Nelson Securities, Inc.

Registered In: North Carolina
Incorporation Date: 12/04/2000
Registration Type: Foreign
Foreign Jurisdiction: Washington
Company Type: Business Corporation
Status: Current-Active
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Corporation Service Company Registered Agent	2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608
Robert Nelson , Jr. President	9718 N MORTON CT, SPOKANE, WA 99218
Robert Nelson , Jr. Secretary	9718 N MORTON CT, SPOKANE, WA 99218
Patrick K Donahue Treasurer	9718 N MORTON CT, SPOKANE, WA 99218
Shyla Gibson Corporate Officer	9718 N MORTON CT, SPOKANE, WA 99218

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9718 N MORTON CT, SPOKANE, WA 99218 View Map
2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608 (Mailing) View Map

Financial Information for Nelson Securities, Inc.

Form 5500

NELSON SECURITIES, INC.

9718 N Morton Ct, Spokane, Wa 99218 (509) 838-1313 EIN:91-1219910 Plan Admin:Patrick Donahue

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameNELSON SECURITIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY16 / 15 Assets BOY/EOY$4,068,512 / $4,938,894	2022	NELSON SECURITIES, INC. 401(K) PLAN - Plan #001	16 / 15	$4,068,512 / $4,938,894
2021	Plan NameNELSON SECURITIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY15 / 16 Assets BOY/EOY$4,506,933 / $4,068,512	2021	NELSON SECURITIES, INC. 401(K) PLAN - Plan #001	15 / 16	$4,506,933 / $4,068,512
2020	Plan NameNELSON SECURITIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$3,154,549 / $4,506,933	2020	NELSON SECURITIES, INC. 401(K) PLAN - Plan #001	16 / 16	$3,154,549 / $4,506,933
2019	Plan NameNELSON SECURITIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY15 / 16 Assets BOY/EOY$2,863,424 / $3,154,549	2019	NELSON SECURITIES, INC. 401(K) PLAN - Plan #001	15 / 16	$2,863,424 / $3,154,549

Benefit & Retirement Plans based on Form 5500.

PPP Loans

NELSON SECURITIES, INC.

9718 N Morton Ct, SPOKANE, WA 99218-3816

Loan Date	Approved	Forgiven	Lender	Jobs
04/04/2020	Approved$290,500 Forgiven$293,111 LenderState Bank Northwest Jobs19	04/04/2020	$290,500	$293,111	State Bank Northwest	19

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration

Nelson Securities, Inc.

Company Summary

Financial Information for Nelson Securities, Inc.

NELSON SECURITIES, INC.

NELSON SECURITIES, INC.