Stephen G. Nelson, M.D., P.A.
Plan context: Stephen G. Nelson, M.D., P.A., Profit Sharing Plan & Trust
EIN 59-2105555 • Saint Petersburg, FL • 14 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$338,843
2024 Contributions
$84,575
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 | 1 | 9 | $338,843 | $84,575 | $9,397iApproximate average salary by contribution assumption: employee only about $234,931 at 4% or $156,620 at 6%; with 50% employer match about $156,620 at 4% or $104,414 at 6%; with 100% employer match about $117,465 at 4% or $78,310 at 6%. |
| Stephen G. Nelson, M.D., P.A., Profit Sharing Plan & Trust | - | 9 | $338,843 | $84,575 | $9,397iApproximate average salary by contribution assumption: employee only about $234,931 at 4% or $156,620 at 6%; with 50% employer match about $156,620 at 4% or $104,414 at 6%; with 100% employer match about $117,465 at 4% or $78,310 at 6%. |
| 2023 | 1 | 10 | $246,857 | $83,109 | $8,311iApproximate average salary by contribution assumption: employee only about $207,773 at 4% or $138,515 at 6%; with 50% employer match about $138,515 at 4% or $92,343 at 6%; with 100% employer match about $103,886 at 4% or $69,258 at 6%. |
| Stephen G. Nelson, M.D., P.A., Profit Sharing Plan & Trust | - | 10 | $246,857 | $83,109 | $8,311iApproximate average salary by contribution assumption: employee only about $207,773 at 4% or $138,515 at 6%; with 50% employer match about $138,515 at 4% or $92,343 at 6%; with 100% employer match about $103,886 at 4% or $69,258 at 6%. |
| 2022 | 1 | 10 | $137,186 | $107,619 | $10,762iApproximate average salary by contribution assumption: employee only about $269,048 at 4% or $179,365 at 6%; with 50% employer match about $179,365 at 4% or $119,577 at 6%; with 100% employer match about $134,524 at 4% or $89,683 at 6%. |
| Stephen G. Nelson, M.D., P.A., Profit Sharing Plan & Trust | - | 10 | $137,186 | $107,619 | $10,762iApproximate average salary by contribution assumption: employee only about $269,048 at 4% or $179,365 at 6%; with 50% employer match about $179,365 at 4% or $119,577 at 6%; with 100% employer match about $134,524 at 4% or $89,683 at 6%. |
| 2006 | 1 | 0 | $0 | $0 | - |
| Stephen G. Nelson, M.D., P.A., Profit Sharing Plan & Trust | - | 0 | - | - | - |
| 2005 | 1 | 13 | $216,676 | $0 | - |
| Stephen G. Nelson, M.D., P.A., Profit Sharing Plan & Trust | - | 13 | $216,676 | - | - |
| 2004 | 1 | 14 | $215,538 | $50,640 | $3,617iApproximate average salary by contribution assumption: employee only about $90,429 at 4% or $60,286 at 6%; with 50% employer match about $60,286 at 4% or $40,190 at 6%; with 100% employer match about $45,214 at 4% or $30,143 at 6%. |
| Stephen G. Nelson, M.D., P.A., Profit Sharing Plan & Trust | - | 14 | $215,538 | $50,640 | $3,617iApproximate average salary by contribution assumption: employee only about $90,429 at 4% or $60,286 at 6%; with 50% employer match about $60,286 at 4% or $40,190 at 6%; with 100% employer match about $45,214 at 4% or $30,143 at 6%. |
| 2003 | 1 | 14 | $73,059 | $73,016 | $5,215iApproximate average salary by contribution assumption: employee only about $130,386 at 4% or $86,924 at 6%; with 50% employer match about $86,924 at 4% or $57,949 at 6%; with 100% employer match about $65,193 at 4% or $43,462 at 6%. |
| Stephen G. Nelson, M.D., P.A., Profit Sharing Plan & Trust | - | 14 | $73,059 | $73,016 | $5,215iApproximate average salary by contribution assumption: employee only about $130,386 at 4% or $86,924 at 6%; with 50% employer match about $86,924 at 4% or $57,949 at 6%; with 100% employer match about $65,193 at 4% or $43,462 at 6%. |
| 2001 | 3 | 13 | $4,400 | $4,383 | $337iApproximate average salary by contribution assumption: employee only about $8,429 at 4% or $5,619 at 6%; with 50% employer match about $5,619 at 4% or $3,746 at 6%; with 100% employer match about $4,214 at 4% or $2,810 at 6%. |
| Stephen G. Nelson, M.D., P.A., Profit Sharing Plan & Trust | - | 13 | $4,400 | $4,383 | $337iApproximate average salary by contribution assumption: employee only about $8,429 at 4% or $5,619 at 6%; with 50% employer match about $5,619 at 4% or $3,746 at 6%; with 100% employer match about $4,214 at 4% or $2,810 at 6%. |
| Stephen G. Nelson, M.D., P.A., Profit Sharing Plan & Trust | - | 0 | - | - | - |
| Stephen G. Nelson, M.D., P.A., Money Purchase Pension Plan | - | 0 | - | - | - |
| 2000 | 2 | 1 | $0 | $0 | - |
| Stephen G. Nelson, M.D., P.A., Money Purchase Pension Plan | - | 1 | - | - | - |
| Stephen G. Nelson, M.D., P.A., Profit Sharing Plan & Trust | - | 1 | - | - | - |
| 1999 | 2 | 4 | $1,133,380 | $0 | - |
| Stephen G. Nelson, M.D., P.A., Money Purchase Pension Plan | - | 4 | $704,294 | - | - |
| Stephen G. Nelson, M.D., P.A., Profit Sharing Plan & Trust | - | 4 | $429,086 | - | - |