Rn Insurance Partnership, LLLP

Form 5500

NELSON & AFFILIATES, INC.

4025 Northwest Passage, Tallahassee, FL 32303 (850) 574-3843 EIN:59-3290782 Plan Admin:Rick Nelson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameNELSON & AFFILIATES, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY32 / 29 Assets BOY/EOY$1,939,606 / $2,518,138	2023	NELSON & AFFILIATES, INC. RETIREMENT PLAN - Plan #001	32 / 29	$1,939,606 / $2,518,138
2022	Plan NameNELSON & AFFILIATES, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY40 / 29 Assets BOY/EOY$2,310,104 / $1,939,606	2022	NELSON & AFFILIATES, INC. RETIREMENT PLAN - Plan #001	40 / 29	$2,310,104 / $1,939,606
2021	Plan NameNELSON & AFFILIATES, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY63 / 46 Assets BOY/EOY$2,135,400 / $2,310,104	2021	NELSON & AFFILIATES, INC. RETIREMENT PLAN - Plan #001	63 / 46	$2,135,400 / $2,310,104
2020	Plan NameNELSON & AFFILIATES, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY52 / 48 Assets BOY/EOY$1,707,770 / $2,135,400	2020	NELSON & AFFILIATES, INC. RETIREMENT PLAN - Plan #001	52 / 48	$1,707,770 / $2,135,400
2019	Plan NameNELSON & AFFILIATES, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY55 / 50 Assets BOY/EOY$1,359,969 / $1,707,770	2019	NELSON & AFFILIATES, INC. RETIREMENT PLAN - Plan #001	55 / 50	$1,359,969 / $1,707,770