Original filing (PDF)20250626081151NAL0004895363001

TERRY S. NELSON, P.A.

Name: TERRY S. NELSON, P.A. — TERRY S. NELSON, P.A. 401(K) PSP, Form 5500 (2024)
Creator: TERRY S. NELSON, P.A.

Form 5500-SF

FILING_RECEIVED

TERRY S. NELSON, P.A. 401(K) PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TERRY S. NELSON, P.A..

Plan sponsor

Name

TERRY S. NELSON, P.A.

EIN

20-0614942

Address

2401 FIRST STREET #102 · FT. MYERS, FL · 33901

Phone

(239) 334-1789

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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