Nealy Pierce LLC

Form 5500

NEALY PIERCE LLC

404 SW Columbia Street, Suite 225, Bend, Or 97702 (972) 318-9802 EIN:45-2589655 Plan Admin:Truett Nealy

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameNEALY PIERCE CASH BALANCE PLAN Plan #002 Participants BOY/EOY10 / 10 Assets BOY/EOY$290,350 / $618,778	2023	NEALY PIERCE CASH BALANCE PLAN - Plan #002	10 / 10	$290,350 / $618,778
2022	Plan NameNEALY PIERCE 401K Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$1,398,760 / $1,893,662	2022	NEALY PIERCE 401K - Plan #001	13 / 12	$1,398,760 / $1,893,662
2022	Plan NameNEALY PIERCE CASH BALANCE PLAN Plan #002 Participants BOY/EOY10 / 10 Assets BOY/EOY$142,300 / $290,350	2022	NEALY PIERCE CASH BALANCE PLAN - Plan #002	10 / 10	$142,300 / $290,350
2021	Plan NameNEALY PIERCE 401K Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$1,033,721 / $1,398,760	2021	NEALY PIERCE 401K - Plan #001	11 / 12	$1,033,721 / $1,398,760
2021	Plan NameNEALY PIERCE CASH BALANCE PLAN Plan #002 Participants BOY/EOY8 / 11 Assets BOY/EOY$0 / $142,300	2021	NEALY PIERCE CASH BALANCE PLAN - Plan #002	8 / 11	$0 / $142,300
2020	Plan NameNEALY PIERCE 401K Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$715,893 / $1,033,721	2020	NEALY PIERCE 401K - Plan #001	10 / 11	$715,893 / $1,033,721
2019	Plan NameNEALY PIERCE 401K Plan #001 Participants BOY/EOY8 / 10 Assets BOY/EOY$441,576 / $715,893	2019	NEALY PIERCE 401K - Plan #001	8 / 10	$441,576 / $715,893