401k Plan data: NELSON & NELSON, P.A. PROFIT SHARING PLAN plan

NELSON & NELSON, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan Name	NELSON & NELSON, P.A. PROFIT SHARING PLAN
Plan identification number	001

NELSON & NELSON, P.A. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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 & NELSON, P.A. has sponsored the creation of one or more 401k plans.

Company Name: NELSON & NELSON, P.A.

Employer identification number (EIN): 650628903

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NELSON & NELSON, P.A. 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 BARRY NELSON 2024-09-03
001 2022-01-01 BARRY NELSON 2023-08-30 BARRY NELSON 2023-08-30
001 2021-01-01 BARRY NELSON 2022-09-15 BARRY NELSON 2022-09-15
001 2020-01-01
001 2019-01-01
001 2018-01-01 BARRY NELSON BARRY NELSON 2019-05-22
001 2017-01-01 BARRY NELSON BARRY NELSON 2018-07-10
001 2016-01-01 BARRY NELSON BARRY NELSON 2017-05-16
001 2015-01-01 BARRY NELSON BARRY NELSON 2016-06-07
001 2014-01-01 BARRY NELSON BARRY NELSON 2015-06-12
001 2013-01-01 BARRY NELSON BARRY NELSON 2014-05-20
001 2012-01-01 BARRY NELSON BARRY NELSON 2013-04-22
001 2011-01-01 BARRY NELSON BARRY NELSON 2012-05-15
001 2010-01-01 BARRY NELSON BARRY NELSON 2011-06-06
001 2009-01-01 BARRY NELSON BARRY NELSON 2010-04-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	BARRY NELSON	2024-09-03
001	2022-01-01	BARRY NELSON	2023-08-30	BARRY NELSON	2023-08-30
001	2021-01-01	BARRY NELSON	2022-09-15	BARRY NELSON	2022-09-15
001	2020-01-01
001	2019-01-01
001	2018-01-01	BARRY NELSON		BARRY NELSON	2019-05-22
001	2017-01-01	BARRY NELSON		BARRY NELSON	2018-07-10
001	2016-01-01	BARRY NELSON		BARRY NELSON	2017-05-16
001	2015-01-01	BARRY NELSON		BARRY NELSON	2016-06-07
001	2014-01-01	BARRY NELSON		BARRY NELSON	2015-06-12
001	2013-01-01	BARRY NELSON		BARRY NELSON	2014-05-20
001	2012-01-01	BARRY NELSON		BARRY NELSON	2013-04-22
001	2011-01-01	BARRY NELSON		BARRY NELSON	2012-05-15
001	2010-01-01	BARRY NELSON		BARRY NELSON	2011-06-06
001	2009-01-01	BARRY NELSON		BARRY NELSON	2010-04-28

Plan Statistics for NELSON & NELSON, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for NELSON & NELSON, P.A. PROFIT SHARING PLAN

Measure Date Value
2020: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
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 1
Total of all active and inactive participants 2020-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 9
Number of participants with account balances 2020-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
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 1
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9
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 0
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 9
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Number of retired or separated participants receiving benefits 2015-01-01 0
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 1
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 1
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
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 3
Total of all active and inactive participants 2010-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 10
Number of participants with account balances 2010-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
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 1
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
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	1
Total of all active and inactive participants	2020-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	9
Number of participants with account balances	2020-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
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	1
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9
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	0
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	9
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Number of retired or separated participants receiving benefits	2015-01-01	0
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	1
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	1
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
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	3
Total of all active and inactive participants	2010-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	10
Number of participants with account balances	2010-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
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	1
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
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, P.A. PROFIT SHARING PLAN

Measure	Date	Value
2020 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$423,329
Expenses. Total of all expenses incurred	2020-12-31	$665,000
Benefits paid (including direct rollovers)	2020-12-31	$665,000
Total plan assets at end of year	2020-12-31	$3,476,713
Total plan assets at beginning of year	2020-12-31	$3,718,384
Value of fidelity bond covering the plan	2020-12-31	$1,300,000
Total contributions received or receivable from participants	2020-12-31	$102,626
Other income received	2020-12-31	$218,514
Net income (gross income less expenses)	2020-12-31	$-241,671
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,476,713
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,718,384
Assets. Value of participant loans	2020-12-31	$75,242
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$102,189
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$515,000
2019 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$537,153
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$3,718,384
Total plan assets at beginning of year	2019-12-31	$3,181,231
Value of fidelity bond covering the plan	2019-12-31	$1,300,000
Total contributions received or receivable from participants	2019-12-31	$89,080
Other income received	2019-12-31	$414,427
Net income (gross income less expenses)	2019-12-31	$537,153
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,718,384
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,181,231
Assets. Value of participant loans	2019-12-31	$69,907
Assets. Value of real-estate (other than employer real property)	2019-12-31	$615,000
Total contributions received or receivable from employer(s)	2019-12-31	$33,646
2018 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-158,648
Expenses. Total of all expenses incurred	2018-12-31	$2,003
Benefits paid (including direct rollovers)	2018-12-31	$2,003
Total plan assets at end of year	2018-12-31	$3,181,231
Total plan assets at beginning of year	2018-12-31	$3,341,882
Value of fidelity bond covering the plan	2018-12-31	$1,300,000
Total contributions received or receivable from participants	2018-12-31	$76,390
Other income received	2018-12-31	$-247,434
Net income (gross income less expenses)	2018-12-31	$-160,651
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,181,231
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,341,882
Assets. Value of real-estate (other than employer real property)	2018-12-31	$640,000
Total contributions received or receivable from employer(s)	2018-12-31	$12,396
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$301,368
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$3,341,882
Total plan assets at beginning of year	2017-12-31	$3,040,514
Value of fidelity bond covering the plan	2017-12-31	$600,000
Total contributions received or receivable from participants	2017-12-31	$42,764
Other income received	2017-12-31	$208,317
Net income (gross income less expenses)	2017-12-31	$301,368
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,341,882
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,040,514
Assets. Value of real-estate (other than employer real property)	2017-12-31	$187,282
Total contributions received or receivable from employer(s)	2017-12-31	$50,287
2016 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$401,167
Expenses. Total of all expenses incurred	2016-12-31	$17,560
Benefits paid (including direct rollovers)	2016-12-31	$17,560
Total plan assets at end of year	2016-12-31	$3,040,514
Total plan assets at beginning of year	2016-12-31	$2,656,907
Value of fidelity bond covering the plan	2016-12-31	$2,000,000
Total contributions received or receivable from participants	2016-12-31	$29,017
Other income received	2016-12-31	$372,150
Net income (gross income less expenses)	2016-12-31	$383,607
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,040,514
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,656,907
Assets. Value of participant loans	2016-12-31	$33,119
Assets. Value of real-estate (other than employer real property)	2016-12-31	$2,277,900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-76,283
Expenses. Total of all expenses incurred	2015-12-31	$20,062
Benefits paid (including direct rollovers)	2015-12-31	$20,062
Total plan assets at end of year	2015-12-31	$2,656,907
Total plan assets at beginning of year	2015-12-31	$2,753,252
Value of fidelity bond covering the plan	2015-12-31	$2,000,000
Total contributions received or receivable from participants	2015-12-31	$24,500
Other income received	2015-12-31	$-100,783
Net income (gross income less expenses)	2015-12-31	$-96,345
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,656,907
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,753,252
Assets. Value of participant loans	2015-12-31	$53,476
Assets. Value of real-estate (other than employer real property)	2015-12-31	$1,930,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$460,641
Expenses. Total of all expenses incurred	2014-12-31	$23,953
Benefits paid (including direct rollovers)	2014-12-31	$23,953
Total plan assets at end of year	2014-12-31	$2,753,252
Total plan assets at beginning of year	2014-12-31	$2,316,564
Value of fidelity bond covering the plan	2014-12-31	$2,000,000
Total contributions received or receivable from participants	2014-12-31	$34,990
Other income received	2014-12-31	$425,651
Net income (gross income less expenses)	2014-12-31	$436,688
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,753,252
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,316,564
Assets. Value of participant loans	2014-12-31	$74,984
Assets. Value of real-estate (other than employer real property)	2014-12-31	$1,678,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$23,953
2013 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$223,417
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,316,564
Total plan assets at beginning of year	2013-12-31	$2,093,147
Value of fidelity bond covering the plan	2013-12-31	$2,000,000
Total contributions received or receivable from participants	2013-12-31	$56,588
Other income received	2013-12-31	$110,130
Net income (gross income less expenses)	2013-12-31	$223,417
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,316,564
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,093,147
Assets. Value of participant loans	2013-12-31	$94,252
Assets. Value of real-estate (other than employer real property)	2013-12-31	$1,285,000
Total contributions received or receivable from employer(s)	2013-12-31	$56,699
2012 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$416,172
Expenses. Total of all expenses incurred	2012-12-31	$28,167
Benefits paid (including direct rollovers)	2012-12-31	$28,167
Total plan assets at end of year	2012-12-31	$2,093,147
Total plan assets at beginning of year	2012-12-31	$1,705,142
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$48,735
Other income received	2012-12-31	$246,063
Net income (gross income less expenses)	2012-12-31	$388,005
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,093,147
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,705,142
Assets. Value of real-estate (other than employer real property)	2012-12-31	$1,285,000
Total contributions received or receivable from employer(s)	2012-12-31	$121,374
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$233,140
Expenses. Total of all expenses incurred	2011-12-31	$10,535
Benefits paid (including direct rollovers)	2011-12-31	$10,535
Total plan assets at end of year	2011-12-31	$1,705,142
Total plan assets at beginning of year	2011-12-31	$1,482,537
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$12,618
Other income received	2011-12-31	$125,324
Net income (gross income less expenses)	2011-12-31	$222,605
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,705,142
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,482,537
Assets. Value of participant loans	2011-12-31	$11,206
Assets. Value of real-estate (other than employer real property)	2011-12-31	$240,000
Total contributions received or receivable from employer(s)	2011-12-31	$95,198
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : NELSON & NELSON, P.A. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$260,270
Expenses. Total of all expenses incurred	2010-12-31	$935
Benefits paid (including direct rollovers)	2010-12-31	$935
Total plan assets at end of year	2010-12-31	$1,482,537
Total plan assets at beginning of year	2010-12-31	$1,223,202
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$15,765
Other income received	2010-12-31	$140,276
Net income (gross income less expenses)	2010-12-31	$259,335
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,482,537
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,223,202
Assets. Value of participant loans	2010-12-31	$34,070
Assets. Value of real-estate (other than employer real property)	2010-12-31	$200,000
Total contributions received or receivable from employer(s)	2010-12-31	$104,229
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for NELSON & NELSON, P.A. PROFIT SHARING PLAN

2020: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NELSON & NELSON, P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: NELSON & NELSON, P.A. 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, P.A. 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, P.A.
Employer identification number (EIN):	650628903
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers