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, Gary D. Nelson Associates, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Gary D. Nelson Associates, Inc. under EIN 94-1726599 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $18,149,328 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,149,328
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,149,328
- Net assets (BOY)
- $16,940,753
Income & contributions
- Participant contributions
- $1,283,520
- Total contributions
- $1,402,781
- Total income / additions
- $4,203,610
Expenses & distributions
- Benefits paid
- $2,916,602
- Administrative expenses
- $78,433
- Total expenses
- $2,995,035
- Net increase / (decrease)
- $1,208,575