NELSON & NELSON, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NELSON & NELSON, P.A. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-07 | 0 |
| Net assets as of the end of the plan year | 2025-10-07 | 5182042 |
| Total assets as of the beginning of the plan year | 2025-10-07 | 4390315 |
| Value of plan covered by a fidelity bond | 2025-10-07 | 1300000 |
| Participant contributions to plan in this plan year | 2025-10-07 | 91490 |
| Value of participant loans at end of plan year | 2025-10-07 | 101364 |
| Other income to plan in this plan year | 2025-10-07 | 611414 |
| Plan net income in this plan year | 2025-10-07 | 791727 |
| Net assets as of the end of the plan year | 2025-10-07 | 5182042 |
| Net assets as of the beginning of the plan year | 2025-10-07 | 4390315 |
| Employer contributions to plan in this plan year | 2025-10-07 | 88823 |
| 2024 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-03 | 0 |
| Net assets as of the end of the plan year | 2024-09-03 | 4390315 |
| Total assets as of the beginning of the plan year | 2024-09-03 | 3579857 |
| Value of plan covered by a fidelity bond | 2024-09-03 | 1300000 |
| Participant contributions to plan in this plan year | 2024-09-03 | 123683 |
| Value of participant loans at end of plan year | 2024-09-03 | 30883 |
| Other income to plan in this plan year | 2024-09-03 | 568268 |
| Plan net income in this plan year | 2024-09-03 | 810458 |
| Net assets as of the end of the plan year | 2024-09-03 | 4390315 |
| Net assets as of the beginning of the plan year | 2024-09-03 | 3579857 |
| Employer contributions to plan in this plan year | 2024-09-03 | 118507 |
| 2022 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-15 | 273 |
| Net assets as of the end of the plan year | 2022-09-15 | 4118299 |
| Total assets as of the beginning of the plan year | 2022-09-15 | 3476713 |
| Value of plan covered by a fidelity bond | 2022-09-15 | 1300000 |
| Participant contributions to plan in this plan year | 2022-09-15 | 126684 |
| Value of participant loans at end of plan year | 2022-09-15 | 72101 |
| Other income to plan in this plan year | 2022-09-15 | 409934 |
| Plan net income in this plan year | 2022-09-15 | 641586 |
| Net assets as of the end of the plan year | 2022-09-15 | 4118299 |
| Net assets as of the beginning of the plan year | 2022-09-15 | 3476713 |
| Employer contributions to plan in this plan year | 2022-09-15 | 105241 |
| 2020 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $423,329 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $665,000 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $665,000 |
| Total plan assets at end of year | 2020-12-31 | $3,476,713 |
| Total plan assets at beginning of year | 2020-12-31 | $3,718,384 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,300,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $102,626 |
| Other income received | 2020-12-31 | $218,514 |
| Net income (gross income less expenses) | 2020-12-31 | $-241,671 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,476,713 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,718,384 |
| Assets. Value of participant loans | 2020-12-31 | $75,242 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $102,189 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $515,000 |
| 2019 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $537,153 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $3,718,384 |
| Total plan assets at beginning of year | 2019-12-31 | $3,181,231 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,300,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $89,080 |
| Other income received | 2019-12-31 | $414,427 |
| Net income (gross income less expenses) | 2019-12-31 | $537,153 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,718,384 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,181,231 |
| Assets. Value of participant loans | 2019-12-31 | $69,907 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $615,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $33,646 |
| 2018 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-158,648 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $2,003 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $2,003 |
| Total plan assets at end of year | 2018-12-31 | $3,181,231 |
| Total plan assets at beginning of year | 2018-12-31 | $3,341,882 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,300,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $76,390 |
| Other income received | 2018-12-31 | $-247,434 |
| Net income (gross income less expenses) | 2018-12-31 | $-160,651 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,181,231 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,341,882 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $640,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $12,396 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $301,368 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $3,341,882 |
| Total plan assets at beginning of year | 2017-12-31 | $3,040,514 |
| Value of fidelity bond covering the plan | 2017-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $42,764 |
| Other income received | 2017-12-31 | $208,317 |
| Net income (gross income less expenses) | 2017-12-31 | $301,368 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,341,882 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,040,514 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $187,282 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $50,287 |
| 2016 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $401,167 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $17,560 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $17,560 |
| Total plan assets at end of year | 2016-12-31 | $3,040,514 |
| Total plan assets at beginning of year | 2016-12-31 | $2,656,907 |
| Value of fidelity bond covering the plan | 2016-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $29,017 |
| Other income received | 2016-12-31 | $372,150 |
| Net income (gross income less expenses) | 2016-12-31 | $383,607 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,040,514 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,656,907 |
| Assets. Value of participant loans | 2016-12-31 | $33,119 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $2,277,900 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-76,283 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $20,062 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $20,062 |
| Total plan assets at end of year | 2015-12-31 | $2,656,907 |
| Total plan assets at beginning of year | 2015-12-31 | $2,753,252 |
| Value of fidelity bond covering the plan | 2015-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $24,500 |
| Other income received | 2015-12-31 | $-100,783 |
| Net income (gross income less expenses) | 2015-12-31 | $-96,345 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,656,907 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,753,252 |
| Assets. Value of participant loans | 2015-12-31 | $53,476 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $1,930,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $460,641 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $23,953 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $23,953 |
| Total plan assets at end of year | 2014-12-31 | $2,753,252 |
| Total plan assets at beginning of year | 2014-12-31 | $2,316,564 |
| Value of fidelity bond covering the plan | 2014-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $34,990 |
| Other income received | 2014-12-31 | $425,651 |
| Net income (gross income less expenses) | 2014-12-31 | $436,688 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,753,252 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,316,564 |
| Assets. Value of participant loans | 2014-12-31 | $74,984 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $1,678,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $23,953 |
| 2013 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $223,417 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $2,316,564 |
| Total plan assets at beginning of year | 2013-12-31 | $2,093,147 |
| Value of fidelity bond covering the plan | 2013-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $56,588 |
| Other income received | 2013-12-31 | $110,130 |
| Net income (gross income less expenses) | 2013-12-31 | $223,417 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,316,564 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,093,147 |
| Assets. Value of participant loans | 2013-12-31 | $94,252 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $1,285,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $56,699 |
| 2012 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $416,172 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $28,167 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $28,167 |
| Total plan assets at end of year | 2012-12-31 | $2,093,147 |
| Total plan assets at beginning of year | 2012-12-31 | $1,705,142 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $48,735 |
| Other income received | 2012-12-31 | $246,063 |
| Net income (gross income less expenses) | 2012-12-31 | $388,005 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,093,147 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,705,142 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $1,285,000 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $121,374 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $233,140 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $10,535 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $10,535 |
| Total plan assets at end of year | 2011-12-31 | $1,705,142 |
| Total plan assets at beginning of year | 2011-12-31 | $1,482,537 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $12,618 |
| Other income received | 2011-12-31 | $125,324 |
| Net income (gross income less expenses) | 2011-12-31 | $222,605 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,705,142 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,482,537 |
| Assets. Value of participant loans | 2011-12-31 | $11,206 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $240,000 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $95,198 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $260,270 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $935 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $935 |
| Total plan assets at end of year | 2010-12-31 | $1,482,537 |
| Total plan assets at beginning of year | 2010-12-31 | $1,223,202 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $15,765 |
| Other income received | 2010-12-31 | $140,276 |
| Net income (gross income less expenses) | 2010-12-31 | $259,335 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,482,537 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,223,202 |
| Assets. Value of participant loans | 2010-12-31 | $34,070 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $200,000 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $104,229 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
