Civic Intelligence

GARY D NELSON AND ASSOCIATES

Plan context: Gary D. Nelson Associates Inc. 401(K) Profit Sharing Plan and Trust

EIN 94-1726599 • Sonoma, CA • 48 filings • 8 plans

19080 Lomita DriveSonoma, CA 95476
Current Snapshot

Latest Year

2024

2024 Participants

519

2024 Assets

$16,843,000

2024 Contributions

$1,381,468

Historical Graphs

Total Assets Over Time

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

$19,920,451$9,960,226$0200920172024YearValue
$16,843,000Latest year 2024

Participants Over Time

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

2,2801,1400200120132024YearValue
519Latest 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
20242519$16,843,000$1,381,468$2,662iApproximate average salary by contribution assumption: employee only about $66,545 at 4% or $44,363 at 6%; with 50% employer match about $44,363 at 4% or $29,575 at 6%; with 100% employer match about $33,272 at 4% or $22,182 at 6%.
Gary D. Nelson Associates Inc. 401(K) Profit Sharing Plan and Trust-519$16,843,000$1,381,468$2,662iApproximate average salary by contribution assumption: employee only about $66,545 at 4% or $44,363 at 6%; with 50% employer match about $44,363 at 4% or $29,575 at 6%; with 100% employer match about $33,272 at 4% or $22,182 at 6%.
Gary D. Nelson Associates Inc. Group Health Plan-89---
20232248$18,149,328$1,402,781$5,656iApproximate average salary by contribution assumption: employee only about $141,409 at 4% or $94,273 at 6%; with 50% employer match about $94,273 at 4% or $62,849 at 6%; with 100% employer match about $70,705 at 4% or $47,136 at 6%.
Gary D. Nelson Associates Inc. 401(K) Profit Sharing Plan and Trust-248$18,149,328$1,402,781$5,656iApproximate average salary by contribution assumption: employee only about $141,409 at 4% or $94,273 at 6%; with 50% employer match about $94,273 at 4% or $62,849 at 6%; with 100% employer match about $70,705 at 4% or $47,136 at 6%.
Gary D. Nelson Associates Inc. Group Health Plan-114---
20222175$16,940,808$1,386,067$7,920iApproximate average salary by contribution assumption: employee only about $198,010 at 4% or $132,006 at 6%; with 50% employer match about $132,006 at 4% or $88,004 at 6%; with 100% employer match about $99,005 at 4% or $66,003 at 6%.
Gary D. Nelson Associates Inc. 401(K) Profit Sharing Plan and Trust-175$16,940,808$1,386,067$7,920iApproximate average salary by contribution assumption: employee only about $198,010 at 4% or $132,006 at 6%; with 50% employer match about $132,006 at 4% or $88,004 at 6%; with 100% employer match about $99,005 at 4% or $66,003 at 6%.
Gary D. Nelson Associates Inc. Group Health Plan-155---
20212450$19,920,451$1,994,697$4,433iApproximate average salary by contribution assumption: employee only about $110,817 at 4% or $73,878 at 6%; with 50% employer match about $73,878 at 4% or $49,252 at 6%; with 100% employer match about $55,408 at 4% or $36,939 at 6%.
Gary D. Nelson Associates Inc. 401(K) Profit Sharing Plan and Trust-171$19,920,451$1,994,697$11,665iApproximate average salary by contribution assumption: employee only about $291,622 at 4% or $194,415 at 6%; with 50% employer match about $194,415 at 4% or $129,610 at 6%; with 100% employer match about $145,811 at 4% or $97,207 at 6%.
Gary D. Nelson Associates Inc. Group Health Plan-450---
20202439$18,486,136$1,570,791$3,578iApproximate average salary by contribution assumption: employee only about $89,453 at 4% or $59,635 at 6%; with 50% employer match about $59,635 at 4% or $39,757 at 6%; with 100% employer match about $44,726 at 4% or $29,818 at 6%.
Gary D. Nelson Associates Inc. 401(K) Profit Sharing Plan and Trust-199$18,486,136$1,570,791$7,893iApproximate average salary by contribution assumption: employee only about $197,336 at 4% or $131,557 at 6%; with 50% employer match about $131,557 at 4% or $87,705 at 6%; with 100% employer match about $98,668 at 4% or $65,779 at 6%.
Gary D. Nelson Associates Inc. Group Health Plan-439---
20192334$17,239,125$1,639,637$4,909iApproximate average salary by contribution assumption: employee only about $122,727 at 4% or $81,818 at 6%; with 50% employer match about $81,818 at 4% or $54,545 at 6%; with 100% employer match about $61,364 at 4% or $40,909 at 6%.
Gary D. Nelson Associates Inc. 401(K) Profit Sharing Plan and Trust-334$17,239,125$1,639,637$4,909iApproximate average salary by contribution assumption: employee only about $122,727 at 4% or $81,818 at 6%; with 50% employer match about $81,818 at 4% or $54,545 at 6%; with 100% employer match about $61,364 at 4% or $40,909 at 6%.
Gary D. Nelson Associates Inc. Group Health Plan-330---
20182275$15,819,337$1,252,656$4,555iApproximate average salary by contribution assumption: employee only about $113,878 at 4% or $75,919 at 6%; with 50% employer match about $75,919 at 4% or $50,612 at 6%; with 100% employer match about $56,939 at 4% or $37,959 at 6%.
Gary D. Nelson Associates Inc. 401(K) Profit Sharing Plan and Trust-275$15,819,337$1,252,656$4,555iApproximate average salary by contribution assumption: employee only about $113,878 at 4% or $75,919 at 6%; with 50% employer match about $75,919 at 4% or $50,612 at 6%; with 100% employer match about $56,939 at 4% or $37,959 at 6%.
Gary D. Nelson Associates Inc. Group Health Plan-235---
20172540$16,991,450$1,135,670$2,103iApproximate average salary by contribution assumption: employee only about $52,577 at 4% or $35,052 at 6%; with 50% employer match about $35,052 at 4% or $23,368 at 6%; with 100% employer match about $26,289 at 4% or $17,526 at 6%.
Gary D. Nelson Associates Inc. 401(K) Profit Sharing Plan and Trust-203$16,991,450$1,135,670$5,594iApproximate average salary by contribution assumption: employee only about $139,861 at 4% or $93,241 at 6%; with 50% employer match about $93,241 at 4% or $62,160 at 6%; with 100% employer match about $69,930 at 4% or $46,620 at 6%.
Gary D. Nelson Associates Inc. Group Health Plan-540---
20162478$13,872,147$723,621$1,514iApproximate average salary by contribution assumption: employee only about $37,846 at 4% or $25,231 at 6%; with 50% employer match about $25,231 at 4% or $16,821 at 6%; with 100% employer match about $18,923 at 4% or $12,615 at 6%.
Gary D. Nelson Associates Inc. 401(K) Profit Sharing Plan and Trust-217$13,872,147$723,621$3,335iApproximate average salary by contribution assumption: employee only about $83,366 at 4% or $55,578 at 6%; with 50% employer match about $55,578 at 4% or $37,052 at 6%; with 100% employer match about $41,683 at 4% or $27,789 at 6%.
Gary D. Nelson Associates Inc. Group Health Plan-478---
20153378$12,741,455$814,358$2,154iApproximate average salary by contribution assumption: employee only about $53,860 at 4% or $35,906 at 6%; with 50% employer match about $35,906 at 4% or $23,938 at 6%; with 100% employer match about $26,930 at 4% or $17,953 at 6%.
Gary D. Nelson Associates Inc. 401(K) Profit Sharing Plan and Trust-198$12,741,455$814,358$4,113iApproximate average salary by contribution assumption: employee only about $102,823 at 4% or $68,549 at 6%; with 50% employer match about $68,549 at 4% or $45,699 at 6%; with 100% employer match about $51,411 at 4% or $34,274 at 6%.
Gary D. Nelson Associates Inc. Group Health Plan-378---
GARY D. NELSON ASSOCIATES, INC. ESSENTIAL STAFF CARE BENEFIT PLAN-279---
20143493$13,709,100$827,744$1,679iApproximate average salary by contribution assumption: employee only about $41,975 at 4% or $27,983 at 6%; with 50% employer match about $27,983 at 4% or $18,655 at 6%; with 100% employer match about $20,987 at 4% or $13,992 at 6%.
Gary D. Nelson Associates Inc. 401(K) Profit Sharing Plan and Trust-194$13,709,100$827,744$4,267iApproximate average salary by contribution assumption: employee only about $106,668 at 4% or $71,112 at 6%; with 50% employer match about $71,112 at 4% or $47,408 at 6%; with 100% employer match about $53,334 at 4% or $35,556 at 6%.
Gary D. Nelson Associates Inc. Group Health Plan-224---
GARY D. NELSON ASSOCIATES, INC. ESSENTIAL STAFF CARE BENEFIT PLAN-493---
20133530$13,218,004$833,678$1,573iApproximate average salary by contribution assumption: employee only about $39,324 at 4% or $26,216 at 6%; with 50% employer match about $26,216 at 4% or $17,478 at 6%; with 100% employer match about $19,662 at 4% or $13,108 at 6%.
Gary D. Nelson Associates Inc. 401(K) Profit Sharing Plan and Trust-201$13,218,004$833,678$4,148iApproximate average salary by contribution assumption: employee only about $103,691 at 4% or $69,128 at 6%; with 50% employer match about $69,128 at 4% or $46,085 at 6%; with 100% employer match about $51,846 at 4% or $34,564 at 6%.
Gary D. Nelson Associates Inc. Group Health Plan-227---
GARY D. NELSON ASSOCIATES, INC. ESSENTIAL STAFF CARE BENEFIT PLAN-530---
20122193$11,102,809$803,968$4,166iApproximate average salary by contribution assumption: employee only about $104,141 at 4% or $69,427 at 6%; with 50% employer match about $69,427 at 4% or $46,285 at 6%; with 100% employer match about $52,070 at 4% or $34,714 at 6%.
Gary D. Nelson Associates Inc. 401(K) Profit Sharing Plan and Trust-171$11,102,809$803,968$4,702iApproximate average salary by contribution assumption: employee only about $117,539 at 4% or $78,359 at 6%; with 50% employer match about $78,359 at 4% or $52,240 at 6%; with 100% employer match about $58,770 at 4% or $39,180 at 6%.
Gary D. Nelson Associates Inc. Group Health Plan-193---
20112306$11,985,442$1,165,066$3,807iApproximate average salary by contribution assumption: employee only about $95,185 at 4% or $63,457 at 6%; with 50% employer match about $63,457 at 4% or $42,305 at 6%; with 100% employer match about $47,593 at 4% or $31,728 at 6%.
Gary D. Nelson Associates Inc. 401(K) Profit Sharing Plan and Trust-172$11,985,442$1,165,066$6,774iApproximate average salary by contribution assumption: employee only about $169,341 at 4% or $112,894 at 6%; with 50% employer match about $112,894 at 4% or $75,263 at 6%; with 100% employer match about $84,670 at 4% or $56,447 at 6%.
Gary D. Nelson Associates Inc. Group Health Plan-306---
20102320$12,451,568$1,527,149$4,772iApproximate average salary by contribution assumption: employee only about $119,309 at 4% or $79,539 at 6%; with 50% employer match about $79,539 at 4% or $53,026 at 6%; with 100% employer match about $59,654 at 4% or $39,770 at 6%.
Gary D. Nelson Associates Inc. 401(K) Profit Sharing Plan and Trust-244$12,451,568$1,527,149$6,259iApproximate average salary by contribution assumption: employee only about $156,470 at 4% or $104,313 at 6%; with 50% employer match about $104,313 at 4% or $69,542 at 6%; with 100% employer match about $78,235 at 4% or $52,157 at 6%.
Gary D. Nelson Associates Inc. Group Health Plan-320---
200921,996$11,279,422$1,094,478$548iApproximate average salary by contribution assumption: employee only about $13,708 at 4% or $9,139 at 6%; with 50% employer match about $9,139 at 4% or $6,093 at 6%; with 100% employer match about $6,854 at 4% or $4,569 at 6%.
Gary D. Nelson Associates Inc. 401(K) Profit Sharing Plan and Trust-249$11,279,422$1,094,478$4,395iApproximate average salary by contribution assumption: employee only about $109,887 at 4% or $73,258 at 6%; with 50% employer match about $73,258 at 4% or $48,839 at 6%; with 100% employer match about $54,944 at 4% or $36,629 at 6%.
Gary D. Nelson Associates Inc. Group Health Plan-1,996---
200811,217$0$0-
Gary D. Nelson Associates Inc. Group Health Plan-1,217---
200711,923$0$0-
Gary D. Nelson Associates Inc. Group Health Plan-1,923---
200612,280$0$0-
Gary D. Nelson Associates Inc. Group Health Plan-2,280---
200511,849$0$0-
Gary D. Nelson Associates Inc. Group Health Plan-1,849---
200431,130$0$0-
Gary D. Nelson Associates Inc. Group Health Plan-1,130---
GROUP TERM LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT-1,130---
GROUP LONG TERM DISABALITY-601---
20031807$0$0-
Gary D. Nelson Associates Inc. Group Health Plan-807---
20021424$0$0-
Gary D. Nelson Associates Inc. Group Health Plan-424---
20014713$0$0-
GROUP TERM LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT-713---
Gary D. Nelson Associates Inc. Group Health Plan-476---
GROUP LONG TERM DISABILITY-507---
DIRECT REIMBURSEMENT DENTAL AND VISION PLAN-476---