Civic Intelligence

Nathan & Nathan PC.

Plan context: Nathan & Nathan PC. 401(K) Profit Sharing Plan

EIN 63-1132746 • Birmingham, AL • 25 filings • 5 plans

2215 First Avenue SouthBirmingham, AL 35233
Current Snapshot

Latest Year

2024

2024 Participants

51

2024 Assets

$3,220,559

2024 Contributions

$258,415

Historical Graphs

Total Assets Over Time

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

$3,220,559$1,610,280$0200020132024YearValue
$3,220,559Latest year 2024

Participants Over Time

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

51260200020122024YearValue
51Latest year 2024

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
2024151$3,220,559$258,415$5,067iApproximate average salary by contribution assumption: employee only about $126,674 at 4% or $84,449 at 6%; with 50% employer match about $84,449 at 4% or $56,300 at 6%; with 100% employer match about $63,337 at 4% or $42,225 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-51$3,220,559$258,415$5,067iApproximate average salary by contribution assumption: employee only about $126,674 at 4% or $84,449 at 6%; with 50% employer match about $84,449 at 4% or $56,300 at 6%; with 100% employer match about $63,337 at 4% or $42,225 at 6%.
2023146$2,822,040$204,845$4,453iApproximate average salary by contribution assumption: employee only about $111,329 at 4% or $74,219 at 6%; with 50% employer match about $74,219 at 4% or $49,479 at 6%; with 100% employer match about $55,664 at 4% or $37,110 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-46$2,822,040$204,845$4,453iApproximate average salary by contribution assumption: employee only about $111,329 at 4% or $74,219 at 6%; with 50% employer match about $74,219 at 4% or $49,479 at 6%; with 100% employer match about $55,664 at 4% or $37,110 at 6%.
2022138$2,369,286$218,355$5,746iApproximate average salary by contribution assumption: employee only about $143,655 at 4% or $95,770 at 6%; with 50% employer match about $95,770 at 4% or $63,846 at 6%; with 100% employer match about $71,827 at 4% or $47,885 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-38$2,369,286$218,355$5,746iApproximate average salary by contribution assumption: employee only about $143,655 at 4% or $95,770 at 6%; with 50% employer match about $95,770 at 4% or $63,846 at 6%; with 100% employer match about $71,827 at 4% or $47,885 at 6%.
2021128$2,606,229$202,044$7,216iApproximate average salary by contribution assumption: employee only about $180,396 at 4% or $120,264 at 6%; with 50% employer match about $120,264 at 4% or $80,176 at 6%; with 100% employer match about $90,198 at 4% or $60,132 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-28$2,606,229$202,044$7,216iApproximate average salary by contribution assumption: employee only about $180,396 at 4% or $120,264 at 6%; with 50% employer match about $120,264 at 4% or $80,176 at 6%; with 100% employer match about $90,198 at 4% or $60,132 at 6%.
2020143$2,244,855$173,737$4,040iApproximate average salary by contribution assumption: employee only about $101,010 at 4% or $67,340 at 6%; with 50% employer match about $67,340 at 4% or $44,893 at 6%; with 100% employer match about $50,505 at 4% or $33,670 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-43$2,244,855$173,737$4,040iApproximate average salary by contribution assumption: employee only about $101,010 at 4% or $67,340 at 6%; with 50% employer match about $67,340 at 4% or $44,893 at 6%; with 100% employer match about $50,505 at 4% or $33,670 at 6%.
2019137$1,918,650$137,206$3,708iApproximate average salary by contribution assumption: employee only about $92,707 at 4% or $61,805 at 6%; with 50% employer match about $61,805 at 4% or $41,203 at 6%; with 100% employer match about $46,353 at 4% or $30,902 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-37$1,918,650$137,206$3,708iApproximate average salary by contribution assumption: employee only about $92,707 at 4% or $61,805 at 6%; with 50% employer match about $61,805 at 4% or $41,203 at 6%; with 100% employer match about $46,353 at 4% or $30,902 at 6%.
2018140$2,108,859$155,995$3,900iApproximate average salary by contribution assumption: employee only about $97,497 at 4% or $64,998 at 6%; with 50% employer match about $64,998 at 4% or $43,332 at 6%; with 100% employer match about $48,748 at 4% or $32,499 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-40$2,108,859$155,995$3,900iApproximate average salary by contribution assumption: employee only about $97,497 at 4% or $64,998 at 6%; with 50% employer match about $64,998 at 4% or $43,332 at 6%; with 100% employer match about $48,748 at 4% or $32,499 at 6%.
2017142$2,078,355$131,264$3,125iApproximate average salary by contribution assumption: employee only about $78,133 at 4% or $52,089 at 6%; with 50% employer match about $52,089 at 4% or $34,726 at 6%; with 100% employer match about $39,067 at 4% or $26,044 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-42$2,078,355$131,264$3,125iApproximate average salary by contribution assumption: employee only about $78,133 at 4% or $52,089 at 6%; with 50% employer match about $52,089 at 4% or $34,726 at 6%; with 100% employer match about $39,067 at 4% or $26,044 at 6%.
2016137$1,774,553$110,571$2,988iApproximate average salary by contribution assumption: employee only about $74,710 at 4% or $49,807 at 6%; with 50% employer match about $49,807 at 4% or $33,205 at 6%; with 100% employer match about $37,355 at 4% or $24,903 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-37$1,774,553$110,571$2,988iApproximate average salary by contribution assumption: employee only about $74,710 at 4% or $49,807 at 6%; with 50% employer match about $49,807 at 4% or $33,205 at 6%; with 100% employer match about $37,355 at 4% or $24,903 at 6%.
2015122$1,679,275$108,658$4,939iApproximate average salary by contribution assumption: employee only about $123,475 at 4% or $82,317 at 6%; with 50% employer match about $82,317 at 4% or $54,878 at 6%; with 100% employer match about $61,738 at 4% or $41,158 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-22$1,679,275$108,658$4,939iApproximate average salary by contribution assumption: employee only about $123,475 at 4% or $82,317 at 6%; with 50% employer match about $82,317 at 4% or $54,878 at 6%; with 100% employer match about $61,738 at 4% or $41,158 at 6%.
2014122$1,699,330$105,390$4,790iApproximate average salary by contribution assumption: employee only about $119,761 at 4% or $79,841 at 6%; with 50% employer match about $79,841 at 4% or $53,227 at 6%; with 100% employer match about $59,881 at 4% or $39,920 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-22$1,699,330$105,390$4,790iApproximate average salary by contribution assumption: employee only about $119,761 at 4% or $79,841 at 6%; with 50% employer match about $79,841 at 4% or $53,227 at 6%; with 100% employer match about $59,881 at 4% or $39,920 at 6%.
2013122$1,625,451$104,307$4,741iApproximate average salary by contribution assumption: employee only about $118,531 at 4% or $79,020 at 6%; with 50% employer match about $79,020 at 4% or $52,680 at 6%; with 100% employer match about $59,265 at 4% or $39,510 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-22$1,625,451$104,307$4,741iApproximate average salary by contribution assumption: employee only about $118,531 at 4% or $79,020 at 6%; with 50% employer match about $79,020 at 4% or $52,680 at 6%; with 100% employer match about $59,265 at 4% or $39,510 at 6%.
2012131$1,454,988$99,745$3,218iApproximate average salary by contribution assumption: employee only about $80,440 at 4% or $53,626 at 6%; with 50% employer match about $53,626 at 4% or $35,751 at 6%; with 100% employer match about $40,220 at 4% or $26,813 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-31$1,454,988$99,745$3,218iApproximate average salary by contribution assumption: employee only about $80,440 at 4% or $53,626 at 6%; with 50% employer match about $53,626 at 4% or $35,751 at 6%; with 100% employer match about $40,220 at 4% or $26,813 at 6%.
2011133$1,249,378$95,357$2,890iApproximate average salary by contribution assumption: employee only about $72,240 at 4% or $48,160 at 6%; with 50% employer match about $48,160 at 4% or $32,107 at 6%; with 100% employer match about $36,120 at 4% or $24,080 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-33$1,249,378$95,357$2,890iApproximate average salary by contribution assumption: employee only about $72,240 at 4% or $48,160 at 6%; with 50% employer match about $48,160 at 4% or $32,107 at 6%; with 100% employer match about $36,120 at 4% or $24,080 at 6%.
2010140$1,166,259$88,583$2,215iApproximate average salary by contribution assumption: employee only about $55,364 at 4% or $36,910 at 6%; with 50% employer match about $36,910 at 4% or $24,606 at 6%; with 100% employer match about $27,682 at 4% or $18,455 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-40$1,166,259$88,583$2,215iApproximate average salary by contribution assumption: employee only about $55,364 at 4% or $36,910 at 6%; with 50% employer match about $36,910 at 4% or $24,606 at 6%; with 100% employer match about $27,682 at 4% or $18,455 at 6%.
2009141$1,011,145$98,163$2,394iApproximate average salary by contribution assumption: employee only about $59,855 at 4% or $39,904 at 6%; with 50% employer match about $39,904 at 4% or $26,602 at 6%; with 100% employer match about $29,928 at 4% or $19,952 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-41$1,011,145$98,163$2,394iApproximate average salary by contribution assumption: employee only about $59,855 at 4% or $39,904 at 6%; with 50% employer match about $39,904 at 4% or $26,602 at 6%; with 100% employer match about $29,928 at 4% or $19,952 at 6%.
2008125$775,685$69,033$2,761iApproximate average salary by contribution assumption: employee only about $69,033 at 4% or $46,022 at 6%; with 50% employer match about $46,022 at 4% or $30,681 at 6%; with 100% employer match about $34,517 at 4% or $23,011 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-25$775,685$69,033$2,761iApproximate average salary by contribution assumption: employee only about $69,033 at 4% or $46,022 at 6%; with 50% employer match about $46,022 at 4% or $30,681 at 6%; with 100% employer match about $34,517 at 4% or $23,011 at 6%.
2007110$807,411$100,919$10,092iApproximate average salary by contribution assumption: employee only about $252,298 at 4% or $168,198 at 6%; with 50% employer match about $168,198 at 4% or $112,132 at 6%; with 100% employer match about $126,149 at 4% or $84,099 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-10$807,411$100,919$10,092iApproximate average salary by contribution assumption: employee only about $252,298 at 4% or $168,198 at 6%; with 50% employer match about $168,198 at 4% or $112,132 at 6%; with 100% employer match about $126,149 at 4% or $84,099 at 6%.
2006111$683,154$90,651$8,241iApproximate average salary by contribution assumption: employee only about $206,025 at 4% or $137,350 at 6%; with 50% employer match about $137,350 at 4% or $91,567 at 6%; with 100% employer match about $103,013 at 4% or $68,675 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-11$683,154$90,651$8,241iApproximate average salary by contribution assumption: employee only about $206,025 at 4% or $137,350 at 6%; with 50% employer match about $137,350 at 4% or $91,567 at 6%; with 100% employer match about $103,013 at 4% or $68,675 at 6%.
2005111$528,355$86,232$7,839iApproximate average salary by contribution assumption: employee only about $195,982 at 4% or $130,655 at 6%; with 50% employer match about $130,655 at 4% or $87,103 at 6%; with 100% employer match about $97,991 at 4% or $65,327 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-11$528,355$86,232$7,839iApproximate average salary by contribution assumption: employee only about $195,982 at 4% or $130,655 at 6%; with 50% employer match about $130,655 at 4% or $87,103 at 6%; with 100% employer match about $97,991 at 4% or $65,327 at 6%.
200418$424,265$76,125$9,516iApproximate average salary by contribution assumption: employee only about $237,891 at 4% or $158,594 at 6%; with 50% employer match about $158,594 at 4% or $105,729 at 6%; with 100% employer match about $118,945 at 4% or $79,297 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-8$424,265$76,125$9,516iApproximate average salary by contribution assumption: employee only about $237,891 at 4% or $158,594 at 6%; with 50% employer match about $158,594 at 4% or $105,729 at 6%; with 100% employer match about $118,945 at 4% or $79,297 at 6%.
200317$321,669$57,206$8,172iApproximate average salary by contribution assumption: employee only about $204,307 at 4% or $136,205 at 6%; with 50% employer match about $136,205 at 4% or $90,803 at 6%; with 100% employer match about $102,154 at 4% or $68,102 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-7$321,669$57,206$8,172iApproximate average salary by contribution assumption: employee only about $204,307 at 4% or $136,205 at 6%; with 50% employer match about $136,205 at 4% or $90,803 at 6%; with 100% employer match about $102,154 at 4% or $68,102 at 6%.
200216$243,263$55,014$9,169iApproximate average salary by contribution assumption: employee only about $229,225 at 4% or $152,817 at 6%; with 50% employer match about $152,817 at 4% or $101,878 at 6%; with 100% employer match about $114,613 at 4% or $76,408 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-6$243,263$55,014$9,169iApproximate average salary by contribution assumption: employee only about $229,225 at 4% or $152,817 at 6%; with 50% employer match about $152,817 at 4% or $101,878 at 6%; with 100% employer match about $114,613 at 4% or $76,408 at 6%.
200117$0$0-
Nathan & Nathan PC. 401(K) Profit Sharing Plan-7---
200016$161,225$35,668$5,945iApproximate average salary by contribution assumption: employee only about $148,617 at 4% or $99,078 at 6%; with 50% employer match about $99,078 at 4% or $66,052 at 6%; with 100% employer match about $74,308 at 4% or $49,539 at 6%.
Nathan & Nathan PC. 401(K) Profit Sharing Plan-6$161,225$35,668$5,945iApproximate average salary by contribution assumption: employee only about $148,617 at 4% or $99,078 at 6%; with 50% employer match about $99,078 at 4% or $66,052 at 6%; with 100% employer match about $74,308 at 4% or $49,539 at 6%.