Plan Snapshot
- Plan Sponsor: Nelson & Nelson Profit-Sharing Plan
- Sponsor EIN: 371287847
- Sponsor Address: PO BOX Y, BELLEVILLE, IL, 62222
- Plan Type: DC
- Total Participants: 13
- Total Assets: $11.1M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 13 | $11.1M | $285,016 | $112,938 |
| 2023 | 16 | $9.8M | $303,855 | $88,770 |
| 2022 | 17 | $8.6M | $219,912 | $76,780 |