NELSON & NELSON TAX SERVICES INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NELSON & NELSON TAX SERVICES 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : NELSON & NELSON TAX SERVICES 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-18 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-18 | 10122 |
| Net assets as of the end of the plan year | 2025-07-18 | 225003 |
| Total assets as of the beginning of the plan year | 2025-07-18 | 127180 |
| Value of plan covered by a fidelity bond | 2025-07-18 | 20000 |
| Participant contributions to plan in this plan year | 2025-07-18 | 87707 |
| Value of participant loans at end of plan year | 2025-07-18 | 0 |
| Other contributions to plan in this plan year | 2025-07-18 | 1047 |
| Other income to plan in this plan year | 2025-07-18 | 19191 |
| Plan net income in this plan year | 2025-07-18 | 97823 |
| Net assets as of the end of the plan year | 2025-07-18 | 225003 |
| Net assets as of the beginning of the plan year | 2025-07-18 | 127180 |
| Value of contributions failed to transmitted timely | 2025-07-18 | 141 |
| Employer contributions to plan in this plan year | 2025-07-18 | 0 |
| Fees paid to broker by Benefit Provider | 2025-07-18 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-18 | 1108 |
| 2024 : NELSON & NELSON TAX SERVICES 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-24 | 2154 |
| Net assets as of the end of the plan year | 2024-09-24 | 127180 |
| Total assets as of the beginning of the plan year | 2024-09-24 | 64605 |
| Value of plan covered by a fidelity bond | 2024-09-24 | 10000 |
| Participant contributions to plan in this plan year | 2024-09-24 | 43324 |
| Other contributions to plan in this plan year | 2024-09-24 | 0 |
| Other income to plan in this plan year | 2024-09-24 | 15530 |
| Plan net income in this plan year | 2024-09-24 | 62575 |
| Net assets as of the end of the plan year | 2024-09-24 | 127180 |
| Net assets as of the beginning of the plan year | 2024-09-24 | 64605 |
| Employer contributions to plan in this plan year | 2024-09-24 | 5875 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-24 | 313 |
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