401k Plan data: NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. plan

NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 401k Plan overview

Plan Name	NELSON, MCPHERSON, SUMMERS & SANTOS, L.C.
Plan identification number	001

NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Money purchase (other than target benefit)
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.
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

NELSON, MCPHERSON, SUMMERS & has sponsored the creation of one or more 401k plans.

Company Name: NELSON, MCPHERSON, SUMMERS &

Employer identification number (EIN): 540619948

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NELSON, MCPHERSON, SUMMERS & SANTOS, L.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 KAREN HILDEBRAND 2020-06-29
001 2018-01-01 KAREN HILDEBRAND 2019-07-24 KAREN HILDEBRAND 2019-07-24
001 2017-01-01 KAREN HILDEBRAND 2018-08-09
001 2016-01-01 VICTOR M. SANTOS 2017-07-12 VICTOR M. SANTOS 2017-07-12
001 2015-01-01 VICTOR M. SANTOS
001 2015-01-01 VICTOR M. SANTOS VICTOR M. SANTOS 2017-07-12
001 2014-01-01 VICTOR M. SANTOS
001 2013-01-01 VICTOR M. SANTOS SHELIA FOX 2014-06-19
001 2012-01-01 SHELIA P. FOX VICTOR M. SANTOS 2013-07-29
001 2011-01-01 VICTOR M. SANTOS
001 2010-01-01 SHELIA P. FOX VICTOR SANTOS 2011-07-07
001 2009-01-01 SHELIA P. FOX

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	KAREN HILDEBRAND	2020-06-29
001	2018-01-01	KAREN HILDEBRAND	2019-07-24	KAREN HILDEBRAND	2019-07-24
001	2017-01-01	KAREN HILDEBRAND	2018-08-09
001	2016-01-01	VICTOR M. SANTOS	2017-07-12	VICTOR M. SANTOS	2017-07-12
001	2015-01-01	VICTOR M. SANTOS
001	2015-01-01	VICTOR M. SANTOS		VICTOR M. SANTOS	2017-07-12
001	2014-01-01	VICTOR M. SANTOS
001	2013-01-01	VICTOR M. SANTOS		SHELIA FOX	2014-06-19
001	2012-01-01	SHELIA P. FOX		VICTOR M. SANTOS	2013-07-29
001	2011-01-01	VICTOR M. SANTOS
001	2010-01-01	SHELIA P. FOX		VICTOR SANTOS	2011-07-07
001	2009-01-01	SHELIA P. FOX

Plan Statistics for NELSON, MCPHERSON, SUMMERS & SANTOS, L.C.

401k plan membership statisitcs for NELSON, MCPHERSON, SUMMERS & SANTOS, L.C.

Measure Date Value
2015: NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 17
Number of participants with account balances 2015-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 18
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 21
Number of participants with account balances 2014-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 16
Number of participants with account balances 2013-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 16
Number of participants with account balances 2012-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 13
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 18
Number of participants with account balances 2011-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2010 401k membership
Total participants, beginning-of-year 2010-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 15
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 18
Number of participants with account balances 2010-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 19
Number of participants with account balances 2009-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	17
Number of participants with account balances	2015-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	18
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	21
Number of participants with account balances	2014-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	16
Number of participants with account balances	2013-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	16
Number of participants with account balances	2012-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	13
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	18
Number of participants with account balances	2011-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2010 401k membership
Total participants, beginning-of-year	2010-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	15
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	18
Number of participants with account balances	2010-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	19
Number of participants with account balances	2009-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NELSON, MCPHERSON, SUMMERS & SANTOS, L.C.

Measure	Date	Value
2015 : NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2015 401k financial data
Total income from all sources	2015-12-31	$126,299
Expenses. Total of all expenses incurred	2015-12-31	$11,675
Benefits paid (including direct rollovers)	2015-12-31	$11,272
Total plan assets at end of year	2015-12-31	$4,086,460
Total plan assets at beginning of year	2015-12-31	$3,971,836
Value of fidelity bond covering the plan	2015-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$403
Other income received	2015-12-31	$16,318
Net income (gross income less expenses)	2015-12-31	$114,624
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,086,460
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,971,836
Total contributions received or receivable from employer(s)	2015-12-31	$109,981
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
2014 : NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2014 401k financial data
Total income from all sources	2014-12-31	$536,214
Expenses. Total of all expenses incurred	2014-12-31	$7,881
Benefits paid (including direct rollovers)	2014-12-31	$7,465
Total plan assets at end of year	2014-12-31	$3,971,836
Total plan assets at beginning of year	2014-12-31	$3,443,503
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$416
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$432,058
Net income (gross income less expenses)	2014-12-31	$528,333
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,971,836
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,443,503
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$104,156
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
2013 : NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2013 401k financial data
Total income from all sources	2013-12-31	$679,859
Expenses. Total of all expenses incurred	2013-12-31	$39,179
Benefits paid (including direct rollovers)	2013-12-31	$38,779
Total plan assets at end of year	2013-12-31	$3,443,503
Total plan assets at beginning of year	2013-12-31	$2,802,823
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$400
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$586,876
Net income (gross income less expenses)	2013-12-31	$640,680
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,443,503
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,802,823
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$92,983
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
2012 : NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2012 401k financial data
Total income from all sources	2012-12-31	$385,066
Expenses. Total of all expenses incurred	2012-12-31	$17,804
Benefits paid (including direct rollovers)	2012-12-31	$12,575
Total plan assets at end of year	2012-12-31	$2,802,823
Total plan assets at beginning of year	2012-12-31	$2,435,561
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$364
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$296,191
Net income (gross income less expenses)	2012-12-31	$367,262
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,802,823
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,435,561
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$88,875
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$4,865
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
2011 : NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2011 401k financial data
Total income from all sources	2011-12-31	$84,680
Expenses. Total of all expenses incurred	2011-12-31	$17,144
Benefits paid (including direct rollovers)	2011-12-31	$17,003
Total plan assets at end of year	2011-12-31	$2,435,561
Total plan assets at beginning of year	2011-12-31	$2,368,026
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$141
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-18,365
Net income (gross income less expenses)	2011-12-31	$67,536
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,435,561
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,368,026
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$103,045
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
2010 : NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2010 401k financial data
Total income from all sources	2010-12-31	$366,641
Expenses. Total of all expenses incurred	2010-12-31	$7,684
Benefits paid (including direct rollovers)	2010-12-31	$7,684
Total plan assets at end of year	2010-12-31	$2,368,026
Total plan assets at beginning of year	2010-12-31	$2,009,069
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$-7,439
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$287,554
Net income (gross income less expenses)	2010-12-31	$358,957
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,368,026
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,009,069
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$79,087
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$7,439
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
2009 : NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$22,807
Amount contributed by the employer to the plan for this plan year	2009-12-31	$22,807

Form 5500 Responses for NELSON, MCPHERSON, SUMMERS & SANTOS, L.C.

2015: NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: NELSON, MCPHERSON, SUMMERS & SANTOS, L.C. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NELSON, MCPHERSON, SUMMERS &
Employer identification number (EIN):	540619948
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers