Civic Intelligence

Elvert F. Nelson, M.D.

Plan context: Elvert F. Nelson, M.D. Defined Benefit Plan

EIN 93-0952160 • Whitefish, MT • 24 filings • 4 plans

2674 Rest Haven Dr.Whitefish, MT 59337
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$202,524

2019 Contributions

$4,462

Historical Graphs

Total Assets Over Time

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

$894,065$447,033$0200020082018YearValue
$202,524Latest year 2018

Participants Over Time

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

630200020082018YearValue
3Latest year 2018

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
201920$0$0-
Elvert F. Nelson, M.D. Defined Benefit Plan-0$0$0-
Elvert F. Nelson, M.D. 401(K) Profit Sharing Plan-0$0$0-
201823$202,524$4,462$1,487iApproximate average salary by contribution assumption: employee only about $37,183 at 4% or $24,789 at 6%; with 50% employer match about $24,789 at 4% or $16,526 at 6%; with 100% employer match about $18,592 at 4% or $12,394 at 6%.
Elvert F. Nelson, M.D. Defined Benefit Plan-2$153,546$0-
Elvert F. Nelson, M.D. 401(K) Profit Sharing Plan-3$48,978$4,462$1,487iApproximate average salary by contribution assumption: employee only about $37,183 at 4% or $24,789 at 6%; with 50% employer match about $24,789 at 4% or $16,526 at 6%; with 100% employer match about $18,592 at 4% or $12,394 at 6%.
201724$208,793$90,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Elvert F. Nelson, M.D. Defined Benefit Plan-3$156,059$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
Elvert F. Nelson, M.D. 401(K) Profit Sharing Plan-4$52,734$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
201623$508,011$231,249$77,083iApproximate average salary by contribution assumption: employee only about $1,927,075 at 4% or $1,284,717 at 6%; with 50% employer match about $1,284,717 at 4% or $856,478 at 6%; with 100% employer match about $963,538 at 4% or $642,358 at 6%.
Elvert F. Nelson, M.D. Defined Benefit Plan-2$466,775$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Elvert F. Nelson, M.D. 401(K) Profit Sharing Plan-3$41,236$31,249$10,416iApproximate average salary by contribution assumption: employee only about $260,408 at 4% or $173,606 at 6%; with 50% employer match about $173,606 at 4% or $115,737 at 6%; with 100% employer match about $130,204 at 4% or $86,803 at 6%.
201522$263,136$139,000$69,500iApproximate average salary by contribution assumption: employee only about $1,737,500 at 4% or $1,158,333 at 6%; with 50% employer match about $1,158,333 at 4% or $772,222 at 6%; with 100% employer match about $868,750 at 4% or $579,167 at 6%.
Elvert F. Nelson, M.D. Defined Benefit Plan-2$253,136$129,000$64,500iApproximate average salary by contribution assumption: employee only about $1,612,500 at 4% or $1,075,000 at 6%; with 50% employer match about $1,075,000 at 4% or $716,667 at 6%; with 100% employer match about $806,250 at 4% or $537,500 at 6%.
Elvert F. Nelson, M.D. 401(K) Profit Sharing Plan-1$10,000$10,000$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%.
201412$124,500$124,500$62,250iApproximate average salary by contribution assumption: employee only about $1,556,250 at 4% or $1,037,500 at 6%; with 50% employer match about $1,037,500 at 4% or $691,667 at 6%; with 100% employer match about $778,125 at 4% or $518,750 at 6%.
Elvert F. Nelson, M.D. Defined Benefit Plan-2$124,500$124,500$62,250iApproximate average salary by contribution assumption: employee only about $1,556,250 at 4% or $1,037,500 at 6%; with 50% employer match about $1,037,500 at 4% or $691,667 at 6%; with 100% employer match about $778,125 at 4% or $518,750 at 6%.
201124$856,212$0-
Elvert F. Nelson, M.D. Profit Sharing Plan-4$856,212--
Elvert F. Nelson, M.D. Profit Sharing Plan-0$0--
201014$894,065$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Elvert F. Nelson, M.D. Profit Sharing Plan-4$894,065$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200915$761,681$100,852$20,170iApproximate average salary by contribution assumption: employee only about $504,260 at 4% or $336,173 at 6%; with 50% employer match about $336,173 at 4% or $224,116 at 6%; with 100% employer match about $252,130 at 4% or $168,087 at 6%.
Elvert F. Nelson, M.D. Profit Sharing Plan-5$761,681$100,852$20,170iApproximate average salary by contribution assumption: employee only about $504,260 at 4% or $336,173 at 6%; with 50% employer match about $336,173 at 4% or $224,116 at 6%; with 100% employer match about $252,130 at 4% or $168,087 at 6%.
200815$562,578$94,437$18,887iApproximate average salary by contribution assumption: employee only about $472,185 at 4% or $314,790 at 6%; with 50% employer match about $314,790 at 4% or $209,860 at 6%; with 100% employer match about $236,093 at 4% or $157,395 at 6%.
Elvert F. Nelson, M.D. Profit Sharing Plan-5$562,578$94,437$18,887iApproximate average salary by contribution assumption: employee only about $472,185 at 4% or $314,790 at 6%; with 50% employer match about $314,790 at 4% or $209,860 at 6%; with 100% employer match about $236,093 at 4% or $157,395 at 6%.
200715$692,961$85,999$17,200iApproximate average salary by contribution assumption: employee only about $429,995 at 4% or $286,663 at 6%; with 50% employer match about $286,663 at 4% or $191,109 at 6%; with 100% employer match about $214,998 at 4% or $143,332 at 6%.
Elvert F. Nelson, M.D. Profit Sharing Plan-5$692,961$85,999$17,200iApproximate average salary by contribution assumption: employee only about $429,995 at 4% or $286,663 at 6%; with 50% employer match about $286,663 at 4% or $191,109 at 6%; with 100% employer match about $214,998 at 4% or $143,332 at 6%.
200616$542,747$89,408$14,901iApproximate average salary by contribution assumption: employee only about $372,533 at 4% or $248,356 at 6%; with 50% employer match about $248,356 at 4% or $165,570 at 6%; with 100% employer match about $186,267 at 4% or $124,178 at 6%.
Elvert F. Nelson, M.D. Profit Sharing Plan-6$542,747$89,408$14,901iApproximate average salary by contribution assumption: employee only about $372,533 at 4% or $248,356 at 6%; with 50% employer match about $248,356 at 4% or $165,570 at 6%; with 100% employer match about $186,267 at 4% or $124,178 at 6%.
200513$420,717$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
Elvert F. Nelson, M.D. Profit Sharing Plan-3$420,717$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
200413$342,766$82,256$27,419iApproximate average salary by contribution assumption: employee only about $685,467 at 4% or $456,978 at 6%; with 50% employer match about $456,978 at 4% or $304,652 at 6%; with 100% employer match about $342,733 at 4% or $228,489 at 6%.
Elvert F. Nelson, M.D. Profit Sharing Plan-3$342,766$82,256$27,419iApproximate average salary by contribution assumption: employee only about $685,467 at 4% or $456,978 at 6%; with 50% employer match about $456,978 at 4% or $304,652 at 6%; with 100% employer match about $342,733 at 4% or $228,489 at 6%.
200316$256,770$85,458$14,243iApproximate average salary by contribution assumption: employee only about $356,075 at 4% or $237,383 at 6%; with 50% employer match about $237,383 at 4% or $158,256 at 6%; with 100% employer match about $178,038 at 4% or $118,692 at 6%.
Elvert F. Nelson, M.D. Profit Sharing Plan-6$256,770$85,458$14,243iApproximate average salary by contribution assumption: employee only about $356,075 at 4% or $237,383 at 6%; with 50% employer match about $237,383 at 4% or $158,256 at 6%; with 100% employer match about $178,038 at 4% or $118,692 at 6%.
200215$163,884$84,577$16,915iApproximate average salary by contribution assumption: employee only about $422,885 at 4% or $281,923 at 6%; with 50% employer match about $281,923 at 4% or $187,949 at 6%; with 100% employer match about $211,443 at 4% or $140,962 at 6%.
Elvert F. Nelson, M.D. Profit Sharing Plan-5$163,884$84,577$16,915iApproximate average salary by contribution assumption: employee only about $422,885 at 4% or $281,923 at 6%; with 50% employer match about $281,923 at 4% or $187,949 at 6%; with 100% employer match about $211,443 at 4% or $140,962 at 6%.
200114$88,152$44,460$11,115iApproximate average salary by contribution assumption: employee only about $277,875 at 4% or $185,250 at 6%; with 50% employer match about $185,250 at 4% or $123,500 at 6%; with 100% employer match about $138,938 at 4% or $92,625 at 6%.
Elvert F. Nelson, M.D. Profit Sharing Plan-4$88,152$44,460$11,115iApproximate average salary by contribution assumption: employee only about $277,875 at 4% or $185,250 at 6%; with 50% employer match about $185,250 at 4% or $123,500 at 6%; with 100% employer match about $138,938 at 4% or $92,625 at 6%.
200014$42,873$42,777$10,694iApproximate average salary by contribution assumption: employee only about $267,356 at 4% or $178,238 at 6%; with 50% employer match about $178,238 at 4% or $118,825 at 6%; with 100% employer match about $133,678 at 4% or $89,119 at 6%.
Elvert F. Nelson, M.D. Profit Sharing Plan-4$42,873$42,777$10,694iApproximate average salary by contribution assumption: employee only about $267,356 at 4% or $178,238 at 6%; with 50% employer match about $178,238 at 4% or $118,825 at 6%; with 100% employer match about $133,678 at 4% or $89,119 at 6%.