Nelson Financial Inc.
Plan context: Nelson Financial Inc. Profit Sharing Plan
EIN 86-0805272 • 3 filings • 1 plans
Current Snapshot
Latest Year
2010
2010 Participants
2
2010 Assets
$385,580
2010 Contributions
$10,867
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 2 | $385,580 | $10,867 | $5,434iApproximate average salary by contribution assumption: employee only about $135,838 at 4% or $90,558 at 6%; with 50% employer match about $90,558 at 4% or $60,372 at 6%; with 100% employer match about $67,919 at 4% or $45,279 at 6%. |
| Nelson Financial Inc. Profit Sharing Plan | - | 2 | $385,580 | $10,867 | $5,434iApproximate average salary by contribution assumption: employee only about $135,838 at 4% or $90,558 at 6%; with 50% employer match about $90,558 at 4% or $60,372 at 6%; with 100% employer match about $67,919 at 4% or $45,279 at 6%. |
| 2009 | 1 | 2 | $286,896 | $32,052 | $16,026iApproximate average salary by contribution assumption: employee only about $400,650 at 4% or $267,100 at 6%; with 50% employer match about $267,100 at 4% or $178,067 at 6%; with 100% employer match about $200,325 at 4% or $133,550 at 6%. |
| Nelson Financial Inc. Profit Sharing Plan | - | 2 | $286,896 | $32,052 | $16,026iApproximate average salary by contribution assumption: employee only about $400,650 at 4% or $267,100 at 6%; with 50% employer match about $267,100 at 4% or $178,067 at 6%; with 100% employer match about $200,325 at 4% or $133,550 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| Nelson Financial Inc. Profit Sharing Plan | - | 2 | - | - | - |