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| Plan Name | NELSON & ROZIER ATTORNEY'S AT LAW CASH BALANCE PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit 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 |
|---|---|---|---|---|---|
| 002 | 2022-01-01 | RYAN NELSON | 2023-09-19 | ||
| 002 | 2021-01-01 | RYAN NELSON | 2022-10-06 | RYAN NELSON | 2022-10-05 |
| 002 | 2020-01-01 | RYAN NELSON | 2021-09-14 | RYAN NELSON | 2021-09-07 |
| 002 | 2019-01-01 | RYAN NELSON | 2020-09-21 | RYAN NELSON | 2020-09-21 |
| 002 | 2018-01-01 | RYAN NELSON | 2019-09-30 | RYAN NELSON | 2019-09-30 |
| Measure | Date | Value |
|---|---|---|
| 2022 : NELSON & ROZIER ATTORNEY'S AT LAW CASH BALANCE 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 | 258218 |
| Total assets as of the beginning of the plan year | 2022-10-06 | 221700 |
| Value of plan covered by a fidelity bond | 2022-10-06 | 20000 |
| Other income to plan in this plan year | 2022-10-06 | 29684 |
| Plan net income in this plan year | 2022-10-06 | 36518 |
| Net assets as of the end of the plan year | 2022-10-06 | 258218 |
| Net assets as of the beginning of the plan year | 2022-10-06 | 221700 |
| Employer contributions to plan in this plan year | 2022-10-06 | 6834 |
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