Civic Intelligence

ROSCOE C. NELSON, JR.

Plan context: Roscoe C. Nelson, Jr. 401(K) Profit Sharing Plan

EIN 93-0669446 • Portland, OR • 27 filings • 3 plans

1620 Benjamin Franklin PlazaPortland, OR 97258
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,078,928

2024 Contributions

$502

Historical Graphs

Total Assets Over Time

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

$2,312,660$1,156,330$0199920132024YearValue
$2,078,928Latest year 2024

Participants Over Time

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

530199920122024YearValue
2Latest 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
202412$2,078,928$502$251iApproximate average salary by contribution assumption: employee only about $6,275 at 4% or $4,183 at 6%; with 50% employer match about $4,183 at 4% or $2,789 at 6%; with 100% employer match about $3,138 at 4% or $2,092 at 6%.
Roscoe C. Nelson, Jr. 401(K) Profit Sharing Plan-2$2,078,928$502$251iApproximate average salary by contribution assumption: employee only about $6,275 at 4% or $4,183 at 6%; with 50% employer match about $4,183 at 4% or $2,789 at 6%; with 100% employer match about $3,138 at 4% or $2,092 at 6%.
202312$2,059,902$1,509$755iApproximate average salary by contribution assumption: employee only about $18,863 at 4% or $12,575 at 6%; with 50% employer match about $12,575 at 4% or $8,383 at 6%; with 100% employer match about $9,431 at 4% or $6,288 at 6%.
Roscoe C. Nelson, Jr. 401(K) Profit Sharing Plan-2$2,059,902$1,509$755iApproximate average salary by contribution assumption: employee only about $18,863 at 4% or $12,575 at 6%; with 50% employer match about $12,575 at 4% or $8,383 at 6%; with 100% employer match about $9,431 at 4% or $6,288 at 6%.
202212$1,910,745$0-
Roscoe C. Nelson, Jr. 401(K) Profit Sharing Plan-2$1,910,745--
202112$2,312,660$1,639$820iApproximate average salary by contribution assumption: employee only about $20,488 at 4% or $13,658 at 6%; with 50% employer match about $13,658 at 4% or $9,106 at 6%; with 100% employer match about $10,244 at 4% or $6,829 at 6%.
Roscoe C. Nelson, Jr. 401(K) Profit Sharing Plan-2$2,312,660$1,639$820iApproximate average salary by contribution assumption: employee only about $20,488 at 4% or $13,658 at 6%; with 50% employer match about $13,658 at 4% or $9,106 at 6%; with 100% employer match about $10,244 at 4% or $6,829 at 6%.
202014$2,194,226$32,715$8,179iApproximate average salary by contribution assumption: employee only about $204,469 at 4% or $136,313 at 6%; with 50% employer match about $136,313 at 4% or $90,875 at 6%; with 100% employer match about $102,234 at 4% or $68,156 at 6%.
Roscoe C. Nelson, Jr. 401(K) Profit Sharing Plan-4$2,194,226$32,715$8,179iApproximate average salary by contribution assumption: employee only about $204,469 at 4% or $136,313 at 6%; with 50% employer match about $136,313 at 4% or $90,875 at 6%; with 100% employer match about $102,234 at 4% or $68,156 at 6%.
201915$2,214,985$68,614$13,723iApproximate average salary by contribution assumption: employee only about $343,070 at 4% or $228,713 at 6%; with 50% employer match about $228,713 at 4% or $152,476 at 6%; with 100% employer match about $171,535 at 4% or $114,357 at 6%.
Roscoe C. Nelson, Jr. 401(K) Profit Sharing Plan-5$2,214,985$68,614$13,723iApproximate average salary by contribution assumption: employee only about $343,070 at 4% or $228,713 at 6%; with 50% employer match about $228,713 at 4% or $152,476 at 6%; with 100% employer match about $171,535 at 4% or $114,357 at 6%.
201815$1,908,199$66,937$13,387iApproximate average salary by contribution assumption: employee only about $334,685 at 4% or $223,123 at 6%; with 50% employer match about $223,123 at 4% or $148,749 at 6%; with 100% employer match about $167,343 at 4% or $111,562 at 6%.
Roscoe C. Nelson, Jr. 401(K) Profit Sharing Plan-5$1,908,199$66,937$13,387iApproximate average salary by contribution assumption: employee only about $334,685 at 4% or $223,123 at 6%; with 50% employer match about $223,123 at 4% or $148,749 at 6%; with 100% employer match about $167,343 at 4% or $111,562 at 6%.
201714$1,983,639$65,674$16,419iApproximate average salary by contribution assumption: employee only about $410,463 at 4% or $273,642 at 6%; with 50% employer match about $273,642 at 4% or $182,428 at 6%; with 100% employer match about $205,231 at 4% or $136,821 at 6%.
Roscoe C. Nelson, Jr. 401(K) Profit Sharing Plan-4$1,983,639$65,674$16,419iApproximate average salary by contribution assumption: employee only about $410,463 at 4% or $273,642 at 6%; with 50% employer match about $273,642 at 4% or $182,428 at 6%; with 100% employer match about $205,231 at 4% or $136,821 at 6%.
201615$1,742,517$63,295$12,659iApproximate average salary by contribution assumption: employee only about $316,475 at 4% or $210,983 at 6%; with 50% employer match about $210,983 at 4% or $140,656 at 6%; with 100% employer match about $158,238 at 4% or $105,492 at 6%.
Roscoe C. Nelson, Jr. 401(K) Profit Sharing Plan-5$1,742,517$63,295$12,659iApproximate average salary by contribution assumption: employee only about $316,475 at 4% or $210,983 at 6%; with 50% employer match about $210,983 at 4% or $140,656 at 6%; with 100% employer match about $158,238 at 4% or $105,492 at 6%.
201514$1,544,105$61,997$15,499iApproximate average salary by contribution assumption: employee only about $387,481 at 4% or $258,321 at 6%; with 50% employer match about $258,321 at 4% or $172,214 at 6%; with 100% employer match about $193,741 at 4% or $129,160 at 6%.
Roscoe C. Nelson, Jr. 401(K) Profit Sharing Plan-4$1,544,105$61,997$15,499iApproximate average salary by contribution assumption: employee only about $387,481 at 4% or $258,321 at 6%; with 50% employer match about $258,321 at 4% or $172,214 at 6%; with 100% employer match about $193,741 at 4% or $129,160 at 6%.
201413$1,543,320$67,200$22,400iApproximate average salary by contribution assumption: employee only about $560,000 at 4% or $373,333 at 6%; with 50% employer match about $373,333 at 4% or $248,889 at 6%; with 100% employer match about $280,000 at 4% or $186,667 at 6%.
Roscoe C. Nelson, Jr. 401(K) Profit Sharing Plan-3$1,543,320$67,200$22,400iApproximate average salary by contribution assumption: employee only about $560,000 at 4% or $373,333 at 6%; with 50% employer match about $373,333 at 4% or $248,889 at 6%; with 100% employer match about $280,000 at 4% or $186,667 at 6%.
201313$1,428,573$63,154$21,051iApproximate average salary by contribution assumption: employee only about $526,283 at 4% or $350,856 at 6%; with 50% employer match about $350,856 at 4% or $233,904 at 6%; with 100% employer match about $263,142 at 4% or $175,428 at 6%.
Roscoe C. Nelson, Jr. 401(K) Profit Sharing Plan-3$1,428,573$63,154$21,051iApproximate average salary by contribution assumption: employee only about $526,283 at 4% or $350,856 at 6%; with 50% employer match about $350,856 at 4% or $233,904 at 6%; with 100% employer match about $263,142 at 4% or $175,428 at 6%.
201213$1,187,656$56,763$18,921iApproximate average salary by contribution assumption: employee only about $473,025 at 4% or $315,350 at 6%; with 50% employer match about $315,350 at 4% or $210,233 at 6%; with 100% employer match about $236,513 at 4% or $157,675 at 6%.
Roscoe C. Nelson, Jr. 401(K) Profit Sharing Plan-3$1,187,656$56,763$18,921iApproximate average salary by contribution assumption: employee only about $473,025 at 4% or $315,350 at 6%; with 50% employer match about $315,350 at 4% or $210,233 at 6%; with 100% employer match about $236,513 at 4% or $157,675 at 6%.
201114$1,075,768$56,255$14,064iApproximate average salary by contribution assumption: employee only about $351,594 at 4% or $234,396 at 6%; with 50% employer match about $234,396 at 4% or $156,264 at 6%; with 100% employer match about $175,797 at 4% or $117,198 at 6%.
Roscoe C. Nelson, Jr. 401(K) Profit Sharing Plan-4$1,075,768$56,255$14,064iApproximate average salary by contribution assumption: employee only about $351,594 at 4% or $234,396 at 6%; with 50% employer match about $234,396 at 4% or $156,264 at 6%; with 100% employer match about $175,797 at 4% or $117,198 at 6%.
201013$1,020,908$4,354$1,451iApproximate average salary by contribution assumption: employee only about $36,283 at 4% or $24,189 at 6%; with 50% employer match about $24,189 at 4% or $16,126 at 6%; with 100% employer match about $18,142 at 4% or $12,094 at 6%.
Roscoe C. Nelson, Jr. 401(K) Profit Sharing Plan-3$1,020,908$4,354$1,451iApproximate average salary by contribution assumption: employee only about $36,283 at 4% or $24,189 at 6%; with 50% employer match about $24,189 at 4% or $16,126 at 6%; with 100% employer match about $18,142 at 4% or $12,094 at 6%.
200913$963,589$22,800$7,600iApproximate average salary by contribution assumption: employee only about $190,000 at 4% or $126,667 at 6%; with 50% employer match about $126,667 at 4% or $84,444 at 6%; with 100% employer match about $95,000 at 4% or $63,333 at 6%.
Roscoe C. Nelson, Jr. 401(K) Profit Sharing Plan-3$963,589$22,800$7,600iApproximate average salary by contribution assumption: employee only about $190,000 at 4% or $126,667 at 6%; with 50% employer match about $126,667 at 4% or $84,444 at 6%; with 100% employer match about $95,000 at 4% or $63,333 at 6%.
200813$897,797$65,191$21,730iApproximate average salary by contribution assumption: employee only about $543,258 at 4% or $362,172 at 6%; with 50% employer match about $362,172 at 4% or $241,448 at 6%; with 100% employer match about $271,629 at 4% or $181,086 at 6%.
Roscoe C. Nelson, Jr. 401(K) Profit Sharing Plan-3$897,797$65,191$21,730iApproximate average salary by contribution assumption: employee only about $543,258 at 4% or $362,172 at 6%; with 50% employer match about $362,172 at 4% or $241,448 at 6%; with 100% employer match about $271,629 at 4% or $181,086 at 6%.
200713$1,053,272$60,917$20,306iApproximate average salary by contribution assumption: employee only about $507,642 at 4% or $338,428 at 6%; with 50% employer match about $338,428 at 4% or $225,619 at 6%; with 100% employer match about $253,821 at 4% or $169,214 at 6%.
Roscoe C. Nelson, Jr. 401(K) Profit Sharing Plan-3$1,053,272$60,917$20,306iApproximate average salary by contribution assumption: employee only about $507,642 at 4% or $338,428 at 6%; with 50% employer match about $338,428 at 4% or $225,619 at 6%; with 100% employer match about $253,821 at 4% or $169,214 at 6%.
200622$1,057,735$38,893$19,447iApproximate average salary by contribution assumption: employee only about $486,163 at 4% or $324,108 at 6%; with 50% employer match about $324,108 at 4% or $216,072 at 6%; with 100% employer match about $243,081 at 4% or $162,054 at 6%.
Roscoe C. Nelson, Jr. 401(K) Profit Sharing Plan-2$1,057,735$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Roscoe C. Nelson, Jr. Money Purchase Pension Plan-0-$18,893-
200523$929,413$39,351$13,117iApproximate average salary by contribution assumption: employee only about $327,925 at 4% or $218,617 at 6%; with 50% employer match about $218,617 at 4% or $145,744 at 6%; with 100% employer match about $163,963 at 4% or $109,308 at 6%.
Roscoe C. Nelson, Jr. Money Purchase Pension Plan-3$911,413$21,351$7,117iApproximate average salary by contribution assumption: employee only about $177,925 at 4% or $118,617 at 6%; with 50% employer match about $118,617 at 4% or $79,078 at 6%; with 100% employer match about $88,963 at 4% or $59,308 at 6%.
Roscoe C. Nelson, Jr. 401(K) Profit Sharing Plan-2$18,000$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
200413$851,734$21,879$7,293iApproximate average salary by contribution assumption: employee only about $182,325 at 4% or $121,550 at 6%; with 50% employer match about $121,550 at 4% or $81,033 at 6%; with 100% employer match about $91,163 at 4% or $60,775 at 6%.
Roscoe C. Nelson, Jr. Money Purchase Pension Plan-3$851,734$21,879$7,293iApproximate average salary by contribution assumption: employee only about $182,325 at 4% or $121,550 at 6%; with 50% employer match about $121,550 at 4% or $81,033 at 6%; with 100% employer match about $91,163 at 4% or $60,775 at 6%.
200312$786,515$33,083$16,542iApproximate average salary by contribution assumption: employee only about $413,538 at 4% or $275,692 at 6%; with 50% employer match about $275,692 at 4% or $183,794 at 6%; with 100% employer match about $206,769 at 4% or $137,846 at 6%.
Roscoe C. Nelson, Jr. Money Purchase Pension Plan-2$786,515$33,083$16,542iApproximate average salary by contribution assumption: employee only about $413,538 at 4% or $275,692 at 6%; with 50% employer match about $275,692 at 4% or $183,794 at 6%; with 100% employer match about $206,769 at 4% or $137,846 at 6%.
200212$623,150$33,147$16,574iApproximate average salary by contribution assumption: employee only about $414,338 at 4% or $276,225 at 6%; with 50% employer match about $276,225 at 4% or $184,150 at 6%; with 100% employer match about $207,169 at 4% or $138,113 at 6%.
Roscoe C. Nelson, Jr. Money Purchase Pension Plan-2$623,150$33,147$16,574iApproximate average salary by contribution assumption: employee only about $414,338 at 4% or $276,225 at 6%; with 50% employer match about $276,225 at 4% or $184,150 at 6%; with 100% employer match about $207,169 at 4% or $138,113 at 6%.
200012$0$0-
Roscoe C. Nelson, Jr. Money Purchase Pension Plan-2---
199912$1,238,146$25,453$12,727iApproximate average salary by contribution assumption: employee only about $318,163 at 4% or $212,108 at 6%; with 50% employer match about $212,108 at 4% or $141,406 at 6%; with 100% employer match about $159,081 at 4% or $106,054 at 6%.
Roscoe C. Nelson, Jr. Money Purchase Pension Plan-2$1,238,146$25,453$12,727iApproximate average salary by contribution assumption: employee only about $318,163 at 4% or $212,108 at 6%; with 50% employer match about $212,108 at 4% or $141,406 at 6%; with 100% employer match about $159,081 at 4% or $106,054 at 6%.