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| Plan Name | NELSON & ROZIER, ATTORNEYS AT LAW PROFIT SHARING 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | NELSON & ROZIER, ATTORNEYS AT LAW |
| Employer identification number (EIN): | 262911970 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | RYAN NELSON | 2023-09-19 | RYAN NELSON | 2023-09-19 |
| 001 | 2021-01-01 | RYAN NELSON | 2022-10-06 | RYAN NELSON | 2022-10-05 |
| 001 | 2020-01-01 | RYAN NELSON | 2021-09-14 | RYAN NELSON | 2021-09-07 |
| 001 | 2019-01-01 | RYAN NELSON | 2020-09-21 | RYAN NELSON | 2020-09-21 |
| 001 | 2018-01-01 | RYAN NELSON | 2019-09-30 | RYAN NELSON | 2019-09-30 |
| 001 | 2017-01-01 | RYAN NELSON | 2018-09-11 | ||
| 001 | 2016-01-01 | RYAN NELSON | 2017-10-13 | ||
| 001 | 2015-01-01 | JOHN ROZIER | 2016-10-17 | ||
| 001 | 2014-01-01 | JOHN ROZIER | 2015-10-02 | ||
| 001 | 2013-01-01 | RAY KNIGHT | 2014-10-15 | ||
| 001 | 2012-01-01 | JOHN ROZIER | 2013-06-07 | ||
| 001 | 2011-01-01 | JOHN ROZIER | 2012-09-26 | ||
| 001 | 2010-01-01 | JOHN ROZIER | 2011-08-15 |
| Measure | Date | Value |
|---|---|---|
| 2022 : NELSON & ROZIER, ATTORNEYS AT LAW PROFIT SHARING 401(K) PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-10-06 | 0 |
| Net assets as of the end of the plan year | 2022-10-06 | 660079 |
| Total assets as of the beginning of the plan year | 2022-10-06 | 514734 |
| Value of plan covered by a fidelity bond | 2022-10-06 | 20000 |
| Participant contributions to plan in this plan year | 2022-10-06 | 27748 |
| Value of participant loans at end of plan year | 2022-10-06 | 42146 |
| Other income to plan in this plan year | 2022-10-06 | 77158 |
| Plan net income in this plan year | 2022-10-06 | 145345 |
| Net assets as of the end of the plan year | 2022-10-06 | 660079 |
| Net assets as of the beginning of the plan year | 2022-10-06 | 514734 |
| Employer contributions to plan in this plan year | 2022-10-06 | 40439 |
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