NELSON & WARD has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : NELSON & WARD 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-03-10 | 0 |
| Total liabilities as of the end of the plan year | 2025-03-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-03-10 | 0 |
| Total expenses incurred by plan in this plan year | 2025-03-10 | 283832 |
| Net assets as of the end of the plan year | 2025-03-10 | 2651296 |
| Total assets as of the beginning of the plan year | 2025-03-10 | 2646259 |
| Value of plan covered by a fidelity bond | 2025-03-10 | 500000 |
| Participant contributions to plan in this plan year | 2025-03-10 | 73169 |
| Value of participant loans at end of plan year | 2025-03-10 | 91405 |
| Other expenses paid from plan in this plan year | 2025-03-10 | 0 |
| Other contributions to plan in this plan year | 2025-03-10 | 0 |
| Other income to plan in this plan year | 2025-03-10 | 177789 |
| Plan net income in this plan year | 2025-03-10 | 5037 |
| Net assets as of the end of the plan year | 2025-03-10 | 2651296 |
| Net assets as of the beginning of the plan year | 2025-03-10 | 2646259 |
| Employer contributions to plan in this plan year | 2025-03-10 | 37911 |
| Fees paid to broker by Benefit Provider | 2025-03-10 | 8933 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-10 | 1582 |
| 2024 : NELSON & WARD 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-20 | 30671 |
| Net assets as of the end of the plan year | 2024-05-20 | 2646259 |
| Total assets as of the beginning of the plan year | 2024-05-20 | 2308670 |
| Value of plan covered by a fidelity bond | 2024-05-20 | 1000000 |
| Participant contributions to plan in this plan year | 2024-05-20 | 60549 |
| Value of participant loans at end of plan year | 2024-05-20 | 42944 |
| Other expenses paid from plan in this plan year | 2024-05-20 | 0 |
| Other contributions to plan in this plan year | 2024-05-20 | 0 |
| Other income to plan in this plan year | 2024-05-20 | 259685 |
| Plan net income in this plan year | 2024-05-20 | 337589 |
| Net assets as of the end of the plan year | 2024-05-20 | 2646259 |
| Net assets as of the beginning of the plan year | 2024-05-20 | 2308670 |
| Employer contributions to plan in this plan year | 2024-05-20 | 48026 |
| Fees paid to broker by Benefit Provider | 2024-05-20 | 8301 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-20 | 322 |
| 2010 : NELSON & WARD 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $156,064 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $25,107 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $24,907 |
| Total plan assets at end of year | 2010-12-31 | $971,194 |
| Total plan assets at beginning of year | 2010-12-31 | $840,237 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $38,479 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $95,658 |
| Net income (gross income less expenses) | 2010-12-31 | $130,957 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $971,194 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $840,237 |
| Assets. Value of participant loans | 2010-12-31 | $55,193 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $21,927 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $200 |
