Original filing (PDF)20251010161459NAL0008005073001

NELSON & KENNARD, LLP

Name: NELSON & KENNARD, LLP — NELSON & KENNARD 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: NELSON & KENNARD, LLP

Form 5500-SF

FILING_RECEIVED

NELSON & KENNARD 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

116

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NELSON & KENNARD, LLP.

Plan sponsor

Name

NELSON & KENNARD, LLP

EIN

68-0143389

Address

5011 DUDLEY BOULEVARD · BLDG 250 BAY G · MCCLELLAN, CA · 956520000

Phone

(916) 920-2295

Industry

Law Offices· 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

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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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