How big is Nelson Securities, Inc.'s plan?

Nelson Securities, Inc.'s plan reported $6.1M in assets and 14 participants for 2023.

Original filing (PDF)20240927121924NAL0002074113001

Nelson Securities, Inc.

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

Form 5500-SF

FILING_RECEIVED

Nelson Securities, Inc. 401(k) Plan

401(k) retirement plan · Nelson Securities, Inc.'s Nelson Securities, Inc. 401(k) Plan held $6.1M in plan assets for 14 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

People on this filing

Patrick Donahue signed Nelson Securities, Inc.'s 2023 Form 5500 as plan administrator.

Patrick Donahue — 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 Securities, Inc.'s EIN is 91-1219910.

EIN 91-1219910

Plan number 001

Plan year 2023

ACK ID 20240927121924NAL0002074113001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Nelson Securities, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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