| Plan Name | NELSON & NELSON PLLC 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | NELSON & NELSON PLLC |
| Employer identification number (EIN): | 823172470 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
Additional information about NELSON & NELSON PLLC
| Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
| Incorporation Date: | 2017-10-20 |
| Company Identification Number: | 604185105 |
| Legal Registered Office Address: |
605 1ST AVE SUITE 100 SEATTLE United States of America (USA) 981042218 |
More information about NELSON & NELSON PLLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JANICE BAIRD | 2024-05-18 | JANICE BAIRD | 2024-05-18 |
| 001 | 2022-01-01 | JANE R NELSON | 2023-07-31 | JANE R NELSON | 2023-07-31 |
| 001 | 2021-01-01 | JANE RAKAY NELSON | 2022-07-09 | JANE RAKAY NELSON | 2022-07-09 |
| 001 | 2020-01-01 | JANE RAKAY NELSON | 2021-06-25 | ||
| 001 | 2019-01-01 | JANE RAKAY NELSON | 2020-08-26 | ||
| 001 | 2018-01-01 | JANN BAIRD | 2019-07-05 |
| Measure | Date | Value |
|---|---|---|
| 2025 : NELSON & NELSON PLLC 401(K) PLAN 2025 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2025-06-11 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-11 | 48 |
| Net assets as of the end of the plan year | 2025-06-11 | 1912985 |
| Total assets as of the beginning of the plan year | 2025-06-11 | 1599618 |
| Value of plan covered by a fidelity bond | 2025-06-11 | 195000 |
| Participant contributions to plan in this plan year | 2025-06-11 | 54206 |
| Other income to plan in this plan year | 2025-06-11 | 232587 |
| Plan net income in this plan year | 2025-06-11 | 313367 |
| Net assets as of the end of the plan year | 2025-06-11 | 1912985 |
| Net assets as of the beginning of the plan year | 2025-06-11 | 1599618 |
| Employer contributions to plan in this plan year | 2025-06-11 | 26622 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-11 | 48 |
| 2024 : NELSON & NELSON PLLC 401(K) PLAN 2024 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2024-05-18 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-18 | 60 |
| Net assets as of the end of the plan year | 2024-05-18 | 1599618 |
| Total assets as of the beginning of the plan year | 2024-05-18 | 1287773 |
| Value of plan covered by a fidelity bond | 2024-05-18 | 160000 |
| Participant contributions to plan in this plan year | 2024-05-18 | 51495 |
| Other income to plan in this plan year | 2024-05-18 | 235579 |
| Plan net income in this plan year | 2024-05-18 | 311845 |
| Net assets as of the end of the plan year | 2024-05-18 | 1599618 |
| Net assets as of the beginning of the plan year | 2024-05-18 | 1287773 |
| Employer contributions to plan in this plan year | 2024-05-18 | 24831 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-18 | 60 |
| 2022 : NELSON & NELSON PLLC 401(K) PLAN 2022 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2022-07-09 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-09 | 49 |
| Net assets as of the end of the plan year | 2022-07-09 | 1439425 |
| Total assets as of the beginning of the plan year | 2022-07-09 | 1144870 |
| Value of plan covered by a fidelity bond | 2022-07-09 | 145000 |
| Participant contributions to plan in this plan year | 2022-07-09 | 56539 |
| Other income to plan in this plan year | 2022-07-09 | 211177 |
| Plan net income in this plan year | 2022-07-09 | 294555 |
| Net assets as of the end of the plan year | 2022-07-09 | 1439425 |
| Net assets as of the beginning of the plan year | 2022-07-09 | 1144870 |
| Employer contributions to plan in this plan year | 2022-07-09 | 26888 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-09 | 49 |