Plan Snapshot
- Plan Sponsor: J. Nelson Family Corp.
- Sponsor EIN: 471751245
- Sponsor Address: 1461 TALLEVAST RD, SARASOTA, FL, 34243
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $896,726
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 20 | $896,726 | $13,747 | $27,446 |
| 2023 | 20 | $823,561 | $14,560 | $26,000 |
| 2022 | 16 | $650,071 | $13,238 | $22,527 |
| 2021 | 10 | $513,909 | $12,699 | $19,317 |
| 2020 | 16 | $287,195 | $11,605 | $13,778 |