401k Plan data: NELSON & NELSON PROFIT SHARING PLAN plan

NELSON & NELSON PROFIT SHARING PLAN 401k Plan overview

Plan Name	NELSON & NELSON PROFIT SHARING PLAN
Plan identification number	001

NELSON & NELSON PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

NELSON & NELSON PROFIT-SHARING PLAN has sponsored the creation of one or more 401k plans.

Company Name: NELSON & NELSON PROFIT-SHARING PLAN

Employer identification number (EIN): 371287847

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NELSON & NELSON PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 ROBERT C. NELSON
001 2017-01-01 ROBERT C. NELSON
001 2016-01-01 ROBERT C. NELSON
001 2015-01-01 ROBERT C. NELSON
001 2014-01-01 ROBERT C. NELSON
001 2013-01-01 ROBERT C. NELSON
001 2012-01-01 ROBERT C. NELSON
001 2011-01-01 ROBERT C. NELSON
001 2010-01-01 ROBERT C. NELSON ROBERT C. NELSON 2011-07-25
001 2009-01-01 ROBERT C. NELSON

Plan Statistics for NELSON & NELSON PROFIT SHARING PLAN

401k plan membership statisitcs for NELSON & NELSON PROFIT SHARING PLAN

Measure Date Value
2023: NELSON & NELSON PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 16
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 18
Number of participants with account balances 2023-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: NELSON & NELSON PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 17
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 18
Number of participants with account balances 2022-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: NELSON & NELSON PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 16
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 17
Number of participants with account balances 2021-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: NELSON & NELSON PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 15
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 17
Number of participants with account balances 2020-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: NELSON & NELSON PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 14
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 16
Number of participants with account balances 2019-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NELSON & NELSON PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 14
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 17
Number of participants with account balances 2018-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: NELSON & NELSON PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 16
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 17
Number of participants with account balances 2017-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: NELSON & NELSON PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 13
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 15
Number of participants with account balances 2016-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: NELSON & NELSON PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 15
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 16
Number of participants with account balances 2015-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NELSON & NELSON PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: NELSON & NELSON PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 15
Number of participants with account balances 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NELSON & NELSON PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 15
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: NELSON & NELSON PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 14
Number of participants with account balances 2011-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: NELSON & NELSON PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 14
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 14
Number of participants with account balances 2010-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: NELSON & NELSON PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: NELSON & NELSON PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	16
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	18
Number of participants with account balances	2023-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: NELSON & NELSON PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	17
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	18
Number of participants with account balances	2022-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: NELSON & NELSON PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	16
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	17
Number of participants with account balances	2021-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: NELSON & NELSON PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	15
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	17
Number of participants with account balances	2020-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: NELSON & NELSON PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	14
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	16
Number of participants with account balances	2019-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NELSON & NELSON PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	14
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	17
Number of participants with account balances	2018-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: NELSON & NELSON PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	16
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	17
Number of participants with account balances	2017-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: NELSON & NELSON PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	13
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	15
Number of participants with account balances	2016-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: NELSON & NELSON PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	15
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	16
Number of participants with account balances	2015-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NELSON & NELSON PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: NELSON & NELSON PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	15
Number of participants with account balances	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NELSON & NELSON PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	15
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: NELSON & NELSON PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	14
Number of participants with account balances	2011-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: NELSON & NELSON PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	14
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	14
Number of participants with account balances	2010-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: NELSON & NELSON PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NELSON & NELSON PROFIT SHARING PLAN

Measure	Date	Value
2023 : NELSON & NELSON PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$1,553,900
Expenses. Total of all expenses incurred	2023-12-31	$280,206
Benefits paid (including direct rollovers)	2023-12-31	$280,206
Total plan assets at end of year	2023-12-31	$9,829,170
Total plan assets at beginning of year	2023-12-31	$8,555,476
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$88,770
Other income received	2023-12-31	$1,161,275
Net income (gross income less expenses)	2023-12-31	$1,273,694
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$9,829,170
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$8,555,476
Assets. Value of participant loans	2023-12-31	$41,462
Total contributions received or receivable from employer(s)	2023-12-31	$303,855
2022 : NELSON & NELSON PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-836,677
Expenses. Total of all expenses incurred	2022-12-31	$327,552
Benefits paid (including direct rollovers)	2022-12-31	$327,552
Total plan assets at end of year	2022-12-31	$8,555,476
Total plan assets at beginning of year	2022-12-31	$9,719,705
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$76,780
Other income received	2022-12-31	$-1,133,369
Net income (gross income less expenses)	2022-12-31	$-1,164,229
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$8,555,476
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$9,719,705
Assets. Value of participant loans	2022-12-31	$44,152
Total contributions received or receivable from employer(s)	2022-12-31	$219,912
2021 : NELSON & NELSON PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$586,727
Expenses. Total of all expenses incurred	2021-12-31	$243,755
Benefits paid (including direct rollovers)	2021-12-31	$243,755
Total plan assets at end of year	2021-12-31	$9,719,705
Total plan assets at beginning of year	2021-12-31	$9,376,733
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$59,930
Other income received	2021-12-31	$283,406
Net income (gross income less expenses)	2021-12-31	$342,972
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$9,719,705
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$9,376,733
Assets. Value of participant loans	2021-12-31	$50,000
Total contributions received or receivable from employer(s)	2021-12-31	$243,391
2020 : NELSON & NELSON PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$923,431
Expenses. Total of all expenses incurred	2020-12-31	$225,000
Benefits paid (including direct rollovers)	2020-12-31	$225,000
Total plan assets at end of year	2020-12-31	$9,376,733
Total plan assets at beginning of year	2020-12-31	$8,678,302
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$55,680
Other income received	2020-12-31	$679,466
Net income (gross income less expenses)	2020-12-31	$698,431
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$9,376,733
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$8,678,302
Assets. Value of participant loans	2020-12-31	$50,000
Total contributions received or receivable from employer(s)	2020-12-31	$188,285
2019 : NELSON & NELSON PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$-5,822
Total income from all sources	2019-12-31	$1,314,656
Expenses. Total of all expenses incurred	2019-12-31	$250,000
Benefits paid (including direct rollovers)	2019-12-31	$250,000
Total plan assets at end of year	2019-12-31	$8,678,302
Total plan assets at beginning of year	2019-12-31	$7,619,468
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$57,330
Other income received	2019-12-31	$1,013,951
Net income (gross income less expenses)	2019-12-31	$1,064,656
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$8,678,302
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$7,619,468
Total contributions received or receivable from employer(s)	2019-12-31	$243,375
2018 : NELSON & NELSON PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-6,426
Expenses. Total of all expenses incurred	2018-12-31	$37,854
Benefits paid (including direct rollovers)	2018-12-31	$37,854
Total plan assets at end of year	2018-12-31	$7,619,468
Total plan assets at beginning of year	2018-12-31	$7,663,748
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$34,280
Other income received	2018-12-31	$-232,238
Net income (gross income less expenses)	2018-12-31	$-44,280
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,619,468
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,663,748
Total contributions received or receivable from employer(s)	2018-12-31	$191,532
2017 : NELSON & NELSON PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,020,648
Total plan assets at end of year	2017-12-31	$7,663,748
Total plan assets at beginning of year	2017-12-31	$6,643,100
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$30,176
Other income received	2017-12-31	$794,538
Net income (gross income less expenses)	2017-12-31	$1,020,648
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,663,748
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,643,100
Assets. Value of participant loans	2017-12-31	$3,963
Total contributions received or receivable from employer(s)	2017-12-31	$195,934
2016 : NELSON & NELSON PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$6,571
Total income from all sources	2016-12-31	$542,585
Expenses. Total of all expenses incurred	2016-12-31	$13,938
Benefits paid (including direct rollovers)	2016-12-31	$13,938
Total plan assets at end of year	2016-12-31	$6,643,100
Total plan assets at beginning of year	2016-12-31	$6,107,882
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$38,189
Other income received	2016-12-31	$330,719
Net income (gross income less expenses)	2016-12-31	$528,647
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,643,100
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,107,882
Assets. Value of participant loans	2016-12-31	$7,563
Total contributions received or receivable from employer(s)	2016-12-31	$173,677
2015 : NELSON & NELSON PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$189,568
Expenses. Total of all expenses incurred	2015-12-31	$30,795
Benefits paid (including direct rollovers)	2015-12-31	$30,795
Total plan assets at end of year	2015-12-31	$6,107,882
Total plan assets at beginning of year	2015-12-31	$5,949,109
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$26,954
Other income received	2015-12-31	$11,159
Net income (gross income less expenses)	2015-12-31	$158,773
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,107,882
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,949,109
Assets. Value of participant loans	2015-12-31	$11,163
Total contributions received or receivable from employer(s)	2015-12-31	$151,455
2014 : NELSON & NELSON PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$430,000
Total plan assets at end of year	2014-12-31	$5,949,109
Total plan assets at beginning of year	2014-12-31	$5,519,109
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$36,700
Other income received	2014-12-31	$231,897
Net income (gross income less expenses)	2014-12-31	$430,000
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,949,109
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,519,109
Assets. Value of participant loans	2014-12-31	$14,763
Total contributions received or receivable from employer(s)	2014-12-31	$161,403
2013 : NELSON & NELSON PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$858,907
Expenses. Total of all expenses incurred	2013-12-31	$23,293
Benefits paid (including direct rollovers)	2013-12-31	$23,293
Total plan assets at end of year	2013-12-31	$5,519,109
Total plan assets at beginning of year	2013-12-31	$4,683,495
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$32,300
Other income received	2013-12-31	$675,653
Net income (gross income less expenses)	2013-12-31	$835,614
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,519,109
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,683,495
Assets. Value of participant loans	2013-12-31	$23,954
Total contributions received or receivable from employer(s)	2013-12-31	$150,954
2012 : NELSON & NELSON PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$548,433
Expenses. Total of all expenses incurred	2012-12-31	$18,274
Benefits paid (including direct rollovers)	2012-12-31	$18,274
Total plan assets at end of year	2012-12-31	$4,683,495
Total plan assets at beginning of year	2012-12-31	$4,153,336
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$37,575
Other income received	2012-12-31	$370,607
Net income (gross income less expenses)	2012-12-31	$530,159
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,683,495
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,153,336
Assets. Value of participant loans	2012-12-31	$34,644
Total contributions received or receivable from employer(s)	2012-12-31	$140,251
2011 : NELSON & NELSON PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$163,513
Total plan assets at end of year	2011-12-31	$4,153,336
Total plan assets at beginning of year	2011-12-31	$3,989,823
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$30,840
Other income received	2011-12-31	$-14,375
Net income (gross income less expenses)	2011-12-31	$163,513
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,153,336
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,989,823
Assets. Value of participant loans	2011-12-31	$44,453
Total contributions received or receivable from employer(s)	2011-12-31	$147,048
2010 : NELSON & NELSON PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$485,712
Expenses. Total of all expenses incurred	2010-12-31	$63,078
Benefits paid (including direct rollovers)	2010-12-31	$63,078
Total plan assets at end of year	2010-12-31	$3,989,823
Total plan assets at beginning of year	2010-12-31	$3,567,189
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$35,150
Other income received	2010-12-31	$305,868
Net income (gross income less expenses)	2010-12-31	$422,634
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,989,823
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,567,189
Assets. Value of participant loans	2010-12-31	$29,163
Total contributions received or receivable from employer(s)	2010-12-31	$144,694
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : NELSON & NELSON PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for NELSON & NELSON PROFIT SHARING PLAN

2023: NELSON & NELSON PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: NELSON & NELSON PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NELSON & NELSON PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NELSON & NELSON PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NELSON & NELSON PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NELSON & NELSON PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NELSON & NELSON PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NELSON & NELSON PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NELSON & NELSON PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NELSON & NELSON PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NELSON & NELSON PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NELSON & NELSON PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NELSON & NELSON PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: NELSON & NELSON PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: NELSON & NELSON PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NELSON & NELSON PROFIT-SHARING PLAN
Employer identification number (EIN):	371287847
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers