Civic Intelligence

Stephen J. Nelson, M.D., P.A.

Plan context: Stephen J. Nelson, M. D., P. A.

EIN 65-0571996 • Highland City, FL • 19 filings • 4 plans

P.O. Box 968Highland City, FL 33846-0968
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$3,142,249

2024 Contributions

$124,605

Historical Graphs

Total Assets Over Time

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

$3,142,249$1,571,125$0200620152024YearValue
$3,142,249Latest year 2024

Participants Over Time

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

1260200620152024YearValue
12Latest 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
2024112$3,142,249$124,605$10,384iApproximate average salary by contribution assumption: employee only about $259,594 at 4% or $173,063 at 6%; with 50% employer match about $173,063 at 4% or $115,375 at 6%; with 100% employer match about $129,797 at 4% or $86,531 at 6%.
Stephen J. Nelson, M. D., P. A.-12$3,142,249$124,605$10,384iApproximate average salary by contribution assumption: employee only about $259,594 at 4% or $173,063 at 6%; with 50% employer match about $173,063 at 4% or $115,375 at 6%; with 100% employer match about $129,797 at 4% or $86,531 at 6%.
2023110$2,652,875$121,275$12,128iApproximate average salary by contribution assumption: employee only about $303,188 at 4% or $202,125 at 6%; with 50% employer match about $202,125 at 4% or $134,750 at 6%; with 100% employer match about $151,594 at 4% or $101,063 at 6%.
Stephen J. Nelson, M. D., P. A.-10$2,652,875$121,275$12,128iApproximate average salary by contribution assumption: employee only about $303,188 at 4% or $202,125 at 6%; with 50% employer match about $202,125 at 4% or $134,750 at 6%; with 100% employer match about $151,594 at 4% or $101,063 at 6%.
202218$2,172,862$112,137$14,017iApproximate average salary by contribution assumption: employee only about $350,428 at 4% or $233,619 at 6%; with 50% employer match about $233,619 at 4% or $155,746 at 6%; with 100% employer match about $175,214 at 4% or $116,809 at 6%.
Stephen J. Nelson, M. D., P. A.-8$2,172,862$112,137$14,017iApproximate average salary by contribution assumption: employee only about $350,428 at 4% or $233,619 at 6%; with 50% employer match about $233,619 at 4% or $155,746 at 6%; with 100% employer match about $175,214 at 4% or $116,809 at 6%.
202119$2,415,003$122,615$13,624iApproximate average salary by contribution assumption: employee only about $340,597 at 4% or $227,065 at 6%; with 50% employer match about $227,065 at 4% or $151,377 at 6%; with 100% employer match about $170,299 at 4% or $113,532 at 6%.
Stephen J. Nelson, M. D., P. A.-9$2,415,003$122,615$13,624iApproximate average salary by contribution assumption: employee only about $340,597 at 4% or $227,065 at 6%; with 50% employer match about $227,065 at 4% or $151,377 at 6%; with 100% employer match about $170,299 at 4% or $113,532 at 6%.
202017$1,996,093$123,705$17,672iApproximate average salary by contribution assumption: employee only about $441,804 at 4% or $294,536 at 6%; with 50% employer match about $294,536 at 4% or $196,357 at 6%; with 100% employer match about $220,902 at 4% or $147,268 at 6%.
Stephen J. Nelson, M. D., P. A.-7$1,996,093$123,705$17,672iApproximate average salary by contribution assumption: employee only about $441,804 at 4% or $294,536 at 6%; with 50% employer match about $294,536 at 4% or $196,357 at 6%; with 100% employer match about $220,902 at 4% or $147,268 at 6%.
201917$1,589,048$101,232$14,462iApproximate average salary by contribution assumption: employee only about $361,543 at 4% or $241,029 at 6%; with 50% employer match about $241,029 at 4% or $160,686 at 6%; with 100% employer match about $180,771 at 4% or $120,514 at 6%.
Stephen J. Nelson, M. D., P. A.-7$1,589,048$101,232$14,462iApproximate average salary by contribution assumption: employee only about $361,543 at 4% or $241,029 at 6%; with 50% employer match about $241,029 at 4% or $160,686 at 6%; with 100% employer match about $180,771 at 4% or $120,514 at 6%.
201817$1,195,647$109,461$15,637iApproximate average salary by contribution assumption: employee only about $390,932 at 4% or $260,621 at 6%; with 50% employer match about $260,621 at 4% or $173,748 at 6%; with 100% employer match about $195,466 at 4% or $130,311 at 6%.
Stephen J. Nelson, M. D., P. A.-7$1,195,647$109,461$15,637iApproximate average salary by contribution assumption: employee only about $390,932 at 4% or $260,621 at 6%; with 50% employer match about $260,621 at 4% or $173,748 at 6%; with 100% employer match about $195,466 at 4% or $130,311 at 6%.
201718$1,174,499$102,743$12,843iApproximate average salary by contribution assumption: employee only about $321,072 at 4% or $214,048 at 6%; with 50% employer match about $214,048 at 4% or $142,699 at 6%; with 100% employer match about $160,536 at 4% or $107,024 at 6%.
Stephen J. Nelson, M. D., P. A.-8$1,174,499$102,743$12,843iApproximate average salary by contribution assumption: employee only about $321,072 at 4% or $214,048 at 6%; with 50% employer match about $214,048 at 4% or $142,699 at 6%; with 100% employer match about $160,536 at 4% or $107,024 at 6%.
201615$917,100$97,121$19,424iApproximate average salary by contribution assumption: employee only about $485,605 at 4% or $323,737 at 6%; with 50% employer match about $323,737 at 4% or $215,824 at 6%; with 100% employer match about $242,803 at 4% or $161,868 at 6%.
Stephen J. Nelson, M. D., P. A.-5$917,100$97,121$19,424iApproximate average salary by contribution assumption: employee only about $485,605 at 4% or $323,737 at 6%; with 50% employer match about $323,737 at 4% or $215,824 at 6%; with 100% employer match about $242,803 at 4% or $161,868 at 6%.
201515$754,646$98,382$19,676iApproximate average salary by contribution assumption: employee only about $491,910 at 4% or $327,940 at 6%; with 50% employer match about $327,940 at 4% or $218,627 at 6%; with 100% employer match about $245,955 at 4% or $163,970 at 6%.
Stephen J. Nelson, M. D., P. A.-5$754,646$98,382$19,676iApproximate average salary by contribution assumption: employee only about $491,910 at 4% or $327,940 at 6%; with 50% employer match about $327,940 at 4% or $218,627 at 6%; with 100% employer match about $245,955 at 4% or $163,970 at 6%.
201415$679,474$85,369$17,074iApproximate average salary by contribution assumption: employee only about $426,845 at 4% or $284,563 at 6%; with 50% employer match about $284,563 at 4% or $189,709 at 6%; with 100% employer match about $213,423 at 4% or $142,282 at 6%.
Stephen J. Nelson, M. D., P. A.-5$679,474$85,369$17,074iApproximate average salary by contribution assumption: employee only about $426,845 at 4% or $284,563 at 6%; with 50% employer match about $284,563 at 4% or $189,709 at 6%; with 100% employer match about $213,423 at 4% or $142,282 at 6%.
201316$560,656$81,944$13,657iApproximate average salary by contribution assumption: employee only about $341,433 at 4% or $227,622 at 6%; with 50% employer match about $227,622 at 4% or $151,748 at 6%; with 100% employer match about $170,717 at 4% or $113,811 at 6%.
Stephen J. Nelson, M. D., P. A.-6$560,656$81,944$13,657iApproximate average salary by contribution assumption: employee only about $341,433 at 4% or $227,622 at 6%; with 50% employer match about $227,622 at 4% or $151,748 at 6%; with 100% employer match about $170,717 at 4% or $113,811 at 6%.
201216$405,589$79,251$13,209iApproximate average salary by contribution assumption: employee only about $330,213 at 4% or $220,142 at 6%; with 50% employer match about $220,142 at 4% or $146,761 at 6%; with 100% employer match about $165,106 at 4% or $110,071 at 6%.
Stephen J. Nelson, M. D., P. A.-6$405,589$79,251$13,209iApproximate average salary by contribution assumption: employee only about $330,213 at 4% or $220,142 at 6%; with 50% employer match about $220,142 at 4% or $146,761 at 6%; with 100% employer match about $165,106 at 4% or $110,071 at 6%.
201115$292,912$67,743$13,549iApproximate average salary by contribution assumption: employee only about $338,715 at 4% or $225,810 at 6%; with 50% employer match about $225,810 at 4% or $150,540 at 6%; with 100% employer match about $169,358 at 4% or $112,905 at 6%.
Stephen J. Nelson, M. D., P. A.-5$292,912$67,743$13,549iApproximate average salary by contribution assumption: employee only about $338,715 at 4% or $225,810 at 6%; with 50% employer match about $225,810 at 4% or $150,540 at 6%; with 100% employer match about $169,358 at 4% or $112,905 at 6%.
201015$239,663$66,022$13,204iApproximate average salary by contribution assumption: employee only about $330,110 at 4% or $220,073 at 6%; with 50% employer match about $220,073 at 4% or $146,716 at 6%; with 100% employer match about $165,055 at 4% or $110,037 at 6%.
Stephen J. Nelson, M. D., P. A.-5$239,663$66,022$13,204iApproximate average salary by contribution assumption: employee only about $330,110 at 4% or $220,073 at 6%; with 50% employer match about $220,073 at 4% or $146,716 at 6%; with 100% employer match about $165,055 at 4% or $110,037 at 6%.
200912$150,354$41,820$20,910iApproximate average salary by contribution assumption: employee only about $522,750 at 4% or $348,500 at 6%; with 50% employer match about $348,500 at 4% or $232,333 at 6%; with 100% employer match about $261,375 at 4% or $174,250 at 6%.
Stephen J. Nelson, M. D., P. A.-2$150,354$41,820$20,910iApproximate average salary by contribution assumption: employee only about $522,750 at 4% or $348,500 at 6%; with 50% employer match about $348,500 at 4% or $232,333 at 6%; with 100% employer match about $261,375 at 4% or $174,250 at 6%.
2008111$82,724$39,267$3,570iApproximate average salary by contribution assumption: employee only about $89,243 at 4% or $59,495 at 6%; with 50% employer match about $59,495 at 4% or $39,664 at 6%; with 100% employer match about $44,622 at 4% or $29,748 at 6%.
Stephen J. Nelson, M. D., P. A.-11$82,724$39,267$3,570iApproximate average salary by contribution assumption: employee only about $89,243 at 4% or $59,495 at 6%; with 50% employer match about $59,495 at 4% or $39,664 at 6%; with 100% employer match about $44,622 at 4% or $29,748 at 6%.
2007110$71,676$34,620$3,462iApproximate average salary by contribution assumption: employee only about $86,550 at 4% or $57,700 at 6%; with 50% employer match about $57,700 at 4% or $38,467 at 6%; with 100% employer match about $43,275 at 4% or $28,850 at 6%.
Stephen J. Nelson, M. D., P. A.-10$71,676$34,620$3,462iApproximate average salary by contribution assumption: employee only about $86,550 at 4% or $57,700 at 6%; with 50% employer match about $57,700 at 4% or $38,467 at 6%; with 100% employer match about $43,275 at 4% or $28,850 at 6%.
200616$33,977$33,838$5,640iApproximate average salary by contribution assumption: employee only about $140,992 at 4% or $93,994 at 6%; with 50% employer match about $93,994 at 4% or $62,663 at 6%; with 100% employer match about $70,496 at 4% or $46,997 at 6%.
Stephen J. Nelson, M. D., P. A.-6$33,977$33,838$5,640iApproximate average salary by contribution assumption: employee only about $140,992 at 4% or $93,994 at 6%; with 50% employer match about $93,994 at 4% or $62,663 at 6%; with 100% employer match about $70,496 at 4% or $46,997 at 6%.
Stephen J. Nelson, M.D., P.A. | EIN 65-0571996 | 2024 Form 5500 Company Profile