Nicolas Alexander Company
Plan context: Nicolas Alexander Company 401(K) Profit Sharing Plan
EIN 81-0617378 • Newport Coast, CA • 45 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
16
2024 Assets
$9,342,282
2024 Contributions
$99,977
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 | 16 | $9,342,282 | $99,977 | $6,249iApproximate average salary by contribution assumption: employee only about $156,214 at 4% or $104,143 at 6%; with 50% employer match about $104,143 at 4% or $69,428 at 6%; with 100% employer match about $78,107 at 4% or $52,071 at 6%. |
| Nicolas Alexander Company 401(K) Profit Sharing Plan | - | 16 | $5,707,094 | $99,977 | $6,249iApproximate average salary by contribution assumption: employee only about $156,214 at 4% or $104,143 at 6%; with 50% employer match about $104,143 at 4% or $69,428 at 6%; with 100% employer match about $78,107 at 4% or $52,071 at 6%. |
| Nicolas Alexander Company Retirement Plan | - | 8 | $3,635,188 | - | - |
| 2023 | 2 | 17 | $9,328,102 | $224,200 | $13,188iApproximate average salary by contribution assumption: employee only about $329,706 at 4% or $219,804 at 6%; with 50% employer match about $219,804 at 4% or $146,536 at 6%; with 100% employer match about $164,853 at 4% or $109,902 at 6%. |
| Nicolas Alexander Company 401(K) Profit Sharing Plan | - | 17 | $5,597,102 | $224,200 | $13,188iApproximate average salary by contribution assumption: employee only about $329,706 at 4% or $219,804 at 6%; with 50% employer match about $219,804 at 4% or $146,536 at 6%; with 100% employer match about $164,853 at 4% or $109,902 at 6%. |
| Nicolas Alexander Company Retirement Plan | - | 12 | $3,731,000 | - | - |
| 2022 | 2 | 10 | $8,509,319 | $511,302 | $51,130iApproximate average salary by contribution assumption: employee only about $1,278,255 at 4% or $852,170 at 6%; with 50% employer match about $852,170 at 4% or $568,113 at 6%; with 100% employer match about $639,128 at 4% or $426,085 at 6%. |
| Nicolas Alexander Company 401(K) Profit Sharing Plan | - | 10 | $4,805,377 | $237,867 | $23,787iApproximate average salary by contribution assumption: employee only about $594,668 at 4% or $396,445 at 6%; with 50% employer match about $396,445 at 4% or $264,297 at 6%; with 100% employer match about $297,334 at 4% or $198,223 at 6%. |
| Nicolas Alexander Company Retirement Plan | - | 4 | $3,703,942 | $273,435 | $68,359iApproximate average salary by contribution assumption: employee only about $1,708,969 at 4% or $1,139,313 at 6%; with 50% employer match about $1,139,313 at 4% or $759,542 at 6%; with 100% employer match about $854,484 at 4% or $569,656 at 6%. |
| 2021 | 2 | 10 | $8,361,057 | $241,738 | $24,174iApproximate average salary by contribution assumption: employee only about $604,345 at 4% or $402,897 at 6%; with 50% employer match about $402,897 at 4% or $268,598 at 6%; with 100% employer match about $302,173 at 4% or $201,448 at 6%. |
| Nicolas Alexander Company 401(K) Profit Sharing Plan | - | 10 | $5,093,566 | $224,537 | $22,454iApproximate average salary by contribution assumption: employee only about $561,343 at 4% or $374,228 at 6%; with 50% employer match about $374,228 at 4% or $249,486 at 6%; with 100% employer match about $280,671 at 4% or $187,114 at 6%. |
| Nicolas Alexander Company Retirement Plan | - | 7 | $3,267,491 | $17,201 | $2,457iApproximate average salary by contribution assumption: employee only about $61,432 at 4% or $40,955 at 6%; with 50% employer match about $40,955 at 4% or $27,303 at 6%; with 100% employer match about $30,716 at 4% or $20,477 at 6%. |
| 2020 | 2 | 11 | $7,058,331 | $304,715 | $27,701iApproximate average salary by contribution assumption: employee only about $692,534 at 4% or $461,689 at 6%; with 50% employer match about $461,689 at 4% or $307,793 at 6%; with 100% employer match about $346,267 at 4% or $230,845 at 6%. |
| Nicolas Alexander Company 401(K) Profit Sharing Plan | - | 11 | $4,231,888 | $190,627 | $17,330iApproximate average salary by contribution assumption: employee only about $433,243 at 4% or $288,829 at 6%; with 50% employer match about $288,829 at 4% or $192,553 at 6%; with 100% employer match about $216,622 at 4% or $144,414 at 6%. |
| Nicolas Alexander Company Retirement Plan | - | 6 | $2,826,443 | $114,088 | $19,015iApproximate average salary by contribution assumption: employee only about $475,367 at 4% or $316,911 at 6%; with 50% employer match about $316,911 at 4% or $211,274 at 6%; with 100% employer match about $237,683 at 4% or $158,456 at 6%. |
| 2019 | 2 | 10 | $6,668,076 | $369,789 | $36,979iApproximate average salary by contribution assumption: employee only about $924,473 at 4% or $616,315 at 6%; with 50% employer match about $616,315 at 4% or $410,877 at 6%; with 100% employer match about $462,236 at 4% or $308,158 at 6%. |
| Nicolas Alexander Company 401(K) Profit Sharing Plan | - | 10 | $4,003,438 | $169,789 | $16,979iApproximate average salary by contribution assumption: employee only about $424,473 at 4% or $282,982 at 6%; with 50% employer match about $282,982 at 4% or $188,654 at 6%; with 100% employer match about $212,236 at 4% or $141,491 at 6%. |
| Nicolas Alexander Company Retirement Plan | - | 5 | $2,664,638 | $200,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2018 | 2 | 8 | $5,535,516 | $439,888 | $54,986iApproximate average salary by contribution assumption: employee only about $1,374,650 at 4% or $916,433 at 6%; with 50% employer match about $916,433 at 4% or $610,956 at 6%; with 100% employer match about $687,325 at 4% or $458,217 at 6%. |
| Nicolas Alexander Company 401(K) Profit Sharing Plan | - | 8 | $3,291,016 | $157,888 | $19,736iApproximate average salary by contribution assumption: employee only about $493,400 at 4% or $328,933 at 6%; with 50% employer match about $328,933 at 4% or $219,289 at 6%; with 100% employer match about $246,700 at 4% or $164,467 at 6%. |
| Nicolas Alexander Company Retirement Plan | - | 4 | $2,244,500 | $282,000 | $70,500iApproximate average salary by contribution assumption: employee only about $1,762,500 at 4% or $1,175,000 at 6%; with 50% employer match about $1,175,000 at 4% or $783,333 at 6%; with 100% employer match about $881,250 at 4% or $587,500 at 6%. |
| 2017 | 2 | 5 | $5,570,039 | $393,068 | $78,614iApproximate average salary by contribution assumption: employee only about $1,965,340 at 4% or $1,310,227 at 6%; with 50% employer match about $1,310,227 at 4% or $873,484 at 6%; with 100% employer match about $982,670 at 4% or $655,113 at 6%. |
| Nicolas Alexander Company 401(K) Profit Sharing Plan | - | 5 | $3,623,228 | $203,068 | $40,614iApproximate average salary by contribution assumption: employee only about $1,015,340 at 4% or $676,893 at 6%; with 50% employer match about $676,893 at 4% or $451,262 at 6%; with 100% employer match about $507,670 at 4% or $338,447 at 6%. |
| Nicolas Alexander Company Retirement Plan | - | 3 | $1,946,811 | $190,000 | $63,333iApproximate average salary by contribution assumption: employee only about $1,583,333 at 4% or $1,055,556 at 6%; with 50% employer match about $1,055,556 at 4% or $703,704 at 6%; with 100% employer match about $791,667 at 4% or $527,778 at 6%. |
| 2016 | 2 | 6 | $5,022,127 | $434,820 | $72,470iApproximate average salary by contribution assumption: employee only about $1,811,750 at 4% or $1,207,833 at 6%; with 50% employer match about $1,207,833 at 4% or $805,222 at 6%; with 100% employer match about $905,875 at 4% or $603,917 at 6%. |
| Nicolas Alexander Company 401(K) Profit Sharing Plan | - | 6 | $3,275,949 | $138,642 | $23,107iApproximate average salary by contribution assumption: employee only about $577,675 at 4% or $385,117 at 6%; with 50% employer match about $385,117 at 4% or $256,744 at 6%; with 100% employer match about $288,838 at 4% or $192,558 at 6%. |
| Nicolas Alexander Company Retirement Plan | - | 2 | $1,746,178 | $296,178 | $148,089iApproximate average salary by contribution assumption: employee only about $3,702,225 at 4% or $2,468,150 at 6%; with 50% employer match about $2,468,150 at 4% or $1,645,433 at 6%; with 100% employer match about $1,851,113 at 4% or $1,234,075 at 6%. |
| 2015 | 2 | 5 | $4,411,258 | $559,000 | $111,800iApproximate average salary by contribution assumption: employee only about $2,795,000 at 4% or $1,863,333 at 6%; with 50% employer match about $1,863,333 at 4% or $1,242,222 at 6%; with 100% employer match about $1,397,500 at 4% or $931,667 at 6%. |
| Nicolas Alexander Company 401(K) Profit Sharing Plan | - | 5 | $2,961,258 | $109,000 | $21,800iApproximate average salary by contribution assumption: employee only about $545,000 at 4% or $363,333 at 6%; with 50% employer match about $363,333 at 4% or $242,222 at 6%; with 100% employer match about $272,500 at 4% or $181,667 at 6%. |
| Nicolas Alexander Company Retirement Plan | - | 2 | $1,450,000 | $450,000 | $225,000iApproximate average salary by contribution assumption: employee only about $5,625,000 at 4% or $3,750,000 at 6%; with 50% employer match about $3,750,000 at 4% or $2,500,000 at 6%; with 100% employer match about $2,812,500 at 4% or $1,875,000 at 6%. |
| 2014 | 2 | 5 | $3,824,205 | $557,500 | $111,500iApproximate average salary by contribution assumption: employee only about $2,787,500 at 4% or $1,858,333 at 6%; with 50% employer match about $1,858,333 at 4% or $1,238,889 at 6%; with 100% employer match about $1,393,750 at 4% or $929,167 at 6%. |
| Nicolas Alexander Company 401(K) Profit Sharing Plan | - | 5 | $2,824,205 | $57,500 | $11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%. |
| Nicolas Alexander Company Retirement Plan | - | 2 | $1,000,000 | $500,000 | $250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%. |
| 2013 | 1 | 5 | $2,979,623 | $38,300 | $7,660iApproximate average salary by contribution assumption: employee only about $191,500 at 4% or $127,667 at 6%; with 50% employer match about $127,667 at 4% or $85,111 at 6%; with 100% employer match about $95,750 at 4% or $63,833 at 6%. |
| Nicolas Alexander Company 401(K) Profit Sharing Plan | - | 5 | $2,979,623 | $38,300 | $7,660iApproximate average salary by contribution assumption: employee only about $191,500 at 4% or $127,667 at 6%; with 50% employer match about $127,667 at 4% or $85,111 at 6%; with 100% employer match about $95,750 at 4% or $63,833 at 6%. |
| 2012 | 1 | 5 | $2,621,133 | $287 | $57iApproximate average salary by contribution assumption: employee only about $1,435 at 4% or $957 at 6%; with 50% employer match about $957 at 4% or $638 at 6%; with 100% employer match about $718 at 4% or $478 at 6%. |
| Nicolas Alexander Company 401(K) Profit Sharing Plan | - | 5 | $2,621,133 | $287 | $57iApproximate average salary by contribution assumption: employee only about $1,435 at 4% or $957 at 6%; with 50% employer match about $957 at 4% or $638 at 6%; with 100% employer match about $718 at 4% or $478 at 6%. |
| 2011 | 2 | 5 | $2,442,198 | $1,479,877 | $295,975iApproximate average salary by contribution assumption: employee only about $7,399,385 at 4% or $4,932,923 at 6%; with 50% employer match about $4,932,923 at 4% or $3,288,616 at 6%; with 100% employer match about $3,699,693 at 4% or $2,466,462 at 6%. |
| Nicolas Alexander Company 401(K) Profit Sharing Plan | - | 5 | $2,442,198 | $1,479,877 | $295,975iApproximate average salary by contribution assumption: employee only about $7,399,385 at 4% or $4,932,923 at 6%; with 50% employer match about $4,932,923 at 4% or $3,288,616 at 6%; with 100% employer match about $3,699,693 at 4% or $2,466,462 at 6%. |
| NICOLAS ALEXANDER COMPANY DEFINED BENEFIT PENSION PLAN AND TRUST | - | 0 | $0 | - | - |
| 2010 | 2 | 5 | $2,637,554 | $35,000 | $7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%. |
| NICOLAS ALEXANDER COMPANY DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $1,582,321 | $35,000 | $7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%. |
| Nicolas Alexander Company 401(K) Profit Sharing Plan | - | 5 | $1,055,233 | - | - |
| 2009 | 2 | 5 | $2,391,288 | $468,849 | $93,770iApproximate average salary by contribution assumption: employee only about $2,344,245 at 4% or $1,562,830 at 6%; with 50% employer match about $1,562,830 at 4% or $1,041,887 at 6%; with 100% employer match about $1,172,123 at 4% or $781,415 at 6%. |
| NICOLAS ALEXANDER COMPANY DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $1,414,338 | - | - |
| Nicolas Alexander Company 401(K) Profit Sharing Plan | - | 5 | $976,950 | $468,849 | $93,770iApproximate average salary by contribution assumption: employee only about $2,344,245 at 4% or $1,562,830 at 6%; with 50% employer match about $1,562,830 at 4% or $1,041,887 at 6%; with 100% employer match about $1,172,123 at 4% or $781,415 at 6%. |
| 2008 | 2 | 5 | $281,143 | $0 | - |
| Nicolas Alexander Company 401(K) Profit Sharing Plan | - | 5 | $281,143 | - | - |
| NICOLAS ALEXANDER COMPANY DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | - | - | - |
| 2007 | 2 | 5 | $0 | $0 | - |
| NICOLAS ALEXANDER COMPANY DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | - | - | - |
| Nicolas Alexander Company 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 3 | 5 | $1,687,195 | $487,785 | $97,557iApproximate average salary by contribution assumption: employee only about $2,438,925 at 4% or $1,625,950 at 6%; with 50% employer match about $1,625,950 at 4% or $1,083,967 at 6%; with 100% employer match about $1,219,463 at 4% or $812,975 at 6%. |
| NICOLAS ALEXANDER COMPANY DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $1,325,329 | $355,790 | $71,158iApproximate average salary by contribution assumption: employee only about $1,778,950 at 4% or $1,185,967 at 6%; with 50% employer match about $1,185,967 at 4% or $790,644 at 6%; with 100% employer match about $889,475 at 4% or $592,983 at 6%. |
| Nicolas Alexander Company 401(K) Profit Sharing Plan | - | 5 | $361,866 | $131,995 | $26,399iApproximate average salary by contribution assumption: employee only about $659,975 at 4% or $439,983 at 6%; with 50% employer match about $439,983 at 4% or $293,322 at 6%; with 100% employer match about $329,988 at 4% or $219,992 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 0 | - | - | - |
| 2005 | 3 | 5 | $1,193,780 | $435,618 | $87,124iApproximate average salary by contribution assumption: employee only about $2,178,090 at 4% or $1,452,060 at 6%; with 50% employer match about $1,452,060 at 4% or $968,040 at 6%; with 100% employer match about $1,089,045 at 4% or $726,030 at 6%. |
| NICOLAS ALEXANDER COMPANY DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $897,288 | $357,618 | $71,524iApproximate average salary by contribution assumption: employee only about $1,788,090 at 4% or $1,192,060 at 6%; with 50% employer match about $1,192,060 at 4% or $794,707 at 6%; with 100% employer match about $894,045 at 4% or $596,030 at 6%. |
| Nicolas Alexander Company 401(K) Profit Sharing Plan | - | 5 | $215,513 | $78,000 | $15,600iApproximate average salary by contribution assumption: employee only about $390,000 at 4% or $260,000 at 6%; with 50% employer match about $260,000 at 4% or $173,333 at 6%; with 100% employer match about $195,000 at 4% or $130,000 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 2 | $80,979 | - | - |
| 2004 | 3 | 5 | $753,917 | $396,266 | $79,253iApproximate average salary by contribution assumption: employee only about $1,981,330 at 4% or $1,320,887 at 6%; with 50% employer match about $1,320,887 at 4% or $880,591 at 6%; with 100% employer match about $990,665 at 4% or $660,443 at 6%. |
| NICOLAS ALEXANDER COMPANY DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $540,440 | $325,266 | $65,053iApproximate average salary by contribution assumption: employee only about $1,626,330 at 4% or $1,084,220 at 6%; with 50% employer match about $1,084,220 at 4% or $722,813 at 6%; with 100% employer match about $813,165 at 4% or $542,110 at 6%. |
| Nicolas Alexander Company 401(K) Profit Sharing Plan | - | 5 | $131,036 | $71,000 | $14,200iApproximate average salary by contribution assumption: employee only about $355,000 at 4% or $236,667 at 6%; with 50% employer match about $236,667 at 4% or $157,778 at 6%; with 100% employer match about $177,500 at 4% or $118,333 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 4 | $82,441 | - | - |
| 2003 | 2 | 5 | $276,381 | $276,381 | $55,276iApproximate average salary by contribution assumption: employee only about $1,381,905 at 4% or $921,270 at 6%; with 50% employer match about $921,270 at 4% or $614,180 at 6%; with 100% employer match about $690,953 at 4% or $460,635 at 6%. |
| NICOLAS ALEXANDER COMPANY DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $216,381 | $216,381 | $43,276iApproximate average salary by contribution assumption: employee only about $1,081,905 at 4% or $721,270 at 6%; with 50% employer match about $721,270 at 4% or $480,847 at 6%; with 100% employer match about $540,953 at 4% or $360,635 at 6%. |
| Nicolas Alexander Company 401(K) Profit Sharing Plan | - | 5 | $60,000 | $60,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |