NELSON & FROMER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NELSON & FROMER PROFIT SHARING TRUST
| Measure | Date | Value |
|---|
| 2025: NELSON & FROMER PROFIT SHARING TRUST 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-06-30 | 21 |
| Total number of particpants at end of year | 2025-06-30 | 20 |
| Number of Participants With Account Balances | 2025-06-30 | 20 |
| 2024: NELSON & FROMER PROFIT SHARING TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-08-28 | 22 |
| Total number of particpants at end of year | 2024-08-28 | 20 |
| Number of Participants With Account Balances | 2024-08-28 | 20 |
| 2022: NELSON & FROMER PROFIT SHARING TRUST 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-10-12 | 21 |
| Total number of particpants at end of year | 2022-10-12 | 21 |
| Number of Participants With Account Balances | 2022-10-12 | 21 |
| Measure | Date | Value |
|---|
| 2025 : NELSON & FROMER PROFIT SHARING TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-30 | 1834942 |
| Net assets as of the end of the plan year | 2025-06-30 | 3763260 |
| Total assets as of the beginning of the plan year | 2025-06-30 | 4860797 |
| Value of plan covered by a fidelity bond | 2025-06-30 | 500000 |
| Other income to plan in this plan year | 2025-06-30 | 537405 |
| Plan net income in this plan year | 2025-06-30 | -1097537 |
| Net assets as of the end of the plan year | 2025-06-30 | 3763260 |
| Net assets as of the beginning of the plan year | 2025-06-30 | 4860797 |
| Employer contributions to plan in this plan year | 2025-06-30 | 200000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-30 | 34458 |
| 2024 : NELSON & FROMER PROFIT SHARING TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-08-28 | 99435 |
| Net assets as of the end of the plan year | 2024-08-28 | 4860797 |
| Total assets as of the beginning of the plan year | 2024-08-28 | 4331817 |
| Value of plan covered by a fidelity bond | 2024-08-28 | 500000 |
| Other income to plan in this plan year | 2024-08-28 | 428415 |
| Plan net income in this plan year | 2024-08-28 | 528980 |
| Net assets as of the end of the plan year | 2024-08-28 | 4860797 |
| Net assets as of the beginning of the plan year | 2024-08-28 | 4331817 |
| Employer contributions to plan in this plan year | 2024-08-28 | 200000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-28 | 73103 |
| 2022 : NELSON & FROMER PROFIT SHARING TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-10-12 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-12 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-12 | 66759 |
| Net assets as of the end of the plan year | 2022-10-12 | 4670571 |
| Total assets as of the beginning of the plan year | 2022-10-12 | 3918614 |
| Value of plan covered by a fidelity bond | 2022-10-12 | 400000 |
| Participant contributions to plan in this plan year | 2022-10-12 | 0 |
| Other expenses paid from plan in this plan year | 2022-10-12 | 0 |
| Other contributions to plan in this plan year | 2022-10-12 | 0 |
| Other income to plan in this plan year | 2022-10-12 | 668716 |
| Plan net income in this plan year | 2022-10-12 | 751957 |
| Net assets as of the end of the plan year | 2022-10-12 | 4670571 |
| Net assets as of the beginning of the plan year | 2022-10-12 | 3918614 |
| Employer contributions to plan in this plan year | 2022-10-12 | 150000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-12 | 66759 |
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