NELSON & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NELSON & ASSOCIATES, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : NELSON & ASSOCIATES, INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-08 | 205353 |
| Net assets as of the end of the plan year | 2025-10-08 | 658244 |
| Total assets as of the beginning of the plan year | 2025-10-08 | 609552 |
| Value of plan covered by a fidelity bond | 2025-10-08 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-08 | 112864 |
| Other expenses paid from plan in this plan year | 2025-10-08 | 10567 |
| Other contributions to plan in this plan year | 2025-10-08 | 5405 |
| Other income to plan in this plan year | 2025-10-08 | 71577 |
| Plan net income in this plan year | 2025-10-08 | 48692 |
| Net assets as of the end of the plan year | 2025-10-08 | 658244 |
| Net assets as of the beginning of the plan year | 2025-10-08 | 609552 |
| Employer contributions to plan in this plan year | 2025-10-08 | 64199 |
| 2024 : NELSON & ASSOCIATES, INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-30 | 57149 |
| Net assets as of the end of the plan year | 2024-09-30 | 609552 |
| Total assets as of the beginning of the plan year | 2024-09-30 | 493333 |
| Value of plan covered by a fidelity bond | 2024-09-30 | 50000 |
| Participant contributions to plan in this plan year | 2024-09-30 | 57441 |
| Other expenses paid from plan in this plan year | 2024-09-30 | 6003 |
| Other income to plan in this plan year | 2024-09-30 | 74866 |
| Plan net income in this plan year | 2024-09-30 | 116219 |
| Net assets as of the end of the plan year | 2024-09-30 | 609552 |
| Net assets as of the beginning of the plan year | 2024-09-30 | 493333 |
| Employer contributions to plan in this plan year | 2024-09-30 | 41061 |
| Fees paid to broker by Benefit Provider | 2024-09-30 | 61 |
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