Civic Intelligence

Jeffrey M. Nelson, M.D. PC.

Plan context: Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan

EIN 86-0817335 • Tucson, AZ • 24 filings • 4 plans

7416 North LA Cholla Blvd.Tucson, AZ 85741
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$948,897

2023 Contributions

$2,071

Historical Graphs

Total Assets Over Time

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

$1,103,662$551,831$0200020122022YearValue
$948,897Latest year 2022

Participants Over Time

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

630200020112022YearValue
6Latest year 2022

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
202310$0$2,071-
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-0$0$2,071-
202216$948,897$20,641$3,440iApproximate average salary by contribution assumption: employee only about $86,004 at 4% or $57,336 at 6%; with 50% employer match about $57,336 at 4% or $38,224 at 6%; with 100% employer match about $43,002 at 4% or $28,668 at 6%.
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-6$948,897$20,641$3,440iApproximate average salary by contribution assumption: employee only about $86,004 at 4% or $57,336 at 6%; with 50% employer match about $57,336 at 4% or $38,224 at 6%; with 100% employer match about $43,002 at 4% or $28,668 at 6%.
202116$1,103,662$24,628$4,105iApproximate average salary by contribution assumption: employee only about $102,617 at 4% or $68,411 at 6%; with 50% employer match about $68,411 at 4% or $45,607 at 6%; with 100% employer match about $51,308 at 4% or $34,206 at 6%.
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-6$1,103,662$24,628$4,105iApproximate average salary by contribution assumption: employee only about $102,617 at 4% or $68,411 at 6%; with 50% employer match about $68,411 at 4% or $45,607 at 6%; with 100% employer match about $51,308 at 4% or $34,206 at 6%.
202016$905,576$23,940$3,990iApproximate average salary by contribution assumption: employee only about $99,750 at 4% or $66,500 at 6%; with 50% employer match about $66,500 at 4% or $44,333 at 6%; with 100% employer match about $49,875 at 4% or $33,250 at 6%.
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-6$905,576$23,940$3,990iApproximate average salary by contribution assumption: employee only about $99,750 at 4% or $66,500 at 6%; with 50% employer match about $66,500 at 4% or $44,333 at 6%; with 100% employer match about $49,875 at 4% or $33,250 at 6%.
201916$776,711$26,564$4,427iApproximate average salary by contribution assumption: employee only about $110,683 at 4% or $73,789 at 6%; with 50% employer match about $73,789 at 4% or $49,193 at 6%; with 100% employer match about $55,342 at 4% or $36,894 at 6%.
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-6$776,711$26,564$4,427iApproximate average salary by contribution assumption: employee only about $110,683 at 4% or $73,789 at 6%; with 50% employer match about $73,789 at 4% or $49,193 at 6%; with 100% employer match about $55,342 at 4% or $36,894 at 6%.
201815$600,100$22,602$4,520iApproximate average salary by contribution assumption: employee only about $113,010 at 4% or $75,340 at 6%; with 50% employer match about $75,340 at 4% or $50,227 at 6%; with 100% employer match about $56,505 at 4% or $37,670 at 6%.
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-5$600,100$22,602$4,520iApproximate average salary by contribution assumption: employee only about $113,010 at 4% or $75,340 at 6%; with 50% employer match about $75,340 at 4% or $50,227 at 6%; with 100% employer match about $56,505 at 4% or $37,670 at 6%.
201713$661,433$62,031$20,677iApproximate average salary by contribution assumption: employee only about $516,925 at 4% or $344,617 at 6%; with 50% employer match about $344,617 at 4% or $229,744 at 6%; with 100% employer match about $258,463 at 4% or $172,308 at 6%.
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-3$661,433$62,031$20,677iApproximate average salary by contribution assumption: employee only about $516,925 at 4% or $344,617 at 6%; with 50% employer match about $344,617 at 4% or $229,744 at 6%; with 100% employer match about $258,463 at 4% or $172,308 at 6%.
201614$501,574$37,855$9,464iApproximate average salary by contribution assumption: employee only about $236,594 at 4% or $157,729 at 6%; with 50% employer match about $157,729 at 4% or $105,153 at 6%; with 100% employer match about $118,297 at 4% or $78,865 at 6%.
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-4$501,574$37,855$9,464iApproximate average salary by contribution assumption: employee only about $236,594 at 4% or $157,729 at 6%; with 50% employer match about $157,729 at 4% or $105,153 at 6%; with 100% employer match about $118,297 at 4% or $78,865 at 6%.
201515$456,252$32,145$6,429iApproximate average salary by contribution assumption: employee only about $160,725 at 4% or $107,150 at 6%; with 50% employer match about $107,150 at 4% or $71,433 at 6%; with 100% employer match about $80,363 at 4% or $53,575 at 6%.
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-5$456,252$32,145$6,429iApproximate average salary by contribution assumption: employee only about $160,725 at 4% or $107,150 at 6%; with 50% employer match about $107,150 at 4% or $71,433 at 6%; with 100% employer match about $80,363 at 4% or $53,575 at 6%.
201415$438,877$31,226$6,245iApproximate average salary by contribution assumption: employee only about $156,130 at 4% or $104,087 at 6%; with 50% employer match about $104,087 at 4% or $69,391 at 6%; with 100% employer match about $78,065 at 4% or $52,043 at 6%.
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-5$438,877$31,226$6,245iApproximate average salary by contribution assumption: employee only about $156,130 at 4% or $104,087 at 6%; with 50% employer match about $104,087 at 4% or $69,391 at 6%; with 100% employer match about $78,065 at 4% or $52,043 at 6%.
201314$413,553$30,765$7,691iApproximate average salary by contribution assumption: employee only about $192,281 at 4% or $128,188 at 6%; with 50% employer match about $128,188 at 4% or $85,458 at 6%; with 100% employer match about $96,141 at 4% or $64,094 at 6%.
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-4$413,553$30,765$7,691iApproximate average salary by contribution assumption: employee only about $192,281 at 4% or $128,188 at 6%; with 50% employer match about $128,188 at 4% or $85,458 at 6%; with 100% employer match about $96,141 at 4% or $64,094 at 6%.
201214$439,426$31,745$7,936iApproximate average salary by contribution assumption: employee only about $198,406 at 4% or $132,271 at 6%; with 50% employer match about $132,271 at 4% or $88,181 at 6%; with 100% employer match about $99,203 at 4% or $66,135 at 6%.
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-4$439,426$31,745$7,936iApproximate average salary by contribution assumption: employee only about $198,406 at 4% or $132,271 at 6%; with 50% employer match about $132,271 at 4% or $88,181 at 6%; with 100% employer match about $99,203 at 4% or $66,135 at 6%.
201114$391,972$38,319$9,580iApproximate average salary by contribution assumption: employee only about $239,494 at 4% or $159,663 at 6%; with 50% employer match about $159,663 at 4% or $106,442 at 6%; with 100% employer match about $119,747 at 4% or $79,831 at 6%.
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-4$391,972$38,319$9,580iApproximate average salary by contribution assumption: employee only about $239,494 at 4% or $159,663 at 6%; with 50% employer match about $159,663 at 4% or $106,442 at 6%; with 100% employer match about $119,747 at 4% or $79,831 at 6%.
201014$425,456$12,117$3,029iApproximate average salary by contribution assumption: employee only about $75,731 at 4% or $50,488 at 6%; with 50% employer match about $50,488 at 4% or $33,658 at 6%; with 100% employer match about $37,866 at 4% or $25,244 at 6%.
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-4$425,456$12,117$3,029iApproximate average salary by contribution assumption: employee only about $75,731 at 4% or $50,488 at 6%; with 50% employer match about $50,488 at 4% or $33,658 at 6%; with 100% employer match about $37,866 at 4% or $25,244 at 6%.
200914$351,447$34,272$8,568iApproximate average salary by contribution assumption: employee only about $214,200 at 4% or $142,800 at 6%; with 50% employer match about $142,800 at 4% or $95,200 at 6%; with 100% employer match about $107,100 at 4% or $71,400 at 6%.
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-4$351,447$34,272$8,568iApproximate average salary by contribution assumption: employee only about $214,200 at 4% or $142,800 at 6%; with 50% employer match about $142,800 at 4% or $95,200 at 6%; with 100% employer match about $107,100 at 4% or $71,400 at 6%.
200814$274,912$39,870$9,968iApproximate average salary by contribution assumption: employee only about $249,188 at 4% or $166,125 at 6%; with 50% employer match about $166,125 at 4% or $110,750 at 6%; with 100% employer match about $124,594 at 4% or $83,063 at 6%.
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-4$274,912$39,870$9,968iApproximate average salary by contribution assumption: employee only about $249,188 at 4% or $166,125 at 6%; with 50% employer match about $166,125 at 4% or $110,750 at 6%; with 100% employer match about $124,594 at 4% or $83,063 at 6%.
200713$337,797$72,845$24,282iApproximate average salary by contribution assumption: employee only about $607,042 at 4% or $404,694 at 6%; with 50% employer match about $404,694 at 4% or $269,796 at 6%; with 100% employer match about $303,521 at 4% or $202,347 at 6%.
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-3$337,797$72,845$24,282iApproximate average salary by contribution assumption: employee only about $607,042 at 4% or $404,694 at 6%; with 50% employer match about $404,694 at 4% or $269,796 at 6%; with 100% employer match about $303,521 at 4% or $202,347 at 6%.
200614$425,671$61,627$15,407iApproximate average salary by contribution assumption: employee only about $385,169 at 4% or $256,779 at 6%; with 50% employer match about $256,779 at 4% or $171,186 at 6%; with 100% employer match about $192,584 at 4% or $128,390 at 6%.
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-4$425,671$61,627$15,407iApproximate average salary by contribution assumption: employee only about $385,169 at 4% or $256,779 at 6%; with 50% employer match about $256,779 at 4% or $171,186 at 6%; with 100% employer match about $192,584 at 4% or $128,390 at 6%.
200513$345,230$65,644$21,881iApproximate average salary by contribution assumption: employee only about $547,033 at 4% or $364,689 at 6%; with 50% employer match about $364,689 at 4% or $243,126 at 6%; with 100% employer match about $273,517 at 4% or $182,344 at 6%.
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-3$345,230$65,644$21,881iApproximate average salary by contribution assumption: employee only about $547,033 at 4% or $364,689 at 6%; with 50% employer match about $364,689 at 4% or $243,126 at 6%; with 100% employer match about $273,517 at 4% or $182,344 at 6%.
200413$275,009$63,050$21,017iApproximate average salary by contribution assumption: employee only about $525,417 at 4% or $350,278 at 6%; with 50% employer match about $350,278 at 4% or $233,519 at 6%; with 100% employer match about $262,708 at 4% or $175,139 at 6%.
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-3$275,009$63,050$21,017iApproximate average salary by contribution assumption: employee only about $525,417 at 4% or $350,278 at 6%; with 50% employer match about $350,278 at 4% or $233,519 at 6%; with 100% employer match about $262,708 at 4% or $175,139 at 6%.
200312$217,415$47,274$23,637iApproximate average salary by contribution assumption: employee only about $590,925 at 4% or $393,950 at 6%; with 50% employer match about $393,950 at 4% or $262,633 at 6%; with 100% employer match about $295,463 at 4% or $196,975 at 6%.
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-2$217,415$47,274$23,637iApproximate average salary by contribution assumption: employee only about $590,925 at 4% or $393,950 at 6%; with 50% employer match about $393,950 at 4% or $262,633 at 6%; with 100% employer match about $295,463 at 4% or $196,975 at 6%.
200212$0$0-
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-2---
200113$0$0-
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-3---
200014$123,600$31,011$7,753iApproximate average salary by contribution assumption: employee only about $193,819 at 4% or $129,213 at 6%; with 50% employer match about $129,213 at 4% or $86,142 at 6%; with 100% employer match about $96,909 at 4% or $64,606 at 6%.
Jeffrey M. Nelson, M.D. PC. 401K Profit Sharing Plan-4$123,600$31,011$7,753iApproximate average salary by contribution assumption: employee only about $193,819 at 4% or $129,213 at 6%; with 50% employer match about $129,213 at 4% or $86,142 at 6%; with 100% employer match about $96,909 at 4% or $64,606 at 6%.