Gary D. Nelson Associates, Inc.

Massachusetts
Registered In
03/24/2010
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Gary D. Nelson Associates, Inc. at 100 Smith Ranch Rd STE 309, San Rafael, Ca 12210 lists Aurelie Guerrieri and Deepjot Chhabra as associates.

Registered In
Massachusetts
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Foreign Corporation
Status
Active
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SEC | EDGAR Trellis.Law Recent News
Cogency Global Inc. Registered Agent
45 SCHOOL ST STE 202, BOSTON, MA 02108
Aurelie Guerrieri Director
Deepjot Chhabra Director
Jack Unroe Director
Justin Nelson Secretary
Jeff Phelps CEO/PRESIDENT
Joseph T Prusko CFO/TREASURER
1132 DRAKE AVE, BURLINGAME, CA 94010
Craig S Nelson CHAIRMAN OF THE BOARD
100 CALUMET AVE, SAN ANSELMO, CA 94960
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100 SMITH RANCH RD STE 309, SAN RAFAEL, CA 12210 View Map
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Financial Information for Gary D. Nelson Associates, Inc.

Form 5500

GARY D. NELSON ASSOCIATES, INC.

100 Smith Ranch Rd - UNIT #309, San Rafael, Ca 94903 (707) 935-6113 EIN:94-1726599 Plan Admin:Joe Prusko
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameGARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY350 / 366 Assets BOY/EOY$19,920,451 / $16,940,808 2022 GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 350 / 366 $19,920,451 / $16,940,808
2022 Plan NameGARY D. NELSON ASSOCIATES, INC. GROUP HEALTH PLAN Plan #501 Participants BOY/EOY450 / 0 Assets BOY/EOY$0 / $0 2022 GARY D. NELSON ASSOCIATES, INC. GROUP HEALTH PLAN - Plan #501 450 / 0 $0 / $0
2021 Plan NameGARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY349 / 350 Assets BOY/EOY$18,486,136 / $19,920,451 2021 GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 349 / 350 $18,486,136 / $19,920,451
2021 Plan NameGARY D. NELSON ASSOCIATES, INC. GROUP HEALTH PLAN Plan #501 Participants BOY/EOY330 / 0 Assets BOY/EOY$0 / $0 2021 GARY D. NELSON ASSOCIATES, INC. GROUP HEALTH PLAN - Plan #501 330 / 0 $0 / $0
2020 Plan NameGARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY357 / 349 Assets BOY/EOY$17,239,124 / $18,486,136 2020 GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 357 / 349 $17,239,124 / $18,486,136
2020 Plan NameGARY D. NELSON ASSOCIATES, INC. GROUP HEALTH PLAN Plan #501 Participants BOY/EOY330 / 0 Assets BOY/EOY$0 / $0 2020 GARY D. NELSON ASSOCIATES, INC. GROUP HEALTH PLAN - Plan #501 330 / 0 $0 / $0
2019 Plan NameGARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY350 / 445 Assets BOY/EOY$15,819,337 / $17,239,125 2019 GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 350 / 445 $15,819,337 / $17,239,125
2019 Plan NameGARY D. NELSON ASSOCIATES, INC. GROUP HEALTH PLAN Plan #501 Participants BOY/EOY235 / 0 Assets BOY/EOY$0 / $0 2019 GARY D. NELSON ASSOCIATES, INC. GROUP HEALTH PLAN - Plan #501 235 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
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Gary D. Nelson Associates, Inc. Registered in Florida
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Gary D. Nelson Associates, Inc. Registered in Washington
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Gary D. Nelson Associates, Inc. Registered in Vermont
Burlingame, CA San Rafael, CA (1 more) View Report
Gary D. Nelson Associates, Inc. Registered in Pennsylvania
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Gary D. Nelson Associates, Inc. Registered in Utah
Salt Lake City, UT Sonoma, CA View Report
Gary D. Nelson Associates, Inc. Registered in Kansas
Sonoma, CA Topeka, KS View Report
Gary D. Nelson Associates, Inc. Registered in Idaho
Boise, ID Sonoma, CA View Report
Gary D. Nelson Associates, Inc. Registered in Georgia
Greenbrae, CA Sonoma, CA View Report
Gary D. Nelson Associates, Inc. Registered in Wisconsin
Madison, WI View Report
Gary D. Nelson Associates, Inc. Registered in North Carolina
Charlotte, NC San Rafael, CA View Report
Gary D. Nelson Associates, Inc. Registered in Arkansas
Sonoma, CA View Report
Gary D. Nelson Associates, Inc. Registered in Mississippi
San Rafael, CA Alamo, CA (1 more) View Report
Gary D. Nelson Associates, Inc. Registered in Oklahoma
Edmond, OK Sonoma, CA View Report
Gary D. Nelson Associates, Inc. Registered in Wisconsin
Sun Prairie, WI Madison, WI View Report
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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor
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