2023 Form 5500 filing — Under Par Planning Pep
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 20241009151306NAL0010767555001) for Under Par Planning Pep, reported by Nesteggs Retirement Plan Services Inc under EIN 59-3664112 and plan number 333. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241009151306NAL0010767555001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Nesteggs Retirement Plan Services Inc
- EIN
- 59-3664112
- Plan number
- 333
- Location
- Jacksonville, FL
- Participants
- 28
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,318
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,318
- Employer contributions
- $5,806
- Participant contributions
- $29,684
- Total income / additions
- $43,894
- Benefits paid
- $0
- Administrative expenses
- $474
- Total expenses
- $474
- Net increase / (decrease)
- $43,420
- Schedule source
- Schedule I