Original filing (PDF)20241014215855NAL0047587104001

Nelson Capital Management, LLC

Name: Nelson Capital Management, LLC — Nelson Capital, Form 5500 (2023)
Creator: Nelson Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nelson Capital Management, LLC Cash Balance Plan

Defined-benefit pension plan · Nelson Capital Management, LLC's Nelson Capital Management, LLC Cash Balance Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Nelson Capital Management, LLC's EIN is 20-0745262.

EIN 20-0745262

Plan number 003

Plan year 2023

ACK ID 20241014215855NAL0047587104001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Nelson Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Nelson Capital Management, LLC'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 NELSON CAPITAL MANAGEMENT, LLC.

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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