 at 4% or $1,065 at 6%.
2004215$1,416,141$78,374$5,225iApproximate average salary by contribution assumption: employee only about $130,623 at 4% or $87,082 at 6%; with 50% employer match about $87,082 at 4% or $58,055 at 6%; with 100% employer match about $65,312 at 4% or $43,541 at 6%.
Nelson, Mcpherson, Summers & Santos L.C. Retirement Plan-15$1,409,735$77,274$5,152iApproximate average salary by contribution assumption: employee only about $128,790 at 4% or $85,860 at 6%; with 50% employer match about $85,860 at 4% or $57,240 at 6%; with 100% employer match about $64,395 at 4% or $42,930 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-9$6,406$1,100$122iApproximate average salary by contribution assumption: employee only about $3,056 at 4% or $2,037 at 6%; with 50% employer match about $2,037 at 4% or $1,358 at 6%; with 100% employer match about $1,528 at 4% or $1,019 at 6%.
2003214$1,161,070$74,236$5,303iApproximate average salary by contribution assumption: employee only about $132,564 at 4% or $88,376 at 6%; with 50% employer match about $88,376 at 4% or $58,917 at 6%; with 100% employer match about $66,282 at 4% or $44,188 at 6%.
Nelson, Mcpherson, Summers & Santos L.C. Retirement Plan-14$1,154,926$72,496$5,178iApproximate average salary by contribution assumption: employee only about $129,457 at 4% or $86,305 at 6%; with 50% employer match about $86,305 at 4% or $57,537 at 6%; with 100% employer match about $64,729 at 4% or $43,152 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-14$6,144$1,740$124iApproximate average salary by contribution assumption: employee only about $3,107 at 4% or $2,071 at 6%; with 50% employer match about $2,071 at 4% or $1,381 at 6%; with 100% employer match about $1,554 at 4% or $1,036 at 6%.
2002215$850,564$88,253$5,884iApproximate average salary by contribution assumption: employee only about $147,088 at 4% or $98,059 at 6%; with 50% employer match about $98,059 at 4% or $65,373 at 6%; with 100% employer match about $73,544 at 4% or $49,029 at 6%.
Nelson, Mcpherson, Summers & Santos L.C. Retirement Plan-15$850,564$88,253$5,884iApproximate average salary by contribution assumption: employee only about $147,088 at 4% or $98,059 at 6%; with 50% employer match about $98,059 at 4% or $65,373 at 6%; with 100% employer match about $73,544 at 4% or $49,029 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-15---
2001216$920,273$85,052$5,316iApproximate average salary by contribution assumption: employee only about $132,894 at 4% or $88,596 at 6%; with 50% employer match about $88,596 at 4% or $59,064 at 6%; with 100% employer match about $66,447 at 4% or $44,298 at 6%.
Nelson, Mcpherson, Summers & Santos L.C. Retirement Plan-16$918,665$83,557$5,222iApproximate average salary by contribution assumption: employee only about $130,558 at 4% or $87,039 at 6%; with 50% employer match about $87,039 at 4% or $58,026 at 6%; with 100% employer match about $65,279 at 4% or $43,519 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-16$1,608$1,495$93iApproximate average salary by contribution assumption: employee only about $2,336 at 4% or $1,557 at 6%; with 50% employer match about $1,557 at 4% or $1,038 at 6%; with 100% employer match about $1,168 at 4% or $779 at 6%.
2000213$931,119$66,796$5,138iApproximate average salary by contribution assumption: employee only about $128,454 at 4% or $85,636 at 6%; with 50% employer match about $85,636 at 4% or $57,091 at 6%; with 100% employer match about $64,227 at 4% or $42,818 at 6%.
Nelson, Mcpherson, Summers & Santos L.C. Retirement Plan-13$931,119$66,796$5,138iApproximate average salary by contribution assumption: employee only about $128,454 at 4% or $85,636 at 6%; with 50% employer match about $85,636 at 4% or $57,091 at 6%; with 100% employer match about $64,227 at 4% or $42,818 at 6%.
Nelson, Mcpherson, Summers & & Santos LC Profit Sharing Plan-13---
1999111$999,756$64,102$5,827iApproximate average salary by contribution assumption: employee only about $145,686 at 4% or $97,124 at 6%; with 50% employer match about $97,124 at 4% or $64,749 at 6%; with 100% employer match about $72,843 at 4% or $48,562 at 6%.
Nelson, Mcpherson, Summers & Santos L.C. Retirement Plan-11$999,756$64,102$5,827iApproximate average salary by contribution assumption: employee only about $145,686 at 4% or $97,124 at 6%; with 50% employer match about $97,124 at 4% or $64,749 at 6%; with 100% employer match about $72,843 at 4% or $48,562 at 6%.