Nelson & Nelson Profit Sharing Plan — Form 5500 plan (Nelson & Nelson Profit-Sharing Plan)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Nelson & Nelson Profit Sharing Plan is a benefit plan reported by Nelson & Nelson Profit-Sharing Plan under EIN 37-1287847 and plan number 001. The latest loaded filing year is 2023. The filing reports 18 participants and $9,829,170 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nelson & Nelson Profit-Sharing Plan
- EIN
- 37-1287847
- Plan number
- 001
- Plan type
- 2
- Location
- Belleville, IL
- Latest filing year
- 2023
- Participants
- 18
- End-of-year plan assets
- $9,829,170
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18 | I | 20240417151506NAL0005557282002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,829,170
- Net assets (EOY)
- $9,829,170
- Net assets (BOY)
- $8,555,476
Income & contributions
- Employer contributions
- $303,855
- Participant contributions
- $88,770
- Total income / additions
- $1,553,900
Expenses & distributions
- Benefits paid
- $280,206
- Total expenses
- $280,206
- Net increase / (decrease)
- $1,273,694
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.