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

Terry S. Nelson, P.A.'s plan reported $796K in assets and 3 participants for 2025.

Original filing (PDF)20260303173830NAL0002215505001

Terry S. Nelson, P.A.

Name: Terry S. Nelson, P.A. — Terry S. Nelson, P.A. Cash, 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. Cash Balance Plan

Defined-benefit pension plan · Terry S. Nelson, P.A.'s Terry S. Nelson, P.A. Cash Balance Plan held $796K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$796K

Net assets (EOY)

$796K

Plan identifiers

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

EIN 20-0614942

Plan number 002

Plan year 2025

ACK ID 20260303173830NAL0002215505001

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 a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score