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NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameNELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST
Plan identification number 001

NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NELSON RARITIES INC has sponsored the creation of one or more 401k plans.

Company Name:NELSON RARITIES INC
Employer identification number (EIN):010365471
NAIC Classification:423940
NAIC Description:Jewelry, Watch, Precious Stone, and Precious Metal Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ANDREW J NELSON2023-09-04
0012021-01-01ANDREW J NELSON2022-09-12
0012020-01-01ANDREW J NELSON
0012019-01-01ANDREW J NELSON
0012018-01-01ANDREW J NELSON2019-08-23
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ANDREW J. NELSON
0012011-01-01ANDREW J. NELSON
0012010-01-01ANDREW J. NELSON
0012009-01-01ANDREW J. NELSON

Plan Statistics for NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Total of all active and inactive participants2022-01-012
Total participants2022-01-012
Number of participants with account balances2022-01-012
2021: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Total of all active and inactive participants2021-01-012
Total participants2021-01-012
Number of participants with account balances2021-01-012
2020: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Total of all active and inactive participants2020-01-012
Total participants2020-01-012
Number of participants with account balances2020-01-012
2019: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-012
2018: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
Number of participants with account balances2018-01-012
2017: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
Number of participants with account balances2017-01-012
2016: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Number of participants with account balances2016-01-012
2015: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
2010: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
Number of participants with account balances2010-01-013
2009: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources2022-12-31$-276,482
Expenses. Total of all expenses incurred2022-12-31$206,747
Benefits paid (including direct rollovers)2022-12-31$201,708
Total plan assets at end of year2022-12-31$681,144
Total plan assets at beginning of year2022-12-31$1,164,373
Value of fidelity bond covering the plan2022-12-31$500,000
Expenses. Other expenses not covered elsewhere2022-12-31$150
Other income received2022-12-31$-316,863
Net income (gross income less expenses)2022-12-31$-483,229
Net plan assets at end of year (total assets less liabilities)2022-12-31$681,144
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,164,373
Total contributions received or receivable from employer(s)2022-12-31$40,381
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$4,889
2021 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources2021-12-31$184,281
Expenses. Total of all expenses incurred2021-12-31$220,318
Benefits paid (including direct rollovers)2021-12-31$215,000
Total plan assets at end of year2021-12-31$1,164,373
Total plan assets at beginning of year2021-12-31$1,200,410
Value of fidelity bond covering the plan2021-12-31$500,000
Expenses. Other expenses not covered elsewhere2021-12-31$175
Other income received2021-12-31$143,781
Net income (gross income less expenses)2021-12-31$-36,037
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,164,373
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,200,410
Total contributions received or receivable from employer(s)2021-12-31$40,500
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$5,143
2020 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-12-31$179,473
Expenses. Total of all expenses incurred2020-12-31$280,125
Benefits paid (including direct rollovers)2020-12-31$280,000
Total plan assets at end of year2020-12-31$1,200,410
Total plan assets at beginning of year2020-12-31$1,301,062
Value of fidelity bond covering the plan2020-12-31$500,000
Expenses. Other expenses not covered elsewhere2020-12-31$125
Other income received2020-12-31$139,973
Net income (gross income less expenses)2020-12-31$-100,652
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,200,410
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,301,062
Total contributions received or receivable from employer(s)2020-12-31$39,500
2019 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$301,589
Expenses. Total of all expenses incurred2019-12-31$399,200
Benefits paid (including direct rollovers)2019-12-31$399,000
Total plan assets at end of year2019-12-31$1,301,062
Total plan assets at beginning of year2019-12-31$1,398,673
Value of fidelity bond covering the plan2019-12-31$500,000
Expenses. Other expenses not covered elsewhere2019-12-31$200
Other income received2019-12-31$261,156
Net income (gross income less expenses)2019-12-31$-97,611
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,301,062
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,398,673
Total contributions received or receivable from employer(s)2019-12-31$40,433
2018 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$-6,040
Expenses. Total of all expenses incurred2018-12-31$1,081,493
Benefits paid (including direct rollovers)2018-12-31$1,081,000
Total plan assets at end of year2018-12-31$1,398,673
Total plan assets at beginning of year2018-12-31$2,486,206
Value of fidelity bond covering the plan2018-12-31$500,000
Expenses. Other expenses not covered elsewhere2018-12-31$493
Other income received2018-12-31$-85,707
Net income (gross income less expenses)2018-12-31$-1,087,533
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,398,673
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,486,206
Total contributions received or receivable from employer(s)2018-12-31$79,667
2017 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$480,961
Expenses. Total of all expenses incurred2017-12-31$1,270,441
Benefits paid (including direct rollovers)2017-12-31$1,267,500
Total plan assets at end of year2017-12-31$2,486,206
Total plan assets at beginning of year2017-12-31$3,275,686
Value of fidelity bond covering the plan2017-12-31$500,000
Expenses. Other expenses not covered elsewhere2017-12-31$247
Other income received2017-12-31$404,961
Net income (gross income less expenses)2017-12-31$-789,480
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,486,206
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,275,686
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$76,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,694
2016 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$398,313
Expenses. Total of all expenses incurred2016-12-31$305,808
Benefits paid (including direct rollovers)2016-12-31$300,000
Total plan assets at end of year2016-12-31$3,275,686
Total plan assets at beginning of year2016-12-31$3,183,181
Value of fidelity bond covering the plan2016-12-31$500,000
Expenses. Other expenses not covered elsewhere2016-12-31$235
Other income received2016-12-31$318,313
Net income (gross income less expenses)2016-12-31$92,505
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,275,686
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,183,181
Assets. Value of assets in partnership/joint-venture interests2016-12-31$10,696
Total contributions received or receivable from employer(s)2016-12-31$80,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,573
2015 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$3,571
Expenses. Total of all expenses incurred2015-12-31$304,963
Benefits paid (including direct rollovers)2015-12-31$300,000
Total plan assets at end of year2015-12-31$3,183,181
Total plan assets at beginning of year2015-12-31$3,484,573
Value of fidelity bond covering the plan2015-12-31$350,000
Expenses. Other expenses not covered elsewhere2015-12-31$220
Other income received2015-12-31$-77,829
Net income (gross income less expenses)2015-12-31$-301,392
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,183,181
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,484,573
Assets. Value of assets in partnership/joint-venture interests2015-12-31$10,835
Total contributions received or receivable from employer(s)2015-12-31$81,400
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,743
2014 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$306,768
Expenses. Total of all expenses incurred2014-12-31$4,347
Total plan assets at end of year2014-12-31$3,484,573
Total plan assets at beginning of year2014-12-31$3,182,152
Value of fidelity bond covering the plan2014-12-31$350,000
Other income received2014-12-31$212,768
Net income (gross income less expenses)2014-12-31$302,421
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,484,573
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,182,152
Assets. Value of assets in partnership/joint-venture interests2014-12-31$16,131
Total contributions received or receivable from employer(s)2014-12-31$94,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,347
2013 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$659,164
Expenses. Total of all expenses incurred2013-12-31$3,620
Total plan assets at end of year2013-12-31$3,182,152
Total plan assets at beginning of year2013-12-31$2,526,608
Value of fidelity bond covering the plan2013-12-31$350,000
Other income received2013-12-31$576,797
Net income (gross income less expenses)2013-12-31$655,544
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,182,152
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,526,608
Assets. Value of assets in partnership/joint-venture interests2013-12-31$16,615
Total contributions received or receivable from employer(s)2013-12-31$82,367
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,620
2012 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$465,951
Expenses. Total of all expenses incurred2012-12-31$1,037,343
Benefits paid (including direct rollovers)2012-12-31$1,034,074
Total plan assets at end of year2012-12-31$2,526,608
Total plan assets at beginning of year2012-12-31$3,098,000
Value of fidelity bond covering the plan2012-12-31$350,000
Other income received2012-12-31$397,251
Net income (gross income less expenses)2012-12-31$-571,392
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,526,608
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,098,000
Assets. Value of assets in partnership/joint-venture interests2012-12-31$14,393
Total contributions received or receivable from employer(s)2012-12-31$68,700
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,269
2011 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$117,425
Expenses. Total of all expenses incurred2011-12-31$2,520
Total plan assets at end of year2011-12-31$3,098,000
Total plan assets at beginning of year2011-12-31$2,983,095
Value of fidelity bond covering the plan2011-12-31$350,000
Other income received2011-12-31$39,006
Net income (gross income less expenses)2011-12-31$114,905
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,098,000
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,983,095
Total contributions received or receivable from employer(s)2011-12-31$78,419
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,520
2010 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$439,783
Expenses. Total of all expenses incurred2010-12-31$1,597
Total plan assets at end of year2010-12-31$2,983,095
Total plan assets at beginning of year2010-12-31$2,544,909
Value of fidelity bond covering the plan2010-12-31$350,000
Other income received2010-12-31$359,461
Net income (gross income less expenses)2010-12-31$438,186
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,983,095
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,544,909
Total contributions received or receivable from employer(s)2010-12-31$80,322
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,597

Form 5500 Responses for NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST

2022: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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