2023 Form 5500 filing — Nesteggs Pooled 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 20241014155633NAL0045206704010) for Nesteggs Pooled 401(K) Plan, reported by Nesteggs Retirement Plan Services, Inc. under EIN 59-3664112 and plan number 336. It reports 112 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241014155633NAL0045206704010
Filing year
2023
Form type
3
Plan sponsor
Nesteggs Retirement Plan Services, Inc.
EIN
59-3664112
Plan number
336
Location
Jacksonville, FL
Participants
112
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$692,286
Participant contributions
$990,187
Total income / additions
$1,907,010
Benefits paid
$747,134
Administrative expenses
$29,049
Total expenses
$776,323
Net increase / (decrease)
$1,130,687
Schedule source
Schedule I

Related Form 5500 pages