Civic Intelligence

John J. Nelson, D.D.S., P.A.

Plan context: John J. Nelson, D.D.S., P.A. 401K Plan and Trust

EIN 59-2124683 • Winter Park, FL • 11 filings • 2 plans

865 Balch AvenueWinter Park, FL 32789
Current Snapshot

Latest Year

2012

2012 Participants

7

2012 Assets

$645,609

2012 Contributions

$60,523

Historical Graphs

Total Assets Over Time

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

$645,609$322,805$0200220062011YearValue
$645,609Latest year 2011

Participants Over Time

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

740200220072011YearValue
7Latest year 2011

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
201210$0$60,523-
John J. Nelson, D.D.S., P.A. 401K Plan and Trust-0$0$60,523-
201117$645,609$42,872$6,125iApproximate average salary by contribution assumption: employee only about $153,114 at 4% or $102,076 at 6%; with 50% employer match about $102,076 at 4% or $68,051 at 6%; with 100% employer match about $76,557 at 4% or $51,038 at 6%.
John J. Nelson, D.D.S., P.A. 401K Plan and Trust-7$645,609$42,872$6,125iApproximate average salary by contribution assumption: employee only about $153,114 at 4% or $102,076 at 6%; with 50% employer match about $102,076 at 4% or $68,051 at 6%; with 100% employer match about $76,557 at 4% or $51,038 at 6%.
201016$523,199$35,578$5,930iApproximate average salary by contribution assumption: employee only about $148,242 at 4% or $98,828 at 6%; with 50% employer match about $98,828 at 4% or $65,885 at 6%; with 100% employer match about $74,121 at 4% or $49,414 at 6%.
John J. Nelson, D.D.S., P.A. 401K Plan and Trust-6$523,199$35,578$5,930iApproximate average salary by contribution assumption: employee only about $148,242 at 4% or $98,828 at 6%; with 50% employer match about $98,828 at 4% or $65,885 at 6%; with 100% employer match about $74,121 at 4% or $49,414 at 6%.
200916$481,762$38,626$6,438iApproximate average salary by contribution assumption: employee only about $160,942 at 4% or $107,294 at 6%; with 50% employer match about $107,294 at 4% or $71,530 at 6%; with 100% employer match about $80,471 at 4% or $53,647 at 6%.
John J. Nelson, D.D.S., P.A. 401K Plan and Trust-6$481,762$38,626$6,438iApproximate average salary by contribution assumption: employee only about $160,942 at 4% or $107,294 at 6%; with 50% employer match about $107,294 at 4% or $71,530 at 6%; with 100% employer match about $80,471 at 4% or $53,647 at 6%.
200814$0$0-
John J. Nelson, D.D.S., P.A. 401K Plan and Trust-4---
200714$0$0-
John J. Nelson, D.D.S., P.A. 401K Plan and Trust-4---
200615$416,893$50,558$10,112iApproximate average salary by contribution assumption: employee only about $252,790 at 4% or $168,527 at 6%; with 50% employer match about $168,527 at 4% or $112,351 at 6%; with 100% employer match about $126,395 at 4% or $84,263 at 6%.
John J. Nelson, D.D.S., P.A. 401K Plan and Trust-5$416,893$50,558$10,112iApproximate average salary by contribution assumption: employee only about $252,790 at 4% or $168,527 at 6%; with 50% employer match about $168,527 at 4% or $112,351 at 6%; with 100% employer match about $126,395 at 4% or $84,263 at 6%.
200516$314,135$62,316$10,386iApproximate average salary by contribution assumption: employee only about $259,650 at 4% or $173,100 at 6%; with 50% employer match about $173,100 at 4% or $115,400 at 6%; with 100% employer match about $129,825 at 4% or $86,550 at 6%.
John J. Nelson, D.D.S., P.A. 401K Plan and Trust-6$314,135$62,316$10,386iApproximate average salary by contribution assumption: employee only about $259,650 at 4% or $173,100 at 6%; with 50% employer match about $173,100 at 4% or $115,400 at 6%; with 100% employer match about $129,825 at 4% or $86,550 at 6%.
200416$233,776$55,190$9,198iApproximate average salary by contribution assumption: employee only about $229,958 at 4% or $153,306 at 6%; with 50% employer match about $153,306 at 4% or $102,204 at 6%; with 100% employer match about $114,979 at 4% or $76,653 at 6%.
John J. Nelson, D.D.S., P.A. 401K Plan and Trust-6$233,776$55,190$9,198iApproximate average salary by contribution assumption: employee only about $229,958 at 4% or $153,306 at 6%; with 50% employer match about $153,306 at 4% or $102,204 at 6%; with 100% employer match about $114,979 at 4% or $76,653 at 6%.
200317$0$0-
John J. Nelson, D.D.S., P.A. 401K Plan and Trust-7---
200217$44,660$50,667$7,238iApproximate average salary by contribution assumption: employee only about $180,954 at 4% or $120,636 at 6%; with 50% employer match about $120,636 at 4% or $80,424 at 6%; with 100% employer match about $90,477 at 4% or $60,318 at 6%.
John J. Nelson, D.D.S., P.A. 401K Plan and Trust-7$44,660$50,667$7,238iApproximate average salary by contribution assumption: employee only about $180,954 at 4% or $120,636 at 6%; with 50% employer match about $120,636 at 4% or $80,424 at 6%; with 100% employer match about $90,477 at 4% or $60,318 at 6%.