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, Nelson-Jameson, Inc. Retirement Plan is a benefit plan reported by Nelson-Jameson, Inc. under EIN 39-0987938 and plan number 002. The latest loaded filing year is 2023. The filing reports 346 participants and $30,909,220 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,909,220
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,909,220
- Net assets (BOY)
- $23,791,868
Income & contributions
- Employer contributions
- $658,070
- Participant contributions
- $1,946,829
- Total contributions
- $2,836,636
- Total income / additions
- $9,530,116
Expenses & distributions
- Benefits paid
- $2,387,495
- Administrative expenses
- $25,269
- Total expenses
- $2,412,764
- Net increase / (decrease)
- $7,117,352