Nelson Lambson & Company
Plan context: Nelson Lambson & Company 401K Plan
EIN 86-0271207 • Mesa, AZ • 24 filings • 5 plans
Current Snapshot
Latest Year
2022
2022 Participants
45
2022 Assets
$5,793,413
2022 Contributions
$404,318
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| Nelson Lambson & Company 401K Plan | - | 0 | $0 | - | - |
| 2021 | 1 | 45 | $5,793,413 | $404,318 | $8,985iApproximate average salary by contribution assumption: employee only about $224,621 at 4% or $149,747 at 6%; with 50% employer match about $149,747 at 4% or $99,832 at 6%; with 100% employer match about $112,311 at 4% or $74,874 at 6%. |
| Nelson Lambson & Company 401K Plan | - | 45 | $5,793,413 | $404,318 | $8,985iApproximate average salary by contribution assumption: employee only about $224,621 at 4% or $149,747 at 6%; with 50% employer match about $149,747 at 4% or $99,832 at 6%; with 100% employer match about $112,311 at 4% or $74,874 at 6%. |
| 2020 | 1 | 55 | $5,029,322 | $361,612 | $6,575iApproximate average salary by contribution assumption: employee only about $164,369 at 4% or $109,579 at 6%; with 50% employer match about $109,579 at 4% or $73,053 at 6%; with 100% employer match about $82,185 at 4% or $54,790 at 6%. |
| Nelson Lambson & Company 401K Plan | - | 55 | $5,029,322 | $361,612 | $6,575iApproximate average salary by contribution assumption: employee only about $164,369 at 4% or $109,579 at 6%; with 50% employer match about $109,579 at 4% or $73,053 at 6%; with 100% employer match about $82,185 at 4% or $54,790 at 6%. |
| 2019 | 1 | 57 | $4,750,251 | $297,761 | $5,224iApproximate average salary by contribution assumption: employee only about $130,597 at 4% or $87,065 at 6%; with 50% employer match about $87,065 at 4% or $58,043 at 6%; with 100% employer match about $65,298 at 4% or $43,532 at 6%. |
| Nelson Lambson & Company 401K Plan | - | 57 | $4,750,251 | $297,761 | $5,224iApproximate average salary by contribution assumption: employee only about $130,597 at 4% or $87,065 at 6%; with 50% employer match about $87,065 at 4% or $58,043 at 6%; with 100% employer match about $65,298 at 4% or $43,532 at 6%. |
| 2018 | 1 | 56 | $3,909,437 | $293,953 | $5,249iApproximate average salary by contribution assumption: employee only about $131,229 at 4% or $87,486 at 6%; with 50% employer match about $87,486 at 4% or $58,324 at 6%; with 100% employer match about $65,615 at 4% or $43,743 at 6%. |
| Nelson Lambson & Company 401K Plan | - | 56 | $3,909,437 | $293,953 | $5,249iApproximate average salary by contribution assumption: employee only about $131,229 at 4% or $87,486 at 6%; with 50% employer match about $87,486 at 4% or $58,324 at 6%; with 100% employer match about $65,615 at 4% or $43,743 at 6%. |
| 2017 | 1 | 63 | $4,013,862 | $282,512 | $4,484iApproximate average salary by contribution assumption: employee only about $112,108 at 4% or $74,739 at 6%; with 50% employer match about $74,739 at 4% or $49,826 at 6%; with 100% employer match about $56,054 at 4% or $37,369 at 6%. |
| Nelson Lambson & Company 401K Plan | - | 63 | $4,013,862 | $282,512 | $4,484iApproximate average salary by contribution assumption: employee only about $112,108 at 4% or $74,739 at 6%; with 50% employer match about $74,739 at 4% or $49,826 at 6%; with 100% employer match about $56,054 at 4% or $37,369 at 6%. |
| 2016 | 1 | 66 | $3,292,037 | $268,211 | $4,064iApproximate average salary by contribution assumption: employee only about $101,595 at 4% or $67,730 at 6%; with 50% employer match about $67,730 at 4% or $45,153 at 6%; with 100% employer match about $50,798 at 4% or $33,865 at 6%. |
| Nelson Lambson & Company 401K Plan | - | 66 | $3,292,037 | $268,211 | $4,064iApproximate average salary by contribution assumption: employee only about $101,595 at 4% or $67,730 at 6%; with 50% employer match about $67,730 at 4% or $45,153 at 6%; with 100% employer match about $50,798 at 4% or $33,865 at 6%. |
| 2015 | 1 | 71 | $3,230,044 | $266,890 | $3,759iApproximate average salary by contribution assumption: employee only about $93,975 at 4% or $62,650 at 6%; with 50% employer match about $62,650 at 4% or $41,767 at 6%; with 100% employer match about $46,988 at 4% or $31,325 at 6%. |
| Nelson Lambson & Company 401K Plan | - | 71 | $3,230,044 | $266,890 | $3,759iApproximate average salary by contribution assumption: employee only about $93,975 at 4% or $62,650 at 6%; with 50% employer match about $62,650 at 4% or $41,767 at 6%; with 100% employer match about $46,988 at 4% or $31,325 at 6%. |
| 2014 | 1 | 68 | $3,169,315 | $280,864 | $4,130iApproximate average salary by contribution assumption: employee only about $103,259 at 4% or $68,839 at 6%; with 50% employer match about $68,839 at 4% or $45,893 at 6%; with 100% employer match about $51,629 at 4% or $34,420 at 6%. |
| Nelson Lambson & Company 401K Plan | - | 68 | $3,169,315 | $280,864 | $4,130iApproximate average salary by contribution assumption: employee only about $103,259 at 4% or $68,839 at 6%; with 50% employer match about $68,839 at 4% or $45,893 at 6%; with 100% employer match about $51,629 at 4% or $34,420 at 6%. |
| 2013 | 1 | 57 | $2,958,255 | $258,112 | $4,528iApproximate average salary by contribution assumption: employee only about $113,207 at 4% or $75,471 at 6%; with 50% employer match about $75,471 at 4% or $50,314 at 6%; with 100% employer match about $56,604 at 4% or $37,736 at 6%. |
| Nelson Lambson & Company 401K Plan | - | 57 | $2,958,255 | $258,112 | $4,528iApproximate average salary by contribution assumption: employee only about $113,207 at 4% or $75,471 at 6%; with 50% employer match about $75,471 at 4% or $50,314 at 6%; with 100% employer match about $56,604 at 4% or $37,736 at 6%. |
| 2012 | 1 | 59 | $2,376,613 | $278,112 | $4,714iApproximate average salary by contribution assumption: employee only about $117,844 at 4% or $78,563 at 6%; with 50% employer match about $78,563 at 4% or $52,375 at 6%; with 100% employer match about $58,922 at 4% or $39,281 at 6%. |
| Nelson Lambson & Company 401K Plan | - | 59 | $2,376,613 | $278,112 | $4,714iApproximate average salary by contribution assumption: employee only about $117,844 at 4% or $78,563 at 6%; with 50% employer match about $78,563 at 4% or $52,375 at 6%; with 100% employer match about $58,922 at 4% or $39,281 at 6%. |
| 2011 | 1 | 60 | $1,911,834 | $222,019 | $3,700iApproximate average salary by contribution assumption: employee only about $92,508 at 4% or $61,672 at 6%; with 50% employer match about $61,672 at 4% or $41,115 at 6%; with 100% employer match about $46,254 at 4% or $30,836 at 6%. |
| Nelson Lambson & Company 401K Plan | - | 60 | $1,911,834 | $222,019 | $3,700iApproximate average salary by contribution assumption: employee only about $92,508 at 4% or $61,672 at 6%; with 50% employer match about $61,672 at 4% or $41,115 at 6%; with 100% employer match about $46,254 at 4% or $30,836 at 6%. |
| 2010 | 1 | 59 | $1,861,190 | $262,581 | $4,451iApproximate average salary by contribution assumption: employee only about $111,263 at 4% or $74,175 at 6%; with 50% employer match about $74,175 at 4% or $49,450 at 6%; with 100% employer match about $55,632 at 4% or $37,088 at 6%. |
| Nelson Lambson & Company 401K Plan | - | 59 | $1,861,190 | $262,581 | $4,451iApproximate average salary by contribution assumption: employee only about $111,263 at 4% or $74,175 at 6%; with 50% employer match about $74,175 at 4% or $49,450 at 6%; with 100% employer match about $55,632 at 4% or $37,088 at 6%. |
| 2009 | 1 | 52 | $1,666,203 | $298,803 | $5,746iApproximate average salary by contribution assumption: employee only about $143,655 at 4% or $95,770 at 6%; with 50% employer match about $95,770 at 4% or $63,847 at 6%; with 100% employer match about $71,828 at 4% or $47,885 at 6%. |
| Nelson Lambson & Company 401K Plan | - | 52 | $1,666,203 | $298,803 | $5,746iApproximate average salary by contribution assumption: employee only about $143,655 at 4% or $95,770 at 6%; with 50% employer match about $95,770 at 4% or $63,847 at 6%; with 100% employer match about $71,828 at 4% or $47,885 at 6%. |
| 2008 | 1 | 39 | $1,482,463 | $394,418 | $10,113iApproximate average salary by contribution assumption: employee only about $252,832 at 4% or $168,555 at 6%; with 50% employer match about $168,555 at 4% or $112,370 at 6%; with 100% employer match about $126,416 at 4% or $84,277 at 6%. |
| Nelson Lambson & Company 401K Plan | - | 39 | $1,482,463 | $394,418 | $10,113iApproximate average salary by contribution assumption: employee only about $252,832 at 4% or $168,555 at 6%; with 50% employer match about $168,555 at 4% or $112,370 at 6%; with 100% employer match about $126,416 at 4% or $84,277 at 6%. |
| 2007 | 1 | 35 | $0 | $0 | - |
| Nelson Lambson & Company 401K Plan | - | 35 | - | - | - |
| 2006 | 1 | 50 | $1,976,469 | $363,648 | $7,273iApproximate average salary by contribution assumption: employee only about $181,824 at 4% or $121,216 at 6%; with 50% employer match about $121,216 at 4% or $80,811 at 6%; with 100% employer match about $90,912 at 4% or $60,608 at 6%. |
| Nelson Lambson & Company 401K Plan | - | 50 | $1,976,469 | $363,648 | $7,273iApproximate average salary by contribution assumption: employee only about $181,824 at 4% or $121,216 at 6%; with 50% employer match about $121,216 at 4% or $80,811 at 6%; with 100% employer match about $90,912 at 4% or $60,608 at 6%. |
| 2005 | 1 | 39 | $1,411,581 | $145,951 | $3,742iApproximate average salary by contribution assumption: employee only about $93,558 at 4% or $62,372 at 6%; with 50% employer match about $62,372 at 4% or $41,581 at 6%; with 100% employer match about $46,779 at 4% or $31,186 at 6%. |
| Nelson Lambson & Company 401K Plan | - | 39 | $1,411,581 | $145,951 | $3,742iApproximate average salary by contribution assumption: employee only about $93,558 at 4% or $62,372 at 6%; with 50% employer match about $62,372 at 4% or $41,581 at 6%; with 100% employer match about $46,779 at 4% or $31,186 at 6%. |
| 2004 | 1 | 34 | $1,215,778 | $139,498 | $4,103iApproximate average salary by contribution assumption: employee only about $102,572 at 4% or $68,381 at 6%; with 50% employer match about $68,381 at 4% or $45,588 at 6%; with 100% employer match about $51,286 at 4% or $34,191 at 6%. |
| Nelson Lambson & Company 401K Plan | - | 34 | $1,215,778 | $139,498 | $4,103iApproximate average salary by contribution assumption: employee only about $102,572 at 4% or $68,381 at 6%; with 50% employer match about $68,381 at 4% or $45,588 at 6%; with 100% employer match about $51,286 at 4% or $34,191 at 6%. |
| 2003 | 1 | 43 | $1,189,788 | $249,153 | $5,794iApproximate average salary by contribution assumption: employee only about $144,856 at 4% or $96,571 at 6%; with 50% employer match about $96,571 at 4% or $64,381 at 6%; with 100% employer match about $72,428 at 4% or $48,285 at 6%. |
| Nelson Lambson & Company 401K Plan | - | 43 | $1,189,788 | $249,153 | $5,794iApproximate average salary by contribution assumption: employee only about $144,856 at 4% or $96,571 at 6%; with 50% employer match about $96,571 at 4% or $64,381 at 6%; with 100% employer match about $72,428 at 4% or $48,285 at 6%. |
| 2002 | 1 | 39 | $871,700 | $108,189 | $2,774iApproximate average salary by contribution assumption: employee only about $69,352 at 4% or $46,235 at 6%; with 50% employer match about $46,235 at 4% or $30,823 at 6%; with 100% employer match about $34,676 at 4% or $23,117 at 6%. |
| Nelson Lambson & Company 401K Plan | - | 39 | $871,700 | $108,189 | $2,774iApproximate average salary by contribution assumption: employee only about $69,352 at 4% or $46,235 at 6%; with 50% employer match about $46,235 at 4% or $30,823 at 6%; with 100% employer match about $34,676 at 4% or $23,117 at 6%. |
| 2001 | 1 | 28 | $0 | $0 | - |
| Nelson Lambson & Company 401K Plan | - | 28 | - | - | - |
| 2000 | 1 | 29 | $0 | $0 | - |
| Nelson Lambson & Company 401K Plan | - | 29 | - | - | - |
| 1999 | 1 | 18 | $1,028,741 | $110,257 | $6,125iApproximate average salary by contribution assumption: employee only about $153,135 at 4% or $102,090 at 6%; with 50% employer match about $102,090 at 4% or $68,060 at 6%; with 100% employer match about $76,567 at 4% or $51,045 at 6%. |
| Nelson Lambson & Company 401K Plan | - | 18 | $1,028,741 | $110,257 | $6,125iApproximate average salary by contribution assumption: employee only about $153,135 at 4% or $102,090 at 6%; with 50% employer match about $102,090 at 4% or $68,060 at 6%; with 100% employer match about $76,567 at 4% or $51,045 at 6%. |