Original filing (PDF)20250714152531NAL0002909314001

KELVIN NUNNERY

Name: KELVIN NUNNERY — NUNNERY AND ASSOCIATES 401K, Form 5500 (2024)
Creator: KELVIN NUNNERY

Form 5500-SF

FILING_RECEIVED

NUNNERY AND ASSOCIATES 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$628K

Net assets (EOY)

$628K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KELVIN NUNNERY.

Plan sponsor

Name

KELVIN NUNNERY

EIN

20-1034813

Address

5936 GOLDEN PHEASANT CT · BATON ROUGE, LA · 708171134

Phone

—

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-14

Pension benefit codes

2J · 401(k) feature

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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