Under Par Planning Pep — Form 5500 plan (Nesteggs Retirement Plan Services Inc)
Plain-English plan 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, Under Par Planning Pep is a benefit plan reported by Nesteggs Retirement Plan Services Inc under EIN 59-3664112 and plan number 333. The latest loaded filing year is 2023. The filing reports 28 participants and $70,318 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nesteggs Retirement Plan Services Inc
- EIN
- 59-3664112
- Plan number
- 333
- Plan type
- 3
- Location
- Jacksonville, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28 | I | 20241009151306NAL0010767555001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $70,318
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,318
- Net assets (BOY)
- $26,898
Income & contributions
- Employer contributions
- $5,806
- Participant contributions
- $29,684
- Total income / additions
- $43,894
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $474
- Total expenses
- $474
- Net increase / (decrease)
- $43,420
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.