NELSON & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Additional information about NELSON & ASSOCIATES, INC.
Submission information for form 5500 for 401k plan NELSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : NELSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-13 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-13 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-13 | 429044 |
| Net assets as of the end of the plan year | 2025-10-13 | 6301952 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 5376395 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-13 | 388461 |
| Value of participant loans at end of plan year | 2025-10-13 | 32291 |
| Other expenses paid from plan in this plan year | 2025-10-13 | 0 |
| Other contributions to plan in this plan year | 2025-10-13 | 88183 |
| Other income to plan in this plan year | 2025-10-13 | 752734 |
| Plan net income in this plan year | 2025-10-13 | 925557 |
| Net assets as of the end of the plan year | 2025-10-13 | 6301952 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 5376395 |
| Employer contributions to plan in this plan year | 2025-10-13 | 125223 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 16703 |
| 2024 : NELSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-28 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-28 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-28 | 244261 |
| Net assets as of the end of the plan year | 2024-06-28 | 5376395 |
| Total assets as of the beginning of the plan year | 2024-06-28 | 4463118 |
| Value of plan covered by a fidelity bond | 2024-06-28 | 500000 |
| Participant contributions to plan in this plan year | 2024-06-28 | 313028 |
| Value of participant loans at end of plan year | 2024-06-28 | 43535 |
| Other expenses paid from plan in this plan year | 2024-06-28 | 0 |
| Other contributions to plan in this plan year | 2024-06-28 | 1752 |
| Other income to plan in this plan year | 2024-06-28 | 772105 |
| Plan net income in this plan year | 2024-06-28 | 913277 |
| Net assets as of the end of the plan year | 2024-06-28 | 5376395 |
| Net assets as of the beginning of the plan year | 2024-06-28 | 4463118 |
| Employer contributions to plan in this plan year | 2024-06-28 | 70653 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-28 | 12228 |
| 2022 : NELSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 503764 |
| Net assets as of the end of the plan year | 2022-07-26 | 5245094 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 4729614 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 221223 |
| Value of participant loans at end of plan year | 2022-07-26 | 75234 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 74892 |
| Other income to plan in this plan year | 2022-07-26 | 679419 |
| Plan net income in this plan year | 2022-07-26 | 515480 |
| Net assets as of the end of the plan year | 2022-07-26 | 5245094 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 4729614 |
| Employer contributions to plan in this plan year | 2022-07-26 | 43710 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 12649 |
| 2009 : NELSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
