2023 Form 5500 filing — Nunn & Nunn, Inc. 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240702135529NAL0011013586001) for Nunn & Nunn, Inc. 401(K) Plan, reported by Nunn & Nunn, Inc. under EIN 82-4109634 and plan number 002. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.2MReported net assets$4,243,202
Participants28
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240702135529NAL0011013586001
Plan sponsor
Nunn & Nunn, Inc.
EIN
82-4109634
Plan number
002
Location
Corsicana, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.2M total assets
Net assets$4.2MLiabilities
Money in vs. money out
Total income / additions$1.7M
Total expenses$18.8K
Benefits paid / distributions$15.1K
Contributions
Employer$40K
Participant$80.4K
Full reported line items
Total assets (EOY)
$4,243,202
Net assets (EOY)
$4,243,202
Employer contributions
$40,030
Participant contributions
$80,415
Total income / additions
$1,725,235
Benefits paid
$15,103
Administrative expenses
$3,668
Total expenses
$18,771
Net increase / (decrease)
$1,706,464

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240702135529NAL0011013586001 cover?
It is the 2023 Form 5500 filing for Nunn & Nunn, Inc. 401(K) Plan, reported by Nunn & Nunn, Inc. (EIN 82-4109634).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages