Civic Intelligence

James B. Nelson, D.D.S. PC.

Plan context: James B. Nelson, D.D.S. PC. 401(K) Plan

EIN 93-1308583 • Mcminnville, OR • 18 filings • 2 plans

821 N. Hwy 99WSuite BMcminnville, OR 97128
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,452,294

2024 Contributions

$52,363

Historical Graphs

Total Assets Over Time

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

$1,452,294$726,147$0200720162024YearValue
$1,452,294Latest year 2024

Participants Over Time

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

530200720162024YearValue
3Latest 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
202413$1,452,294$52,363$17,454iApproximate average salary by contribution assumption: employee only about $436,358 at 4% or $290,906 at 6%; with 50% employer match about $290,906 at 4% or $193,937 at 6%; with 100% employer match about $218,179 at 4% or $145,453 at 6%.
James B. Nelson, D.D.S. PC. 401(K) Plan-3$1,452,294$52,363$17,454iApproximate average salary by contribution assumption: employee only about $436,358 at 4% or $290,906 at 6%; with 50% employer match about $290,906 at 4% or $193,937 at 6%; with 100% employer match about $218,179 at 4% or $145,453 at 6%.
202314$1,258,086$58,124$14,531iApproximate average salary by contribution assumption: employee only about $363,275 at 4% or $242,183 at 6%; with 50% employer match about $242,183 at 4% or $161,456 at 6%; with 100% employer match about $181,638 at 4% or $121,092 at 6%.
James B. Nelson, D.D.S. PC. 401(K) Plan-4$1,258,086$58,124$14,531iApproximate average salary by contribution assumption: employee only about $363,275 at 4% or $242,183 at 6%; with 50% employer match about $242,183 at 4% or $161,456 at 6%; with 100% employer match about $181,638 at 4% or $121,092 at 6%.
202214$1,032,432$61,121$15,280iApproximate average salary by contribution assumption: employee only about $382,006 at 4% or $254,671 at 6%; with 50% employer match about $254,671 at 4% or $169,781 at 6%; with 100% employer match about $191,003 at 4% or $127,335 at 6%.
James B. Nelson, D.D.S. PC. 401(K) Plan-4$1,032,432$61,121$15,280iApproximate average salary by contribution assumption: employee only about $382,006 at 4% or $254,671 at 6%; with 50% employer match about $254,671 at 4% or $169,781 at 6%; with 100% employer match about $191,003 at 4% or $127,335 at 6%.
202112$1,229,893$29,700$14,850iApproximate average salary by contribution assumption: employee only about $371,250 at 4% or $247,500 at 6%; with 50% employer match about $247,500 at 4% or $165,000 at 6%; with 100% employer match about $185,625 at 4% or $123,750 at 6%.
James B. Nelson, D.D.S. PC. 401(K) Plan-2$1,229,893$29,700$14,850iApproximate average salary by contribution assumption: employee only about $371,250 at 4% or $247,500 at 6%; with 50% employer match about $247,500 at 4% or $165,000 at 6%; with 100% employer match about $185,625 at 4% or $123,750 at 6%.
202012$1,010,045$26,039$13,020iApproximate average salary by contribution assumption: employee only about $325,488 at 4% or $216,992 at 6%; with 50% employer match about $216,992 at 4% or $144,661 at 6%; with 100% employer match about $162,744 at 4% or $108,496 at 6%.
James B. Nelson, D.D.S. PC. 401(K) Plan-2$1,010,045$26,039$13,020iApproximate average salary by contribution assumption: employee only about $325,488 at 4% or $216,992 at 6%; with 50% employer match about $216,992 at 4% or $144,661 at 6%; with 100% employer match about $162,744 at 4% or $108,496 at 6%.
201912$858,476$29,500$14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%.
James B. Nelson, D.D.S. PC. 401(K) Plan-2$858,476$29,500$14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%.
201811$649,130$22,750$22,750iApproximate average salary by contribution assumption: employee only about $568,750 at 4% or $379,167 at 6%; with 50% employer match about $379,167 at 4% or $252,778 at 6%; with 100% employer match about $284,375 at 4% or $189,583 at 6%.
James B. Nelson, D.D.S. PC. 401(K) Plan-1$649,130$22,750$22,750iApproximate average salary by contribution assumption: employee only about $568,750 at 4% or $379,167 at 6%; with 50% employer match about $379,167 at 4% or $252,778 at 6%; with 100% employer match about $284,375 at 4% or $189,583 at 6%.
201714$679,277$29,061$7,265iApproximate average salary by contribution assumption: employee only about $181,631 at 4% or $121,088 at 6%; with 50% employer match about $121,088 at 4% or $80,725 at 6%; with 100% employer match about $90,816 at 4% or $60,544 at 6%.
James B. Nelson, D.D.S. PC. 401(K) Plan-4$679,277$29,061$7,265iApproximate average salary by contribution assumption: employee only about $181,631 at 4% or $121,088 at 6%; with 50% employer match about $121,088 at 4% or $80,725 at 6%; with 100% employer match about $90,816 at 4% or $60,544 at 6%.
201614$553,531$29,678$7,420iApproximate average salary by contribution assumption: employee only about $185,488 at 4% or $123,658 at 6%; with 50% employer match about $123,658 at 4% or $82,439 at 6%; with 100% employer match about $92,744 at 4% or $61,829 at 6%.
James B. Nelson, D.D.S. PC. 401(K) Plan-4$553,531$29,678$7,420iApproximate average salary by contribution assumption: employee only about $185,488 at 4% or $123,658 at 6%; with 50% employer match about $123,658 at 4% or $82,439 at 6%; with 100% employer match about $92,744 at 4% or $61,829 at 6%.
201514$505,439$53,761$13,440iApproximate average salary by contribution assumption: employee only about $336,006 at 4% or $224,004 at 6%; with 50% employer match about $224,004 at 4% or $149,336 at 6%; with 100% employer match about $168,003 at 4% or $112,002 at 6%.
James B. Nelson, D.D.S. PC. 401(K) Plan-4$505,439$53,761$13,440iApproximate average salary by contribution assumption: employee only about $336,006 at 4% or $224,004 at 6%; with 50% employer match about $224,004 at 4% or $149,336 at 6%; with 100% employer match about $168,003 at 4% or $112,002 at 6%.
201414$450,552$27,580$6,895iApproximate average salary by contribution assumption: employee only about $172,375 at 4% or $114,917 at 6%; with 50% employer match about $114,917 at 4% or $76,611 at 6%; with 100% employer match about $86,188 at 4% or $57,458 at 6%.
James B. Nelson, D.D.S. PC. 401(K) Plan-4$450,552$27,580$6,895iApproximate average salary by contribution assumption: employee only about $172,375 at 4% or $114,917 at 6%; with 50% employer match about $114,917 at 4% or $76,611 at 6%; with 100% employer match about $86,188 at 4% or $57,458 at 6%.
201314$529,458$34,534$8,634iApproximate average salary by contribution assumption: employee only about $215,838 at 4% or $143,892 at 6%; with 50% employer match about $143,892 at 4% or $95,928 at 6%; with 100% employer match about $107,919 at 4% or $71,946 at 6%.
James B. Nelson, D.D.S. PC. 401(K) Plan-4$529,458$34,534$8,634iApproximate average salary by contribution assumption: employee only about $215,838 at 4% or $143,892 at 6%; with 50% employer match about $143,892 at 4% or $95,928 at 6%; with 100% employer match about $107,919 at 4% or $71,946 at 6%.
201215$426,607$45,343$9,069iApproximate average salary by contribution assumption: employee only about $226,715 at 4% or $151,143 at 6%; with 50% employer match about $151,143 at 4% or $100,762 at 6%; with 100% employer match about $113,358 at 4% or $75,572 at 6%.
James B. Nelson, D.D.S. PC. 401(K) Plan-5$426,607$45,343$9,069iApproximate average salary by contribution assumption: employee only about $226,715 at 4% or $151,143 at 6%; with 50% employer match about $151,143 at 4% or $100,762 at 6%; with 100% employer match about $113,358 at 4% or $75,572 at 6%.
201114$359,939$54,649$13,662iApproximate average salary by contribution assumption: employee only about $341,556 at 4% or $227,704 at 6%; with 50% employer match about $227,704 at 4% or $151,803 at 6%; with 100% employer match about $170,778 at 4% or $113,852 at 6%.
James B. Nelson, D.D.S. PC. 401(K) Plan-4$359,939$54,649$13,662iApproximate average salary by contribution assumption: employee only about $341,556 at 4% or $227,704 at 6%; with 50% employer match about $227,704 at 4% or $151,803 at 6%; with 100% employer match about $170,778 at 4% or $113,852 at 6%.
201014$360,981$71,795$17,949iApproximate average salary by contribution assumption: employee only about $448,719 at 4% or $299,146 at 6%; with 50% employer match about $299,146 at 4% or $199,431 at 6%; with 100% employer match about $224,359 at 4% or $149,573 at 6%.
James B. Nelson, D.D.S. PC. 401(K) Plan-4$360,981$71,795$17,949iApproximate average salary by contribution assumption: employee only about $448,719 at 4% or $299,146 at 6%; with 50% employer match about $299,146 at 4% or $199,431 at 6%; with 100% employer match about $224,359 at 4% or $149,573 at 6%.
200914$252,773$55,904$13,976iApproximate average salary by contribution assumption: employee only about $349,400 at 4% or $232,933 at 6%; with 50% employer match about $232,933 at 4% or $155,289 at 6%; with 100% employer match about $174,700 at 4% or $116,467 at 6%.
James B. Nelson, D.D.S. PC. 401(K) Plan-4$252,773$55,904$13,976iApproximate average salary by contribution assumption: employee only about $349,400 at 4% or $232,933 at 6%; with 50% employer match about $232,933 at 4% or $155,289 at 6%; with 100% employer match about $174,700 at 4% or $116,467 at 6%.
200814$155,856$152,457$38,114iApproximate average salary by contribution assumption: employee only about $952,856 at 4% or $635,238 at 6%; with 50% employer match about $635,238 at 4% or $423,492 at 6%; with 100% employer match about $476,428 at 4% or $317,619 at 6%.
James B. Nelson, D.D.S. PC. 401(K) Plan-4$155,856$152,457$38,114iApproximate average salary by contribution assumption: employee only about $952,856 at 4% or $635,238 at 6%; with 50% employer match about $635,238 at 4% or $423,492 at 6%; with 100% employer match about $476,428 at 4% or $317,619 at 6%.
200713$47,546$47,546$15,849iApproximate average salary by contribution assumption: employee only about $396,217 at 4% or $264,144 at 6%; with 50% employer match about $264,144 at 4% or $176,096 at 6%; with 100% employer match about $198,108 at 4% or $132,072 at 6%.
James B. Nelson, D.D.S. PC. 401(K) Plan-3$47,546$47,546$15,849iApproximate average salary by contribution assumption: employee only about $396,217 at 4% or $264,144 at 6%; with 50% employer match about $264,144 at 4% or $176,096 at 6%; with 100% employer match about $198,108 at 4% or $132,072 at 6%.