Original filing (PDF)20250718115903NAL0003067714001

NELSON & NELSON TAX SERVICES INC

Name: NELSON & NELSON TAX SERVICES INC — NELSON & NELSON TAX SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: NELSON & NELSON TAX SERVICES INC

Form 5500-SF

FILING_RECEIVED

NELSON & NELSON TAX SERVICES 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

422

Accounts w/ balance

Plan assets (EOY)

$225K

Net assets (EOY)

$225K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NELSON & NELSON TAX SERVICES INC.

Plan sponsor

Name

NELSON & NELSON TAX SERVICES INC

EIN

20-8692379

Address

1301 FM 407 STE 202 · LEWISVILLE, TX · 75077

Phone

(972) 317-3555

Industry

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

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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