401k Plan data: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST plan

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

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

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

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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

Company Name: NELSON RARITIES INC

Employer identification number (EIN): 010365471

NAIC Classification: 423940
NAIC Description: Jewelry, Watch, Precious Stone, and Precious Metal Merchant Wholesalers

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ANDREW J NELSON
001 2022-01-01 ANDREW J NELSON 2023-09-04
001 2021-01-01 ANDREW J NELSON 2022-09-12
001 2020-01-01 ANDREW J NELSON
001 2019-01-01 ANDREW J NELSON
001 2018-01-01 ANDREW J NELSON 2019-08-23
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 ANDREW J. NELSON
001 2011-01-01 ANDREW J. NELSON
001 2010-01-01 ANDREW J. NELSON
001 2009-01-01 ANDREW J. NELSON

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

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

Measure Date Value
2023: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 2
Total of all active and inactive participants 2023-01-01 2
Total participants 2023-01-01 2
Number of participants with account balances 2023-01-01 2
2022: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Total of all active and inactive participants 2022-01-01 2
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
2021: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Total of all active and inactive participants 2021-01-01 2
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
2020: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Total of all active and inactive participants 2020-01-01 2
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
2019: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Total of all active and inactive participants 2019-01-01 2
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
2018: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Total of all active and inactive participants 2018-01-01 2
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
2017: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Total of all active and inactive participants 2017-01-01 2
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
2016: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
2015: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Total of all active and inactive participants 2015-01-01 2
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
2014: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
2013: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
2012: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Total of all active and inactive participants 2011-01-01 3
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
2010: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Total of all active and inactive participants 2010-01-01 3
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
2009: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2023: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	2
Total of all active and inactive participants	2023-01-01	2
Total participants	2023-01-01	2
Number of participants with account balances	2023-01-01	2
2022: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Total of all active and inactive participants	2022-01-01	2
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
2021: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Total of all active and inactive participants	2021-01-01	2
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
2020: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Total of all active and inactive participants	2020-01-01	2
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
2019: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Total of all active and inactive participants	2019-01-01	2
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
2018: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Total of all active and inactive participants	2018-01-01	2
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
2017: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Total of all active and inactive participants	2017-01-01	2
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
2016: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
2015: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Total of all active and inactive participants	2015-01-01	2
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
2014: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
2013: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
2012: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Total of all active and inactive participants	2011-01-01	3
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
2010: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Total of all active and inactive participants	2010-01-01	3
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
2009: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

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

Measure	Date	Value
2023 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$280,851
Expenses. Total of all expenses incurred	2023-12-31	$55,407
Benefits paid (including direct rollovers)	2023-12-31	$50,000
Total plan assets at end of year	2023-12-31	$906,588
Total plan assets at beginning of year	2023-12-31	$681,144
Value of fidelity bond covering the plan	2023-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$25
Other income received	2023-12-31	$236,160
Net income (gross income less expenses)	2023-12-31	$225,444
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$906,588
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$681,144
Total contributions received or receivable from employer(s)	2023-12-31	$44,691
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$5,382
2022 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-276,482
Expenses. Total of all expenses incurred	2022-12-31	$206,747
Benefits paid (including direct rollovers)	2022-12-31	$201,708
Total plan assets at end of year	2022-12-31	$681,144
Total plan assets at beginning of year	2022-12-31	$1,164,373
Value of fidelity bond covering the plan	2022-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$150
Other income received	2022-12-31	$-316,863
Net income (gross income less expenses)	2022-12-31	$-483,229
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$681,144
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,164,373
Total contributions received or receivable from employer(s)	2022-12-31	$40,381
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$4,889
2021 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$184,281
Expenses. Total of all expenses incurred	2021-12-31	$220,318
Benefits paid (including direct rollovers)	2021-12-31	$215,000
Total plan assets at end of year	2021-12-31	$1,164,373
Total plan assets at beginning of year	2021-12-31	$1,200,410
Value of fidelity bond covering the plan	2021-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$175
Other income received	2021-12-31	$143,781
Net income (gross income less expenses)	2021-12-31	$-36,037
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,164,373
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,200,410
Total contributions received or receivable from employer(s)	2021-12-31	$40,500
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$5,143
2020 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$179,473
Expenses. Total of all expenses incurred	2020-12-31	$280,125
Benefits paid (including direct rollovers)	2020-12-31	$280,000
Total plan assets at end of year	2020-12-31	$1,200,410
Total plan assets at beginning of year	2020-12-31	$1,301,062
Value of fidelity bond covering the plan	2020-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$125
Other income received	2020-12-31	$139,973
Net income (gross income less expenses)	2020-12-31	$-100,652
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,200,410
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,301,062
Total contributions received or receivable from employer(s)	2020-12-31	$39,500
2019 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$301,589
Expenses. Total of all expenses incurred	2019-12-31	$399,200
Benefits paid (including direct rollovers)	2019-12-31	$399,000
Total plan assets at end of year	2019-12-31	$1,301,062
Total plan assets at beginning of year	2019-12-31	$1,398,673
Value of fidelity bond covering the plan	2019-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$200
Other income received	2019-12-31	$261,156
Net income (gross income less expenses)	2019-12-31	$-97,611
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,301,062
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,398,673
Total contributions received or receivable from employer(s)	2019-12-31	$40,433
2018 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-6,040
Expenses. Total of all expenses incurred	2018-12-31	$1,081,493
Benefits paid (including direct rollovers)	2018-12-31	$1,081,000
Total plan assets at end of year	2018-12-31	$1,398,673
Total plan assets at beginning of year	2018-12-31	$2,486,206
Value of fidelity bond covering the plan	2018-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$493
Other income received	2018-12-31	$-85,707
Net income (gross income less expenses)	2018-12-31	$-1,087,533
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,398,673
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,486,206
Total contributions received or receivable from employer(s)	2018-12-31	$79,667
2017 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$480,961
Expenses. Total of all expenses incurred	2017-12-31	$1,270,441
Benefits paid (including direct rollovers)	2017-12-31	$1,267,500
Total plan assets at end of year	2017-12-31	$2,486,206
Total plan assets at beginning of year	2017-12-31	$3,275,686
Value of fidelity bond covering the plan	2017-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$247
Other income received	2017-12-31	$404,961
Net income (gross income less expenses)	2017-12-31	$-789,480
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,486,206
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,275,686
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$76,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,694
2016 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$398,313
Expenses. Total of all expenses incurred	2016-12-31	$305,808
Benefits paid (including direct rollovers)	2016-12-31	$300,000
Total plan assets at end of year	2016-12-31	$3,275,686
Total plan assets at beginning of year	2016-12-31	$3,183,181
Value of fidelity bond covering the plan	2016-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$235
Other income received	2016-12-31	$318,313
Net income (gross income less expenses)	2016-12-31	$92,505
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,275,686
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,183,181
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$10,696
Total contributions received or receivable from employer(s)	2016-12-31	$80,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$5,573
2015 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$3,571
Expenses. Total of all expenses incurred	2015-12-31	$304,963
Benefits paid (including direct rollovers)	2015-12-31	$300,000
Total plan assets at end of year	2015-12-31	$3,183,181
Total plan assets at beginning of year	2015-12-31	$3,484,573
Value of fidelity bond covering the plan	2015-12-31	$350,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$220
Other income received	2015-12-31	$-77,829
Net income (gross income less expenses)	2015-12-31	$-301,392
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,183,181
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,484,573
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$10,835
Total contributions received or receivable from employer(s)	2015-12-31	$81,400
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,743
2014 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$306,768
Expenses. Total of all expenses incurred	2014-12-31	$4,347
Total plan assets at end of year	2014-12-31	$3,484,573
Total plan assets at beginning of year	2014-12-31	$3,182,152
Value of fidelity bond covering the plan	2014-12-31	$350,000
Other income received	2014-12-31	$212,768
Net income (gross income less expenses)	2014-12-31	$302,421
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,484,573
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,182,152
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$16,131
Total contributions received or receivable from employer(s)	2014-12-31	$94,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,347
2013 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$659,164
Expenses. Total of all expenses incurred	2013-12-31	$3,620
Total plan assets at end of year	2013-12-31	$3,182,152
Total plan assets at beginning of year	2013-12-31	$2,526,608
Value of fidelity bond covering the plan	2013-12-31	$350,000
Other income received	2013-12-31	$576,797
Net income (gross income less expenses)	2013-12-31	$655,544
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,182,152
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,526,608
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$16,615
Total contributions received or receivable from employer(s)	2013-12-31	$82,367
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,620
2012 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$465,951
Expenses. Total of all expenses incurred	2012-12-31	$1,037,343
Benefits paid (including direct rollovers)	2012-12-31	$1,034,074
Total plan assets at end of year	2012-12-31	$2,526,608
Total plan assets at beginning of year	2012-12-31	$3,098,000
Value of fidelity bond covering the plan	2012-12-31	$350,000
Other income received	2012-12-31	$397,251
Net income (gross income less expenses)	2012-12-31	$-571,392
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,526,608
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,098,000
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$14,393
Total contributions received or receivable from employer(s)	2012-12-31	$68,700
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,269
2011 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$117,425
Expenses. Total of all expenses incurred	2011-12-31	$2,520
Total plan assets at end of year	2011-12-31	$3,098,000
Total plan assets at beginning of year	2011-12-31	$2,983,095
Value of fidelity bond covering the plan	2011-12-31	$350,000
Other income received	2011-12-31	$39,006
Net income (gross income less expenses)	2011-12-31	$114,905
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,098,000
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,983,095
Total contributions received or receivable from employer(s)	2011-12-31	$78,419
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,520
2010 : NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$439,783
Expenses. Total of all expenses incurred	2010-12-31	$1,597
Total plan assets at end of year	2010-12-31	$2,983,095
Total plan assets at beginning of year	2010-12-31	$2,544,909
Value of fidelity bond covering the plan	2010-12-31	$350,000
Other income received	2010-12-31	$359,461
Net income (gross income less expenses)	2010-12-31	$438,186
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,983,095
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,544,909
Total contributions received or receivable from employer(s)	2010-12-31	$80,322
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,597

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

2023: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: NELSON RARITIES INC REVISED AND RESTATED PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	ANDREW J NELSON
001	2022-01-01	ANDREW J NELSON	2023-09-04
001	2021-01-01	ANDREW J NELSON	2022-09-12
001	2020-01-01	ANDREW J NELSON
001	2019-01-01	ANDREW J NELSON
001	2018-01-01	ANDREW J NELSON	2019-08-23
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	ANDREW J. NELSON
001	2011-01-01	ANDREW J. NELSON
001	2010-01-01	ANDREW J. NELSON
001	2009-01-01	ANDREW J. NELSON