Civic Intelligence

Nelson Capital Management Inc.

Plan context: Nelson Capital Management Inc. Money Purchase Pension Plan

EIN 94-2246404 • 11 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

11

2004 Assets

$177,135

2004 Contributions

$206,492

Historical Graphs

Total Assets Over Time

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

$2,566,459$1,283,230$0199920012003YearValue
$177,135Latest year 2003

Participants Over Time

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

25130199920012003YearValue
11Latest year 2003

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
200410$0$0-
Nelson Capital Management Inc. Money Purchase Pension Plan-0---
2003211$177,135$0-
Nelson Capital Management Inc. Money Purchase Pension Plan-11$177,135--
Nelson Capital Management Inc. Salary Deferral Plan-0---
2002222$2,299,164$206,492$9,386iApproximate average salary by contribution assumption: employee only about $234,650 at 4% or $156,433 at 6%; with 50% employer match about $156,433 at 4% or $104,289 at 6%; with 100% employer match about $117,325 at 4% or $78,217 at 6%.
Nelson Capital Management Inc. Salary Deferral Plan-22$2,126,053$163,446$7,429iApproximate average salary by contribution assumption: employee only about $185,734 at 4% or $123,823 at 6%; with 50% employer match about $123,823 at 4% or $82,548 at 6%; with 100% employer match about $92,867 at 4% or $61,911 at 6%.
Nelson Capital Management Inc. Money Purchase Pension Plan-19$173,111$43,046$2,266iApproximate average salary by contribution assumption: employee only about $56,639 at 4% or $37,760 at 6%; with 50% employer match about $37,760 at 4% or $25,173 at 6%; with 100% employer match about $28,320 at 4% or $18,880 at 6%.
2001223$2,566,459$515,514$22,414iApproximate average salary by contribution assumption: employee only about $560,341 at 4% or $373,561 at 6%; with 50% employer match about $373,561 at 4% or $249,041 at 6%; with 100% employer match about $280,171 at 4% or $186,780 at 6%.
Nelson Capital Management Inc. Salary Deferral Plan-23$2,400,447$468,982$20,391iApproximate average salary by contribution assumption: employee only about $509,763 at 4% or $339,842 at 6%; with 50% employer match about $339,842 at 4% or $226,561 at 6%; with 100% employer match about $254,882 at 4% or $169,921 at 6%.
Nelson Capital Management Inc. Money Purchase Pension Plan-18$166,012$46,532$2,585iApproximate average salary by contribution assumption: employee only about $64,628 at 4% or $43,085 at 6%; with 50% employer match about $43,085 at 4% or $28,723 at 6%; with 100% employer match about $32,314 at 4% or $21,543 at 6%.
2000225$2,241,168$257,554$10,302iApproximate average salary by contribution assumption: employee only about $257,554 at 4% or $171,703 at 6%; with 50% employer match about $171,703 at 4% or $114,468 at 6%; with 100% employer match about $128,777 at 4% or $85,851 at 6%.
Nelson Capital Management Inc. Salary Deferral Plan-25$2,111,996$219,631$8,785iApproximate average salary by contribution assumption: employee only about $219,631 at 4% or $146,421 at 6%; with 50% employer match about $146,421 at 4% or $97,614 at 6%; with 100% employer match about $109,816 at 4% or $73,210 at 6%.
Nelson Capital Management Inc. Money Purchase Pension Plan-14$129,172$37,923$2,709iApproximate average salary by contribution assumption: employee only about $67,720 at 4% or $45,146 at 6%; with 50% employer match about $45,146 at 4% or $30,098 at 6%; with 100% employer match about $33,860 at 4% or $22,573 at 6%.
1999217$1,963,605$355,599$20,918iApproximate average salary by contribution assumption: employee only about $522,940 at 4% or $348,626 at 6%; with 50% employer match about $348,626 at 4% or $232,418 at 6%; with 100% employer match about $261,470 at 4% or $174,313 at 6%.
Nelson Capital Management Inc. Salary Deferral Plan-17$1,871,055$329,241$19,367iApproximate average salary by contribution assumption: employee only about $484,178 at 4% or $322,785 at 6%; with 50% employer match about $322,785 at 4% or $215,190 at 6%; with 100% employer match about $242,089 at 4% or $161,393 at 6%.
Nelson Capital Management Inc. Money Purchase Pension Plan-11$92,550$26,358$2,396iApproximate average salary by contribution assumption: employee only about $59,905 at 4% or $39,936 at 6%; with 50% employer match about $39,936 at 4% or $26,624 at 6%; with 100% employer match about $29,952 at 4% or $19,968 at 6%.