Civic Intelligence

Nelson Davis LLP

Plan context: Nelson Davis LLP 401(K) Profit Sharing Plan

EIN 95-4559343 • Santa Monica, CA • 52 filings • 19 plans

233 Wilshire Blvd., Suite 340Santa Monica, CA 90401
Current Snapshot

Latest Year

2024

2024 Participants

27

2024 Assets

$5,649,681

2024 Contributions

$166,770

Historical Graphs

Total Assets Over Time

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

$7,646,198$3,823,099$0199920132024YearValue
$5,649,681Latest year 2024

Participants Over Time

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

27140199920122024YearValue
27Latest 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
2024127$5,649,681$166,770$6,177iApproximate average salary by contribution assumption: employee only about $154,417 at 4% or $102,944 at 6%; with 50% employer match about $102,944 at 4% or $68,630 at 6%; with 100% employer match about $77,208 at 4% or $51,472 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-27$5,649,681$166,770$6,177iApproximate average salary by contribution assumption: employee only about $154,417 at 4% or $102,944 at 6%; with 50% employer match about $102,944 at 4% or $68,630 at 6%; with 100% employer match about $77,208 at 4% or $51,472 at 6%.
2023127$7,619,550$301,763$11,176iApproximate average salary by contribution assumption: employee only about $279,410 at 4% or $186,273 at 6%; with 50% employer match about $186,273 at 4% or $124,182 at 6%; with 100% employer match about $139,705 at 4% or $93,137 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-27$7,619,550$301,763$11,176iApproximate average salary by contribution assumption: employee only about $279,410 at 4% or $186,273 at 6%; with 50% employer match about $186,273 at 4% or $124,182 at 6%; with 100% employer match about $139,705 at 4% or $93,137 at 6%.
2022127$6,320,719$110,125$4,079iApproximate average salary by contribution assumption: employee only about $101,968 at 4% or $67,978 at 6%; with 50% employer match about $67,978 at 4% or $45,319 at 6%; with 100% employer match about $50,984 at 4% or $33,989 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-27$6,320,719$110,125$4,079iApproximate average salary by contribution assumption: employee only about $101,968 at 4% or $67,978 at 6%; with 50% employer match about $67,978 at 4% or $45,319 at 6%; with 100% employer match about $50,984 at 4% or $33,989 at 6%.
202127$7,646,198$355,412$50,773iApproximate average salary by contribution assumption: employee only about $1,269,329 at 4% or $846,219 at 6%; with 50% employer match about $846,219 at 4% or $564,146 at 6%; with 100% employer match about $634,664 at 4% or $423,110 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-7$7,646,198$305,269$43,610iApproximate average salary by contribution assumption: employee only about $1,090,246 at 4% or $726,831 at 6%; with 50% employer match about $726,831 at 4% or $484,554 at 6%; with 100% employer match about $545,123 at 4% or $363,415 at 6%.
NELSON DAVIS LLP DEFINED BENEFIT PENSION PLAN-0$0$50,143-
202028$6,574,820$144,968$18,121iApproximate average salary by contribution assumption: employee only about $453,025 at 4% or $302,017 at 6%; with 50% employer match about $302,017 at 4% or $201,344 at 6%; with 100% employer match about $226,513 at 4% or $151,008 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-8$6,524,968$144,968$18,121iApproximate average salary by contribution assumption: employee only about $453,025 at 4% or $302,017 at 6%; with 50% employer match about $302,017 at 4% or $201,344 at 6%; with 100% employer match about $226,513 at 4% or $151,008 at 6%.
NELSON DAVIS LLP DEFINED BENEFIT PENSION PLAN-4$49,852--
201926$5,288,507$151,539$25,257iApproximate average salary by contribution assumption: employee only about $631,413 at 4% or $420,942 at 6%; with 50% employer match about $420,942 at 4% or $280,628 at 6%; with 100% employer match about $315,706 at 4% or $210,471 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-6$5,238,707$151,539$25,257iApproximate average salary by contribution assumption: employee only about $631,413 at 4% or $420,942 at 6%; with 50% employer match about $420,942 at 4% or $280,628 at 6%; with 100% employer match about $315,706 at 4% or $210,471 at 6%.
NELSON DAVIS LLP DEFINED BENEFIT PENSION PLAN-4$49,800--
201828$4,287,297$131,702$16,463iApproximate average salary by contribution assumption: employee only about $411,569 at 4% or $274,379 at 6%; with 50% employer match about $274,379 at 4% or $182,919 at 6%; with 100% employer match about $205,784 at 4% or $137,190 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-8$4,176,974$131,702$16,463iApproximate average salary by contribution assumption: employee only about $411,569 at 4% or $274,379 at 6%; with 50% employer match about $274,379 at 4% or $182,919 at 6%; with 100% employer match about $205,784 at 4% or $137,190 at 6%.
NELSON DAVIS LLP DEFINED BENEFIT PENSION PLAN-5$110,323--
2017211$6,033,175$302,201$27,473iApproximate average salary by contribution assumption: employee only about $686,820 at 4% or $457,880 at 6%; with 50% employer match about $457,880 at 4% or $305,254 at 6%; with 100% employer match about $343,410 at 4% or $228,940 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-7$4,342,230$237,182$33,883iApproximate average salary by contribution assumption: employee only about $847,079 at 4% or $564,719 at 6%; with 50% employer match about $564,719 at 4% or $376,479 at 6%; with 100% employer match about $423,539 at 4% or $282,360 at 6%.
NELSON DAVIS LLP DEFINED BENEFIT PENSION PLAN-11$1,690,945$65,019$5,911iApproximate average salary by contribution assumption: employee only about $147,770 at 4% or $98,514 at 6%; with 50% employer match about $98,514 at 4% or $65,676 at 6%; with 100% employer match about $73,885 at 4% or $49,257 at 6%.
2016211$4,981,551$148,290$13,481iApproximate average salary by contribution assumption: employee only about $337,023 at 4% or $224,682 at 6%; with 50% employer match about $224,682 at 4% or $149,788 at 6%; with 100% employer match about $168,511 at 4% or $112,341 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-8$3,504,429$148,290$18,536iApproximate average salary by contribution assumption: employee only about $463,406 at 4% or $308,938 at 6%; with 50% employer match about $308,938 at 4% or $205,958 at 6%; with 100% employer match about $231,703 at 4% or $154,469 at 6%.
NELSON DAVIS LLP DEFINED BENEFIT PENSION PLAN-11$1,477,122--
2015211$5,638,639$352,141$32,013iApproximate average salary by contribution assumption: employee only about $800,320 at 4% or $533,547 at 6%; with 50% employer match about $533,547 at 4% or $355,698 at 6%; with 100% employer match about $400,160 at 4% or $266,773 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-8$3,197,592$148,141$18,518iApproximate average salary by contribution assumption: employee only about $462,941 at 4% or $308,627 at 6%; with 50% employer match about $308,627 at 4% or $205,751 at 6%; with 100% employer match about $231,470 at 4% or $154,314 at 6%.
NELSON DAVIS LLP DEFINED BENEFIT PENSION PLAN-11$2,441,047$204,000$18,545iApproximate average salary by contribution assumption: employee only about $463,636 at 4% or $309,091 at 6%; with 50% employer match about $309,091 at 4% or $206,061 at 6%; with 100% employer match about $231,818 at 4% or $154,545 at 6%.
2014210$6,575,581$451,702$45,170iApproximate average salary by contribution assumption: employee only about $1,129,255 at 4% or $752,837 at 6%; with 50% employer match about $752,837 at 4% or $501,891 at 6%; with 100% employer match about $564,628 at 4% or $376,418 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-7$3,721,155$159,972$22,853iApproximate average salary by contribution assumption: employee only about $571,329 at 4% or $380,886 at 6%; with 50% employer match about $380,886 at 4% or $253,924 at 6%; with 100% employer match about $285,664 at 4% or $190,443 at 6%.
NELSON DAVIS WETZSTEIN LLP DEFINED BENEFIT PENSION PLAN-10$2,854,426$291,730$29,173iApproximate average salary by contribution assumption: employee only about $729,325 at 4% or $486,217 at 6%; with 50% employer match about $486,217 at 4% or $324,144 at 6%; with 100% employer match about $364,663 at 4% or $243,108 at 6%.
2013210$5,839,002$321,166$32,117iApproximate average salary by contribution assumption: employee only about $802,915 at 4% or $535,277 at 6%; with 50% employer match about $535,277 at 4% or $356,851 at 6%; with 100% employer match about $401,458 at 4% or $267,638 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-8$3,449,426$131,737$16,467iApproximate average salary by contribution assumption: employee only about $411,678 at 4% or $274,452 at 6%; with 50% employer match about $274,452 at 4% or $182,968 at 6%; with 100% employer match about $205,839 at 4% or $137,226 at 6%.
NELSON DAVIS WETZSTEIN LLP DEFINED BENEFIT PENSION PLAN-10$2,389,576$189,429$18,943iApproximate average salary by contribution assumption: employee only about $473,573 at 4% or $315,715 at 6%; with 50% employer match about $315,715 at 4% or $210,477 at 6%; with 100% employer match about $236,786 at 4% or $157,858 at 6%.
2012210$4,930,784$482,235$48,224iApproximate average salary by contribution assumption: employee only about $1,205,588 at 4% or $803,725 at 6%; with 50% employer match about $803,725 at 4% or $535,817 at 6%; with 100% employer match about $602,794 at 4% or $401,863 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-8$2,873,713$159,802$19,975iApproximate average salary by contribution assumption: employee only about $499,381 at 4% or $332,921 at 6%; with 50% employer match about $332,921 at 4% or $221,947 at 6%; with 100% employer match about $249,691 at 4% or $166,460 at 6%.
NELSON DAVIS WETZSTEIN LLP DEFINED BENEFIT PENSION PLAN-10$2,057,071$322,433$32,243iApproximate average salary by contribution assumption: employee only about $806,083 at 4% or $537,388 at 6%; with 50% employer match about $537,388 at 4% or $358,259 at 6%; with 100% employer match about $403,041 at 4% or $268,694 at 6%.
201127$4,186,606$445,671$63,667iApproximate average salary by contribution assumption: employee only about $1,591,682 at 4% or $1,061,121 at 6%; with 50% employer match about $1,061,121 at 4% or $707,414 at 6%; with 100% employer match about $795,841 at 4% or $530,561 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-5$2,521,555--
NELSON DAVIS WETZSTEIN LLP DEFINED BENEFIT PENSION PLAN-7$1,665,051$445,671$63,667iApproximate average salary by contribution assumption: employee only about $1,591,682 at 4% or $1,061,121 at 6%; with 50% employer match about $1,061,121 at 4% or $707,414 at 6%; with 100% employer match about $795,841 at 4% or $530,561 at 6%.
201027$3,995,575$560,719$80,103iApproximate average salary by contribution assumption: employee only about $2,002,568 at 4% or $1,335,045 at 6%; with 50% employer match about $1,335,045 at 4% or $890,030 at 6%; with 100% employer match about $1,001,284 at 4% or $667,523 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-7$2,793,891$160,719$22,960iApproximate average salary by contribution assumption: employee only about $573,996 at 4% or $382,664 at 6%; with 50% employer match about $382,664 at 4% or $255,110 at 6%; with 100% employer match about $286,998 at 4% or $191,332 at 6%.
NELSON DAVIS WETZSTEIN LLP DEFINDED BENEFIT PENSION PLAN-7$1,201,684$400,000$57,143iApproximate average salary by contribution assumption: employee only about $1,428,571 at 4% or $952,381 at 6%; with 50% employer match about $952,381 at 4% or $634,921 at 6%; with 100% employer match about $714,286 at 4% or $476,190 at 6%.
2009212$1,021,098$544,513$45,376iApproximate average salary by contribution assumption: employee only about $1,134,402 at 4% or $756,268 at 6%; with 50% employer match about $756,268 at 4% or $504,179 at 6%; with 100% employer match about $567,201 at 4% or $378,134 at 6%.
Employees Money Purchase Pension Plan of Nelson, Guggenheim, Felker & Levine LLP-7$801,479$430,887$61,555iApproximate average salary by contribution assumption: employee only about $1,538,882 at 4% or $1,025,921 at 6%; with 50% employer match about $1,025,921 at 4% or $683,948 at 6%; with 100% employer match about $769,441 at 4% or $512,961 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-12$219,619$113,626$9,469iApproximate average salary by contribution assumption: employee only about $236,721 at 4% or $157,814 at 6%; with 50% employer match about $157,814 at 4% or $105,209 at 6%; with 100% employer match about $118,360 at 4% or $78,907 at 6%.
200826$100,415$127,367$21,228iApproximate average salary by contribution assumption: employee only about $530,696 at 4% or $353,797 at 6%; with 50% employer match about $353,797 at 4% or $235,865 at 6%; with 100% employer match about $265,348 at 4% or $176,899 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-6$100,415$99,475$16,579iApproximate average salary by contribution assumption: employee only about $414,479 at 4% or $276,319 at 6%; with 50% employer match about $276,319 at 4% or $184,213 at 6%; with 100% employer match about $207,240 at 4% or $138,160 at 6%.
NELSON FELKER TOCZEK DAVIS LLP CASH BALANCE PENSION PLAN-0-$27,892-
2007216$0$0-
Nelson Davis LLP 401(K) Profit Sharing Plan-16---
NELSON FELKER TOCZEK DAVIS LLP CASH BALANCE PENSION PLAN-15---
2006215$4,667,510$949,970$63,331iApproximate average salary by contribution assumption: employee only about $1,583,283 at 4% or $1,055,522 at 6%; with 50% employer match about $1,055,522 at 4% or $703,681 at 6%; with 100% employer match about $791,642 at 4% or $527,761 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-15$4,186,037$471,906$31,460iApproximate average salary by contribution assumption: employee only about $786,510 at 4% or $524,340 at 6%; with 50% employer match about $524,340 at 4% or $349,560 at 6%; with 100% employer match about $393,255 at 4% or $262,170 at 6%.
NELSON FELKER TOCZEK DAVIS LLP CASH BALANCE PENSION PLAN-15$481,473$478,064$31,871iApproximate average salary by contribution assumption: employee only about $796,773 at 4% or $531,182 at 6%; with 50% employer match about $531,182 at 4% or $354,121 at 6%; with 100% employer match about $398,387 at 4% or $265,591 at 6%.
2005217$3,776,707$801,863$47,168iApproximate average salary by contribution assumption: employee only about $1,179,210 at 4% or $786,140 at 6%; with 50% employer match about $786,140 at 4% or $524,093 at 6%; with 100% employer match about $589,605 at 4% or $393,070 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-17$3,397,145$425,809$25,048iApproximate average salary by contribution assumption: employee only about $626,190 at 4% or $417,460 at 6%; with 50% employer match about $417,460 at 4% or $278,307 at 6%; with 100% employer match about $313,095 at 4% or $208,730 at 6%.
NELSON FELKER TOCZEK DAVIS LLP CASH BALANCE PENSION PLAN-17$379,562$376,054$22,121iApproximate average salary by contribution assumption: employee only about $553,021 at 4% or $368,680 at 6%; with 50% employer match about $368,680 at 4% or $245,787 at 6%; with 100% employer match about $276,510 at 4% or $184,340 at 6%.
2004216$3,199,408$733,166$45,823iApproximate average salary by contribution assumption: employee only about $1,145,572 at 4% or $763,715 at 6%; with 50% employer match about $763,715 at 4% or $509,143 at 6%; with 100% employer match about $572,786 at 4% or $381,857 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-16$2,831,965$363,183$22,699iApproximate average salary by contribution assumption: employee only about $567,473 at 4% or $378,316 at 6%; with 50% employer match about $378,316 at 4% or $252,210 at 6%; with 100% employer match about $283,737 at 4% or $189,158 at 6%.
NELSON FELKER LLP CASH BALANCE PENSION PLAN-16$367,443$369,983$23,124iApproximate average salary by contribution assumption: employee only about $578,098 at 4% or $385,399 at 6%; with 50% employer match about $385,399 at 4% or $256,933 at 6%; with 100% employer match about $289,049 at 4% or $192,699 at 6%.
2003215$2,765,841$545,392$36,359iApproximate average salary by contribution assumption: employee only about $908,987 at 4% or $605,991 at 6%; with 50% employer match about $605,991 at 4% or $403,994 at 6%; with 100% employer match about $454,493 at 4% or $302,996 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-14$2,415,287$242,442$17,317iApproximate average salary by contribution assumption: employee only about $432,932 at 4% or $288,621 at 6%; with 50% employer match about $288,621 at 4% or $192,414 at 6%; with 100% employer match about $216,466 at 4% or $144,311 at 6%.
NELSON FELKER LLP CASH BALANCE PENSION PLAN-15$350,554$302,950$20,197iApproximate average salary by contribution assumption: employee only about $504,917 at 4% or $336,611 at 6%; with 50% employer match about $336,611 at 4% or $224,407 at 6%; with 100% employer match about $252,458 at 4% or $168,306 at 6%.
2002319$371,958$244,792$12,884iApproximate average salary by contribution assumption: employee only about $322,095 at 4% or $214,730 at 6%; with 50% employer match about $214,730 at 4% or $143,153 at 6%; with 100% employer match about $161,047 at 4% or $107,365 at 6%.
NELSON FELKER LLP CASH BALANCE PENSION PLAN-16$371,958$244,792$15,300iApproximate average salary by contribution assumption: employee only about $382,488 at 4% or $254,992 at 6%; with 50% employer match about $254,992 at 4% or $169,994 at 6%; with 100% employer match about $191,244 at 4% or $127,496 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-19---
Employees Money Purchase Pension Plan of Nelson, Guggenheim, Felker & Levine LLP-0---
2001319$0$0-
NELSON, FELKER, LEVINE & DERN, LLP CASH BALANCE PENSION PLAN-19---
Employees Money Purchase Pension Plan of Nelson, Guggenheim, Felker & Levine LLP-16---
Nelson Davis LLP 401(K) Profit Sharing Plan-19---
2000314$1,404,974$351,755$25,125iApproximate average salary by contribution assumption: employee only about $628,134 at 4% or $418,756 at 6%; with 50% employer match about $418,756 at 4% or $279,171 at 6%; with 100% employer match about $314,067 at 4% or $209,378 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-14$892,832$136,395$9,743iApproximate average salary by contribution assumption: employee only about $243,563 at 4% or $162,375 at 6%; with 50% employer match about $162,375 at 4% or $108,250 at 6%; with 100% employer match about $121,781 at 4% or $81,188 at 6%.
Employees Money Purchase Pension Plan of Nelson, Guggenheim, Felker & Levine LLP-14$376,744$79,962$5,712iApproximate average salary by contribution assumption: employee only about $142,789 at 4% or $95,193 at 6%; with 50% employer match about $95,193 at 4% or $63,462 at 6%; with 100% employer match about $71,395 at 4% or $47,596 at 6%.
NELSON, FELKER, LEVINE & DERN, LLP CASH BALANCE PENSION PLAN-14$135,398$135,398$9,671iApproximate average salary by contribution assumption: employee only about $241,782 at 4% or $161,188 at 6%; with 50% employer match about $161,188 at 4% or $107,459 at 6%; with 100% employer match about $120,891 at 4% or $80,594 at 6%.
1999216$1,040,334$230,672$14,417iApproximate average salary by contribution assumption: employee only about $360,425 at 4% or $240,283 at 6%; with 50% employer match about $240,283 at 4% or $160,189 at 6%; with 100% employer match about $180,213 at 4% or $120,142 at 6%.
Nelson Davis LLP 401(K) Profit Sharing Plan-16$781,540$165,757$10,360iApproximate average salary by contribution assumption: employee only about $258,995 at 4% or $172,664 at 6%; with 50% employer match about $172,664 at 4% or $115,109 at 6%; with 100% employer match about $129,498 at 4% or $86,332 at 6%.
Employees Money Purchase Pension Plan of Nelson, Guggenheim, Felker & Levine LLP-16$258,794$64,915$4,057iApproximate average salary by contribution assumption: employee only about $101,430 at 4% or $67,620 at 6%; with 50% employer match about $67,620 at 4% or $45,080 at 6%; with 100% employer match about $50,715 at 4% or $33,810 at 6%.