401k Plan data: G ERIC NIELSON & ASSOCIATES DEFINED BENEFIT PLAN plan

G ERIC NIELSON & ASSOCIATES DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	G ERIC NIELSON & ASSOCIATES DEFINED BENEFIT PLAN
Plan identification number	003

G ERIC NIELSON & ASSOCIATES DEFINED BENEFIT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

G ERIC NIELSON & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: G ERIC NIELSON & ASSOCIATES

Employer identification number (EIN): 870502281

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan G ERIC NIELSON & ASSOCIATES DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 G. ERIC NIELSON 2024-09-18 G. ERIC NIELSON 2024-09-18
003 2022-01-01 G. ERIC NIELSON 2023-06-22 G. ERIC NIELSON 2023-06-22
003 2021-01-01 G. ERIC NIELSON 2022-09-08 G. ERIC NIELSON 2022-09-08
003 2020-01-01 G. ERIC NIELSON 2021-08-18
003 2019-01-01 G. ERIC NIELSON 2020-09-11 G. ERIC NIELSON 2020-09-11
003 2018-01-01 G. ERIC NIELSON 2019-05-03 G. ERIC NIELSON 2019-05-03
003 2017-01-01 G. ERIC NIELSON 2018-07-19 G. ERIC NIELSON 2018-07-19
003 2016-01-01 G. ERIC NIELSON 2017-05-10
003 2015-01-01 G. ERIC NIELSON 2016-06-10
003 2014-01-01 G. ERIC NIELSON 2015-09-02
003 2013-01-01 G. ERIC NIELSON 2014-09-25 G. ERIC NIELSON 2014-09-25
003 2012-01-01 G. ERIC NIELSON 2013-10-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	G. ERIC NIELSON	2024-09-18	G. ERIC NIELSON	2024-09-18
003	2022-01-01	G. ERIC NIELSON	2023-06-22	G. ERIC NIELSON	2023-06-22
003	2021-01-01	G. ERIC NIELSON	2022-09-08	G. ERIC NIELSON	2022-09-08
003	2020-01-01	G. ERIC NIELSON	2021-08-18
003	2019-01-01	G. ERIC NIELSON	2020-09-11	G. ERIC NIELSON	2020-09-11
003	2018-01-01	G. ERIC NIELSON	2019-05-03	G. ERIC NIELSON	2019-05-03
003	2017-01-01	G. ERIC NIELSON	2018-07-19	G. ERIC NIELSON	2018-07-19
003	2016-01-01	G. ERIC NIELSON	2017-05-10
003	2015-01-01	G. ERIC NIELSON	2016-06-10
003	2014-01-01	G. ERIC NIELSON	2015-09-02
003	2013-01-01	G. ERIC NIELSON	2014-09-25	G. ERIC NIELSON	2014-09-25
003	2012-01-01	G. ERIC NIELSON	2013-10-08

Plan Statistics for G ERIC NIELSON & ASSOCIATES DEFINED BENEFIT PLAN

401k plan membership statisitcs for G ERIC NIELSON & ASSOCIATES DEFINED BENEFIT PLAN

Measure Date Value
2022: G ERIC NIELSON & ASSOCIATES DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,671,861
Acturial value of plan assets 2022-12-31 2,671,861
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 4
Fundng target for terminated vested participants 2022-12-31 43,862
Active participant vested funding target 2022-12-31 2,457,025
Number of active participants 2022-12-31 9
Total funding liabilities for active participants 2022-12-31 2,473,201
Total participant count 2022-12-31 13
Total funding target for all participants 2022-12-31 2,517,063
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 410,470
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 410,470
Present value of excess contributions 2022-12-31 207,875
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 207,875
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 459,685
Total employer contributions 2022-12-31 210,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 205,336
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 272,694
Net shortfall amortization installment of oustanding balance 2022-12-31 329,526
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 303,146
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 97,810
Additional cash requirement 2022-12-31 205,336
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 205,336
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: G ERIC NIELSON & ASSOCIATES DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,886,137
Acturial value of plan assets 2021-12-31 2,886,137
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 24,838
Active participant vested funding target 2021-12-31 2,038,719
Number of active participants 2021-12-31 9
Total funding liabilities for active participants 2021-12-31 2,050,673
Total participant count 2021-12-31 11
Total funding target for all participants 2021-12-31 2,075,511
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 376,855
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 376,855
Present value of excess contributions 2021-12-31 177,431
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 177,431
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 410,470
Total employer contributions 2021-12-31 215,459
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 207,875
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 263,319
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 207,875
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: G ERIC NIELSON & ASSOCIATES DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,187,161
Acturial value of plan assets 2020-12-31 2,187,161
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 3,274
Active participant vested funding target 2020-12-31 1,694,264
Number of active participants 2020-12-31 8
Total funding liabilities for active participants 2020-12-31 1,700,097
Total participant count 2020-12-31 11
Total funding target for all participants 2020-12-31 1,703,371
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 118,911
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 118,911
Present value of excess contributions 2020-12-31 248,455
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 248,455
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 240,000
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 376,855
Total employer contributions 2020-12-31 417,081
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 404,482
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 313,937
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 227,051
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 227,051
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 404,482
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: G ERIC NIELSON & ASSOCIATES DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,664,147
Acturial value of plan assets 2019-12-31 1,664,147
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 1,995
Active participant vested funding target 2019-12-31 1,415,199
Number of active participants 2019-12-31 8
Total funding liabilities for active participants 2019-12-31 1,422,247
Total participant count 2019-12-31 10
Total funding target for all participants 2019-12-31 1,424,242
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 154,012
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 23,998
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 130,014
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 118,911
Total employer contributions 2019-12-31 363,525
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 347,826
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 214,158
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 99,371
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 99,371
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 347,826
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: G ERIC NIELSON & ASSOCIATES DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,265,310
Acturial value of plan assets 2018-12-31 1,265,310
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 1,095
Active participant vested funding target 2018-12-31 1,154,239
Number of active participants 2018-12-31 8
Total funding liabilities for active participants 2018-12-31 1,158,377
Total participant count 2018-12-31 10
Total funding target for all participants 2018-12-31 1,159,472
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 137,535
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 137,535
Present value of excess contributions 2018-12-31 143,511
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 143,511
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 154,012
Total employer contributions 2018-12-31 187,940
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 186,277
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 202,351
Net shortfall amortization installment of oustanding balance 2018-12-31 56,183
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 211,523
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 25,246
Additional cash requirement 2018-12-31 186,277
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 186,277
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: G ERIC NIELSON & ASSOCIATES DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,228,468
Acturial value of plan assets 2017-12-31 1,228,468
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 843,161
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 847,357
Total participant count 2017-12-31 7
Total funding target for all participants 2017-12-31 847,357
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 134,838
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 134,838
Present value of excess contributions 2017-12-31 165,041
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 165,041
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 137,535
Total employer contributions 2017-12-31 147,832
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 143,511
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 172,962
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 143,511
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: G ERIC NIELSON & ASSOCIATES DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 903,878
Acturial value of plan assets 2016-12-31 903,878
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 561
Active participant vested funding target 2016-12-31 496,904
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 622,997
Total participant count 2016-12-31 8
Total funding target for all participants 2016-12-31 623,558
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 137,114
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 137,114
Present value of excess contributions 2016-12-31 156,830
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 156,830
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 134,838
Total employer contributions 2016-12-31 199,882
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 196,912
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 169,371
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 31,871
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 31,871
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 196,912
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: G ERIC NIELSON & ASSOCIATES DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,671,861
Acturial value of plan assets	2022-12-31	2,671,861
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	4
Fundng target for terminated vested participants	2022-12-31	43,862
Active participant vested funding target	2022-12-31	2,457,025
Number of active participants	2022-12-31	9
Total funding liabilities for active participants	2022-12-31	2,473,201
Total participant count	2022-12-31	13
Total funding target for all participants	2022-12-31	2,517,063
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	410,470
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	410,470
Present value of excess contributions	2022-12-31	207,875
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	207,875
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	459,685
Total employer contributions	2022-12-31	210,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	205,336
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	272,694
Net shortfall amortization installment of oustanding balance	2022-12-31	329,526
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	303,146
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	97,810
Additional cash requirement	2022-12-31	205,336
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	205,336
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: G ERIC NIELSON & ASSOCIATES DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,886,137
Acturial value of plan assets	2021-12-31	2,886,137
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	24,838
Active participant vested funding target	2021-12-31	2,038,719
Number of active participants	2021-12-31	9
Total funding liabilities for active participants	2021-12-31	2,050,673
Total participant count	2021-12-31	11
Total funding target for all participants	2021-12-31	2,075,511
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	376,855
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	376,855
Present value of excess contributions	2021-12-31	177,431
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	177,431
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	410,470
Total employer contributions	2021-12-31	215,459
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	207,875
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	263,319
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	207,875
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: G ERIC NIELSON & ASSOCIATES DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,187,161
Acturial value of plan assets	2020-12-31	2,187,161
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	3,274
Active participant vested funding target	2020-12-31	1,694,264
Number of active participants	2020-12-31	8
Total funding liabilities for active participants	2020-12-31	1,700,097
Total participant count	2020-12-31	11
Total funding target for all participants	2020-12-31	1,703,371
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	118,911
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	118,911
Present value of excess contributions	2020-12-31	248,455
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	248,455
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	240,000
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	376,855
Total employer contributions	2020-12-31	417,081
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	404,482
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	313,937
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	227,051
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	227,051
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	404,482
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: G ERIC NIELSON & ASSOCIATES DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,664,147
Acturial value of plan assets	2019-12-31	1,664,147
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	1,995
Active participant vested funding target	2019-12-31	1,415,199
Number of active participants	2019-12-31	8
Total funding liabilities for active participants	2019-12-31	1,422,247
Total participant count	2019-12-31	10
Total funding target for all participants	2019-12-31	1,424,242
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	154,012
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	23,998
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	130,014
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	118,911
Total employer contributions	2019-12-31	363,525
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	347,826
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	214,158
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	99,371
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	99,371
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	347,826
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: G ERIC NIELSON & ASSOCIATES DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,265,310
Acturial value of plan assets	2018-12-31	1,265,310
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	1,095
Active participant vested funding target	2018-12-31	1,154,239
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	1,158,377
Total participant count	2018-12-31	10
Total funding target for all participants	2018-12-31	1,159,472
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	137,535
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	137,535
Present value of excess contributions	2018-12-31	143,511
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	143,511
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	154,012
Total employer contributions	2018-12-31	187,940
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	186,277
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	202,351
Net shortfall amortization installment of oustanding balance	2018-12-31	56,183
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	211,523
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	25,246
Additional cash requirement	2018-12-31	186,277
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	186,277
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: G ERIC NIELSON & ASSOCIATES DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,228,468
Acturial value of plan assets	2017-12-31	1,228,468
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	843,161
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	847,357
Total participant count	2017-12-31	7
Total funding target for all participants	2017-12-31	847,357
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	134,838
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	134,838
Present value of excess contributions	2017-12-31	165,041
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	165,041
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	137,535
Total employer contributions	2017-12-31	147,832
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	143,511
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	172,962
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	143,511
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: G ERIC NIELSON & ASSOCIATES DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	903,878
Acturial value of plan assets	2016-12-31	903,878
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	561
Active participant vested funding target	2016-12-31	496,904
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	622,997
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	623,558
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	137,114
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	137,114
Present value of excess contributions	2016-12-31	156,830
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	156,830
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	134,838
Total employer contributions	2016-12-31	199,882
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	196,912
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	169,371
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	31,871
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	31,871
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	196,912
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	G ERIC NIELSON & ASSOCIATES
Employer identification number (EIN):	870502281
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers