P 401(k) Plan Report

Stable plan record

JW FUGETT & ASSOCIATES, INC RETIREMENT TRUST

Sponsored by JW FUGETT & ASSOCIATES, INC · EIN/PN 992642719-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,719
Administrative cost per participant
2025
$705
Active participants
2025
25
Total plan assets
2025
$5,326,979
Participant loans as a share of assets
2025
0.3%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260720132424NAL000752528300225$2,719
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.