Terry S. Nelson, P.A.

Form 5500

TERRY S. NELSON, P.A.

2401 First Street #102, Ft. Myers, FL 33901 (239) 334-1789 EIN:20-0614942 Plan Admin:Terry Nelson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTERRY S. NELSON, P.A. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$895,843 / $1,090,278	2023	TERRY S. NELSON, P.A. CASH BALANCE PLAN - Plan #002	3 / 3	$895,843 / $1,090,278
2023	Plan NameTERRY S. NELSON, P.A. 401(K) PSP Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$835,182 / $1,054,284	2023	TERRY S. NELSON, P.A. 401(K) PSP - Plan #001	3 / 3	$835,182 / $1,054,284
2022	Plan NameTERRY S. NELSON, P.A. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$870,463 / $895,843	2022	TERRY S. NELSON, P.A. CASH BALANCE PLAN - Plan #002	3 / 3	$870,463 / $895,843
2022	Plan NameTERRY S. NELSON, P.A. 401(K) PSP Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$895,353 / $835,182	2022	TERRY S. NELSON, P.A. 401(K) PSP - Plan #001	3 / 3	$895,353 / $835,182
2021	Plan NameTERRY S. NELSON, P.A. 401(K) PSP Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$790,075 / $895,353	2021	TERRY S. NELSON, P.A. 401(K) PSP - Plan #001	4 / 3	$790,075 / $895,353
2021	Plan NameTERRY S. NELSON, P.A. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$667,977 / $870,463	2021	TERRY S. NELSON, P.A. CASH BALANCE PLAN - Plan #002	3 / 3	$667,977 / $870,463
2020	Plan NameTERRY S. NELSON, P.A. 401(K) PSP Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$917,839 / $790,075	2020	TERRY S. NELSON, P.A. 401(K) PSP - Plan #001	4 / 4	$917,839 / $790,075
2020	Plan NameTERRY S. NELSON, P.A. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$646,257 / $667,977	2020	TERRY S. NELSON, P.A. CASH BALANCE PLAN - Plan #002	3 / 3	$646,257 / $667,977
2019	Plan NameTERRY S. NELSON, P.A. 401(K) PSP Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$781,819 / $917,839	2019	TERRY S. NELSON, P.A. 401(K) PSP - Plan #001	4 / 4	$781,819 / $917,839
2019	Plan NameTERRY S. NELSON, P.A. CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 3 Assets BOY/EOY$469,882 / $646,257	2019	TERRY S. NELSON, P.A. CASH BALANCE PLAN - Plan #002	2 / 3	$469,882 / $646,257