Dave Nielsen Ltd
Plan context: Dave Nielsen Ltd Profit Sharing & 401K Plan
EIN 84-0828672 • Boulder, CO • 34 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$4,118,365
2024 Contributions
$579,042
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 | 7 | $4,118,365 | $579,042 | $82,720iApproximate average salary by contribution assumption: employee only about $2,068,007 at 4% or $1,378,671 at 6%; with 50% employer match about $1,378,671 at 4% or $919,114 at 6%; with 100% employer match about $1,034,004 at 4% or $689,336 at 6%. |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 7 | $2,118,790 | $250,746 | $35,821iApproximate average salary by contribution assumption: employee only about $895,521 at 4% or $597,014 at 6%; with 50% employer match about $597,014 at 4% or $398,010 at 6%; with 100% employer match about $447,761 at 4% or $298,507 at 6%. |
| DEN, INC. CASH BALANCE PLAN | - | 7 | $1,999,575 | $328,296 | $46,899iApproximate average salary by contribution assumption: employee only about $1,172,486 at 4% or $781,657 at 6%; with 50% employer match about $781,657 at 4% or $521,105 at 6%; with 100% employer match about $586,243 at 4% or $390,829 at 6%. |
| 2023 | 2 | 8 | $3,581,516 | $845,471 | $105,684iApproximate average salary by contribution assumption: employee only about $2,642,097 at 4% or $1,761,398 at 6%; with 50% employer match about $1,761,398 at 4% or $1,174,265 at 6%; with 100% employer match about $1,321,048 at 4% or $880,699 at 6%. |
| DEN, INC. CASH BALANCE PLAN | - | 7 | $1,818,210 | $597,246 | $85,321iApproximate average salary by contribution assumption: employee only about $2,133,021 at 4% or $1,422,014 at 6%; with 50% employer match about $1,422,014 at 4% or $948,010 at 6%; with 100% employer match about $1,066,511 at 4% or $711,007 at 6%. |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 8 | $1,763,306 | $248,225 | $31,028iApproximate average salary by contribution assumption: employee only about $775,703 at 4% or $517,135 at 6%; with 50% employer match about $517,135 at 4% or $344,757 at 6%; with 100% employer match about $387,852 at 4% or $258,568 at 6%. |
| 2022 | 2 | 8 | $2,806,363 | $846,553 | $105,819iApproximate average salary by contribution assumption: employee only about $2,645,478 at 4% or $1,763,652 at 6%; with 50% employer match about $1,763,652 at 4% or $1,175,768 at 6%; with 100% employer match about $1,322,739 at 4% or $881,826 at 6%. |
| DEN, INC. CASH BALANCE PLAN | - | 8 | $1,415,257 | $636,291 | $79,536iApproximate average salary by contribution assumption: employee only about $1,988,409 at 4% or $1,325,606 at 6%; with 50% employer match about $1,325,606 at 4% or $883,738 at 6%; with 100% employer match about $994,205 at 4% or $662,803 at 6%. |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 8 | $1,391,106 | $210,262 | $26,283iApproximate average salary by contribution assumption: employee only about $657,069 at 4% or $438,046 at 6%; with 50% employer match about $438,046 at 4% or $292,031 at 6%; with 100% employer match about $328,534 at 4% or $219,023 at 6%. |
| 2021 | 2 | 7 | $2,105,539 | $621,327 | $88,761iApproximate average salary by contribution assumption: employee only about $2,219,025 at 4% or $1,479,350 at 6%; with 50% employer match about $1,479,350 at 4% or $986,233 at 6%; with 100% employer match about $1,109,513 at 4% or $739,675 at 6%. |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 7 | $1,090,907 | $131,417 | $18,774iApproximate average salary by contribution assumption: employee only about $469,346 at 4% or $312,898 at 6%; with 50% employer match about $312,898 at 4% or $208,598 at 6%; with 100% employer match about $234,673 at 4% or $156,449 at 6%. |
| DEN, INC. CASH BALANCE PLAN | - | 7 | $1,014,632 | $489,910 | $69,987iApproximate average salary by contribution assumption: employee only about $1,749,679 at 4% or $1,166,452 at 6%; with 50% employer match about $1,166,452 at 4% or $777,635 at 6%; with 100% employer match about $874,839 at 4% or $583,226 at 6%. |
| 2020 | 2 | 6 | $2,008,106 | $588,025 | $98,004iApproximate average salary by contribution assumption: employee only about $2,450,104 at 4% or $1,633,403 at 6%; with 50% employer match about $1,633,403 at 4% or $1,088,935 at 6%; with 100% employer match about $1,225,052 at 4% or $816,701 at 6%. |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 6 | $1,128,022 | $123,150 | $20,525iApproximate average salary by contribution assumption: employee only about $513,125 at 4% or $342,083 at 6%; with 50% employer match about $342,083 at 4% or $228,056 at 6%; with 100% employer match about $256,563 at 4% or $171,042 at 6%. |
| DEN, INC. CASH BALANCE PLAN | - | 6 | $880,084 | $464,875 | $77,479iApproximate average salary by contribution assumption: employee only about $1,936,979 at 4% or $1,291,319 at 6%; with 50% employer match about $1,291,319 at 4% or $860,880 at 6%; with 100% employer match about $968,490 at 4% or $645,660 at 6%. |
| 2019 | 2 | 6 | $1,353,107 | $344,181 | $57,364iApproximate average salary by contribution assumption: employee only about $1,434,088 at 4% or $956,058 at 6%; with 50% employer match about $956,058 at 4% or $637,372 at 6%; with 100% employer match about $717,044 at 4% or $478,029 at 6%. |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 6 | $848,007 | $106,686 | $17,781iApproximate average salary by contribution assumption: employee only about $444,525 at 4% or $296,350 at 6%; with 50% employer match about $296,350 at 4% or $197,567 at 6%; with 100% employer match about $222,263 at 4% or $148,175 at 6%. |
| DEN, INC. CASH BALANCE PLAN | - | 6 | $505,100 | $237,495 | $39,583iApproximate average salary by contribution assumption: employee only about $989,563 at 4% or $659,708 at 6%; with 50% employer match about $659,708 at 4% or $439,806 at 6%; with 100% employer match about $494,781 at 4% or $329,854 at 6%. |
| 2018 | 2 | 6 | $1,132,019 | $327,609 | $54,602iApproximate average salary by contribution assumption: employee only about $1,365,038 at 4% or $910,025 at 6%; with 50% employer match about $910,025 at 4% or $606,683 at 6%; with 100% employer match about $682,519 at 4% or $455,013 at 6%. |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 6 | $735,666 | $92,773 | $15,462iApproximate average salary by contribution assumption: employee only about $386,554 at 4% or $257,703 at 6%; with 50% employer match about $257,703 at 4% or $171,802 at 6%; with 100% employer match about $193,277 at 4% or $128,851 at 6%. |
| DEN, INC. CASH BALANCE PLAN | - | 5 | $396,353 | $234,836 | $46,967iApproximate average salary by contribution assumption: employee only about $1,174,180 at 4% or $782,787 at 6%; with 50% employer match about $782,787 at 4% or $521,858 at 6%; with 100% employer match about $587,090 at 4% or $391,393 at 6%. |
| 2017 | 2 | 8 | $1,051,159 | $348,158 | $43,520iApproximate average salary by contribution assumption: employee only about $1,087,994 at 4% or $725,329 at 6%; with 50% employer match about $725,329 at 4% or $483,553 at 6%; with 100% employer match about $543,997 at 4% or $362,665 at 6%. |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 8 | $656,133 | $115,145 | $14,393iApproximate average salary by contribution assumption: employee only about $359,828 at 4% or $239,885 at 6%; with 50% employer match about $239,885 at 4% or $159,924 at 6%; with 100% employer match about $179,914 at 4% or $119,943 at 6%. |
| DEN, INC. CASH BALANCE PLAN | - | 5 | $395,026 | $233,013 | $46,603iApproximate average salary by contribution assumption: employee only about $1,165,065 at 4% or $776,710 at 6%; with 50% employer match about $776,710 at 4% or $517,807 at 6%; with 100% employer match about $582,533 at 4% or $388,355 at 6%. |
| 2016 | 2 | 6 | $1,037,276 | $217,078 | $36,180iApproximate average salary by contribution assumption: employee only about $904,492 at 4% or $602,994 at 6%; with 50% employer match about $602,994 at 4% or $401,996 at 6%; with 100% employer match about $452,246 at 4% or $301,497 at 6%. |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 6 | $875,048 | $54,850 | $9,142iApproximate average salary by contribution assumption: employee only about $228,542 at 4% or $152,361 at 6%; with 50% employer match about $152,361 at 4% or $101,574 at 6%; with 100% employer match about $114,271 at 4% or $76,181 at 6%. |
| DEN, INC. CASH BALANCE PLAN | - | 3 | $162,228 | $162,228 | $54,076iApproximate average salary by contribution assumption: employee only about $1,351,900 at 4% or $901,267 at 6%; with 50% employer match about $901,267 at 4% or $600,844 at 6%; with 100% employer match about $675,950 at 4% or $450,633 at 6%. |
| 2015 | 1 | 5 | $912,955 | $14,021 | $2,804iApproximate average salary by contribution assumption: employee only about $70,105 at 4% or $46,737 at 6%; with 50% employer match about $46,737 at 4% or $31,158 at 6%; with 100% employer match about $35,053 at 4% or $23,368 at 6%. |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 5 | $912,955 | $14,021 | $2,804iApproximate average salary by contribution assumption: employee only about $70,105 at 4% or $46,737 at 6%; with 50% employer match about $46,737 at 4% or $31,158 at 6%; with 100% employer match about $35,053 at 4% or $23,368 at 6%. |
| 2014 | 1 | 5 | $930,936 | $15,318 | $3,064iApproximate average salary by contribution assumption: employee only about $76,590 at 4% or $51,060 at 6%; with 50% employer match about $51,060 at 4% or $34,040 at 6%; with 100% employer match about $38,295 at 4% or $25,530 at 6%. |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 5 | $930,936 | $15,318 | $3,064iApproximate average salary by contribution assumption: employee only about $76,590 at 4% or $51,060 at 6%; with 50% employer match about $51,060 at 4% or $34,040 at 6%; with 100% employer match about $38,295 at 4% or $25,530 at 6%. |
| 2013 | 1 | 5 | $1,003,141 | $22,201 | $4,440iApproximate average salary by contribution assumption: employee only about $111,005 at 4% or $74,003 at 6%; with 50% employer match about $74,003 at 4% or $49,336 at 6%; with 100% employer match about $55,503 at 4% or $37,002 at 6%. |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 5 | $1,003,141 | $22,201 | $4,440iApproximate average salary by contribution assumption: employee only about $111,005 at 4% or $74,003 at 6%; with 50% employer match about $74,003 at 4% or $49,336 at 6%; with 100% employer match about $55,503 at 4% or $37,002 at 6%. |
| 2012 | 1 | 5 | $872,711 | $25,456 | $5,091iApproximate average salary by contribution assumption: employee only about $127,280 at 4% or $84,853 at 6%; with 50% employer match about $84,853 at 4% or $56,569 at 6%; with 100% employer match about $63,640 at 4% or $42,427 at 6%. |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 5 | $872,711 | $25,456 | $5,091iApproximate average salary by contribution assumption: employee only about $127,280 at 4% or $84,853 at 6%; with 50% employer match about $84,853 at 4% or $56,569 at 6%; with 100% employer match about $63,640 at 4% or $42,427 at 6%. |
| 2011 | 1 | 4 | $881,672 | $1,300 | $325iApproximate average salary by contribution assumption: employee only about $8,125 at 4% or $5,417 at 6%; with 50% employer match about $5,417 at 4% or $3,611 at 6%; with 100% employer match about $4,063 at 4% or $2,708 at 6%. |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 4 | $881,672 | $1,300 | $325iApproximate average salary by contribution assumption: employee only about $8,125 at 4% or $5,417 at 6%; with 50% employer match about $5,417 at 4% or $3,611 at 6%; with 100% employer match about $4,063 at 4% or $2,708 at 6%. |
| 2010 | 1 | 4 | $988,575 | $1,200 | $300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%. |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 4 | $988,575 | $1,200 | $300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%. |
| 2009 | 1 | 4 | $811,479 | $1,200 | $300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%. |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 4 | $811,479 | $1,200 | $300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%. |
| 2008 | 1 | 4 | $0 | $0 | - |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 4 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 4 | - | - | - |
| 2006 | 1 | 3 | $885,732 | $41,200 | $13,733iApproximate average salary by contribution assumption: employee only about $343,333 at 4% or $228,889 at 6%; with 50% employer match about $228,889 at 4% or $152,593 at 6%; with 100% employer match about $171,667 at 4% or $114,444 at 6%. |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 3 | $885,732 | $41,200 | $13,733iApproximate average salary by contribution assumption: employee only about $343,333 at 4% or $228,889 at 6%; with 50% employer match about $228,889 at 4% or $152,593 at 6%; with 100% employer match about $171,667 at 4% or $114,444 at 6%. |
| 2004 | 1 | 3 | $601,307 | $1,300 | $433iApproximate average salary by contribution assumption: employee only about $10,833 at 4% or $7,222 at 6%; with 50% employer match about $7,222 at 4% or $4,815 at 6%; with 100% employer match about $5,417 at 4% or $3,611 at 6%. |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 3 | $601,307 | $1,300 | $433iApproximate average salary by contribution assumption: employee only about $10,833 at 4% or $7,222 at 6%; with 50% employer match about $7,222 at 4% or $4,815 at 6%; with 100% employer match about $5,417 at 4% or $3,611 at 6%. |
| 2003 | 1 | 4 | $0 | $0 | - |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 4 | - | - | - |
| 2002 | 1 | 5 | $0 | $0 | - |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 5 | - | - | - |
| 2001 | 1 | 10 | $0 | $0 | - |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 10 | - | - | - |
| 2000 | 1 | 9 | $0 | $0 | - |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 9 | - | - | - |
| 1999 | 1 | 10 | $923,927 | $23,808 | $2,381iApproximate average salary by contribution assumption: employee only about $59,520 at 4% or $39,680 at 6%; with 50% employer match about $39,680 at 4% or $26,453 at 6%; with 100% employer match about $29,760 at 4% or $19,840 at 6%. |
| Dave Nielsen Ltd Profit Sharing & 401K Plan | - | 10 | $923,927 | $23,808 | $2,381iApproximate average salary by contribution assumption: employee only about $59,520 at 4% or $39,680 at 6%; with 50% employer match about $39,680 at 4% or $26,453 at 6%; with 100% employer match about $29,760 at 4% or $19,840 at 6%. |