Karl S. Nelson DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Karl S. Nelson
  • Sponsor EIN: 900760674
  • Sponsor Address: 3 EDGREN WAY, MONTVALE, NJ, 07645
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $1.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$1.1M$0$0
20231$978,621$8,000$0
20221$866,270$27,442$0

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