Civic Intelligence

R.A. Nelson & Associates Inc.

Plan context: R.A. Nelson & Associates Inc. 401K Plan

EIN 84-0788322 • Avon, CO • 15 filings • 5 plans

P.O. Drawer 5400Avon, CO 81620
Current Snapshot

Latest Year

2011

2011 Participants

68

2011 Assets

$3,849,563

2011 Contributions

$220,477

Historical Graphs

Total Assets Over Time

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

$4,251,365$2,125,683$0199920062011YearValue
$3,849,563Latest year 2011

Participants Over Time

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

170850199920052011YearValue
68Latest year 2011

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
2011168$3,849,563$220,477$3,242iApproximate average salary by contribution assumption: employee only about $81,058 at 4% or $54,038 at 6%; with 50% employer match about $54,038 at 4% or $36,026 at 6%; with 100% employer match about $40,529 at 4% or $27,019 at 6%.
R.A. Nelson & Associates Inc. 401K Plan-68$3,849,563$220,477$3,242iApproximate average salary by contribution assumption: employee only about $81,058 at 4% or $54,038 at 6%; with 50% employer match about $54,038 at 4% or $36,026 at 6%; with 100% employer match about $40,529 at 4% or $27,019 at 6%.
2010169$3,848,706$183,847$2,664iApproximate average salary by contribution assumption: employee only about $66,611 at 4% or $44,407 at 6%; with 50% employer match about $44,407 at 4% or $29,605 at 6%; with 100% employer match about $33,306 at 4% or $22,204 at 6%.
R.A. Nelson & Associates Inc. 401K Plan-69$3,848,706$183,847$2,664iApproximate average salary by contribution assumption: employee only about $66,611 at 4% or $44,407 at 6%; with 50% employer match about $44,407 at 4% or $29,605 at 6%; with 100% employer match about $33,306 at 4% or $22,204 at 6%.
2009156$3,526,189$293,779$5,246iApproximate average salary by contribution assumption: employee only about $131,151 at 4% or $87,434 at 6%; with 50% employer match about $87,434 at 4% or $58,289 at 6%; with 100% employer match about $65,576 at 4% or $43,717 at 6%.
R.A. Nelson & Associates Inc. 401K Plan-56$3,526,189$293,779$5,246iApproximate average salary by contribution assumption: employee only about $131,151 at 4% or $87,434 at 6%; with 50% employer match about $87,434 at 4% or $58,289 at 6%; with 100% employer match about $65,576 at 4% or $43,717 at 6%.
2008297$3,165,406$597,478$6,160iApproximate average salary by contribution assumption: employee only about $153,989 at 4% or $102,659 at 6%; with 50% employer match about $102,659 at 4% or $68,440 at 6%; with 100% employer match about $76,995 at 4% or $51,330 at 6%.
R.A. Nelson & Associates Inc. 401K Plan-97$3,165,406$597,478$6,160iApproximate average salary by contribution assumption: employee only about $153,989 at 4% or $102,659 at 6%; with 50% employer match about $102,659 at 4% or $68,440 at 6%; with 100% employer match about $76,995 at 4% or $51,330 at 6%.
R.A. NELSON & ASSOCIATES, INC.-94---
20072129$4,251,365$685,437$5,313iApproximate average salary by contribution assumption: employee only about $132,837 at 4% or $88,558 at 6%; with 50% employer match about $88,558 at 4% or $59,039 at 6%; with 100% employer match about $66,418 at 4% or $44,279 at 6%.
R.A. Nelson & Associates Inc. 401K Plan-129$4,251,365$685,437$5,313iApproximate average salary by contribution assumption: employee only about $132,837 at 4% or $88,558 at 6%; with 50% employer match about $88,558 at 4% or $59,039 at 6%; with 100% employer match about $66,418 at 4% or $44,279 at 6%.
R.A. NELSON & ASSOCIATES, INC.-123---
20061170$3,735,012$662,364$3,896iApproximate average salary by contribution assumption: employee only about $97,406 at 4% or $64,938 at 6%; with 50% employer match about $64,938 at 4% or $43,292 at 6%; with 100% employer match about $48,703 at 4% or $32,469 at 6%.
R.A. Nelson & Associates Inc. 401K Plan-170$3,735,012$662,364$3,896iApproximate average salary by contribution assumption: employee only about $97,406 at 4% or $64,938 at 6%; with 50% employer match about $64,938 at 4% or $43,292 at 6%; with 100% employer match about $48,703 at 4% or $32,469 at 6%.
20051133$0$0-
R.A. Nelson & Associates Inc. 401K Plan-133---
2004175$2,188,748$511,941$6,826iApproximate average salary by contribution assumption: employee only about $170,647 at 4% or $113,765 at 6%; with 50% employer match about $113,765 at 4% or $75,843 at 6%; with 100% employer match about $85,324 at 4% or $56,882 at 6%.
R.A. Nelson & Associates Inc. 401K Plan-75$2,188,748$511,941$6,826iApproximate average salary by contribution assumption: employee only about $170,647 at 4% or $113,765 at 6%; with 50% employer match about $113,765 at 4% or $75,843 at 6%; with 100% employer match about $85,324 at 4% or $56,882 at 6%.
2003171$1,491,136$273,837$3,857iApproximate average salary by contribution assumption: employee only about $96,421 at 4% or $64,281 at 6%; with 50% employer match about $64,281 at 4% or $42,854 at 6%; with 100% employer match about $48,211 at 4% or $32,140 at 6%.
R.A. Nelson & Associates Inc. 401K Plan-71$1,491,136$273,837$3,857iApproximate average salary by contribution assumption: employee only about $96,421 at 4% or $64,281 at 6%; with 50% employer match about $64,281 at 4% or $42,854 at 6%; with 100% employer match about $48,211 at 4% or $32,140 at 6%.
2002171$1,113,648$276,690$3,897iApproximate average salary by contribution assumption: employee only about $97,426 at 4% or $64,951 at 6%; with 50% employer match about $64,951 at 4% or $43,300 at 6%; with 100% employer match about $48,713 at 4% or $32,475 at 6%.
R.A. Nelson & Associates Inc. 401K Plan-71$1,113,648$276,690$3,897iApproximate average salary by contribution assumption: employee only about $97,426 at 4% or $64,951 at 6%; with 50% employer match about $64,951 at 4% or $43,300 at 6%; with 100% employer match about $48,713 at 4% or $32,475 at 6%.
2001174$0$0-
R.A. Nelson & Associates Inc. 401K Plan-74---
2000180$1,133,281$255,957$3,199iApproximate average salary by contribution assumption: employee only about $79,987 at 4% or $53,324 at 6%; with 50% employer match about $53,324 at 4% or $35,550 at 6%; with 100% employer match about $39,993 at 4% or $26,662 at 6%.
R.A. Nelson & Associates Inc. 401K Plan-80$1,133,281$255,957$3,199iApproximate average salary by contribution assumption: employee only about $79,987 at 4% or $53,324 at 6%; with 50% employer match about $53,324 at 4% or $35,550 at 6%; with 100% employer match about $39,993 at 4% or $26,662 at 6%.
1999160$1,171,801$163,840$2,731iApproximate average salary by contribution assumption: employee only about $68,267 at 4% or $45,511 at 6%; with 50% employer match about $45,511 at 4% or $30,341 at 6%; with 100% employer match about $34,133 at 4% or $22,756 at 6%.
R.A. Nelson & Associates Inc. 401K Plan-60$1,171,801$163,840$2,731iApproximate average salary by contribution assumption: employee only about $68,267 at 4% or $45,511 at 6%; with 50% employer match about $45,511 at 4% or $30,341 at 6%; with 100% employer match about $34,133 at 4% or $22,756 at 6%.