MICHAEL K. NUNLEY & ASSOCIATES, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL K. NUNLEY & ASSOCIATES, INC. RETIREMENT TRUST
| Measure | Date | Value |
|---|
| 2025 : MICHAEL K. NUNLEY & ASSOCIATES, INC. RETIREMENT TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-21 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-21 | 130122 |
| Net assets as of the end of the plan year | 2025-06-21 | 5425337 |
| Total assets as of the beginning of the plan year | 2025-06-21 | 3943029 |
| Value of plan covered by a fidelity bond | 2025-06-21 | 400000 |
| Participant contributions to plan in this plan year | 2025-06-21 | 539925 |
| Value of participant loans at end of plan year | 2025-06-21 | 50565 |
| Other contributions to plan in this plan year | 2025-06-21 | 179934 |
| Other income to plan in this plan year | 2025-06-21 | 641401 |
| Plan net income in this plan year | 2025-06-21 | 1482308 |
| Net assets as of the end of the plan year | 2025-06-21 | 5425337 |
| Net assets as of the beginning of the plan year | 2025-06-21 | 3943029 |
| Employer contributions to plan in this plan year | 2025-06-21 | 251170 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-21 | 20106 |
| 2024 : MICHAEL K. NUNLEY & ASSOCIATES, INC. RETIREMENT TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-04-11 | 57483 |
| Net assets as of the end of the plan year | 2024-04-11 | 3943029 |
| Total assets as of the beginning of the plan year | 2024-04-11 | 2639703 |
| Value of plan covered by a fidelity bond | 2024-04-11 | 400000 |
| Participant contributions to plan in this plan year | 2024-04-11 | 374359 |
| Value of participant loans at end of plan year | 2024-04-11 | 32077 |
| Other expenses paid from plan in this plan year | 2024-04-11 | 0 |
| Other contributions to plan in this plan year | 2024-04-11 | 256788 |
| Other income to plan in this plan year | 2024-04-11 | 555725 |
| Plan net income in this plan year | 2024-04-11 | 1303326 |
| Net assets as of the end of the plan year | 2024-04-11 | 3943029 |
| Net assets as of the beginning of the plan year | 2024-04-11 | 2639703 |
| Employer contributions to plan in this plan year | 2024-04-11 | 173937 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-11 | 18166 |
| 2022 : MICHAEL K. NUNLEY & ASSOCIATES, INC. RETIREMENT TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-15 | 31741 |
| Net assets as of the end of the plan year | 2022-07-15 | 2760981 |
| Total assets as of the beginning of the plan year | 2022-07-15 | 2006984 |
| Value of plan covered by a fidelity bond | 2022-07-15 | 340000 |
| Participant contributions to plan in this plan year | 2022-07-15 | 273347 |
| Value of participant loans at end of plan year | 2022-07-15 | 3237 |
| Other contributions to plan in this plan year | 2022-07-15 | 3421 |
| Other income to plan in this plan year | 2022-07-15 | 373077 |
| Plan net income in this plan year | 2022-07-15 | 753997 |
| Net assets as of the end of the plan year | 2022-07-15 | 2760981 |
| Net assets as of the beginning of the plan year | 2022-07-15 | 2006984 |
| Employer contributions to plan in this plan year | 2022-07-15 | 135893 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-15 | 16614 |
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