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NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameNELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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 & MORGAN ARCHITECTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:NELSON & MORGAN ARCHITECTS, INC.
Employer identification number (EIN):200278608
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ALAN NELSON ALAN NELSON2018-10-01
0022016-01-01ALAN NELSON ALAN NELSON2017-06-12
0022015-01-01ALAN NELSON ALAN NELSON2016-10-07
0022014-01-01SHARON WAKE ALAN NELSON2015-07-31

Plan Statistics for NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-017
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-017
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-015
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total income from all sources2022-12-31$-12,276
Expenses. Total of all expenses incurred2022-12-31$1,535
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$115,197
Total plan assets at beginning of year2022-12-31$129,008
Value of fidelity bond covering the plan2022-12-31$25,000
Total contributions received or receivable from participants2022-12-31$10,203
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-28,386
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-13,811
Net plan assets at end of year (total assets less liabilities)2022-12-31$115,197
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$129,008
Total contributions received or receivable from employer(s)2022-12-31$5,907
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1,535
2021 : NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$37,235
Expenses. Total of all expenses incurred2021-12-31$24,827
Benefits paid (including direct rollovers)2021-12-31$23,112
Total plan assets at end of year2021-12-31$129,008
Total plan assets at beginning of year2021-12-31$116,600
Value of fidelity bond covering the plan2021-12-31$25,000
Total contributions received or receivable from participants2021-12-31$9,666
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$21,448
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$12,408
Net plan assets at end of year (total assets less liabilities)2021-12-31$129,008
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$116,600
Total contributions received or receivable from employer(s)2021-12-31$6,121
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,715
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$53,893
Expenses. Total of all expenses incurred2020-12-31$188,927
Benefits paid (including direct rollovers)2020-12-31$186,697
Total plan assets at end of year2020-12-31$116,600
Total plan assets at beginning of year2020-12-31$251,634
Value of fidelity bond covering the plan2020-12-31$25,000
Total contributions received or receivable from participants2020-12-31$31,879
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$12,662
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-135,034
Net plan assets at end of year (total assets less liabilities)2020-12-31$116,600
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$251,634
Total contributions received or receivable from employer(s)2020-12-31$9,352
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,230
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$65,444
Expenses. Total of all expenses incurred2019-12-31$2,712
Total plan assets at end of year2019-12-31$251,634
Total plan assets at beginning of year2019-12-31$188,902
Value of fidelity bond covering the plan2019-12-31$25,000
Total contributions received or receivable from participants2019-12-31$32,796
Other income received2019-12-31$21,811
Net income (gross income less expenses)2019-12-31$62,732
Net plan assets at end of year (total assets less liabilities)2019-12-31$251,634
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$188,902
Total contributions received or receivable from employer(s)2019-12-31$10,837
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,712
2018 : NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$33,200
Expenses. Total of all expenses incurred2018-12-31$2,165
Total plan assets at end of year2018-12-31$188,902
Total plan assets at beginning of year2018-12-31$157,867
Value of fidelity bond covering the plan2018-12-31$25,000
Total contributions received or receivable from participants2018-12-31$30,414
Other income received2018-12-31$-6,330
Net income (gross income less expenses)2018-12-31$31,035
Net plan assets at end of year (total assets less liabilities)2018-12-31$188,902
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$157,867
Total contributions received or receivable from employer(s)2018-12-31$9,116
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,165
2017 : NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$47,195
Expenses. Total of all expenses incurred2017-12-31$1,623
Total plan assets at end of year2017-12-31$157,867
Total plan assets at beginning of year2017-12-31$112,295
Value of fidelity bond covering the plan2017-12-31$25,000
Total contributions received or receivable from participants2017-12-31$30,140
Other income received2017-12-31$8,159
Net income (gross income less expenses)2017-12-31$45,572
Net plan assets at end of year (total assets less liabilities)2017-12-31$157,867
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$112,295
Total contributions received or receivable from employer(s)2017-12-31$8,896
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,623
2016 : NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$43,097
Expenses. Total of all expenses incurred2016-12-31$1,086
Total plan assets at end of year2016-12-31$112,295
Total plan assets at beginning of year2016-12-31$70,284
Value of fidelity bond covering the plan2016-12-31$25,000
Total contributions received or receivable from participants2016-12-31$28,836
Other income received2016-12-31$5,774
Net income (gross income less expenses)2016-12-31$42,011
Net plan assets at end of year (total assets less liabilities)2016-12-31$112,295
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$70,284
Total contributions received or receivable from employer(s)2016-12-31$8,487
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,086
2015 : NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$38,094
Expenses. Total of all expenses incurred2015-12-31$644
Total plan assets at end of year2015-12-31$70,284
Total plan assets at beginning of year2015-12-31$32,834
Value of fidelity bond covering the plan2015-12-31$25,000
Total contributions received or receivable from participants2015-12-31$30,331
Other income received2015-12-31$-1,452
Net income (gross income less expenses)2015-12-31$37,450
Net plan assets at end of year (total assets less liabilities)2015-12-31$70,284
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$32,834
Total contributions received or receivable from employer(s)2015-12-31$9,215
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$644
2014 : NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total income from all sources2014-12-31$32,941
Expenses. Total of all expenses incurred2014-12-31$107
Total plan assets at end of year2014-12-31$32,834
Total plan assets at beginning of year2014-12-31$0
Total contributions received or receivable from participants2014-12-31$26,466
Expenses. Other expenses not covered elsewhere2014-12-31$107
Other income received2014-12-31$-1
Net income (gross income less expenses)2014-12-31$32,834
Net plan assets at end of year (total assets less liabilities)2014-12-31$32,834
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$6,476

Form 5500 Responses for NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN

2022: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NELSON & MORGAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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