ROBERT A. NELSON INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT A. NELSON INSURANCE AGENCY, INC. 401(K) PLAN
401k plan membership statisitcs for ROBERT A. NELSON INSURANCE AGENCY, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: ROBERT A. NELSON INSURANCE AGENCY, INC. 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-23 | 3 |
| Total number of particpants at end of year | 2025-10-23 | 0 |
| Number of Participants With Account Balances | 2025-10-23 | 0 |
| Total number of particpants at beginning of year | 2025-05-29 | 3 |
| Total number of particpants at end of year | 2025-05-29 | 3 |
| Number of Participants With Account Balances | 2025-05-29 | 3 |
| 2024: ROBERT A. NELSON INSURANCE AGENCY, INC. 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-09-23 | 4 |
| Total number of particpants at end of year | 2024-09-23 | 3 |
| Number of Participants With Account Balances | 2024-09-23 | 3 |
| Measure | Date | Value |
|---|
| 2025 : ROBERT A. NELSON INSURANCE AGENCY, INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-10-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-23 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-23 | 910993 |
| Net assets as of the end of the plan year | 2025-10-23 | 0 |
| Total assets as of the beginning of the plan year | 2025-10-23 | 905505 |
| Value of plan covered by a fidelity bond | 2025-10-23 | 50000 |
| Participant contributions to plan in this plan year | 2025-10-23 | 0 |
| Other contributions to plan in this plan year | 2025-10-23 | 0 |
| Other income to plan in this plan year | 2025-10-23 | 5488 |
| Plan net income in this plan year | 2025-10-23 | -905505 |
| Net assets as of the end of the plan year | 2025-10-23 | 0 |
| Net assets as of the beginning of the plan year | 2025-10-23 | 905505 |
| Employer contributions to plan in this plan year | 2025-10-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-29 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-29 | 0 |
| Net assets as of the end of the plan year | 2025-05-29 | 905505 |
| Total assets as of the beginning of the plan year | 2025-05-29 | 760762 |
| Value of plan covered by a fidelity bond | 2025-05-29 | 50000 |
| Participant contributions to plan in this plan year | 2025-05-29 | 31008 |
| Other income to plan in this plan year | 2025-05-29 | 102442 |
| Plan net income in this plan year | 2025-05-29 | 144743 |
| Net assets as of the end of the plan year | 2025-05-29 | 905505 |
| Net assets as of the beginning of the plan year | 2025-05-29 | 760762 |
| Employer contributions to plan in this plan year | 2025-05-29 | 11293 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-29 | 0 |
| 2024 : ROBERT A. NELSON INSURANCE AGENCY, INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-09-23 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-23 | 251198 |
| Net assets as of the end of the plan year | 2024-09-23 | 760762 |
| Total assets as of the beginning of the plan year | 2024-09-23 | 890689 |
| Value of plan covered by a fidelity bond | 2024-09-23 | 50000 |
| Participant contributions to plan in this plan year | 2024-09-23 | 39648 |
| Other income to plan in this plan year | 2024-09-23 | 75627 |
| Plan net income in this plan year | 2024-09-23 | -129927 |
| Net assets as of the end of the plan year | 2024-09-23 | 760762 |
| Net assets as of the beginning of the plan year | 2024-09-23 | 890689 |
| Employer contributions to plan in this plan year | 2024-09-23 | 5996 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-23 | 0 |
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