Civic Intelligence

Lori D. Nelson, D.D.S., P.A.

Plan context: Lori D. Nelson, Dds, Pa 401K Profit Sharing Plan

EIN 59-2699163 • Palm Bay, FL • 17 filings • 7 plans

730 Emerson Drive NEPalm Bay, FL 32907
Current Snapshot

Latest Year

2016

2016 Participants

10

2016 Assets

$1,127,112

2016 Contributions

$98,948

Historical Graphs

Total Assets Over Time

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

$1,127,112$563,556$0199920102016YearValue
$1,127,112Latest year 2016

Participants Over Time

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

24120199920082016YearValue
10Latest year 2016

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
2016110$1,127,112$98,948$9,895iApproximate average salary by contribution assumption: employee only about $247,370 at 4% or $164,913 at 6%; with 50% employer match about $164,913 at 4% or $109,942 at 6%; with 100% employer match about $123,685 at 4% or $82,457 at 6%.
Lori D. Nelson, Dds, Pa 401K Profit Sharing Plan-10$1,127,112$98,948$9,895iApproximate average salary by contribution assumption: employee only about $247,370 at 4% or $164,913 at 6%; with 50% employer match about $164,913 at 4% or $109,942 at 6%; with 100% employer match about $123,685 at 4% or $82,457 at 6%.
2015111$960,110$105,188$9,563iApproximate average salary by contribution assumption: employee only about $239,064 at 4% or $159,376 at 6%; with 50% employer match about $159,376 at 4% or $106,251 at 6%; with 100% employer match about $119,532 at 4% or $79,688 at 6%.
Lori D. Nelson, Dds, Pa 401K Profit Sharing Plan-11$960,110$105,188$9,563iApproximate average salary by contribution assumption: employee only about $239,064 at 4% or $159,376 at 6%; with 50% employer match about $159,376 at 4% or $106,251 at 6%; with 100% employer match about $119,532 at 4% or $79,688 at 6%.
201410$897,759$90,035-
Lori D. Nelson, Dds, Pa 401K Profit Sharing Plan-0$897,759$90,035-
2013116$795,587$74,114$4,632iApproximate average salary by contribution assumption: employee only about $115,803 at 4% or $77,202 at 6%; with 50% employer match about $77,202 at 4% or $51,468 at 6%; with 100% employer match about $57,902 at 4% or $38,601 at 6%.
Lori D. Nelson, Dds, Pa 401K Profit Sharing Plan-16$795,587$74,114$4,632iApproximate average salary by contribution assumption: employee only about $115,803 at 4% or $77,202 at 6%; with 50% employer match about $77,202 at 4% or $51,468 at 6%; with 100% employer match about $57,902 at 4% or $38,601 at 6%.
2012115$614,257$84,605$5,640iApproximate average salary by contribution assumption: employee only about $141,008 at 4% or $94,006 at 6%; with 50% employer match about $94,006 at 4% or $62,670 at 6%; with 100% employer match about $70,504 at 4% or $47,003 at 6%.
Lori D. Nelson, Dds, Pa 401K Profit Sharing Plan-15$614,257$84,605$5,640iApproximate average salary by contribution assumption: employee only about $141,008 at 4% or $94,006 at 6%; with 50% employer match about $94,006 at 4% or $62,670 at 6%; with 100% employer match about $70,504 at 4% or $47,003 at 6%.
2011117$489,288$77,824$4,578iApproximate average salary by contribution assumption: employee only about $114,447 at 4% or $76,298 at 6%; with 50% employer match about $76,298 at 4% or $50,865 at 6%; with 100% employer match about $57,224 at 4% or $38,149 at 6%.
Lori D. Nelson, Dds, Pa 401K Profit Sharing Plan-17$489,288$77,824$4,578iApproximate average salary by contribution assumption: employee only about $114,447 at 4% or $76,298 at 6%; with 50% employer match about $76,298 at 4% or $50,865 at 6%; with 100% employer match about $57,224 at 4% or $38,149 at 6%.
2010119$748,391$69,620$3,664iApproximate average salary by contribution assumption: employee only about $91,605 at 4% or $61,070 at 6%; with 50% employer match about $61,070 at 4% or $40,713 at 6%; with 100% employer match about $45,803 at 4% or $30,535 at 6%.
Lori D. Nelson, Dds, Pa 401K Profit Sharing Plan-19$748,391$69,620$3,664iApproximate average salary by contribution assumption: employee only about $91,605 at 4% or $61,070 at 6%; with 50% employer match about $61,070 at 4% or $40,713 at 6%; with 100% employer match about $45,803 at 4% or $30,535 at 6%.
2009120$617,363$66,559$3,328iApproximate average salary by contribution assumption: employee only about $83,199 at 4% or $55,466 at 6%; with 50% employer match about $55,466 at 4% or $36,977 at 6%; with 100% employer match about $41,599 at 4% or $27,733 at 6%.
Lori D. Nelson, Dds, Pa 401K Profit Sharing Plan-20$617,363$66,559$3,328iApproximate average salary by contribution assumption: employee only about $83,199 at 4% or $55,466 at 6%; with 50% employer match about $55,466 at 4% or $36,977 at 6%; with 100% employer match about $41,599 at 4% or $27,733 at 6%.
2008124$433,397$72,769$3,032iApproximate average salary by contribution assumption: employee only about $75,801 at 4% or $50,534 at 6%; with 50% employer match about $50,534 at 4% or $33,689 at 6%; with 100% employer match about $37,901 at 4% or $25,267 at 6%.
Lori D. Nelson, Dds, Pa 401K Profit Sharing Plan-24$433,397$72,769$3,032iApproximate average salary by contribution assumption: employee only about $75,801 at 4% or $50,534 at 6%; with 50% employer match about $50,534 at 4% or $33,689 at 6%; with 100% employer match about $37,901 at 4% or $25,267 at 6%.
2007121$0$0-
Lori D. Nelson, Dds, Pa 401K Profit Sharing Plan-21---
2006117$517,758$73,862$4,345iApproximate average salary by contribution assumption: employee only about $108,621 at 4% or $72,414 at 6%; with 50% employer match about $72,414 at 4% or $48,276 at 6%; with 100% employer match about $54,310 at 4% or $36,207 at 6%.
Lori D. Nelson, Dds, Pa 401K Profit Sharing Plan-17$517,758$73,862$4,345iApproximate average salary by contribution assumption: employee only about $108,621 at 4% or $72,414 at 6%; with 50% employer match about $72,414 at 4% or $48,276 at 6%; with 100% employer match about $54,310 at 4% or $36,207 at 6%.
200516$423,161$42,809$7,135iApproximate average salary by contribution assumption: employee only about $178,371 at 4% or $118,914 at 6%; with 50% employer match about $118,914 at 4% or $79,276 at 6%; with 100% employer match about $89,185 at 4% or $59,457 at 6%.
Lori D. Nelson, Dds, Pa 401K Profit Sharing Plan-6$423,161$42,809$7,135iApproximate average salary by contribution assumption: employee only about $178,371 at 4% or $118,914 at 6%; with 50% employer match about $118,914 at 4% or $79,276 at 6%; with 100% employer match about $89,185 at 4% or $59,457 at 6%.
200416$356,320$37,352$6,225iApproximate average salary by contribution assumption: employee only about $155,633 at 4% or $103,756 at 6%; with 50% employer match about $103,756 at 4% or $69,170 at 6%; with 100% employer match about $77,817 at 4% or $51,878 at 6%.
Lori D. Nelson, Dds, Pa 401K Profit Sharing Plan-6$356,320$37,352$6,225iApproximate average salary by contribution assumption: employee only about $155,633 at 4% or $103,756 at 6%; with 50% employer match about $103,756 at 4% or $69,170 at 6%; with 100% employer match about $77,817 at 4% or $51,878 at 6%.
200316$0$0-
Lori D. Nelson, Dds, Pa 401K Profit Sharing Plan-6---
200217$0$0-
Lori D. Nelson, Dds, Pa 401K Profit Sharing Plan-7---
200118$0$0-
Lori D. Nelson, Dds, Pa 401K Profit Sharing Plan-8---
1999110$228,687$17,464$1,746iApproximate average salary by contribution assumption: employee only about $43,660 at 4% or $29,107 at 6%; with 50% employer match about $29,107 at 4% or $19,404 at 6%; with 100% employer match about $21,830 at 4% or $14,553 at 6%.
Lori D. Nelson, Dds, Pa 401K Profit Sharing Plan-10$228,687$17,464$1,746iApproximate average salary by contribution assumption: employee only about $43,660 at 4% or $29,107 at 6%; with 50% employer match about $29,107 at 4% or $19,404 at 6%; with 100% employer match about $21,830 at 4% or $14,553 at 6%.