Original filing (PDF)20240107172433NAL0005965169001

MEI-LYN NELSON

Name: MEI-LYN NELSON — NELSON FINANCIAL GROUP INC SINGLE K PLAN, Form 5500 (2023)
Creator: MEI-LYN NELSON

Form 5500-SF

FILING_RECEIVED

NELSON FINANCIAL GROUP INC SINGLE K PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$443K

Net assets (EOY)

$443K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MEI-LYN NELSON

DBA

NELSON FINANCIAL GROUP INC

EIN

39-2015113all filings

Address

445 PROSPECT DR · BROOKFIELD, WI · 530054077

Phone

(262) 814-1000

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-01-07

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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