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GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameGARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined 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).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GARY D. NELSON ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:GARY D. NELSON ASSOCIATES, INC.
Employer identification number (EIN):941726599
NAIC Classification:561300

Additional information about GARY D. NELSON ASSOCIATES, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4803449

More information about GARY D. NELSON ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01JOE PRUSKO
0012016-01-01JOE PRUSKO
0012015-01-01JOE PRUSKO
0012014-01-01DEBORAH MINGS
0012013-01-01DEBORAH MINGS
0012012-01-01CRAIG NELSON
0012011-01-01CRAIG NELSON
0012009-01-01TONY MACNEILL
0012009-01-01TONY MACNEILL

Plan Statistics for GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01366
Total number of active participants reported on line 7a of the Form 55002023-01-01248
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01148
Total of all active and inactive participants2023-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01396
Number of participants with account balances2023-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0119
2022: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01350
Total number of active participants reported on line 7a of the Form 55002022-01-01175
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01191
Total of all active and inactive participants2022-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01366
Number of participants with account balances2022-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0131
2021: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01349
Total number of active participants reported on line 7a of the Form 55002021-01-01171
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01179
Total of all active and inactive participants2021-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01350
Number of participants with account balances2021-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0132
2020: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01357
Total number of active participants reported on line 7a of the Form 55002020-01-01199
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01150
Total of all active and inactive participants2020-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01349
Number of participants with account balances2020-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01350
Total number of active participants reported on line 7a of the Form 55002019-01-01334
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01111
Total of all active and inactive participants2019-01-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01445
Number of participants with account balances2019-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01432
Total number of active participants reported on line 7a of the Form 55002018-01-01275
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01244
Total of all active and inactive participants2018-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01519
Number of participants with account balances2018-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0123
2017: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01445
Total number of active participants reported on line 7a of the Form 55002017-01-01203
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01229
Total of all active and inactive participants2017-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01432
Number of participants with account balances2017-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01430
Total number of active participants reported on line 7a of the Form 55002016-01-01217
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01228
Total of all active and inactive participants2016-01-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01445
Number of participants with account balances2016-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01418
Total number of active participants reported on line 7a of the Form 55002015-01-01198
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01232
Total of all active and inactive participants2015-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01430
Number of participants with account balances2015-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01426
Total number of active participants reported on line 7a of the Form 55002014-01-01194
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-01219
Total of all active and inactive participants2014-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01418
Number of participants with account balances2014-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01503
Total number of active participants reported on line 7a of the Form 55002013-01-01201
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01225
Total of all active and inactive participants2013-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01426
Number of participants with account balances2013-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01474
Total number of active participants reported on line 7a of the Form 55002012-01-01171
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01332
Total of all active and inactive participants2012-01-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01503
Number of participants with account balances2012-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01447
Total number of active participants reported on line 7a of the Form 55002011-01-01172
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01302
Total of all active and inactive participants2011-01-01474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01474
Number of participants with account balances2011-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2009: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01451
Total number of active participants reported on line 7a of the Form 55002009-01-01249
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01209
Total of all active and inactive participants2009-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01458
Number of participants with account balances2009-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0123

Financial Data on GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023 : GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$55
Total income from all sources (including contributions)2023-12-31$4,203,610
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,995,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,916,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,402,781
Value of total assets at end of year2023-12-31$18,149,328
Value of total assets at beginning of year2023-12-31$16,940,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$78,433
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,283,520
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$658
Participant contributions at end of year2023-12-31$49,104
Participant contributions at beginning of year2023-12-31$39,049
Assets. Other investments not covered elsewhere at end of year2023-12-31$2,523
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$4,015
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$119,261
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$55
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,208,575
Value of net assets at end of year (total assets less liabilities)2023-12-31$18,149,328
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$16,940,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$36,198
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$17,762,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$16,384,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$335,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$462,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$462,214
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,800,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$50,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,916,602
Contract administrator fees2023-12-31$26,246
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PENSION ASSURANCE, LLP
Accountancy firm EIN2023-12-31300840934
2022 : GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$55
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$75
Total income from all sources (including contributions)2022-12-31$-2,022,005
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$957,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$895,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,386,067
Value of total assets at end of year2022-12-31$16,940,808
Value of total assets at beginning of year2022-12-31$19,920,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$61,880
Total interest from all sources2022-12-31$175
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$19,471
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,335,489
Participant contributions at end of year2022-12-31$658
Participant contributions at beginning of year2022-12-31$5,763
Participant contributions at end of year2022-12-31$39,049
Participant contributions at beginning of year2022-12-31$43,921
Assets. Other investments not covered elsewhere at end of year2022-12-31$4,015
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,098
Liabilities. Value of operating payables at end of year2022-12-31$55
Liabilities. Value of operating payables at beginning of year2022-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,979,623
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,940,753
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,920,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$36,569
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,384,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,289,891
Interest on participant loans2022-12-31$175
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$462,214
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$437,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$437,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,408,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$50,578
Employer contributions (assets) at end of year2022-12-31$50,578
Employer contributions (assets) at beginning of year2022-12-31$139,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$895,738
Contract administrator fees2022-12-31$5,840
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PENSION ASSURANCE, LLP
Accountancy firm EIN2022-12-31300840934
2021 : GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$75
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$90
Total income from all sources (including contributions)2021-12-31$4,355,731
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,921,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,853,281
Value of total corrective distributions2021-12-31$236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,994,697
Value of total assets at end of year2021-12-31$19,920,451
Value of total assets at beginning of year2021-12-31$18,486,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$67,884
Total interest from all sources2021-12-31$436
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$526,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$526,745
Administrative expenses professional fees incurred2021-12-31$22,845
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,298,090
Participant contributions at end of year2021-12-31$5,763
Participant contributions at beginning of year2021-12-31$10,608
Participant contributions at end of year2021-12-31$43,921
Participant contributions at beginning of year2021-12-31$47,630
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,098
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,866
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$556,685
Liabilities. Value of operating payables at end of year2021-12-31$75
Liabilities. Value of operating payables at beginning of year2021-12-31$90
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,434,330
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,920,376
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,486,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$38,878
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,289,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,772,177
Interest on participant loans2021-12-31$436
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$437,856
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$653,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$653,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,833,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$139,922
Employer contributions (assets) at end of year2021-12-31$139,922
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,853,281
Contract administrator fees2021-12-31$6,161
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PENSION ASSURANCE, LLP
Accountancy firm EIN2021-12-31300840934
2020 : GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$90
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,919
Total income from all sources (including contributions)2020-12-31$3,807,004
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,550,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,501,901
Value of total corrective distributions2020-12-31$3,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,570,791
Value of total assets at end of year2020-12-31$18,486,136
Value of total assets at beginning of year2020-12-31$17,239,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,173
Total interest from all sources2020-12-31$692
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$495,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$495,200
Administrative expenses professional fees incurred2020-12-31$15,476
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,418,195
Participant contributions at end of year2020-12-31$10,608
Participant contributions at beginning of year2020-12-31$15,922
Participant contributions at end of year2020-12-31$47,630
Participant contributions at beginning of year2020-12-31$67,178
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,866
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$28,240
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$152,596
Other income not declared elsewhere2020-12-31$-27,029
Liabilities. Value of operating payables at end of year2020-12-31$90
Liabilities. Value of operating payables at beginning of year2020-12-31$9,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,256,841
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,486,046
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,229,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$23,402
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,772,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,751,268
Interest on participant loans2020-12-31$692
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$653,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$227,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$227,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,767,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$148,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,501,901
Contract administrator fees2020-12-31$6,295
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PENSION ASSURANCE, LLP
Accountancy firm EIN2020-12-31300840934
2019 : GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,920
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,910,341
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,500,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,386,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,639,637
Value of total assets at end of year2019-12-31$17,239,125
Value of total assets at beginning of year2019-12-31$15,819,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$113,688
Total interest from all sources2019-12-31$1,748
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$425,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$425,498
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,279,646
Participant contributions at end of year2019-12-31$15,922
Participant contributions at beginning of year2019-12-31$22,200
Participant contributions at end of year2019-12-31$67,178
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$24,881
Liabilities. Value of operating payables at end of year2019-12-31$9,920
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,409,868
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,229,205
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,819,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$56,690
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,007,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,797,137
Interest on participant loans2019-12-31$1,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,843,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$335,110
Employer contributions (assets) at end of year2019-12-31$148,972
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,386,785
Contract administrator fees2019-12-31$56,998
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PENSION ASSURANCE, LLP
Accountancy firm EIN2019-12-31300840934
2018 : GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$146,312
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,318,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,257,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,252,656
Value of total assets at end of year2018-12-31$15,819,337
Value of total assets at beginning of year2018-12-31$16,991,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$60,450
Total interest from all sources2018-12-31$422
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$661,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$661,030
Administrative expenses professional fees incurred2018-12-31$24,173
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,106,641
Participant contributions at end of year2018-12-31$22,200
Participant contributions at beginning of year2018-12-31$6,000
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$24,644
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,172,113
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,819,337
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,991,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,797,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,985,450
Interest on participant loans2018-12-31$422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,767,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$121,371
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,257,975
Contract administrator fees2018-12-31$36,277
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PENSION ASSURANCE, LLP
Accountancy firm EIN2018-12-31300840934
2017 : GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,820,066
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$700,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$643,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,135,670
Value of total assets at end of year2017-12-31$16,991,450
Value of total assets at beginning of year2017-12-31$13,872,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$56,906
Total interest from all sources2017-12-31$65
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,684,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,684,331
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,006,860
Participant contributions at end of year2017-12-31$6,000
Participant contributions at beginning of year2017-12-31$4,800
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$33,325
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,119,303
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,991,450
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,872,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$32,533
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,985,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,867,347
Interest on participant loans2017-12-31$65
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$95,485
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$643,857
Contract administrator fees2017-12-31$24,373
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PENSION ASSURANCE, LLP
Accountancy firm EIN2017-12-31300840934
2016 : GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,791,111
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$660,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$596,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$723,621
Value of total assets at end of year2016-12-31$13,872,147
Value of total assets at beginning of year2016-12-31$12,741,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$63,841
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,067,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,067,490
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$722,735
Participant contributions at end of year2016-12-31$4,800
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$886
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,130,692
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,872,147
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,741,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$29,652
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,867,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,741,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$596,578
Contract administrator fees2016-12-31$34,189
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PENSION ASSURANCE, LLP
Accountancy firm EIN2016-12-31300840934
2015 : GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$753,389
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,721,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,669,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$814,358
Value of total assets at end of year2015-12-31$12,741,455
Value of total assets at beginning of year2015-12-31$13,709,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$51,685
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$21,601
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$797,703
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$16,655
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-967,645
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,741,455
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,709,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,741,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,709,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-60,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,669,349
Contract administrator fees2015-12-31$30,084
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PENSION ASSURANCE, LLP
Accountancy firm EIN2015-12-31300840934
2014 : GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,737,680
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,246,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,193,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$827,744
Value of total assets at end of year2014-12-31$13,709,100
Value of total assets at beginning of year2014-12-31$13,218,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$53,168
Total interest from all sources2014-12-31$909,936
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$822,071
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,673
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$491,096
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,709,100
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,218,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$27,804
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,709,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,218,004
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$909,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,193,416
Contract administrator fees2014-12-31$25,364
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PENSION ASSURANCE, LLP
Accountancy firm EIN2014-12-31300840934
2013 : GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,214,931
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,099,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,053,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$833,678
Value of total assets at end of year2013-12-31$13,218,004
Value of total assets at beginning of year2013-12-31$11,102,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$45,815
Total interest from all sources2013-12-31$2,381,253
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$832,248
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,430
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,115,195
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,218,004
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,102,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$23,874
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,218,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,102,809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,381,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,053,921
Contract administrator fees2013-12-31$21,941
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CNM LLP
Accountancy firm EIN2013-12-31651202484
2012 : GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,369,080
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,251,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,245,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$803,968
Value of total assets at end of year2012-12-31$11,102,809
Value of total assets at beginning of year2012-12-31$11,985,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,092
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$5,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$802,895
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,073
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-882,633
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,102,809
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,985,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,102,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,985,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,565,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,245,621
Contract administrator fees2012-12-31$1,092
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CNM LLP
Accountancy firm EIN2012-12-31651202484
2011 : GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$630,581
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,096,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,094,744
Value of total corrective distributions2011-12-31$1,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,165,066
Value of total assets at end of year2011-12-31$11,985,442
Value of total assets at beginning of year2011-12-31$12,451,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$355
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,154,141
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$34,631
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$953
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-466,126
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,985,442
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,451,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,985,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,766,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-534,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$9,972
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$650,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,094,744
Contract administrator fees2011-12-31$355
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CNM LLP
Accountancy firm EIN2011-12-31651202484
2010 : GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,820,411
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,648,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,648,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,527,149
Value of total assets at end of year2010-12-31$12,451,568
Value of total assets at beginning of year2010-12-31$11,279,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$66
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$66
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$842,503
Participant contributions at end of year2010-12-31$34,631
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$34,646
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,172,146
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,451,568
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,279,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,766,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,279,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,293,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$650,000
Employer contributions (assets) at end of year2010-12-31$650,000
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,648,199
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CNM LLP
Accountancy firm EIN2010-12-31651202484
2009 : GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

2023: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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
2013: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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