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NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameNELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

NELSON ENGINEERING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:NELSON ENGINEERING COMPANY
Employer identification number (EIN):593183878
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP 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
0022017-01-01ANNETTE NELSON
0022016-01-01ANNETTE NELSON
0022015-01-01ANNETTE NELSON
0022014-01-01ANNETTE NELSON

Plan Statistics for NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0189
Total number of active participants reported on line 7a of the Form 55002022-01-0160
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-0115
Total of all active and inactive participants2022-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0190
Number of participants with account balances2022-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0186
Total number of active participants reported on line 7a of the Form 55002021-01-0168
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0186
Number of participants with account balances2021-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0180
Total number of active participants reported on line 7a of the Form 55002020-01-0159
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0173
Number of participants with account balances2020-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0187
Total number of active participants reported on line 7a of the Form 55002019-01-0147
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0171
Number of participants with account balances2019-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0182
Total number of active participants reported on line 7a of the Form 55002018-01-0146
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0135
Total of all active and inactive participants2018-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0184
Number of participants with account balances2018-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0175
Total number of active participants reported on line 7a of the Form 55002017-01-0143
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0177
Number of participants with account balances2017-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0150
Total number of active participants reported on line 7a of the Form 55002016-01-0155
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0164
Number of participants with account balances2016-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0144
Total number of active participants reported on line 7a of the Form 55002015-01-0145
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0148
Number of participants with account balances2015-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0143
Total number of active participants reported on line 7a of the Form 55002014-01-0141
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 participants2014-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0141
Number of participants with account balances2014-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$3,130
Total plan liabilities at beginning of year2022-12-31$10,955,130
Total income from all sources2022-12-31$6,070,966
Expenses. Total of all expenses incurred2022-12-31$838,364
Benefits paid (including direct rollovers)2022-12-31$2,918,303
Total plan assets at end of year2022-12-31$8,855,657
Total plan assets at beginning of year2022-12-31$14,575,055
Value of fidelity bond covering the plan2022-12-31$690,000
Expenses. Other expenses not covered elsewhere2022-12-31$-2,105,610
Other income received2022-12-31$6,070,966
Net income (gross income less expenses)2022-12-31$5,232,602
Net plan assets at end of year (total assets less liabilities)2022-12-31$8,852,527
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,619,925
Assets. Value of employer securities2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$25,671
2021 : NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$10,955,130
Total plan liabilities at beginning of year2021-12-31$10,955,130
Total income from all sources2021-12-31$2,437,987
Expenses. Total of all expenses incurred2021-12-31$335,131
Total plan assets at end of year2021-12-31$14,575,055
Total plan assets at beginning of year2021-12-31$12,472,199
Value of fidelity bond covering the plan2021-12-31$690,000
Expenses. Other expenses not covered elsewhere2021-12-31$335,131
Other income received2021-12-31$1,438,856
Net income (gross income less expenses)2021-12-31$2,102,856
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,619,925
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,517,069
Assets. Value of employer securities2021-12-31$13,584,090
Total contributions received or receivable from employer(s)2021-12-31$999,131
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$10,955,130
Total plan liabilities at beginning of year2020-12-31$11,616,000
Total income from all sources2020-12-31$5,554,714
Expenses. Total of all expenses incurred2020-12-31$570,313
Benefits paid (including direct rollovers)2020-12-31$214,113
Total plan assets at end of year2020-12-31$12,472,199
Total plan assets at beginning of year2020-12-31$8,148,668
Value of fidelity bond covering the plan2020-12-31$690,000
Expenses. Other expenses not covered elsewhere2020-12-31$355,450
Other income received2020-12-31$4,328,242
Net income (gross income less expenses)2020-12-31$4,984,401
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,517,069
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$-3,467,332
Assets. Value of employer securities2020-12-31$12,145,234
Total contributions received or receivable from employer(s)2020-12-31$1,226,472
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$750
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$210,983
2019 : NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$11,616,000
Total plan liabilities at beginning of year2019-12-31$12,280,000
Total income from all sources2019-12-31$4,049,317
Expenses. Total of all expenses incurred2019-12-31$419,467
Benefits paid (including direct rollovers)2019-12-31$42,674
Total plan assets at end of year2019-12-31$8,148,668
Total plan assets at beginning of year2019-12-31$5,182,818
Value of fidelity bond covering the plan2019-12-31$690,000
Expenses. Other expenses not covered elsewhere2019-12-31$375,793
Other income received2019-12-31$3,008,880
Net income (gross income less expenses)2019-12-31$3,629,850
Net plan assets at end of year (total assets less liabilities)2019-12-31$-3,467,332
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$-7,097,182
Assets. Value of employer securities2019-12-31$8,143,668
Total contributions received or receivable from employer(s)2019-12-31$1,040,437
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$12,280,000
Total plan liabilities at beginning of year2018-12-31$12,944,000
Total income from all sources2018-12-31$-607,429
Expenses. Total of all expenses incurred2018-12-31$407,853
Benefits paid (including direct rollovers)2018-12-31$11,417
Total plan assets at end of year2018-12-31$5,182,818
Total plan assets at beginning of year2018-12-31$6,862,100
Value of fidelity bond covering the plan2018-12-31$690,000
Expenses. Other expenses not covered elsewhere2018-12-31$396,086
Other income received2018-12-31$-1,667,539
Net income (gross income less expenses)2018-12-31$-1,015,282
Net plan assets at end of year (total assets less liabilities)2018-12-31$-7,097,182
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$-6,081,900
Assets. Value of employer securities2018-12-31$5,177,818
Total contributions received or receivable from employer(s)2018-12-31$1,060,110
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$350
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$11,743
2017 : NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$12,944,000
Total plan liabilities at beginning of year2017-12-31$13,608,000
Total income from all sources2017-12-31$1,577,205
Expenses. Total of all expenses incurred2017-12-31$416,405
Total plan assets at end of year2017-12-31$6,862,100
Total plan assets at beginning of year2017-12-31$6,365,300
Value of fidelity bond covering the plan2017-12-31$640,000
Expenses. Other expenses not covered elsewhere2017-12-31$416,405
Other income received2017-12-31$496,800
Net income (gross income less expenses)2017-12-31$1,160,800
Net plan assets at end of year (total assets less liabilities)2017-12-31$-6,081,900
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$-7,242,700
Assets. Value of employer securities2017-12-31$6,857,100
Total contributions received or receivable from employer(s)2017-12-31$1,080,405
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$13,608,000
Total plan liabilities at beginning of year2016-12-31$14,272,000
Total income from all sources2016-12-31$2,520,923
Expenses. Total of all expenses incurred2016-12-31$436,723
Total plan assets at end of year2016-12-31$6,365,300
Total plan assets at beginning of year2016-12-31$4,945,100
Value of fidelity bond covering the plan2016-12-31$280,000
Expenses. Other expenses not covered elsewhere2016-12-31$436,723
Other income received2016-12-31$1,420,200
Net income (gross income less expenses)2016-12-31$2,084,200
Net plan assets at end of year (total assets less liabilities)2016-12-31$-7,242,700
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$-9,326,900
Assets. Value of employer securities2016-12-31$6,360,300
Total contributions received or receivable from employer(s)2016-12-31$1,100,723
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$14,272,000
Total plan liabilities at beginning of year2015-12-31$15,936,000
Total income from all sources2015-12-31$4,301,742
Expenses. Total of all expenses incurred2015-12-31$487,642
Total plan assets at end of year2015-12-31$4,945,100
Total plan assets at beginning of year2015-12-31$2,795,000
Value of fidelity bond covering the plan2015-12-31$280,000
Expenses. Other expenses not covered elsewhere2015-12-31$487,642
Other income received2015-12-31$3,150,100
Net income (gross income less expenses)2015-12-31$3,814,100
Net plan assets at end of year (total assets less liabilities)2015-12-31$-9,326,900
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$-13,141,000
Assets. Value of employer securities2015-12-31$4,940,100
Total contributions received or receivable from employer(s)2015-12-31$1,151,642
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$15,936,000
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$-12,928,074
Expenses. Total of all expenses incurred2014-12-31$212,926
Total plan assets at end of year2014-12-31$2,795,000
Total plan assets at beginning of year2014-12-31$0
Value of fidelity bond covering the plan2014-12-31$200,000
Expenses. Other expenses not covered elsewhere2014-12-31$212,926
Other income received2014-12-31$-13,810,000
Net income (gross income less expenses)2014-12-31$-13,141,000
Net plan assets at end of year (total assets less liabilities)2014-12-31$-13,141,000
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Assets. Value of employer securities2014-12-31$2,790,000
Total contributions received or receivable from employer(s)2014-12-31$881,926
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

2022: NELSON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP 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 ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP 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 ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP 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 ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP 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 ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP 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 ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP 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 ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP 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 ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP 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 ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP 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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