401k Plan data: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN plan

NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NELSON & MORGAN ARCHITECTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: NELSON & MORGAN ARCHITECTS, INC.

Employer identification number (EIN): 200278608

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 KELLY MORGAN
002 2023-01-01
002 2023-01-01
002 2023-01-01 KELLY MORGAN
002 2023-01-01 KELLY MORGAN
002 2022-01-01
002 2022-01-01
002 2022-01-01 KELLY MORGAN
002 2021-01-01
002 2021-01-01 ALAN NELSON
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ALAN NELSON ALAN NELSON 2018-10-01
002 2016-01-01 ALAN NELSON ALAN NELSON 2017-06-12
002 2015-01-01 ALAN NELSON ALAN NELSON 2016-10-07
002 2014-01-01 SHARON WAKE ALAN NELSON 2015-07-31

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2024-01-01	KELLY MORGAN
002	2023-01-01
002	2023-01-01
002	2023-01-01	KELLY MORGAN
002	2023-01-01	KELLY MORGAN
002	2022-01-01
002	2022-01-01
002	2022-01-01	KELLY MORGAN
002	2021-01-01
002	2021-01-01	ALAN NELSON
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	ALAN NELSON	ALAN NELSON	2018-10-01
002	2016-01-01	ALAN NELSON	ALAN NELSON	2017-06-12
002	2015-01-01	ALAN NELSON	ALAN NELSON	2016-10-07
002	2014-01-01	SHARON WAKE	ALAN NELSON	2015-07-31

Plan Statistics for NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 4
Number of participants with account balances 2023-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2023: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	4
Number of participants with account balances	2023-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total income from all sources	2023-12-31	$84,226
Expenses. Total of all expenses incurred	2023-12-31	$1,861
Benefits paid (including direct rollovers)	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$197,562
Total plan assets at beginning of year	2023-12-31	$115,197
Value of fidelity bond covering the plan	2023-12-31	$25,000
Total contributions received or receivable from participants	2023-12-31	$11,722
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$66,501
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$82,365
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$197,562
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$115,197
Total contributions received or receivable from employer(s)	2023-12-31	$6,003
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$1,861
2022 : NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total income from all sources	2022-12-31	$-12,276
Expenses. Total of all expenses incurred	2022-12-31	$1,535
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$115,197
Total plan assets at beginning of year	2022-12-31	$129,008
Value of fidelity bond covering the plan	2022-12-31	$25,000
Total contributions received or receivable from participants	2022-12-31	$10,203
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-28,386
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-13,811
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$115,197
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$129,008
Total contributions received or receivable from employer(s)	2022-12-31	$5,907
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$1,535
2021 : NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$37,235
Expenses. Total of all expenses incurred	2021-12-31	$24,827
Benefits paid (including direct rollovers)	2021-12-31	$23,112
Total plan assets at end of year	2021-12-31	$129,008
Total plan assets at beginning of year	2021-12-31	$116,600
Value of fidelity bond covering the plan	2021-12-31	$25,000
Total contributions received or receivable from participants	2021-12-31	$9,666
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$21,448
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$12,408
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$129,008
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$116,600
Total contributions received or receivable from employer(s)	2021-12-31	$6,121
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$1,715
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$53,893
Expenses. Total of all expenses incurred	2020-12-31	$188,927
Benefits paid (including direct rollovers)	2020-12-31	$186,697
Total plan assets at end of year	2020-12-31	$116,600
Total plan assets at beginning of year	2020-12-31	$251,634
Value of fidelity bond covering the plan	2020-12-31	$25,000
Total contributions received or receivable from participants	2020-12-31	$31,879
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$12,662
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-135,034
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$116,600
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$251,634
Total contributions received or receivable from employer(s)	2020-12-31	$9,352
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$2,230
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$65,444
Expenses. Total of all expenses incurred	2019-12-31	$2,712
Total plan assets at end of year	2019-12-31	$251,634
Total plan assets at beginning of year	2019-12-31	$188,902
Value of fidelity bond covering the plan	2019-12-31	$25,000
Total contributions received or receivable from participants	2019-12-31	$32,796
Other income received	2019-12-31	$21,811
Net income (gross income less expenses)	2019-12-31	$62,732
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$251,634
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$188,902
Total contributions received or receivable from employer(s)	2019-12-31	$10,837
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,712
2018 : NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$33,200
Expenses. Total of all expenses incurred	2018-12-31	$2,165
Total plan assets at end of year	2018-12-31	$188,902
Total plan assets at beginning of year	2018-12-31	$157,867
Value of fidelity bond covering the plan	2018-12-31	$25,000
Total contributions received or receivable from participants	2018-12-31	$30,414
Other income received	2018-12-31	$-6,330
Net income (gross income less expenses)	2018-12-31	$31,035
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$188,902
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$157,867
Total contributions received or receivable from employer(s)	2018-12-31	$9,116
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2,165
2017 : NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$47,195
Expenses. Total of all expenses incurred	2017-12-31	$1,623
Total plan assets at end of year	2017-12-31	$157,867
Total plan assets at beginning of year	2017-12-31	$112,295
Value of fidelity bond covering the plan	2017-12-31	$25,000
Total contributions received or receivable from participants	2017-12-31	$30,140
Other income received	2017-12-31	$8,159
Net income (gross income less expenses)	2017-12-31	$45,572
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$157,867
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$112,295
Total contributions received or receivable from employer(s)	2017-12-31	$8,896
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,623
2016 : NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$43,097
Expenses. Total of all expenses incurred	2016-12-31	$1,086
Total plan assets at end of year	2016-12-31	$112,295
Total plan assets at beginning of year	2016-12-31	$70,284
Value of fidelity bond covering the plan	2016-12-31	$25,000
Total contributions received or receivable from participants	2016-12-31	$28,836
Other income received	2016-12-31	$5,774
Net income (gross income less expenses)	2016-12-31	$42,011
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$112,295
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$70,284
Total contributions received or receivable from employer(s)	2016-12-31	$8,487
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,086
2015 : NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$38,094
Expenses. Total of all expenses incurred	2015-12-31	$644
Total plan assets at end of year	2015-12-31	$70,284
Total plan assets at beginning of year	2015-12-31	$32,834
Value of fidelity bond covering the plan	2015-12-31	$25,000
Total contributions received or receivable from participants	2015-12-31	$30,331
Other income received	2015-12-31	$-1,452
Net income (gross income less expenses)	2015-12-31	$37,450
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$70,284
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$32,834
Total contributions received or receivable from employer(s)	2015-12-31	$9,215
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$644
2014 : NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total income from all sources	2014-12-31	$32,941
Expenses. Total of all expenses incurred	2014-12-31	$107
Total plan assets at end of year	2014-12-31	$32,834
Total plan assets at beginning of year	2014-12-31	$0
Total contributions received or receivable from participants	2014-12-31	$26,466
Expenses. Other expenses not covered elsewhere	2014-12-31	$107
Other income received	2014-12-31	$-1
Net income (gross income less expenses)	2014-12-31	$32,834
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$32,834
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$6,476

Form 5500 Responses for NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN

2023: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NELSON & MORGAN ARCHITECTS, INC.
Employer identification number (EIN):	200278608
NAIC Classification:	541310
NAIC Description:	Architectural Services