P 401(k) Plan Report

Stable plan record

NELSON FINANCIAL SERVICES 401(K) PLAN

Sponsored by DANIEL NELSON FINANCIAL SERVICES, INC. · EIN/PN 831028947-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$1,747
Administrative cost per participant
2025
$97
Active participants
2025
7
Total plan assets
2025
$53,988
Participant loans as a share of assets
2025
4.7%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260702120640NAL00255325460017$1,747
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.