ROBERT W. NELSON, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT W. NELSON, INC. MONEY PURCHASE PLAN
| Measure | Date | Value |
|---|
| 2022 : ROBERT W. NELSON, INC. MONEY PURCHASE PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-11 | 107653 |
| Net assets as of the end of the plan year | 2022-10-11 | 1064373 |
| Total assets as of the beginning of the plan year | 2022-10-11 | 1124863 |
| Other income to plan in this plan year | 2022-10-11 | 25283 |
| Plan net income in this plan year | 2022-10-11 | -60490 |
| Net assets as of the end of the plan year | 2022-10-11 | 1064373 |
| Net assets as of the beginning of the plan year | 2022-10-11 | 1124863 |
| Value of funding deficiency | 2022-10-11 | 0 |
| Value of employer contributions paid | 2022-10-11 | 21880 |
| Employer contributions to plan in this plan year | 2022-10-11 | 21880 |
| Fees paid to broker by Benefit Provider | 2022-10-11 | 1178 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-11 | 1178 |
| 2019 : ROBERT W. NELSON, INC. MONEY PURCHASE PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $45,484 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $120,475 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $120,475 |
| Total plan assets at end of year | 2019-12-31 | $1,184,854 |
| Total plan assets at beginning of year | 2019-12-31 | $1,259,845 |
| Other income received | 2019-12-31 | $30,094 |
| Net income (gross income less expenses) | 2019-12-31 | $-74,991 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,184,854 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,259,845 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $15,390 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $15,390 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $15,390 |
| 2017 : ROBERT W. NELSON, INC. MONEY PURCHASE PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $63,535 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $82,353 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $78,475 |
| Total plan assets at end of year | 2017-12-31 | $1,322,764 |
| Total plan assets at beginning of year | 2017-12-31 | $1,341,582 |
| Total contributions received or receivable from participants | 2017-12-31 | $28,782 |
| Other income received | 2017-12-31 | $34,753 |
| Net income (gross income less expenses) | 2017-12-31 | $-18,818 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,322,764 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,341,582 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,878 |
| 2016 : ROBERT W. NELSON, INC. MONEY PURCHASE PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $47,600 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $167,137 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $163,259 |
| Total plan assets at end of year | 2016-12-31 | $1,341,582 |
| Total plan assets at beginning of year | 2016-12-31 | $1,461,119 |
| Total contributions received or receivable from participants | 2016-12-31 | $15,659 |
| Other income received | 2016-12-31 | $31,941 |
| Net income (gross income less expenses) | 2016-12-31 | $-119,537 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,341,582 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,461,119 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $3,878 |
| 2015 : ROBERT W. NELSON, INC. MONEY PURCHASE PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $40,589 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $153,874 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $149,996 |
| Total plan assets at end of year | 2015-12-31 | $1,461,119 |
| Total plan assets at beginning of year | 2015-12-31 | $1,574,404 |
| Total contributions received or receivable from participants | 2015-12-31 | $7,921 |
| Other income received | 2015-12-31 | $32,668 |
| Net income (gross income less expenses) | 2015-12-31 | $-113,285 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,461,119 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,574,404 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,878 |
| 2014 : ROBERT W. NELSON, INC. MONEY PURCHASE PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $39,819 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $122,353 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $118,475 |
| Total plan assets at end of year | 2014-12-31 | $1,574,404 |
| Total plan assets at beginning of year | 2014-12-31 | $1,656,938 |
| Total contributions received or receivable from participants | 2014-12-31 | $48,475 |
| Other income received | 2014-12-31 | $-8,656 |
| Net income (gross income less expenses) | 2014-12-31 | $-82,534 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,574,404 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,656,938 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,878 |
| 2013 : ROBERT W. NELSON, INC. MONEY PURCHASE PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $57,600 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $102,353 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $98,475 |
| Total plan assets at end of year | 2013-12-31 | $1,656,938 |
| Total plan assets at beginning of year | 2013-12-31 | $1,701,691 |
| Total contributions received or receivable from participants | 2013-12-31 | $48,475 |
| Other income received | 2013-12-31 | $9,125 |
| Net income (gross income less expenses) | 2013-12-31 | $-44,753 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,656,938 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,701,691 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3,878 |
| 2012 : ROBERT W. NELSON, INC. MONEY PURCHASE PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $48,302 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $52,353 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $48,475 |
| Total plan assets at end of year | 2012-12-31 | $1,701,691 |
| Total plan assets at beginning of year | 2012-12-31 | $1,705,742 |
| Other income received | 2012-12-31 | $48,302 |
| Net income (gross income less expenses) | 2012-12-31 | $-4,051 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,701,691 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,705,742 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $3,878 |
| 2011 : ROBERT W. NELSON, INC. MONEY PURCHASE PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $82,649 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $100,827 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $96,949 |
| Total plan assets at end of year | 2011-12-31 | $1,705,742 |
| Total plan assets at beginning of year | 2011-12-31 | $1,723,920 |
| Total contributions received or receivable from participants | 2011-12-31 | $48,475 |
| Other income received | 2011-12-31 | $34,174 |
| Net income (gross income less expenses) | 2011-12-31 | $-18,178 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,705,742 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,723,920 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $3,878 |
| 2010 : ROBERT W. NELSON, INC. MONEY PURCHASE PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $53,516 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $3,878 |
| Total plan assets at end of year | 2010-12-31 | $1,723,920 |
| Total plan assets at beginning of year | 2010-12-31 | $1,674,282 |
| Other income received | 2010-12-31 | $53,516 |
| Net income (gross income less expenses) | 2010-12-31 | $49,638 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,723,920 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,674,282 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $3,878 |
| 2019: ROBERT W. NELSON, INC. MONEY PURCHASE PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: ROBERT W. NELSON, INC. MONEY PURCHASE PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: ROBERT W. NELSON, INC. MONEY PURCHASE PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: ROBERT W. NELSON, INC. MONEY PURCHASE PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: ROBERT W. NELSON, INC. MONEY PURCHASE PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ROBERT W. NELSON, INC. MONEY PURCHASE PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROBERT W. NELSON, INC. MONEY PURCHASE PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBERT W. NELSON, INC. MONEY PURCHASE PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ROBERT W. NELSON, INC. MONEY PURCHASE PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBERT W. NELSON, INC. MONEY PURCHASE PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
