How big is Nelson, McPherson, Summers &'s plan?

Nelson, McPherson, Summers &'s plan reported $8.7M in assets and 9 participants for 2024.

Original filing (PDF)20250618095606NAL0002355169001

Nelson, McPherson, Summers &

Name: Nelson, McPherson, Summers & — Nelson, McPherson, Form 5500 (2024)
Creator: Nelson, McPherson, Summers &
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nelson, McPherson, Summers & & Santos, LC Profit Sharing Plan

401(k) retirement plan · Nelson, McPherson, Summers &'s Nelson, McPherson, Summers & & Santos, LC Profit Sharing Plan held $8.7M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

People on this filing

Sandy Kyle signed Nelson, McPherson, Summers &'s 2024 Form 5500 as plan administrator.

Sandy Kyle — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Nelson, McPherson, Summers &'s EIN is 54-0619948.

EIN 54-0619948

Plan number 002

Plan year 2024

ACK ID 20250618095606NAL0002355169001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nelson, McPherson, Summers & from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nelson, McPherson, Summers &'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), 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 NELSON, MCPHERSON, SUMMERS &.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

NELSON, MCPHERSON, SUMMERS &

EIN

all filings

Address

SANTOS, L.C. · 12 NORTH NEW STREET · STAUNTON, VA · 24401

Phone

(540) 885-0346

Industry

Law Offices· Professional & Technical Services

Plan administrator