Civic Intelligence

Nelson Securities Inc.

Plan context: Nelson Securities Inc. 401K Plan

EIN 91-1219910 • Spokane, WA • 26 filings • 2 plans

9718 N Morton CTSpokane, WA 99218-3816
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$7,142,289

2024 Contributions

$296,151

Historical Graphs

Total Assets Over Time

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

$7,142,289$3,571,145$0199920152024YearValue
$7,142,289Latest year 2024

Participants Over Time

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

32160199920122024YearValue
15Latest year 2024

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
2024115$7,142,289$296,151$19,743iApproximate average salary by contribution assumption: employee only about $493,585 at 4% or $329,057 at 6%; with 50% employer match about $329,057 at 4% or $219,371 at 6%; with 100% employer match about $246,793 at 4% or $164,528 at 6%.
Nelson Securities Inc. 401K Plan-15$7,142,289$296,151$19,743iApproximate average salary by contribution assumption: employee only about $493,585 at 4% or $329,057 at 6%; with 50% employer match about $329,057 at 4% or $219,371 at 6%; with 100% employer match about $246,793 at 4% or $164,528 at 6%.
2023115$6,148,937$253,742$16,916iApproximate average salary by contribution assumption: employee only about $422,903 at 4% or $281,936 at 6%; with 50% employer match about $281,936 at 4% or $187,957 at 6%; with 100% employer match about $211,452 at 4% or $140,968 at 6%.
Nelson Securities Inc. 401K Plan-15$6,148,937$253,742$16,916iApproximate average salary by contribution assumption: employee only about $422,903 at 4% or $281,936 at 6%; with 50% employer match about $281,936 at 4% or $187,957 at 6%; with 100% employer match about $211,452 at 4% or $140,968 at 6%.
2022115$4,938,894$258,845$17,256iApproximate average salary by contribution assumption: employee only about $431,408 at 4% or $287,606 at 6%; with 50% employer match about $287,606 at 4% or $191,737 at 6%; with 100% employer match about $215,704 at 4% or $143,803 at 6%.
Nelson Securities Inc. 401K Plan-15$4,938,894$258,845$17,256iApproximate average salary by contribution assumption: employee only about $431,408 at 4% or $287,606 at 6%; with 50% employer match about $287,606 at 4% or $191,737 at 6%; with 100% employer match about $215,704 at 4% or $143,803 at 6%.
2021116$4,068,512$249,926$15,620iApproximate average salary by contribution assumption: employee only about $390,509 at 4% or $260,340 at 6%; with 50% employer match about $260,340 at 4% or $173,560 at 6%; with 100% employer match about $195,255 at 4% or $130,170 at 6%.
Nelson Securities Inc. 401K Plan-16$4,068,512$249,926$15,620iApproximate average salary by contribution assumption: employee only about $390,509 at 4% or $260,340 at 6%; with 50% employer match about $260,340 at 4% or $173,560 at 6%; with 100% employer match about $195,255 at 4% or $130,170 at 6%.
2020116$4,506,933$245,485$15,343iApproximate average salary by contribution assumption: employee only about $383,570 at 4% or $255,714 at 6%; with 50% employer match about $255,714 at 4% or $170,476 at 6%; with 100% employer match about $191,785 at 4% or $127,857 at 6%.
Nelson Securities Inc. 401K Plan-16$4,506,933$245,485$15,343iApproximate average salary by contribution assumption: employee only about $383,570 at 4% or $255,714 at 6%; with 50% employer match about $255,714 at 4% or $170,476 at 6%; with 100% employer match about $191,785 at 4% or $127,857 at 6%.
2019115$3,154,549$166,298$11,087iApproximate average salary by contribution assumption: employee only about $277,163 at 4% or $184,776 at 6%; with 50% employer match about $184,776 at 4% or $123,184 at 6%; with 100% employer match about $138,582 at 4% or $92,388 at 6%.
Nelson Securities Inc. 401K Plan-15$3,154,549$166,298$11,087iApproximate average salary by contribution assumption: employee only about $277,163 at 4% or $184,776 at 6%; with 50% employer match about $184,776 at 4% or $123,184 at 6%; with 100% employer match about $138,582 at 4% or $92,388 at 6%.
2018114$2,863,424$167,897$11,993iApproximate average salary by contribution assumption: employee only about $299,816 at 4% or $199,877 at 6%; with 50% employer match about $199,877 at 4% or $133,252 at 6%; with 100% employer match about $149,908 at 4% or $99,939 at 6%.
Nelson Securities Inc. 401K Plan-14$2,863,424$167,897$11,993iApproximate average salary by contribution assumption: employee only about $299,816 at 4% or $199,877 at 6%; with 50% employer match about $199,877 at 4% or $133,252 at 6%; with 100% employer match about $149,908 at 4% or $99,939 at 6%.
2017114$2,600,745$327,404$23,386iApproximate average salary by contribution assumption: employee only about $584,650 at 4% or $389,767 at 6%; with 50% employer match about $389,767 at 4% or $259,844 at 6%; with 100% employer match about $292,325 at 4% or $194,883 at 6%.
Nelson Securities Inc. 401K Plan-14$2,600,745$327,404$23,386iApproximate average salary by contribution assumption: employee only about $584,650 at 4% or $389,767 at 6%; with 50% employer match about $389,767 at 4% or $259,844 at 6%; with 100% employer match about $292,325 at 4% or $194,883 at 6%.
2016114$2,392,867$56,411$4,029iApproximate average salary by contribution assumption: employee only about $100,734 at 4% or $67,156 at 6%; with 50% employer match about $67,156 at 4% or $44,771 at 6%; with 100% employer match about $50,367 at 4% or $33,578 at 6%.
Nelson Securities Inc. 401K Plan-14$2,392,867$56,411$4,029iApproximate average salary by contribution assumption: employee only about $100,734 at 4% or $67,156 at 6%; with 50% employer match about $67,156 at 4% or $44,771 at 6%; with 100% employer match about $50,367 at 4% or $33,578 at 6%.
2015116$2,129,150$52,128$3,258iApproximate average salary by contribution assumption: employee only about $81,450 at 4% or $54,300 at 6%; with 50% employer match about $54,300 at 4% or $36,200 at 6%; with 100% employer match about $40,725 at 4% or $27,150 at 6%.
Nelson Securities Inc. 401K Plan-16$2,129,150$52,128$3,258iApproximate average salary by contribution assumption: employee only about $81,450 at 4% or $54,300 at 6%; with 50% employer match about $54,300 at 4% or $36,200 at 6%; with 100% employer match about $40,725 at 4% or $27,150 at 6%.
2014119$2,289,312$51,007$2,685iApproximate average salary by contribution assumption: employee only about $67,114 at 4% or $44,743 at 6%; with 50% employer match about $44,743 at 4% or $29,829 at 6%; with 100% employer match about $33,557 at 4% or $22,371 at 6%.
Nelson Securities Inc. 401K Plan-19$2,289,312$51,007$2,685iApproximate average salary by contribution assumption: employee only about $67,114 at 4% or $44,743 at 6%; with 50% employer match about $44,743 at 4% or $29,829 at 6%; with 100% employer match about $33,557 at 4% or $22,371 at 6%.
2013119$2,152,720$50,080$2,636iApproximate average salary by contribution assumption: employee only about $65,895 at 4% or $43,930 at 6%; with 50% employer match about $43,930 at 4% or $29,287 at 6%; with 100% employer match about $32,947 at 4% or $21,965 at 6%.
Nelson Securities Inc. 401K Plan-19$2,152,720$50,080$2,636iApproximate average salary by contribution assumption: employee only about $65,895 at 4% or $43,930 at 6%; with 50% employer match about $43,930 at 4% or $29,287 at 6%; with 100% employer match about $32,947 at 4% or $21,965 at 6%.
2012119$1,793,646$60,404$3,179iApproximate average salary by contribution assumption: employee only about $79,479 at 4% or $52,986 at 6%; with 50% employer match about $52,986 at 4% or $35,324 at 6%; with 100% employer match about $39,739 at 4% or $26,493 at 6%.
Nelson Securities Inc. 401K Plan-19$1,793,646$60,404$3,179iApproximate average salary by contribution assumption: employee only about $79,479 at 4% or $52,986 at 6%; with 50% employer match about $52,986 at 4% or $35,324 at 6%; with 100% employer match about $39,739 at 4% or $26,493 at 6%.
2011120$1,530,571$68,592$3,430iApproximate average salary by contribution assumption: employee only about $85,740 at 4% or $57,160 at 6%; with 50% employer match about $57,160 at 4% or $38,107 at 6%; with 100% employer match about $42,870 at 4% or $28,580 at 6%.
Nelson Securities Inc. 401K Plan-20$1,530,571$68,592$3,430iApproximate average salary by contribution assumption: employee only about $85,740 at 4% or $57,160 at 6%; with 50% employer match about $57,160 at 4% or $38,107 at 6%; with 100% employer match about $42,870 at 4% or $28,580 at 6%.
2010116$1,564,057$71,248$4,453iApproximate average salary by contribution assumption: employee only about $111,325 at 4% or $74,217 at 6%; with 50% employer match about $74,217 at 4% or $49,478 at 6%; with 100% employer match about $55,663 at 4% or $37,108 at 6%.
Nelson Securities Inc. 401K Plan-16$1,564,057$71,248$4,453iApproximate average salary by contribution assumption: employee only about $111,325 at 4% or $74,217 at 6%; with 50% employer match about $74,217 at 4% or $49,478 at 6%; with 100% employer match about $55,663 at 4% or $37,108 at 6%.
2009119$1,235,444$62,907$3,311iApproximate average salary by contribution assumption: employee only about $82,772 at 4% or $55,182 at 6%; with 50% employer match about $55,182 at 4% or $36,788 at 6%; with 100% employer match about $41,386 at 4% or $27,591 at 6%.
Nelson Securities Inc. 401K Plan-19$1,235,444$62,907$3,311iApproximate average salary by contribution assumption: employee only about $82,772 at 4% or $55,182 at 6%; with 50% employer match about $55,182 at 4% or $36,788 at 6%; with 100% employer match about $41,386 at 4% or $27,591 at 6%.
2008118$0$0-
Nelson Securities Inc. 401K Plan-18---
2007120$0$0-
Nelson Securities Inc. 401K Plan-20---
2006121$1,761,562$132,444$6,307iApproximate average salary by contribution assumption: employee only about $157,671 at 4% or $105,114 at 6%; with 50% employer match about $105,114 at 4% or $70,076 at 6%; with 100% employer match about $78,836 at 4% or $52,557 at 6%.
Nelson Securities Inc. 401K Plan-21$1,761,562$132,444$6,307iApproximate average salary by contribution assumption: employee only about $157,671 at 4% or $105,114 at 6%; with 50% employer match about $105,114 at 4% or $70,076 at 6%; with 100% employer match about $78,836 at 4% or $52,557 at 6%.
2005123$1,638,161$119,845$5,211iApproximate average salary by contribution assumption: employee only about $130,266 at 4% or $86,844 at 6%; with 50% employer match about $86,844 at 4% or $57,896 at 6%; with 100% employer match about $65,133 at 4% or $43,422 at 6%.
Nelson Securities Inc. 401K Plan-23$1,638,161$119,845$5,211iApproximate average salary by contribution assumption: employee only about $130,266 at 4% or $86,844 at 6%; with 50% employer match about $86,844 at 4% or $57,896 at 6%; with 100% employer match about $65,133 at 4% or $43,422 at 6%.
2004126$1,357,318$122,055$4,694iApproximate average salary by contribution assumption: employee only about $117,361 at 4% or $78,240 at 6%; with 50% employer match about $78,240 at 4% or $52,160 at 6%; with 100% employer match about $58,680 at 4% or $39,120 at 6%.
Nelson Securities Inc. 401K Plan-26$1,357,318$122,055$4,694iApproximate average salary by contribution assumption: employee only about $117,361 at 4% or $78,240 at 6%; with 50% employer match about $78,240 at 4% or $52,160 at 6%; with 100% employer match about $58,680 at 4% or $39,120 at 6%.
2003125$0$0-
Nelson Securities Inc. 401K Plan-25---
2002129$0$0-
Nelson Securities Inc. 401K Plan-29---
2001128$0$0-
Nelson Securities Inc. 401K Plan-28---
2000132$0$0-
Nelson Securities Inc. 401K Plan-32---
1999131$1,494,842$182,621$5,891iApproximate average salary by contribution assumption: employee only about $147,275 at 4% or $98,183 at 6%; with 50% employer match about $98,183 at 4% or $65,456 at 6%; with 100% employer match about $73,638 at 4% or $49,092 at 6%.
Nelson Securities Inc. 401K Plan-31$1,494,842$182,621$5,891iApproximate average salary by contribution assumption: employee only about $147,275 at 4% or $98,183 at 6%; with 50% employer match about $98,183 at 4% or $65,456 at 6%; with 100% employer match about $73,638 at 4% or $49,092 at 6%.