2023 Form 5500 filing — Gary D. Nelson Associates, Inc. 401(K) Profit Sharing Plan And Trust
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 20241011151540NAL0011099971001) for Gary D. Nelson Associates, Inc. 401(K) Profit Sharing Plan And Trust, reported by Gary D. Nelson Associates, Inc. under EIN 94-1726599 and plan number 001. It reports 366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011151540NAL0011099971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gary D. Nelson Associates, Inc.
- EIN
- 94-1726599
- Plan number
- 001
- Location
- San Rafael, CA
- Participants
- 366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,149,328
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,149,328
- Participant contributions
- $1,283,520
- Total income / additions
- $4,203,610
- Benefits paid
- $2,916,602
- Administrative expenses
- $78,433
- Total expenses
- $2,995,035
- Net increase / (decrease)
- $1,208,575
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Portico Wealth Advisors, LLC | N/A | $36,198 | not reported in the loaded dataset |
| Primark Benefits | N/A | $26,781 | not reported in the loaded dataset |
| Charles Schwab | N/A | $15,989 | not reported in the loaded dataset |