?>
| Plan Name | NELSON & REYNOLDS, PLLC 401(K) RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | NELSON & REYNOLDS, PLLC |
| Employer identification number (EIN): | 822440048 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
Additional information about NELSON & REYNOLDS, PLLC
| Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
| Incorporation Date: | 2017-08-08 |
| Company Identification Number: | 604158000 |
| Legal Registered Office Address: |
210 VALLEY MALL PKWY E WENATCHEE United States of America (USA) 988027728 |
More information about NELSON & REYNOLDS, PLLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JACOBI SCHALL | 2024-06-27 | ||
| 001 | 2022-01-01 | JACOBI SCHALL | 2023-03-07 | ||
| 001 | 2021-01-01 | JACOBI SCHALL | 2022-10-06 | ||
| 001 | 2020-01-01 | JACOBI SCHALL | 2021-04-13 | ||
| 001 | 2019-01-01 | ANNE KNAPPERT | 2020-07-08 | ||
| 001 | 2018-01-01 | ANNE KNAPPERT | 2019-02-27 | ANNE KNAPPERT | 2019-02-27 |
| 001 | 2017-01-01 | ANNE KNAPPERT | 2018-07-30 | ANNE KNAPPERT | 2018-07-30 |
| Measure | Date | Value |
|---|---|---|
| 2025: NELSON & REYNOLDS, PLLC 401(K) RETIREMENT PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-04-10 | 18 |
| Total number of particpants at end of year | 2025-04-10 | 20 |
| Number of Participants With Account Balances | 2025-04-10 | 1 |
| 2024: NELSON & REYNOLDS, PLLC 401(K) RETIREMENT PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-06-27 | 13 |
| Total number of particpants at end of year | 2024-06-27 | 13 |
| Number of Participants With Account Balances | 2024-06-27 | 1 |
| Measure | Date | Value |
|---|---|---|
| 2025 : NELSON & REYNOLDS, PLLC 401(K) RETIREMENT PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-04-10 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-10 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-10 | 266 |
| Net assets as of the end of the plan year | 2025-04-10 | 15970 |
| Total assets as of the beginning of the plan year | 2025-04-10 | 13121 |
| Value of plan covered by a fidelity bond | 2025-04-10 | 500000 |
| Participant contributions to plan in this plan year | 2025-04-10 | 1457 |
| Other expenses paid from plan in this plan year | 2025-04-10 | 0 |
| Other contributions to plan in this plan year | 2025-04-10 | 0 |
| Other income to plan in this plan year | 2025-04-10 | 1658 |
| Plan net income in this plan year | 2025-04-10 | 2849 |
| Net assets as of the end of the plan year | 2025-04-10 | 15970 |
| Net assets as of the beginning of the plan year | 2025-04-10 | 13121 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-10 | 266 |
| 2024 : NELSON & REYNOLDS, PLLC 401(K) RETIREMENT PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-06-27 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-27 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-27 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-27 | 209 |
| Net assets as of the end of the plan year | 2024-06-27 | 13121 |
| Total assets as of the beginning of the plan year | 2024-06-27 | 10229 |
| Value of plan covered by a fidelity bond | 2024-06-27 | 500000 |
| Participant contributions to plan in this plan year | 2024-06-27 | 1061 |
| Other expenses paid from plan in this plan year | 2024-06-27 | 0 |
| Other contributions to plan in this plan year | 2024-06-27 | 0 |
| Other income to plan in this plan year | 2024-06-27 | 2040 |
| Plan net income in this plan year | 2024-06-27 | 2892 |
| Net assets as of the end of the plan year | 2024-06-27 | 13121 |
| Net assets as of the beginning of the plan year | 2024-06-27 | 10229 |
| Value of contributions failed to transmitted timely | 2024-06-27 | 4449 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-27 | 209 |