Nelson & Kennard LLP
Plan context: Nelson & Kennard 401K Profit Sharing Plan
EIN 68-0143389 • Mcclellan, CA • 28 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
128
2024 Assets
$8,557,305
2024 Contributions
$583,988
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 | 2 | 128 | $8,557,305 | $583,988 | $4,562iApproximate average salary by contribution assumption: employee only about $114,060 at 4% or $76,040 at 6%; with 50% employer match about $76,040 at 4% or $50,693 at 6%; with 100% employer match about $57,030 at 4% or $38,020 at 6%. |
| Nelson & Kennard 401K Profit Sharing Plan | - | 116 | $8,557,305 | $583,988 | $5,034iApproximate average salary by contribution assumption: employee only about $125,859 at 4% or $83,906 at 6%; with 50% employer match about $83,906 at 4% or $55,938 at 6%; with 100% employer match about $62,930 at 4% or $41,953 at 6%. |
| NELSON & KENNARD HEALTH & WELFARE PLAN | - | 128 | - | - | - |
| 2023 | 2 | 115 | $7,564,158 | $310,330 | $2,699iApproximate average salary by contribution assumption: employee only about $67,463 at 4% or $44,975 at 6%; with 50% employer match about $44,975 at 4% or $29,984 at 6%; with 100% employer match about $33,732 at 4% or $22,488 at 6%. |
| Nelson & Kennard 401K Profit Sharing Plan | - | 92 | $7,564,158 | $310,330 | $3,373iApproximate average salary by contribution assumption: employee only about $84,329 at 4% or $56,219 at 6%; with 50% employer match about $56,219 at 4% or $37,479 at 6%; with 100% employer match about $42,164 at 4% or $28,110 at 6%. |
| NELSON & KENNARD HEALTH & WELFARE PLAN | - | 115 | - | - | - |
| 2022 | 1 | 84 | $6,315,654 | $477,387 | $5,683iApproximate average salary by contribution assumption: employee only about $142,079 at 4% or $94,720 at 6%; with 50% employer match about $94,720 at 4% or $63,146 at 6%; with 100% employer match about $71,040 at 4% or $47,360 at 6%. |
| Nelson & Kennard 401K Profit Sharing Plan | - | 84 | $6,315,654 | $477,387 | $5,683iApproximate average salary by contribution assumption: employee only about $142,079 at 4% or $94,720 at 6%; with 50% employer match about $94,720 at 4% or $63,146 at 6%; with 100% employer match about $71,040 at 4% or $47,360 at 6%. |
| 2021 | 1 | 83 | $7,383,579 | $578,639 | $6,972iApproximate average salary by contribution assumption: employee only about $174,289 at 4% or $116,193 at 6%; with 50% employer match about $116,193 at 4% or $77,462 at 6%; with 100% employer match about $87,144 at 4% or $58,096 at 6%. |
| Nelson & Kennard 401K Profit Sharing Plan | - | 83 | $7,383,579 | $578,639 | $6,972iApproximate average salary by contribution assumption: employee only about $174,289 at 4% or $116,193 at 6%; with 50% employer match about $116,193 at 4% or $77,462 at 6%; with 100% employer match about $87,144 at 4% or $58,096 at 6%. |
| 2020 | 1 | 85 | $6,209,338 | $510,301 | $6,004iApproximate average salary by contribution assumption: employee only about $150,089 at 4% or $100,059 at 6%; with 50% employer match about $100,059 at 4% or $66,706 at 6%; with 100% employer match about $75,044 at 4% or $50,030 at 6%. |
| Nelson & Kennard 401K Profit Sharing Plan | - | 85 | $6,209,338 | $510,301 | $6,004iApproximate average salary by contribution assumption: employee only about $150,089 at 4% or $100,059 at 6%; with 50% employer match about $100,059 at 4% or $66,706 at 6%; with 100% employer match about $75,044 at 4% or $50,030 at 6%. |
| 2019 | 1 | 70 | $5,080,604 | $328,000 | $4,686iApproximate average salary by contribution assumption: employee only about $117,143 at 4% or $78,095 at 6%; with 50% employer match about $78,095 at 4% or $52,063 at 6%; with 100% employer match about $58,571 at 4% or $39,048 at 6%. |
| Nelson & Kennard 401K Profit Sharing Plan | - | 70 | $5,080,604 | $328,000 | $4,686iApproximate average salary by contribution assumption: employee only about $117,143 at 4% or $78,095 at 6%; with 50% employer match about $78,095 at 4% or $52,063 at 6%; with 100% employer match about $58,571 at 4% or $39,048 at 6%. |
| 2018 | 1 | 51 | $3,996,426 | $222,068 | $4,354iApproximate average salary by contribution assumption: employee only about $108,857 at 4% or $72,571 at 6%; with 50% employer match about $72,571 at 4% or $48,381 at 6%; with 100% employer match about $54,428 at 4% or $36,286 at 6%. |
| Nelson & Kennard 401K Profit Sharing Plan | - | 51 | $3,996,426 | $222,068 | $4,354iApproximate average salary by contribution assumption: employee only about $108,857 at 4% or $72,571 at 6%; with 50% employer match about $72,571 at 4% or $48,381 at 6%; with 100% employer match about $54,428 at 4% or $36,286 at 6%. |
| 2017 | 1 | 52 | $4,624,035 | $176,439 | $3,393iApproximate average salary by contribution assumption: employee only about $84,826 at 4% or $56,551 at 6%; with 50% employer match about $56,551 at 4% or $37,701 at 6%; with 100% employer match about $42,413 at 4% or $28,275 at 6%. |
| Nelson & Kennard 401K Profit Sharing Plan | - | 52 | $4,624,035 | $176,439 | $3,393iApproximate average salary by contribution assumption: employee only about $84,826 at 4% or $56,551 at 6%; with 50% employer match about $56,551 at 4% or $37,701 at 6%; with 100% employer match about $42,413 at 4% or $28,275 at 6%. |
| 2016 | 1 | 48 | $3,856,146 | $115,881 | $2,414iApproximate average salary by contribution assumption: employee only about $60,355 at 4% or $40,236 at 6%; with 50% employer match about $40,236 at 4% or $26,824 at 6%; with 100% employer match about $30,177 at 4% or $20,118 at 6%. |
| Nelson & Kennard 401K Profit Sharing Plan | - | 48 | $3,856,146 | $115,881 | $2,414iApproximate average salary by contribution assumption: employee only about $60,355 at 4% or $40,236 at 6%; with 50% employer match about $40,236 at 4% or $26,824 at 6%; with 100% employer match about $30,177 at 4% or $20,118 at 6%. |
| 2015 | 1 | 55 | $3,397,039 | $163,797 | $2,978iApproximate average salary by contribution assumption: employee only about $74,453 at 4% or $49,635 at 6%; with 50% employer match about $49,635 at 4% or $33,090 at 6%; with 100% employer match about $37,227 at 4% or $24,818 at 6%. |
| Nelson & Kennard 401K Profit Sharing Plan | - | 55 | $3,397,039 | $163,797 | $2,978iApproximate average salary by contribution assumption: employee only about $74,453 at 4% or $49,635 at 6%; with 50% employer match about $49,635 at 4% or $33,090 at 6%; with 100% employer match about $37,227 at 4% or $24,818 at 6%. |
| 2014 | 1 | 51 | $3,276,018 | $212,346 | $4,164iApproximate average salary by contribution assumption: employee only about $104,091 at 4% or $69,394 at 6%; with 50% employer match about $69,394 at 4% or $46,263 at 6%; with 100% employer match about $52,046 at 4% or $34,697 at 6%. |
| Nelson & Kennard 401K Profit Sharing Plan | - | 51 | $3,276,018 | $212,346 | $4,164iApproximate average salary by contribution assumption: employee only about $104,091 at 4% or $69,394 at 6%; with 50% employer match about $69,394 at 4% or $46,263 at 6%; with 100% employer match about $52,046 at 4% or $34,697 at 6%. |
| 2013 | 1 | 47 | $2,757,170 | $209,869 | $4,465iApproximate average salary by contribution assumption: employee only about $111,632 at 4% or $74,422 at 6%; with 50% employer match about $74,422 at 4% or $49,614 at 6%; with 100% employer match about $55,816 at 4% or $37,211 at 6%. |
| Nelson & Kennard 401K Profit Sharing Plan | - | 47 | $2,757,170 | $209,869 | $4,465iApproximate average salary by contribution assumption: employee only about $111,632 at 4% or $74,422 at 6%; with 50% employer match about $74,422 at 4% or $49,614 at 6%; with 100% employer match about $55,816 at 4% or $37,211 at 6%. |
| 2012 | 1 | 45 | $2,069,119 | $202,391 | $4,498iApproximate average salary by contribution assumption: employee only about $112,439 at 4% or $74,960 at 6%; with 50% employer match about $74,960 at 4% or $49,973 at 6%; with 100% employer match about $56,220 at 4% or $37,480 at 6%. |
| Nelson & Kennard 401K Profit Sharing Plan | - | 45 | $2,069,119 | $202,391 | $4,498iApproximate average salary by contribution assumption: employee only about $112,439 at 4% or $74,960 at 6%; with 50% employer match about $74,960 at 4% or $49,973 at 6%; with 100% employer match about $56,220 at 4% or $37,480 at 6%. |
| 2011 | 1 | 44 | $1,772,783 | $199,670 | $4,538iApproximate average salary by contribution assumption: employee only about $113,449 at 4% or $75,633 at 6%; with 50% employer match about $75,633 at 4% or $50,422 at 6%; with 100% employer match about $56,724 at 4% or $37,816 at 6%. |
| Nelson & Kennard 401K Profit Sharing Plan | - | 44 | $1,772,783 | $199,670 | $4,538iApproximate average salary by contribution assumption: employee only about $113,449 at 4% or $75,633 at 6%; with 50% employer match about $75,633 at 4% or $50,422 at 6%; with 100% employer match about $56,724 at 4% or $37,816 at 6%. |
| 2010 | 1 | 45 | $1,721,269 | $123,286 | $2,740iApproximate average salary by contribution assumption: employee only about $68,492 at 4% or $45,661 at 6%; with 50% employer match about $45,661 at 4% or $30,441 at 6%; with 100% employer match about $34,246 at 4% or $22,831 at 6%. |
| Nelson & Kennard 401K Profit Sharing Plan | - | 45 | $1,721,269 | $123,286 | $2,740iApproximate average salary by contribution assumption: employee only about $68,492 at 4% or $45,661 at 6%; with 50% employer match about $45,661 at 4% or $30,441 at 6%; with 100% employer match about $34,246 at 4% or $22,831 at 6%. |
| 2009 | 1 | 44 | $1,527,107 | $89,015 | $2,023iApproximate average salary by contribution assumption: employee only about $50,577 at 4% or $33,718 at 6%; with 50% employer match about $33,718 at 4% or $22,479 at 6%; with 100% employer match about $25,288 at 4% or $16,859 at 6%. |
| Nelson & Kennard 401K Profit Sharing Plan | - | 44 | $1,527,107 | $89,015 | $2,023iApproximate average salary by contribution assumption: employee only about $50,577 at 4% or $33,718 at 6%; with 50% employer match about $33,718 at 4% or $22,479 at 6%; with 100% employer match about $25,288 at 4% or $16,859 at 6%. |
| 2008 | 1 | 37 | $0 | $0 | - |
| Nelson & Kennard 401K Profit Sharing Plan | - | 37 | - | - | - |
| 2007 | 1 | 28 | $0 | $0 | - |
| Nelson & Kennard 401K Profit Sharing Plan | - | 28 | - | - | - |
| 2006 | 1 | 27 | $1,392,160 | $187,294 | $6,937iApproximate average salary by contribution assumption: employee only about $173,420 at 4% or $115,614 at 6%; with 50% employer match about $115,614 at 4% or $77,076 at 6%; with 100% employer match about $86,710 at 4% or $57,807 at 6%. |
| Nelson & Kennard 401K Profit Sharing Plan | - | 27 | $1,392,160 | $187,294 | $6,937iApproximate average salary by contribution assumption: employee only about $173,420 at 4% or $115,614 at 6%; with 50% employer match about $115,614 at 4% or $77,076 at 6%; with 100% employer match about $86,710 at 4% or $57,807 at 6%. |
| 2005 | 1 | 26 | $1,062,388 | $140,508 | $5,404iApproximate average salary by contribution assumption: employee only about $135,104 at 4% or $90,069 at 6%; with 50% employer match about $90,069 at 4% or $60,046 at 6%; with 100% employer match about $67,552 at 4% or $45,035 at 6%. |
| Nelson & Kennard 401K Profit Sharing Plan | - | 26 | $1,062,388 | $140,508 | $5,404iApproximate average salary by contribution assumption: employee only about $135,104 at 4% or $90,069 at 6%; with 50% employer match about $90,069 at 4% or $60,046 at 6%; with 100% employer match about $67,552 at 4% or $45,035 at 6%. |
| 2004 | 1 | 17 | $1,015,470 | $115,502 | $6,794iApproximate average salary by contribution assumption: employee only about $169,856 at 4% or $113,237 at 6%; with 50% employer match about $113,237 at 4% or $75,492 at 6%; with 100% employer match about $84,928 at 4% or $56,619 at 6%. |
| Nelson & Kennard 401K Profit Sharing Plan | - | 17 | $1,015,470 | $115,502 | $6,794iApproximate average salary by contribution assumption: employee only about $169,856 at 4% or $113,237 at 6%; with 50% employer match about $113,237 at 4% or $75,492 at 6%; with 100% employer match about $84,928 at 4% or $56,619 at 6%. |
| 2003 | 1 | 16 | $816,173 | $118,604 | $7,413iApproximate average salary by contribution assumption: employee only about $185,319 at 4% or $123,546 at 6%; with 50% employer match about $123,546 at 4% or $82,364 at 6%; with 100% employer match about $92,659 at 4% or $61,773 at 6%. |
| Nelson & Kennard 401K Profit Sharing Plan | - | 16 | $816,173 | $118,604 | $7,413iApproximate average salary by contribution assumption: employee only about $185,319 at 4% or $123,546 at 6%; with 50% employer match about $123,546 at 4% or $82,364 at 6%; with 100% employer match about $92,659 at 4% or $61,773 at 6%. |
| 2002 | 1 | 16 | $0 | $0 | - |
| Nelson & Kennard 401K Profit Sharing Plan | - | 16 | - | - | - |
| 2001 | 1 | 11 | $0 | $0 | - |
| Nelson & Kennard 401K Profit Sharing Plan | - | 11 | - | - | - |
| 2000 | 1 | 10 | $0 | $0 | - |
| Nelson & Kennard 401K Profit Sharing Plan | - | 10 | - | - | - |
| 1999 | 1 | 11 | $361,430 | $50,000 | $4,545iApproximate average salary by contribution assumption: employee only about $113,636 at 4% or $75,758 at 6%; with 50% employer match about $75,758 at 4% or $50,505 at 6%; with 100% employer match about $56,818 at 4% or $37,879 at 6%. |
| Nelson & Kennard 401K Profit Sharing Plan | - | 11 | $361,430 | $50,000 | $4,545iApproximate average salary by contribution assumption: employee only about $113,636 at 4% or $75,758 at 6%; with 50% employer match about $75,758 at 4% or $50,505 at 6%; with 100% employer match about $56,818 at 4% or $37,879 at 6%. |