Plan5500

Employee Benefit Plan Of Nelson & Sons — Form 5500 plan (Nelson & Sons Construction Co, Inc.)

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, Employee Benefit Plan Of Nelson & Sons is a benefit plan reported by Nelson & Sons Construction Co, Inc. under EIN 91-1726988 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $13,279,045 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nelson & Sons Construction Co, Inc.
EIN
91-1726988
Plan number
001
Plan type
2
Location
Woodinville, WA
Latest filing year
2023
Participants
215
End-of-year plan assets
$13,279,045

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023215H, C20240930132523NAL0005578369001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,279,045
Total liabilities (EOY)
$0
Net assets (EOY)
$13,279,045
Net assets (BOY)
$10,705,717

Income & contributions

Employer contributions
$446,456
Participant contributions
$959,255
Total contributions
$1,405,711
Total income / additions
$3,241,931

Expenses & distributions

Benefits paid
$630,649
Administrative expenses
$37,954
Total expenses
$668,603
Net increase / (decrease)
$2,573,328

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Advisor Networks LLCSERVICE PROVIDER$34,204not reported in the loaded dataset2023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$3,750not reported in the loaded dataset2023

Related Form 5500 pages