Nelsoncorp Wealth Management 401(K) Plan — Form 5500 plan (Nelsoncorp Wealth Management)
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, Nelsoncorp Wealth Management 401(K) Plan is a benefit plan reported by Nelsoncorp Wealth Management under EIN 36-3492016 and plan number 001. The latest loaded filing year is 2023. The filing reports 16 participants and $3,868,456 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nelsoncorp Wealth Management
- EIN
- 36-3492016
- Plan number
- 001
- Plan type
- 2
- Location
- Clinton, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16 | I | 20240805131909NAL0002707906001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $3,868,456
- Net assets (EOY)
- $3,868,456
- Net assets (BOY)
- $3,474,900
Income & contributions
- Employer contributions
- $148,201
- Participant contributions
- $216,839
- Total income / additions
- $711,020
Expenses & distributions
- Benefits paid
- $302,428
- Administrative expenses
- $15,036
- Total expenses
- $317,464
- Net increase / (decrease)
- $393,556
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.