How big is Terry S. Nelson, P.A.'s plan?

Terry S. Nelson, P.A.'s plan reported $1.4M in assets and 3 participants for 2025.

Original filing (PDF)20260303174157NAL0002458081001

Terry S. Nelson, P.A.

Name: Terry S. Nelson, P.A. — Terry S. Nelson, P.A. 401(k), Form 5500 (2025)
Creator: Terry S. Nelson, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Terry S. Nelson, P.A. 401(k) PSP

401(k) retirement plan · Terry S. Nelson, P.A.'s Terry S. Nelson, P.A. 401(k) PSP held $1.4M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Terry S. Nelson, P.A.'s EIN is 20-0614942.

EIN 20-0614942

Plan number 001

Plan year 2025

ACK ID 20260303174157NAL0002458081001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Terry S. Nelson, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Terry S. Nelson, P.A.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TERRY S. NELSON, P.A..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score