2023 Form 5500 filing — Nelson & Nelson Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240417151506NAL0005557282002) for Nelson & Nelson Profit Sharing Plan, reported by Nelson & Nelson Profit-Sharing Plan under EIN 37-1287847 and plan number 001. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240417151506NAL0005557282002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nelson & Nelson Profit-Sharing Plan
- EIN
- 37-1287847
- Plan number
- 001
- Location
- Belleville, IL
- Participants
- 18
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,829,170
- Net assets (EOY)
- $9,829,170
- Employer contributions
- $303,855
- Participant contributions
- $88,770
- Total income / additions
- $1,553,900
- Benefits paid
- $280,206
- Total expenses
- $280,206
- Net increase / (decrease)
- $1,273,694
- Schedule source
- Schedule I