Civic Intelligence

Nelson CPA PLLC

Plan context: Nelson CPA 401(K) Plan

EIN 90-0217898 • Redmond, WA • 5 filings • 2 plans

18300 Redmond WaySte 100Redmond, WA 98052
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$733,288

2025 Contributions

$279,221

Historical Graphs

Total Assets Over Time

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

$733,288$366,644$0200820232025YearValue
$733,288Latest year 2025

Participants Over Time

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

950200820232025YearValue
9Latest year 2025

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
202519$733,288$279,221$31,025iApproximate average salary by contribution assumption: employee only about $775,614 at 4% or $517,076 at 6%; with 50% employer match about $517,076 at 4% or $344,717 at 6%; with 100% employer match about $387,807 at 4% or $258,538 at 6%.
Nelson CPA 401(K) Plan-9$733,288$279,221$31,025iApproximate average salary by contribution assumption: employee only about $775,614 at 4% or $517,076 at 6%; with 50% employer match about $517,076 at 4% or $344,717 at 6%; with 100% employer match about $387,807 at 4% or $258,538 at 6%.
202418$452,345$152,069$19,009iApproximate average salary by contribution assumption: employee only about $475,216 at 4% or $316,810 at 6%; with 50% employer match about $316,810 at 4% or $211,207 at 6%; with 100% employer match about $237,608 at 4% or $158,405 at 6%.
Nelson CPA 401(K) Plan-8$452,345$152,069$19,009iApproximate average salary by contribution assumption: employee only about $475,216 at 4% or $316,810 at 6%; with 50% employer match about $316,810 at 4% or $211,207 at 6%; with 100% employer match about $237,608 at 4% or $158,405 at 6%.
202317$261,705$132,469$18,924iApproximate average salary by contribution assumption: employee only about $473,104 at 4% or $315,402 at 6%; with 50% employer match about $315,402 at 4% or $210,268 at 6%; with 100% employer match about $236,552 at 4% or $157,701 at 6%.
Nelson CPA 401(K) Plan-7$261,705$132,469$18,924iApproximate average salary by contribution assumption: employee only about $473,104 at 4% or $315,402 at 6%; with 50% employer match about $315,402 at 4% or $210,268 at 6%; with 100% employer match about $236,552 at 4% or $157,701 at 6%.
202216$105,431$118,290$19,715iApproximate average salary by contribution assumption: employee only about $492,875 at 4% or $328,583 at 6%; with 50% employer match about $328,583 at 4% or $219,056 at 6%; with 100% employer match about $246,438 at 4% or $164,292 at 6%.
Nelson CPA 401(K) Plan-6$105,431$118,290$19,715iApproximate average salary by contribution assumption: employee only about $492,875 at 4% or $328,583 at 6%; with 50% employer match about $328,583 at 4% or $219,056 at 6%; with 100% employer match about $246,438 at 4% or $164,292 at 6%.
200813$37,334$39,300$13,100iApproximate average salary by contribution assumption: employee only about $327,500 at 4% or $218,333 at 6%; with 50% employer match about $218,333 at 4% or $145,556 at 6%; with 100% employer match about $163,750 at 4% or $109,167 at 6%.
Nelson CPA 401(K) Plan-3$37,334$39,300$13,100iApproximate average salary by contribution assumption: employee only about $327,500 at 4% or $218,333 at 6%; with 50% employer match about $218,333 at 4% or $145,556 at 6%; with 100% employer match about $163,750 at 4% or $109,167 at 6%.