Civic Intelligence

R. T. Nelson & Associates LLC

Plan context: R. T. Nelson & Associates, LCC. Employees' Profit Sharing Plan

EIN 82-5409194 • Oak Brook, IL • 6 filings • 2 plans

903 Commerce Drive, Suite 150Oak Brook, IL 60523
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$3,463,006

2024 Contributions

$151,212

Historical Graphs

Total Assets Over Time

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

$3,463,006$1,731,503$0201920222024YearValue
$3,463,006Latest year 2024

Participants Over Time

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

420201920222024YearValue
4Latest 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
202414$3,463,006$151,212$37,803iApproximate average salary by contribution assumption: employee only about $945,075 at 4% or $630,050 at 6%; with 50% employer match about $630,050 at 4% or $420,033 at 6%; with 100% employer match about $472,538 at 4% or $315,025 at 6%.
R. T. Nelson & Associates, LCC. Employees' Profit Sharing Plan-4$3,463,006$151,212$37,803iApproximate average salary by contribution assumption: employee only about $945,075 at 4% or $630,050 at 6%; with 50% employer match about $630,050 at 4% or $420,033 at 6%; with 100% employer match about $472,538 at 4% or $315,025 at 6%.
202314$2,907,356$146,400$36,600iApproximate average salary by contribution assumption: employee only about $915,000 at 4% or $610,000 at 6%; with 50% employer match about $610,000 at 4% or $406,667 at 6%; with 100% employer match about $457,500 at 4% or $305,000 at 6%.
R. T. Nelson & Associates, LCC. Employees' Profit Sharing Plan-4$2,907,356$146,400$36,600iApproximate average salary by contribution assumption: employee only about $915,000 at 4% or $610,000 at 6%; with 50% employer match about $610,000 at 4% or $406,667 at 6%; with 100% employer match about $457,500 at 4% or $305,000 at 6%.
202214$2,365,691$135,340$33,835iApproximate average salary by contribution assumption: employee only about $845,875 at 4% or $563,917 at 6%; with 50% employer match about $563,917 at 4% or $375,944 at 6%; with 100% employer match about $422,938 at 4% or $281,958 at 6%.
R. T. Nelson & Associates, LCC. Employees' Profit Sharing Plan-4$2,365,691$135,340$33,835iApproximate average salary by contribution assumption: employee only about $845,875 at 4% or $563,917 at 6%; with 50% employer match about $563,917 at 4% or $375,944 at 6%; with 100% employer match about $422,938 at 4% or $281,958 at 6%.
202114$2,746,983$129,200$32,300iApproximate average salary by contribution assumption: employee only about $807,500 at 4% or $538,333 at 6%; with 50% employer match about $538,333 at 4% or $358,889 at 6%; with 100% employer match about $403,750 at 4% or $269,167 at 6%.
R. T. Nelson & Associates, LCC. Employees' Profit Sharing Plan-4$2,746,983$129,200$32,300iApproximate average salary by contribution assumption: employee only about $807,500 at 4% or $538,333 at 6%; with 50% employer match about $538,333 at 4% or $358,889 at 6%; with 100% employer match about $403,750 at 4% or $269,167 at 6%.
202014$2,235,232$113,120$28,280iApproximate average salary by contribution assumption: employee only about $707,000 at 4% or $471,333 at 6%; with 50% employer match about $471,333 at 4% or $314,222 at 6%; with 100% employer match about $353,500 at 4% or $235,667 at 6%.
R. T. Nelson & Associates, LCC. Employees' Profit Sharing Plan-4$2,235,232$113,120$28,280iApproximate average salary by contribution assumption: employee only about $707,000 at 4% or $471,333 at 6%; with 50% employer match about $471,333 at 4% or $314,222 at 6%; with 100% employer match about $353,500 at 4% or $235,667 at 6%.
201914$2,311,655$129,620$32,405iApproximate average salary by contribution assumption: employee only about $810,125 at 4% or $540,083 at 6%; with 50% employer match about $540,083 at 4% or $360,056 at 6%; with 100% employer match about $405,063 at 4% or $270,042 at 6%.
R. T. Nelson & Associates, LCC. Employees' Profit Sharing Plan-4$2,311,655$129,620$32,405iApproximate average salary by contribution assumption: employee only about $810,125 at 4% or $540,083 at 6%; with 50% employer match about $540,083 at 4% or $360,056 at 6%; with 100% employer match about $405,063 at 4% or $270,042 at 6%.