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NELSON & NELSON PROFIT SHARING PLAN 401k Plan overview

Plan NameNELSON & NELSON PROFIT SHARING PLAN
Plan identification number 001

NELSON & NELSON PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='371287847' AND PlanID='001'

401k Sponsoring company profile

NELSON & NELSON PROFIT-SHARING PLAN has sponsored the creation of one or more 401k plans.

Company Name:NELSON & NELSON PROFIT-SHARING PLAN
Employer identification number (EIN):371287847
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NELSON & NELSON PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01ROBERT C. NELSON
0012023-01-01
0012023-01-01ROBERT C. NELSON
0012022-01-01
0012022-01-01ROBERT C. NELSON
0012021-01-01
0012021-01-01ROBERT C. NELSON
0012020-01-01
0012019-01-01
0012018-01-01ROBERT C. NELSON
0012017-01-01ROBERT C. NELSON
0012016-01-01ROBERT C. NELSON
0012015-01-01ROBERT C. NELSON
0012014-01-01ROBERT C. NELSON
0012013-01-01ROBERT C. NELSON
0012012-01-01ROBERT C. NELSON
0012011-01-01ROBERT C. NELSON
0012010-01-01ROBERT C. NELSON ROBERT C. NELSON2011-07-25
0012009-01-01ROBERT C. NELSON

Financial Data on NELSON & NELSON PROFIT SHARING PLAN

Measure Date Value
2023 : NELSON & NELSON PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$1,553,900
Expenses. Total of all expenses incurred2023-12-31$280,206
Benefits paid (including direct rollovers)2023-12-31$280,206
Total plan assets at end of year2023-12-31$9,829,170
Total plan assets at beginning of year2023-12-31$8,555,476
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$88,770
Other income received2023-12-31$1,161,275
Net income (gross income less expenses)2023-12-31$1,273,694
Net plan assets at end of year (total assets less liabilities)2023-12-31$9,829,170
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$8,555,476
Assets. Value of participant loans2023-12-31$41,462
Total contributions received or receivable from employer(s)2023-12-31$303,855
2022 : NELSON & NELSON PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-836,677
Expenses. Total of all expenses incurred2022-12-31$327,552
Benefits paid (including direct rollovers)2022-12-31$327,552
Total plan assets at end of year2022-12-31$8,555,476
Total plan assets at beginning of year2022-12-31$9,719,705
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$76,780
Other income received2022-12-31$-1,133,369
Net income (gross income less expenses)2022-12-31$-1,164,229
Net plan assets at end of year (total assets less liabilities)2022-12-31$8,555,476
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$9,719,705
Assets. Value of participant loans2022-12-31$44,152
Total contributions received or receivable from employer(s)2022-12-31$219,912
2021 : NELSON & NELSON PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$586,727
Expenses. Total of all expenses incurred2021-12-31$243,755
Benefits paid (including direct rollovers)2021-12-31$243,755
Total plan assets at end of year2021-12-31$9,719,705
Total plan assets at beginning of year2021-12-31$9,376,733
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$59,930
Other income received2021-12-31$283,406
Net income (gross income less expenses)2021-12-31$342,972
Net plan assets at end of year (total assets less liabilities)2021-12-31$9,719,705
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$9,376,733
Assets. Value of participant loans2021-12-31$50,000
Total contributions received or receivable from employer(s)2021-12-31$243,391
2020 : NELSON & NELSON PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$923,431
Expenses. Total of all expenses incurred2020-12-31$225,000
Benefits paid (including direct rollovers)2020-12-31$225,000
Total plan assets at end of year2020-12-31$9,376,733
Total plan assets at beginning of year2020-12-31$8,678,302
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$55,680
Other income received2020-12-31$679,466
Net income (gross income less expenses)2020-12-31$698,431
Net plan assets at end of year (total assets less liabilities)2020-12-31$9,376,733
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$8,678,302
Assets. Value of participant loans2020-12-31$50,000
Total contributions received or receivable from employer(s)2020-12-31$188,285
2019 : NELSON & NELSON PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$-5,822
Total income from all sources2019-12-31$1,314,656
Expenses. Total of all expenses incurred2019-12-31$250,000
Benefits paid (including direct rollovers)2019-12-31$250,000
Total plan assets at end of year2019-12-31$8,678,302
Total plan assets at beginning of year2019-12-31$7,619,468
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$57,330
Other income received2019-12-31$1,013,951
Net income (gross income less expenses)2019-12-31$1,064,656
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,678,302
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$7,619,468
Total contributions received or receivable from employer(s)2019-12-31$243,375
2018 : NELSON & NELSON PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-6,426
Expenses. Total of all expenses incurred2018-12-31$37,854
Benefits paid (including direct rollovers)2018-12-31$37,854
Total plan assets at end of year2018-12-31$7,619,468
Total plan assets at beginning of year2018-12-31$7,663,748
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$34,280
Other income received2018-12-31$-232,238
Net income (gross income less expenses)2018-12-31$-44,280
Net plan assets at end of year (total assets less liabilities)2018-12-31$7,619,468
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,663,748
Total contributions received or receivable from employer(s)2018-12-31$191,532
2017 : NELSON & NELSON PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,020,648
Total plan assets at end of year2017-12-31$7,663,748
Total plan assets at beginning of year2017-12-31$6,643,100
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$30,176
Other income received2017-12-31$794,538
Net income (gross income less expenses)2017-12-31$1,020,648
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,663,748
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,643,100
Assets. Value of participant loans2017-12-31$3,963
Total contributions received or receivable from employer(s)2017-12-31$195,934
2016 : NELSON & NELSON PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$6,571
Total income from all sources2016-12-31$542,585
Expenses. Total of all expenses incurred2016-12-31$13,938
Benefits paid (including direct rollovers)2016-12-31$13,938
Total plan assets at end of year2016-12-31$6,643,100
Total plan assets at beginning of year2016-12-31$6,107,882
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$38,189
Other income received2016-12-31$330,719
Net income (gross income less expenses)2016-12-31$528,647
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,643,100
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,107,882
Assets. Value of participant loans2016-12-31$7,563
Total contributions received or receivable from employer(s)2016-12-31$173,677
2015 : NELSON & NELSON PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$189,568
Expenses. Total of all expenses incurred2015-12-31$30,795
Benefits paid (including direct rollovers)2015-12-31$30,795
Total plan assets at end of year2015-12-31$6,107,882
Total plan assets at beginning of year2015-12-31$5,949,109
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$26,954
Other income received2015-12-31$11,159
Net income (gross income less expenses)2015-12-31$158,773
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,107,882
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,949,109
Assets. Value of participant loans2015-12-31$11,163
Total contributions received or receivable from employer(s)2015-12-31$151,455
2014 : NELSON & NELSON PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$430,000
Total plan assets at end of year2014-12-31$5,949,109
Total plan assets at beginning of year2014-12-31$5,519,109
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$36,700
Other income received2014-12-31$231,897
Net income (gross income less expenses)2014-12-31$430,000
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,949,109
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,519,109
Assets. Value of participant loans2014-12-31$14,763
Total contributions received or receivable from employer(s)2014-12-31$161,403
2013 : NELSON & NELSON PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$858,907
Expenses. Total of all expenses incurred2013-12-31$23,293
Benefits paid (including direct rollovers)2013-12-31$23,293
Total plan assets at end of year2013-12-31$5,519,109
Total plan assets at beginning of year2013-12-31$4,683,495
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$32,300
Other income received2013-12-31$675,653
Net income (gross income less expenses)2013-12-31$835,614
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,519,109
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,683,495
Assets. Value of participant loans2013-12-31$23,954
Total contributions received or receivable from employer(s)2013-12-31$150,954
2012 : NELSON & NELSON PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$548,433
Expenses. Total of all expenses incurred2012-12-31$18,274
Benefits paid (including direct rollovers)2012-12-31$18,274
Total plan assets at end of year2012-12-31$4,683,495
Total plan assets at beginning of year2012-12-31$4,153,336
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$37,575
Other income received2012-12-31$370,607
Net income (gross income less expenses)2012-12-31$530,159
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,683,495
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,153,336
Assets. Value of participant loans2012-12-31$34,644
Total contributions received or receivable from employer(s)2012-12-31$140,251
2011 : NELSON & NELSON PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$163,513
Total plan assets at end of year2011-12-31$4,153,336
Total plan assets at beginning of year2011-12-31$3,989,823
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$30,840
Other income received2011-12-31$-14,375
Net income (gross income less expenses)2011-12-31$163,513
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,153,336
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,989,823
Assets. Value of participant loans2011-12-31$44,453
Total contributions received or receivable from employer(s)2011-12-31$147,048
2010 : NELSON & NELSON PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$485,712
Expenses. Total of all expenses incurred2010-12-31$63,078
Benefits paid (including direct rollovers)2010-12-31$63,078
Total plan assets at end of year2010-12-31$3,989,823
Total plan assets at beginning of year2010-12-31$3,567,189
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$35,150
Other income received2010-12-31$305,868
Net income (gross income less expenses)2010-12-31$422,634
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,989,823
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,567,189
Assets. Value of participant loans2010-12-31$29,163
Total contributions received or receivable from employer(s)2010-12-31$144,694
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$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : NELSON & NELSON PROFIT SHARING PLAN 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$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

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