Civic Intelligence

Nelson and Rollert Associates

Plan context: Nelson and Rollert Associates 401(K) Profit Sharing Plan & Trust

EIN 80-0712641 • Denver, CO • 12 filings • 4 plans

6850 E Hampden Ave #202Denver, CO 80224
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$3,315,446

2024 Contributions

$225,661

Historical Graphs

Total Assets Over Time

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

$3,315,446$1,657,723$0201320192024YearValue
$3,315,446Latest year 2024

Participants Over Time

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

20100201320192024YearValue
16Latest 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
2024116$3,315,446$225,661$14,104iApproximate average salary by contribution assumption: employee only about $352,595 at 4% or $235,064 at 6%; with 50% employer match about $235,064 at 4% or $156,709 at 6%; with 100% employer match about $176,298 at 4% or $117,532 at 6%.
Nelson and Rollert Associates 401(K) Profit Sharing Plan & Trust-16$3,315,446$225,661$14,104iApproximate average salary by contribution assumption: employee only about $352,595 at 4% or $235,064 at 6%; with 50% employer match about $235,064 at 4% or $156,709 at 6%; with 100% employer match about $176,298 at 4% or $117,532 at 6%.
2023116$2,786,732$246,236$15,390iApproximate average salary by contribution assumption: employee only about $384,744 at 4% or $256,496 at 6%; with 50% employer match about $256,496 at 4% or $170,997 at 6%; with 100% employer match about $192,372 at 4% or $128,248 at 6%.
Nelson and Rollert Associates 401(K) Profit Sharing Plan & Trust-16$2,786,732$246,236$15,390iApproximate average salary by contribution assumption: employee only about $384,744 at 4% or $256,496 at 6%; with 50% employer match about $256,496 at 4% or $170,997 at 6%; with 100% employer match about $192,372 at 4% or $128,248 at 6%.
2022119$2,847,199$296,491$15,605iApproximate average salary by contribution assumption: employee only about $390,120 at 4% or $260,080 at 6%; with 50% employer match about $260,080 at 4% or $173,387 at 6%; with 100% employer match about $195,060 at 4% or $130,040 at 6%.
Nelson and Rollert Associates 401(K) Profit Sharing Plan & Trust-19$2,847,199$296,491$15,605iApproximate average salary by contribution assumption: employee only about $390,120 at 4% or $260,080 at 6%; with 50% employer match about $260,080 at 4% or $173,387 at 6%; with 100% employer match about $195,060 at 4% or $130,040 at 6%.
2021117$3,036,851$271,537$15,973iApproximate average salary by contribution assumption: employee only about $399,319 at 4% or $266,213 at 6%; with 50% employer match about $266,213 at 4% or $177,475 at 6%; with 100% employer match about $199,660 at 4% or $133,106 at 6%.
Nelson and Rollert Associates 401(K) Profit Sharing Plan & Trust-17$3,036,851$271,537$15,973iApproximate average salary by contribution assumption: employee only about $399,319 at 4% or $266,213 at 6%; with 50% employer match about $266,213 at 4% or $177,475 at 6%; with 100% employer match about $199,660 at 4% or $133,106 at 6%.
2020120$2,486,146$274,150$13,708iApproximate average salary by contribution assumption: employee only about $342,688 at 4% or $228,458 at 6%; with 50% employer match about $228,458 at 4% or $152,306 at 6%; with 100% employer match about $171,344 at 4% or $114,229 at 6%.
Nelson and Rollert Associates 401(K) Profit Sharing Plan & Trust-20$2,486,146$274,150$13,708iApproximate average salary by contribution assumption: employee only about $342,688 at 4% or $228,458 at 6%; with 50% employer match about $228,458 at 4% or $152,306 at 6%; with 100% employer match about $171,344 at 4% or $114,229 at 6%.
2019119$1,940,082$253,753$13,355iApproximate average salary by contribution assumption: employee only about $333,886 at 4% or $222,590 at 6%; with 50% employer match about $222,590 at 4% or $148,394 at 6%; with 100% employer match about $166,943 at 4% or $111,295 at 6%.
Nelson and Rollert Associates 401(K) Profit Sharing Plan & Trust-19$1,940,082$253,753$13,355iApproximate average salary by contribution assumption: employee only about $333,886 at 4% or $222,590 at 6%; with 50% employer match about $222,590 at 4% or $148,394 at 6%; with 100% employer match about $166,943 at 4% or $111,295 at 6%.
2018118$1,440,366$299,695$16,650iApproximate average salary by contribution assumption: employee only about $416,243 at 4% or $277,495 at 6%; with 50% employer match about $277,495 at 4% or $184,997 at 6%; with 100% employer match about $208,122 at 4% or $138,748 at 6%.
Nelson and Rollert Associates 401(K) Profit Sharing Plan & Trust-18$1,440,366$299,695$16,650iApproximate average salary by contribution assumption: employee only about $416,243 at 4% or $277,495 at 6%; with 50% employer match about $277,495 at 4% or $184,997 at 6%; with 100% employer match about $208,122 at 4% or $138,748 at 6%.
2017118$1,292,557$285,897$15,883iApproximate average salary by contribution assumption: employee only about $397,079 at 4% or $264,719 at 6%; with 50% employer match about $264,719 at 4% or $176,480 at 6%; with 100% employer match about $198,540 at 4% or $132,360 at 6%.
Nelson and Rollert Associates 401(K) Profit Sharing Plan & Trust-18$1,292,557$285,897$15,883iApproximate average salary by contribution assumption: employee only about $397,079 at 4% or $264,719 at 6%; with 50% employer match about $264,719 at 4% or $176,480 at 6%; with 100% employer match about $198,540 at 4% or $132,360 at 6%.
2016117$845,474$213,037$12,532iApproximate average salary by contribution assumption: employee only about $313,290 at 4% or $208,860 at 6%; with 50% employer match about $208,860 at 4% or $139,240 at 6%; with 100% employer match about $156,645 at 4% or $104,430 at 6%.
Nelson and Rollert Associates 401(K) Profit Sharing Plan & Trust-17$845,474$213,037$12,532iApproximate average salary by contribution assumption: employee only about $313,290 at 4% or $208,860 at 6%; with 50% employer match about $208,860 at 4% or $139,240 at 6%; with 100% employer match about $156,645 at 4% or $104,430 at 6%.
2015116$584,910$248,742$15,546iApproximate average salary by contribution assumption: employee only about $388,659 at 4% or $259,106 at 6%; with 50% employer match about $259,106 at 4% or $172,738 at 6%; with 100% employer match about $194,330 at 4% or $129,553 at 6%.
Nelson and Rollert Associates 401(K) Profit Sharing Plan & Trust-16$584,910$248,742$15,546iApproximate average salary by contribution assumption: employee only about $388,659 at 4% or $259,106 at 6%; with 50% employer match about $259,106 at 4% or $172,738 at 6%; with 100% employer match about $194,330 at 4% or $129,553 at 6%.
2014114$358,797$277,395$19,814iApproximate average salary by contribution assumption: employee only about $495,348 at 4% or $330,232 at 6%; with 50% employer match about $330,232 at 4% or $220,155 at 6%; with 100% employer match about $247,674 at 4% or $165,116 at 6%.
Nelson and Rollert Associates 401(K) Profit Sharing Plan & Trust-14$358,797$277,395$19,814iApproximate average salary by contribution assumption: employee only about $495,348 at 4% or $330,232 at 6%; with 50% employer match about $330,232 at 4% or $220,155 at 6%; with 100% employer match about $247,674 at 4% or $165,116 at 6%.
2013115$67,934$67,637$4,509iApproximate average salary by contribution assumption: employee only about $112,728 at 4% or $75,152 at 6%; with 50% employer match about $75,152 at 4% or $50,101 at 6%; with 100% employer match about $56,364 at 4% or $37,576 at 6%.
Nelson and Rollert Associates 401(K) Profit Sharing Plan & Trust-15$67,934$67,637$4,509iApproximate average salary by contribution assumption: employee only about $112,728 at 4% or $75,152 at 6%; with 50% employer match about $75,152 at 4% or $50,101 at 6%; with 100% employer match about $56,364 at 4% or $37,576 at 6%.