Civic Intelligence

Nadel Phelan Inc.

Plan context: Nadel Phelan Inc. Profit Sharing Plan

EIN 77-0446150 • Capitola, CA • 44 filings • 7 plans

1840 41st Avenue, Suite 126Capitola, CA 95010
Current Snapshot

Latest Year

2021

2021 Participants

19

2021 Assets

$2,638,123

2021 Contributions

$1,305,510

Historical Graphs

Total Assets Over Time

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

$6,504,539$3,252,270$0199920132021YearValue
$2,638,123Latest year 2021

Participants Over Time

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

25130199920102021YearValue
19Latest year 2021

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
2021219$2,638,123$1,305,510$68,711iApproximate average salary by contribution assumption: employee only about $1,717,776 at 4% or $1,145,184 at 6%; with 50% employer match about $1,145,184 at 4% or $763,456 at 6%; with 100% employer match about $858,888 at 4% or $572,592 at 6%.
Nadel Phelan Inc. Profit Sharing Plan-19$2,638,123$55,510$2,922iApproximate average salary by contribution assumption: employee only about $73,039 at 4% or $48,693 at 6%; with 50% employer match about $48,693 at 4% or $32,462 at 6%; with 100% employer match about $36,520 at 4% or $24,346 at 6%.
NADEL PHELAN, INC. CASH BALANCE PENSION PLAN-0$0$1,250,000-
2020218$6,504,539$70,381$3,910iApproximate average salary by contribution assumption: employee only about $97,751 at 4% or $65,168 at 6%; with 50% employer match about $65,168 at 4% or $43,445 at 6%; with 100% employer match about $48,876 at 4% or $32,584 at 6%.
NADEL PHELAN, INC. CASH BALANCE PENSION PLAN-13$3,996,512$0-
Nadel Phelan Inc. Profit Sharing Plan-18$2,508,027$70,381$3,910iApproximate average salary by contribution assumption: employee only about $97,751 at 4% or $65,168 at 6%; with 50% employer match about $65,168 at 4% or $43,445 at 6%; with 100% employer match about $48,876 at 4% or $32,584 at 6%.
2019221$6,104,310$72,116$3,434iApproximate average salary by contribution assumption: employee only about $85,852 at 4% or $57,235 at 6%; with 50% employer match about $57,235 at 4% or $38,157 at 6%; with 100% employer match about $42,926 at 4% or $28,617 at 6%.
NADEL PHELAN, INC. CASH BALANCE PENSION PLAN-15$4,009,411$0-
Nadel Phelan Inc. Profit Sharing Plan-21$2,094,899$72,116$3,434iApproximate average salary by contribution assumption: employee only about $85,852 at 4% or $57,235 at 6%; with 50% employer match about $57,235 at 4% or $38,157 at 6%; with 100% employer match about $42,926 at 4% or $28,617 at 6%.
2018224$6,324,353$284,084$11,837iApproximate average salary by contribution assumption: employee only about $295,921 at 4% or $197,281 at 6%; with 50% employer match about $197,281 at 4% or $131,520 at 6%; with 100% employer match about $147,960 at 4% or $98,640 at 6%.
NADEL PHELAN, INC. CASH BALANCE PENSION PLAN-13$4,165,165$213,804$16,446iApproximate average salary by contribution assumption: employee only about $411,162 at 4% or $274,108 at 6%; with 50% employer match about $274,108 at 4% or $182,738 at 6%; with 100% employer match about $205,581 at 4% or $137,054 at 6%.
Nadel Phelan Inc. Profit Sharing Plan-24$2,159,188$70,280$2,928iApproximate average salary by contribution assumption: employee only about $73,208 at 4% or $48,806 at 6%; with 50% employer match about $48,806 at 4% or $32,537 at 6%; with 100% employer match about $36,604 at 4% or $24,403 at 6%.
2017225$5,969,831$854,163$34,167iApproximate average salary by contribution assumption: employee only about $854,163 at 4% or $569,442 at 6%; with 50% employer match about $569,442 at 4% or $379,628 at 6%; with 100% employer match about $427,081 at 4% or $284,721 at 6%.
NADEL PHELAN, INC. CASH BALANCE PENSION PLAN-13$3,904,562$607,815$46,755iApproximate average salary by contribution assumption: employee only about $1,168,875 at 4% or $779,250 at 6%; with 50% employer match about $779,250 at 4% or $519,500 at 6%; with 100% employer match about $584,438 at 4% or $389,625 at 6%.
Nadel Phelan Inc. Profit Sharing Plan-25$2,065,269$246,348$9,854iApproximate average salary by contribution assumption: employee only about $246,348 at 4% or $164,232 at 6%; with 50% employer match about $164,232 at 4% or $109,488 at 6%; with 100% employer match about $123,174 at 4% or $82,116 at 6%.
2016221$5,185,744$830,969$39,570iApproximate average salary by contribution assumption: employee only about $989,249 at 4% or $659,499 at 6%; with 50% employer match about $659,499 at 4% or $439,666 at 6%; with 100% employer match about $494,624 at 4% or $329,750 at 6%.
NADEL PHELAN, INC. CASH BALANCE PENSION PLAN-13$3,363,597$437,844$33,680iApproximate average salary by contribution assumption: employee only about $842,008 at 4% or $561,338 at 6%; with 50% employer match about $561,338 at 4% or $374,226 at 6%; with 100% employer match about $421,004 at 4% or $280,669 at 6%.
Nadel Phelan Inc. Profit Sharing Plan-21$1,822,147$393,125$18,720iApproximate average salary by contribution assumption: employee only about $468,006 at 4% or $312,004 at 6%; with 50% employer match about $312,004 at 4% or $208,003 at 6%; with 100% employer match about $234,003 at 4% or $156,002 at 6%.
2015221$4,304,414$833,658$39,698iApproximate average salary by contribution assumption: employee only about $992,450 at 4% or $661,633 at 6%; with 50% employer match about $661,633 at 4% or $441,089 at 6%; with 100% employer match about $496,225 at 4% or $330,817 at 6%.
NADEL PHELAN, INC. CASH BALANCE PENSION PLAN-11$2,931,887$596,647$54,241iApproximate average salary by contribution assumption: employee only about $1,356,016 at 4% or $904,011 at 6%; with 50% employer match about $904,011 at 4% or $602,674 at 6%; with 100% employer match about $678,008 at 4% or $452,005 at 6%.
Nadel Phelan Inc. Profit Sharing Plan-21$1,372,527$237,011$11,286iApproximate average salary by contribution assumption: employee only about $282,156 at 4% or $188,104 at 6%; with 50% employer match about $188,104 at 4% or $125,403 at 6%; with 100% employer match about $141,078 at 4% or $94,052 at 6%.
2014221$3,588,716$849,371$40,446iApproximate average salary by contribution assumption: employee only about $1,011,156 at 4% or $674,104 at 6%; with 50% employer match about $674,104 at 4% or $449,403 at 6%; with 100% employer match about $505,578 at 4% or $337,052 at 6%.
NADEL PHELAN, INC. CASH BALANCE PENSION PLAN-13$2,417,770$621,680$47,822iApproximate average salary by contribution assumption: employee only about $1,195,538 at 4% or $797,026 at 6%; with 50% employer match about $797,026 at 4% or $531,350 at 6%; with 100% employer match about $597,769 at 4% or $398,513 at 6%.
Nadel Phelan Inc. Profit Sharing Plan-21$1,170,946$227,691$10,842iApproximate average salary by contribution assumption: employee only about $271,061 at 4% or $180,707 at 6%; with 50% employer match about $180,707 at 4% or $120,471 at 6%; with 100% employer match about $135,530 at 4% or $90,354 at 6%.
2013220$3,468,992$977,622$48,881iApproximate average salary by contribution assumption: employee only about $1,222,028 at 4% or $814,685 at 6%; with 50% employer match about $814,685 at 4% or $543,123 at 6%; with 100% employer match about $611,014 at 4% or $407,343 at 6%.
NADEL PHELAN, INC. CASH BALANCE PENSION PLAN-11$2,468,706$751,523$68,320iApproximate average salary by contribution assumption: employee only about $1,708,007 at 4% or $1,138,671 at 6%; with 50% employer match about $1,138,671 at 4% or $759,114 at 6%; with 100% employer match about $854,003 at 4% or $569,336 at 6%.
Nadel Phelan Inc. Profit Sharing Plan-20$1,000,286$226,099$11,305iApproximate average salary by contribution assumption: employee only about $282,624 at 4% or $188,416 at 6%; with 50% employer match about $188,416 at 4% or $125,611 at 6%; with 100% employer match about $141,312 at 4% or $94,208 at 6%.
2012216$3,220,062$735,500$45,969iApproximate average salary by contribution assumption: employee only about $1,149,219 at 4% or $766,146 at 6%; with 50% employer match about $766,146 at 4% or $510,764 at 6%; with 100% employer match about $574,609 at 4% or $383,073 at 6%.
NADEL PHELAN, INC. CASH BALANCE PENSION PLAN-11$2,484,839$529,089$48,099iApproximate average salary by contribution assumption: employee only about $1,202,475 at 4% or $801,650 at 6%; with 50% employer match about $801,650 at 4% or $534,433 at 6%; with 100% employer match about $601,238 at 4% or $400,825 at 6%.
Nadel Phelan Inc. Profit Sharing Plan-16$735,223$206,411$12,901iApproximate average salary by contribution assumption: employee only about $322,517 at 4% or $215,011 at 6%; with 50% employer match about $215,011 at 4% or $143,341 at 6%; with 100% employer match about $161,259 at 4% or $107,506 at 6%.
2011219$3,028,623$697,382$36,704iApproximate average salary by contribution assumption: employee only about $917,608 at 4% or $611,739 at 6%; with 50% employer match about $611,739 at 4% or $407,826 at 6%; with 100% employer match about $458,804 at 4% or $305,869 at 6%.
NADEL PHELAN, INC. CASH BALANCE PENSION PLAN-11$1,968,673$516,165$46,924iApproximate average salary by contribution assumption: employee only about $1,173,102 at 4% or $782,068 at 6%; with 50% employer match about $782,068 at 4% or $521,379 at 6%; with 100% employer match about $586,551 at 4% or $391,034 at 6%.
Nadel Phelan Inc. Profit Sharing Plan-19$1,059,950$181,217$9,538iApproximate average salary by contribution assumption: employee only about $238,443 at 4% or $158,962 at 6%; with 50% employer match about $158,962 at 4% or $105,975 at 6%; with 100% employer match about $119,222 at 4% or $79,481 at 6%.
2010220$2,405,174$291,063$14,553iApproximate average salary by contribution assumption: employee only about $363,829 at 4% or $242,553 at 6%; with 50% employer match about $242,553 at 4% or $161,702 at 6%; with 100% employer match about $181,914 at 4% or $121,276 at 6%.
NADEL PHELAN, INC., CASH BALANCE PENSION PLAN-11$1,456,926$127,224$11,566iApproximate average salary by contribution assumption: employee only about $289,145 at 4% or $192,764 at 6%; with 50% employer match about $192,764 at 4% or $128,509 at 6%; with 100% employer match about $144,573 at 4% or $96,382 at 6%.
Nadel Phelan Inc. Profit Sharing Plan-20$948,248$163,839$8,192iApproximate average salary by contribution assumption: employee only about $204,799 at 4% or $136,533 at 6%; with 50% employer match about $136,533 at 4% or $91,022 at 6%; with 100% employer match about $102,399 at 4% or $68,266 at 6%.
2009218$2,820,949$372,224$20,679iApproximate average salary by contribution assumption: employee only about $516,978 at 4% or $344,652 at 6%; with 50% employer match about $344,652 at 4% or $229,768 at 6%; with 100% employer match about $258,489 at 4% or $172,326 at 6%.
Nadel Phelan Inc. Profit Sharing Plan-18$1,622,435$182,234$10,124iApproximate average salary by contribution assumption: employee only about $253,103 at 4% or $168,735 at 6%; with 50% employer match about $168,735 at 4% or $112,490 at 6%; with 100% employer match about $126,551 at 4% or $84,368 at 6%.
NADEL PHELAN, INC., CASH BALANCE PENSION PLAN-10$1,198,514$189,990$18,999iApproximate average salary by contribution assumption: employee only about $474,975 at 4% or $316,650 at 6%; with 50% employer match about $316,650 at 4% or $211,100 at 6%; with 100% employer match about $237,488 at 4% or $158,325 at 6%.
2008215$0$0-
Nadel Phelan Inc. Profit Sharing Plan-15---
NADEL PHELAN, INC., CASH BALANCE PENSION PLAN-9---
2007211$0$0-
Nadel Phelan Inc. Profit Sharing Plan-11---
NADEL PHELAN, INC. CASH BALANCE PENSION PLAN-7---
2006211$1,869,311$286,231$26,021iApproximate average salary by contribution assumption: employee only about $650,525 at 4% or $433,683 at 6%; with 50% employer match about $433,683 at 4% or $289,122 at 6%; with 100% employer match about $325,263 at 4% or $216,842 at 6%.
Nadel Phelan Inc. Profit Sharing Plan-11$1,167,136$164,456$14,951iApproximate average salary by contribution assumption: employee only about $373,764 at 4% or $249,176 at 6%; with 50% employer match about $249,176 at 4% or $166,117 at 6%; with 100% employer match about $186,882 at 4% or $124,588 at 6%.
NADEL PHELAN, INC. CASH BALANCE PENSION PLAN-5$702,175$121,775$24,355iApproximate average salary by contribution assumption: employee only about $608,875 at 4% or $405,917 at 6%; with 50% employer match about $405,917 at 4% or $270,611 at 6%; with 100% employer match about $304,438 at 4% or $202,958 at 6%.
2005211$1,523,966$250,766$22,797iApproximate average salary by contribution assumption: employee only about $569,923 at 4% or $379,948 at 6%; with 50% employer match about $379,948 at 4% or $253,299 at 6%; with 100% employer match about $284,961 at 4% or $189,974 at 6%.
Nadel Phelan Inc. Profit Sharing Plan-11$960,371$132,760$12,069iApproximate average salary by contribution assumption: employee only about $301,727 at 4% or $201,152 at 6%; with 50% employer match about $201,152 at 4% or $134,101 at 6%; with 100% employer match about $150,864 at 4% or $100,576 at 6%.
NADEL PHELAN, INC. CASH BALANCE PENSION PLAN-6$563,595$118,006$19,668iApproximate average salary by contribution assumption: employee only about $491,692 at 4% or $327,794 at 6%; with 50% employer match about $327,794 at 4% or $218,530 at 6%; with 100% employer match about $245,846 at 4% or $163,897 at 6%.
2004210$1,350,357$248,863$24,886iApproximate average salary by contribution assumption: employee only about $622,158 at 4% or $414,772 at 6%; with 50% employer match about $414,772 at 4% or $276,514 at 6%; with 100% employer match about $311,079 at 4% or $207,386 at 6%.
Nadel Phelan Inc. Profit Sharing Plan-10$924,734$136,645$13,665iApproximate average salary by contribution assumption: employee only about $341,613 at 4% or $227,742 at 6%; with 50% employer match about $227,742 at 4% or $151,828 at 6%; with 100% employer match about $170,806 at 4% or $113,871 at 6%.
NADEL PHELAN, INC. CASH BALANCE PENSION PLAN-6$425,623$112,218$18,703iApproximate average salary by contribution assumption: employee only about $467,575 at 4% or $311,717 at 6%; with 50% employer match about $311,717 at 4% or $207,811 at 6%; with 100% employer match about $233,788 at 4% or $155,858 at 6%.
200326$0$0-
NADEL PHELAN, INC. CASH BALANCE PENSION PLAN-5---
Nadel Phelan Inc. Profit Sharing Plan-6---
200228$0$0-
NADEL PHELAN, INC. CASH BALANCE PENSION PLAN-7---
Nadel Phelan Inc. Profit Sharing Plan-8---
2001212$0$0-
NADEL PHELAN, INC. CASH BALANCE PENSION PLAN-10---
Nadel Phelan Inc. Profit Sharing Plan-12---
2000123$0$0-
Nadel Phelan Inc. Profit Sharing Plan-23---
199918$284,830$70,602$8,825iApproximate average salary by contribution assumption: employee only about $220,631 at 4% or $147,088 at 6%; with 50% employer match about $147,088 at 4% or $98,058 at 6%; with 100% employer match about $110,316 at 4% or $73,544 at 6%.
Nadel Phelan Inc. Profit Sharing Plan-8$284,830$70,602$8,825iApproximate average salary by contribution assumption: employee only about $220,631 at 4% or $147,088 at 6%; with 50% employer match about $147,088 at 4% or $98,058 at 6%; with 100% employer match about $110,316 at 4% or $73,544 at 6%.
Nadel Phelan Inc. | EIN 77-0446150 | 2021 Form 5500 Company Profile