Civic Intelligence

NELSON & ASSOCIATES

Plan context: Nelson & Associates Inc. 401(K) Plan

EIN 95-3155697 • Santa Fe Spgs, CA • 26 filings • 7 plans

12816 Leffingwell AveSanta Fe Spgs, CA 90670-6343
Current Snapshot

Latest Year

2024

2024 Participants

59

2024 Assets

$6,301,952

2024 Contributions

$601,867

Historical Graphs

Total Assets Over Time

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

$6,301,952$3,150,976$0199920132024YearValue
$6,301,952Latest year 2024

Participants Over Time

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

62310199920122024YearValue
59Latest 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
2024159$6,301,952$601,867$10,201iApproximate average salary by contribution assumption: employee only about $255,028 at 4% or $170,019 at 6%; with 50% employer match about $170,019 at 4% or $113,346 at 6%; with 100% employer match about $127,514 at 4% or $85,009 at 6%.
Nelson & Associates Inc. 401(K) Plan-59$6,301,952$601,867$10,201iApproximate average salary by contribution assumption: employee only about $255,028 at 4% or $170,019 at 6%; with 50% employer match about $170,019 at 4% or $113,346 at 6%; with 100% employer match about $127,514 at 4% or $85,009 at 6%.
2023154$5,376,395$385,433$7,138iApproximate average salary by contribution assumption: employee only about $178,441 at 4% or $118,961 at 6%; with 50% employer match about $118,961 at 4% or $79,307 at 6%; with 100% employer match about $89,221 at 4% or $59,480 at 6%.
Nelson & Associates Inc. 401(K) Plan-54$5,376,395$385,433$7,138iApproximate average salary by contribution assumption: employee only about $178,441 at 4% or $118,961 at 6%; with 50% employer match about $118,961 at 4% or $79,307 at 6%; with 100% employer match about $89,221 at 4% or $59,480 at 6%.
2022156$4,463,118$358,145$6,395iApproximate average salary by contribution assumption: employee only about $159,886 at 4% or $106,591 at 6%; with 50% employer match about $106,591 at 4% or $71,061 at 6%; with 100% employer match about $79,943 at 4% or $53,295 at 6%.
Nelson & Associates Inc. 401(K) Plan-56$4,463,118$358,145$6,395iApproximate average salary by contribution assumption: employee only about $159,886 at 4% or $106,591 at 6%; with 50% employer match about $106,591 at 4% or $71,061 at 6%; with 100% employer match about $79,943 at 4% or $53,295 at 6%.
2021151$5,245,094$339,825$6,663iApproximate average salary by contribution assumption: employee only about $166,581 at 4% or $111,054 at 6%; with 50% employer match about $111,054 at 4% or $74,036 at 6%; with 100% employer match about $83,290 at 4% or $55,527 at 6%.
Nelson & Associates Inc. 401(K) Plan-51$5,245,094$339,825$6,663iApproximate average salary by contribution assumption: employee only about $166,581 at 4% or $111,054 at 6%; with 50% employer match about $111,054 at 4% or $74,036 at 6%; with 100% employer match about $83,290 at 4% or $55,527 at 6%.
2020151$4,729,614$222,402$4,361iApproximate average salary by contribution assumption: employee only about $109,021 at 4% or $72,680 at 6%; with 50% employer match about $72,680 at 4% or $48,454 at 6%; with 100% employer match about $54,510 at 4% or $36,340 at 6%.
Nelson & Associates Inc. 401(K) Plan-51$4,729,614$222,402$4,361iApproximate average salary by contribution assumption: employee only about $109,021 at 4% or $72,680 at 6%; with 50% employer match about $72,680 at 4% or $48,454 at 6%; with 100% employer match about $54,510 at 4% or $36,340 at 6%.
2019149$3,881,440$231,984$4,734iApproximate average salary by contribution assumption: employee only about $118,359 at 4% or $78,906 at 6%; with 50% employer match about $78,906 at 4% or $52,604 at 6%; with 100% employer match about $59,180 at 4% or $39,453 at 6%.
Nelson & Associates Inc. 401(K) Plan-49$3,881,440$231,984$4,734iApproximate average salary by contribution assumption: employee only about $118,359 at 4% or $78,906 at 6%; with 50% employer match about $78,906 at 4% or $52,604 at 6%; with 100% employer match about $59,180 at 4% or $39,453 at 6%.
2018156$3,383,566$257,411$4,597iApproximate average salary by contribution assumption: employee only about $114,916 at 4% or $76,610 at 6%; with 50% employer match about $76,610 at 4% or $51,074 at 6%; with 100% employer match about $57,458 at 4% or $38,305 at 6%.
Nelson & Associates Inc. 401(K) Plan-56$3,383,566$257,411$4,597iApproximate average salary by contribution assumption: employee only about $114,916 at 4% or $76,610 at 6%; with 50% employer match about $76,610 at 4% or $51,074 at 6%; with 100% employer match about $57,458 at 4% or $38,305 at 6%.
2017156$3,651,813$192,085$3,430iApproximate average salary by contribution assumption: employee only about $85,752 at 4% or $57,168 at 6%; with 50% employer match about $57,168 at 4% or $38,112 at 6%; with 100% employer match about $42,876 at 4% or $28,584 at 6%.
Nelson & Associates Inc. 401(K) Plan-56$3,651,813$192,085$3,430iApproximate average salary by contribution assumption: employee only about $85,752 at 4% or $57,168 at 6%; with 50% employer match about $57,168 at 4% or $38,112 at 6%; with 100% employer match about $42,876 at 4% or $28,584 at 6%.
2016152$3,401,916$228,428$4,393iApproximate average salary by contribution assumption: employee only about $109,821 at 4% or $73,214 at 6%; with 50% employer match about $73,214 at 4% or $48,809 at 6%; with 100% employer match about $54,911 at 4% or $36,607 at 6%.
Nelson & Associates Inc. 401(K) Plan-52$3,401,916$228,428$4,393iApproximate average salary by contribution assumption: employee only about $109,821 at 4% or $73,214 at 6%; with 50% employer match about $73,214 at 4% or $48,809 at 6%; with 100% employer match about $54,911 at 4% or $36,607 at 6%.
2015152$3,401,910$210,893$4,056iApproximate average salary by contribution assumption: employee only about $101,391 at 4% or $67,594 at 6%; with 50% employer match about $67,594 at 4% or $45,063 at 6%; with 100% employer match about $50,695 at 4% or $33,797 at 6%.
Nelson & Associates Inc. 401(K) Plan-52$3,401,910$210,893$4,056iApproximate average salary by contribution assumption: employee only about $101,391 at 4% or $67,594 at 6%; with 50% employer match about $67,594 at 4% or $45,063 at 6%; with 100% employer match about $50,695 at 4% or $33,797 at 6%.
2014157$3,387,011$281,084$4,931iApproximate average salary by contribution assumption: employee only about $123,282 at 4% or $82,188 at 6%; with 50% employer match about $82,188 at 4% or $54,792 at 6%; with 100% employer match about $61,641 at 4% or $41,094 at 6%.
Nelson & Associates Inc. 401(K) Plan-57$3,387,011$281,084$4,931iApproximate average salary by contribution assumption: employee only about $123,282 at 4% or $82,188 at 6%; with 50% employer match about $82,188 at 4% or $54,792 at 6%; with 100% employer match about $61,641 at 4% or $41,094 at 6%.
2013152$3,289,429$232,594$4,473iApproximate average salary by contribution assumption: employee only about $111,824 at 4% or $74,549 at 6%; with 50% employer match about $74,549 at 4% or $49,700 at 6%; with 100% employer match about $55,912 at 4% or $37,275 at 6%.
Nelson & Associates Inc. 401(K) Plan-52$3,289,429$232,594$4,473iApproximate average salary by contribution assumption: employee only about $111,824 at 4% or $74,549 at 6%; with 50% employer match about $74,549 at 4% or $49,700 at 6%; with 100% employer match about $55,912 at 4% or $37,275 at 6%.
2012144$2,685,141$176,806$4,018iApproximate average salary by contribution assumption: employee only about $100,458 at 4% or $66,972 at 6%; with 50% employer match about $66,972 at 4% or $44,648 at 6%; with 100% employer match about $50,229 at 4% or $33,486 at 6%.
Nelson & Associates Inc. 401(K) Plan-44$2,685,141$176,806$4,018iApproximate average salary by contribution assumption: employee only about $100,458 at 4% or $66,972 at 6%; with 50% employer match about $66,972 at 4% or $44,648 at 6%; with 100% employer match about $50,229 at 4% or $33,486 at 6%.
2011145$2,333,484$130,960$2,910iApproximate average salary by contribution assumption: employee only about $72,756 at 4% or $48,504 at 6%; with 50% employer match about $48,504 at 4% or $32,336 at 6%; with 100% employer match about $36,378 at 4% or $24,252 at 6%.
Nelson & Associates Inc. 401(K) Plan-45$2,333,484$130,960$2,910iApproximate average salary by contribution assumption: employee only about $72,756 at 4% or $48,504 at 6%; with 50% employer match about $48,504 at 4% or $32,336 at 6%; with 100% employer match about $36,378 at 4% or $24,252 at 6%.
2010145$2,264,510$116,953$2,599iApproximate average salary by contribution assumption: employee only about $64,974 at 4% or $43,316 at 6%; with 50% employer match about $43,316 at 4% or $28,877 at 6%; with 100% employer match about $32,487 at 4% or $21,658 at 6%.
Nelson & Associates Inc. 401(K) Plan-45$2,264,510$116,953$2,599iApproximate average salary by contribution assumption: employee only about $64,974 at 4% or $43,316 at 6%; with 50% employer match about $43,316 at 4% or $28,877 at 6%; with 100% employer match about $32,487 at 4% or $21,658 at 6%.
2009145$1,943,345$164,964$3,666iApproximate average salary by contribution assumption: employee only about $91,647 at 4% or $61,098 at 6%; with 50% employer match about $61,098 at 4% or $40,732 at 6%; with 100% employer match about $45,823 at 4% or $30,549 at 6%.
Nelson & Associates Inc. 401(K) Plan-45$1,943,345$164,964$3,666iApproximate average salary by contribution assumption: employee only about $91,647 at 4% or $61,098 at 6%; with 50% employer match about $61,098 at 4% or $40,732 at 6%; with 100% employer match about $45,823 at 4% or $30,549 at 6%.
2008158$1,721,317$341,540$5,889iApproximate average salary by contribution assumption: employee only about $147,216 at 4% or $98,144 at 6%; with 50% employer match about $98,144 at 4% or $65,429 at 6%; with 100% employer match about $73,608 at 4% or $49,072 at 6%.
Nelson & Associates Inc. 401(K) Plan-58$1,721,317$341,540$5,889iApproximate average salary by contribution assumption: employee only about $147,216 at 4% or $98,144 at 6%; with 50% employer match about $98,144 at 4% or $65,429 at 6%; with 100% employer match about $73,608 at 4% or $49,072 at 6%.
2007162$0$0-
Nelson & Associates Inc. 401(K) Plan-62---
2006156$2,113,324$319,819$5,711iApproximate average salary by contribution assumption: employee only about $142,776 at 4% or $95,184 at 6%; with 50% employer match about $95,184 at 4% or $63,456 at 6%; with 100% employer match about $71,388 at 4% or $47,592 at 6%.
Nelson & Associates Inc. 401(K) Plan-56$2,113,324$319,819$5,711iApproximate average salary by contribution assumption: employee only about $142,776 at 4% or $95,184 at 6%; with 50% employer match about $95,184 at 4% or $63,456 at 6%; with 100% employer match about $71,388 at 4% or $47,592 at 6%.
2005157$1,782,787$387,681$6,801iApproximate average salary by contribution assumption: employee only about $170,036 at 4% or $113,357 at 6%; with 50% employer match about $113,357 at 4% or $75,571 at 6%; with 100% employer match about $85,018 at 4% or $56,679 at 6%.
Nelson & Associates Inc. 401(K) Plan-57$1,782,787$387,681$6,801iApproximate average salary by contribution assumption: employee only about $170,036 at 4% or $113,357 at 6%; with 50% employer match about $113,357 at 4% or $75,571 at 6%; with 100% employer match about $85,018 at 4% or $56,679 at 6%.
2004155$1,420,357$166,373$3,025iApproximate average salary by contribution assumption: employee only about $75,624 at 4% or $50,416 at 6%; with 50% employer match about $50,416 at 4% or $33,611 at 6%; with 100% employer match about $37,812 at 4% or $25,208 at 6%.
Nelson & Associates Inc. 401(K) Plan-55$1,420,357$166,373$3,025iApproximate average salary by contribution assumption: employee only about $75,624 at 4% or $50,416 at 6%; with 50% employer match about $50,416 at 4% or $33,611 at 6%; with 100% employer match about $37,812 at 4% or $25,208 at 6%.
2003150$1,192,136$125,909$2,518iApproximate average salary by contribution assumption: employee only about $62,954 at 4% or $41,970 at 6%; with 50% employer match about $41,970 at 4% or $27,980 at 6%; with 100% employer match about $31,477 at 4% or $20,985 at 6%.
Nelson & Associates Inc. 401(K) Plan-50$1,192,136$125,909$2,518iApproximate average salary by contribution assumption: employee only about $62,954 at 4% or $41,970 at 6%; with 50% employer match about $41,970 at 4% or $27,980 at 6%; with 100% employer match about $31,477 at 4% or $20,985 at 6%.
2002143$0$0-
Nelson & Associates Inc. 401(K) Plan-43---
2001151$0$0-
Nelson & Associates Inc. 401(K) Plan-51---
2000137$1,124,689$238,272$6,440iApproximate average salary by contribution assumption: employee only about $160,995 at 4% or $107,330 at 6%; with 50% employer match about $107,330 at 4% or $71,553 at 6%; with 100% employer match about $80,497 at 4% or $53,665 at 6%.
Nelson & Associates Inc. 401(K) Plan-37$1,124,689$238,272$6,440iApproximate average salary by contribution assumption: employee only about $160,995 at 4% or $107,330 at 6%; with 50% employer match about $107,330 at 4% or $71,553 at 6%; with 100% employer match about $80,497 at 4% or $53,665 at 6%.
1999138$10,054$0-
Nelson & Associates Inc. 401(K) Plan-38$10,054--