401k Plan data: NANCY C. NELSON & ASSOCIATES, INC. QRP plan

NANCY C. NELSON & ASSOCIATES, INC. QRP 401k Plan overview

Plan Name	NANCY C. NELSON & ASSOCIATES, INC. QRP
Plan identification number	001

NANCY C. NELSON & ASSOCIATES, INC. QRP Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

NANCY C. NELSON & ASSOCIATES INC. has sponsored the creation of one or more 401k plans.

Company Name: NANCY C. NELSON & ASSOCIATES INC.

Employer identification number (EIN): 911948823

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NANCY C. NELSON & ASSOCIATES, INC. QRP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 PLAN SPONSOR 2024-10-07
001 2014-01-01 ERIC KENDRICK 2014-11-07
001 2013-01-01 ERIC KENDRICK 2014-10-05
001 2012-01-01 ERIC KENDRICK 2013-10-11
001 2011-01-01 NANCY C NELSON
001 2009-01-01 NANCY C NELSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	PLAN SPONSOR	2024-10-07
001	2014-01-01	ERIC KENDRICK	2014-11-07
001	2013-01-01	ERIC KENDRICK	2014-10-05
001	2012-01-01	ERIC KENDRICK	2013-10-11
001	2011-01-01	NANCY C NELSON
001	2009-01-01	NANCY C NELSON

Plan Statistics for NANCY C. NELSON & ASSOCIATES, INC. QRP

401k plan membership statisitcs for NANCY C. NELSON & ASSOCIATES, INC. QRP

Measure Date Value
2011: NANCY C. NELSON & ASSOCIATES, INC. QRP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
2009: NANCY C. NELSON & ASSOCIATES, INC. QRP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Total of all active and inactive participants 2009-01-01 5
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2011: NANCY C. NELSON & ASSOCIATES, INC. QRP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
2009: NANCY C. NELSON & ASSOCIATES, INC. QRP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Total of all active and inactive participants	2009-01-01	5
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	4

Financial Data on NANCY C. NELSON & ASSOCIATES, INC. QRP

Measure	Date	Value
2011 : NANCY C. NELSON & ASSOCIATES, INC. QRP 2011 401k financial data
Transfers to/from the plan	2011-12-31	$-4,201
Total income from all sources	2011-12-31	$4,081
Total plan assets at end of year	2011-12-31	$870,859
Total plan assets at beginning of year	2011-12-31	$870,979
Other income received	2011-12-31	$-40,758
Net income (gross income less expenses)	2011-12-31	$4,081
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$870,859
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$870,979
Total contributions received or receivable from employer(s)	2011-12-31	$44,839
2010 : NANCY C. NELSON & ASSOCIATES, INC. QRP 2010 401k financial data
Total income from all sources	2010-12-31	$142,509
Total plan assets at end of year	2010-12-31	$870,979
Total plan assets at beginning of year	2010-12-31	$728,470
Other income received	2010-12-31	$99,536
Net income (gross income less expenses)	2010-12-31	$142,509
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$870,979
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$728,470
Total contributions received or receivable from employer(s)	2010-12-31	$42,973

Form 5500 Responses for NANCY C. NELSON & ASSOCIATES, INC. QRP

2011: NANCY C. NELSON & ASSOCIATES, INC. QRP 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
2009: NANCY C. NELSON & ASSOCIATES, INC. QRP 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	NANCY C. NELSON & ASSOCIATES INC.
Employer identification number (EIN):	911948823
NAIC Classification:	541600