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THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 401k Plan overview

Plan NameTHOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON
Plan identification number 001

THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

THOMAS J. NELSON has sponsored the creation of one or more 401k plans.

Company Name:THOMAS J. NELSON
Employer identification number (EIN):341896780
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01MATTHEW F BODINE2022-07-26
0012020-01-01
0012019-01-01
0012018-01-01THOMAS J. NELSON
0012017-01-01THOMAS J. NELSON
0012016-01-01THOMAS J. NELSON
0012015-01-01THOMAS J. NELSON
0012013-01-01THOMAS J. NELSON
0012012-01-01THOMAS J. NELSON
0012011-01-01THOMAS J. NELSON
0012009-01-01 THOMAS NELSON2010-04-07
0012009-01-01THOMAS NELSON
0012008-01-01 THOMAS NELSON2010-04-07
0012007-01-01 THOMAS NELSON2010-04-07

Plan Statistics for THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON

401k plan membership statisitcs for THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON

Measure Date Value
2021: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2013: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012
2008: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2008 401k membership
Total participants, beginning-of-year2008-01-012
Total number of active participants reported on line 7a of the Form 55002008-01-012
Total of all active and inactive participants2008-01-012
Total participants2008-01-012
Number of participants with account balances2008-01-012
2007: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2007 401k membership
Total participants, beginning-of-year2007-01-012
Total number of active participants reported on line 7a of the Form 55002007-01-012
Total of all active and inactive participants2007-01-012
Total participants2007-01-012
Number of participants with account balances2007-01-012

Financial Data on THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON

Measure Date Value
2021 : THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2021 401k financial data
Total income from all sources2021-12-31$0
Expenses. Total of all expenses incurred2021-12-31$2,644,170
Benefits paid (including direct rollovers)2021-12-31$2,644,170
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$2,644,170
Net income (gross income less expenses)2021-12-31$-2,644,170
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,644,170
2020 : THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2020 401k financial data
Total income from all sources2020-12-31$299,865
Total plan assets at end of year2020-12-31$2,644,170
Total plan assets at beginning of year2020-12-31$2,344,305
Total contributions received or receivable from participants2020-12-31$61,760
Other income received2020-12-31$238,105
Net income (gross income less expenses)2020-12-31$299,865
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,644,170
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,344,305
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$61,760
Amount contributed by the employer to the plan for this plan year2020-12-31$61,760
2019 : THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2019 401k financial data
Total income from all sources2019-12-31$427,192
Total plan assets at end of year2019-12-31$2,344,305
Total plan assets at beginning of year2019-12-31$1,917,113
Total contributions received or receivable from participants2019-12-31$69,750
Other income received2019-12-31$357,442
Net income (gross income less expenses)2019-12-31$427,192
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,344,305
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,917,113
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$69,750
Amount contributed by the employer to the plan for this plan year2019-12-31$69,750
2018 : THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2018 401k financial data
Total income from all sources2018-12-31$-45,947
Total plan assets at end of year2018-12-31$1,917,113
Total plan assets at beginning of year2018-12-31$1,963,060
Total contributions received or receivable from participants2018-12-31$68,750
Other income received2018-12-31$-114,697
Net income (gross income less expenses)2018-12-31$-45,947
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,917,113
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,963,060
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$68,750
Amount contributed by the employer to the plan for this plan year2018-12-31$68,750
2017 : THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2017 401k financial data
Total income from all sources2017-12-31$309,240
Total plan assets at end of year2017-12-31$1,963,060
Total plan assets at beginning of year2017-12-31$1,653,820
Total contributions received or receivable from participants2017-12-31$67,750
Other income received2017-12-31$241,490
Net income (gross income less expenses)2017-12-31$309,240
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,963,060
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,653,820
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$67,750
Amount contributed by the employer to the plan for this plan year2017-12-31$67,750
2016 : THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2016 401k financial data
Total income from all sources2016-12-31$167,174
Total plan assets at end of year2016-12-31$1,653,820
Total plan assets at beginning of year2016-12-31$1,486,646
Total contributions received or receivable from participants2016-12-31$62,750
Other income received2016-12-31$104,424
Net income (gross income less expenses)2016-12-31$167,174
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,653,820
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,486,646
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$62,750
Amount contributed by the employer to the plan for this plan year2016-12-31$62,750
2015 : THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2015 401k financial data
Total income from all sources2015-12-31$30,554
Total plan assets at end of year2015-12-31$1,486,646
Total plan assets at beginning of year2015-12-31$1,456,092
Total contributions received or receivable from participants2015-12-31$62,750
Other income received2015-12-31$-32,196
Net income (gross income less expenses)2015-12-31$30,554
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,486,646
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,456,092
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$62,750
Amount contributed by the employer to the plan for this plan year2015-12-31$62,750
2013 : THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2013 401k financial data
Total income from all sources2013-12-31$254,452
Total plan assets at end of year2013-12-31$1,315,435
Total plan assets at beginning of year2013-12-31$1,060,983
Total contributions received or receivable from participants2013-12-31$60,750
Other income received2013-12-31$193,702
Net income (gross income less expenses)2013-12-31$254,452
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,315,435
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,060,983
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$60,750
Amount contributed by the employer to the plan for this plan year2013-12-31$60,750
2012 : THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2012 401k financial data
Total income from all sources2012-12-31$128,199
Total plan assets at end of year2012-12-31$1,060,983
Total plan assets at beginning of year2012-12-31$932,784
Total contributions received or receivable from participants2012-12-31$59,750
Other income received2012-12-31$68,449
Net income (gross income less expenses)2012-12-31$128,199
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,060,983
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$932,784
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$59,750
Amount contributed by the employer to the plan for this plan year2012-12-31$59,750
2011 : THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2011 401k financial data
Total income from all sources2011-12-31$15,889
Total plan assets at end of year2011-12-31$932,784
Total plan assets at beginning of year2011-12-31$916,895
Total contributions received or receivable from participants2011-12-31$58,750
Other income received2011-12-31$-42,861
Net income (gross income less expenses)2011-12-31$15,889
Net plan assets at end of year (total assets less liabilities)2011-12-31$932,784
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$916,895
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$58,750
Amount contributed by the employer to the plan for this plan year2011-12-31$58,750
2010 : THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2010 401k financial data
Total income from all sources2010-12-31$168,631
Total plan assets at end of year2010-12-31$916,895
Total plan assets at beginning of year2010-12-31$748,264
Total contributions received or receivable from participants2010-12-31$58,750
Other income received2010-12-31$109,881
Net income (gross income less expenses)2010-12-31$168,631
Net plan assets at end of year (total assets less liabilities)2010-12-31$916,895
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$748,264
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$58,750
Amount contributed by the employer to the plan for this plan year2010-12-31$58,750
2009 : THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$59,125
Amount contributed by the employer to the plan for this plan year2009-12-31$59,125

Form 5500 Responses for THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON

2021: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2013: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: THOMAS J. NELSON MONEY PURCHASE PENSION PLAN FOR THE BENEFIT OF THOMAS J. NELSON 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6080134
Policy instance 1
Insurance contract or identification number6080134
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6080134
Policy instance 1
Insurance contract or identification number6080134
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,999
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,368
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6080134
Policy instance 1
Insurance contract or identification number6080134
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,212
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,879
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6080134
Policy instance 1
Insurance contract or identification number6080134
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,918
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,624
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6080134
Policy instance 1
Insurance contract or identification number6080134
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $9,392
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,093
Insurance broker organization code?3
Insurance broker nameFRANK CHARLES MINDICINO CFP
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6080134
Policy instance 1
Insurance contract or identification number6080134
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,286
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,100
Insurance broker organization code?3
Insurance broker nameFRANK CHARLES MINDICINO CFP
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6080134
Policy instance 1
Insurance contract or identification number6080134
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,459
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $921
Insurance broker organization code?3
Insurance broker nameFRANK CHARLES MINDICINO CFP
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number6080134
Policy instance 1
Insurance contract or identification number6080134
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,067
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,336
Insurance broker organization code?3
Insurance broker nameFRANK CHARLES MINDICINO CFP

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