NELSON & GRIFFIN, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NELSON & GRIFFIN, LLP RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : NELSON & GRIFFIN, LLP RETIREMENT PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-10 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-10 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-10 | 4555 |
| Net assets as of the end of the plan year | 2025-07-10 | 1959147 |
| Total assets as of the beginning of the plan year | 2025-07-10 | 1690195 |
| Value of plan covered by a fidelity bond | 2025-07-10 | 70000 |
| Participant contributions to plan in this plan year | 2025-07-10 | 89545 |
| Value of participant loans at end of plan year | 2025-07-10 | 17945 |
| Other expenses paid from plan in this plan year | 2025-07-10 | 0 |
| Other contributions to plan in this plan year | 2025-07-10 | 0 |
| Other income to plan in this plan year | 2025-07-10 | 178618 |
| Plan net income in this plan year | 2025-07-10 | 268952 |
| Net assets as of the end of the plan year | 2025-07-10 | 1959147 |
| Net assets as of the beginning of the plan year | 2025-07-10 | 1690195 |
| Employer contributions to plan in this plan year | 2025-07-10 | 5344 |
| Fees paid to broker by Benefit Provider | 2025-07-10 | 4522 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-10 | 4555 |
| 2024 : NELSON & GRIFFIN, LLP RETIREMENT PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-16 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-16 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-16 | 27447 |
| Net assets as of the end of the plan year | 2024-07-16 | 1690195 |
| Total assets as of the beginning of the plan year | 2024-07-16 | 1440417 |
| Value of plan covered by a fidelity bond | 2024-07-16 | 70000 |
| Participant contributions to plan in this plan year | 2024-07-16 | 66140 |
| Value of participant loans at end of plan year | 2024-07-16 | 23728 |
| Other expenses paid from plan in this plan year | 2024-07-16 | 0 |
| Other contributions to plan in this plan year | 2024-07-16 | 0 |
| Other income to plan in this plan year | 2024-07-16 | 202554 |
| Plan net income in this plan year | 2024-07-16 | 249778 |
| Net assets as of the end of the plan year | 2024-07-16 | 1690195 |
| Net assets as of the beginning of the plan year | 2024-07-16 | 1440417 |
| Employer contributions to plan in this plan year | 2024-07-16 | 8531 |
| Fees paid to broker by Benefit Provider | 2024-07-16 | 3757 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-16 | 4015 |
| 2022 : NELSON & GRIFFIN, LLP RETIREMENT PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-09-29 | 0 |
| Total liabilities as of the end of the plan year | 2022-09-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-29 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-29 | 17961 |
| Net assets as of the end of the plan year | 2022-09-29 | 1650765 |
| Total assets as of the beginning of the plan year | 2022-09-29 | 1430755 |
| Value of plan covered by a fidelity bond | 2022-09-29 | 70000 |
| Participant contributions to plan in this plan year | 2022-09-29 | 60355 |
| Value of participant loans at end of plan year | 2022-09-29 | 4312 |
| Other expenses paid from plan in this plan year | 2022-09-29 | 0 |
| Other contributions to plan in this plan year | 2022-09-29 | 0 |
| Other income to plan in this plan year | 2022-09-29 | 170829 |
| Plan net income in this plan year | 2022-09-29 | 220010 |
| Net assets as of the end of the plan year | 2022-09-29 | 1650765 |
| Net assets as of the beginning of the plan year | 2022-09-29 | 1430755 |
| Employer contributions to plan in this plan year | 2022-09-29 | 6787 |
| Fees paid to broker by Benefit Provider | 2022-09-29 | 3252 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-29 | 3953 |
