Ascend Wealth Advisors 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, Ascend Wealth Advisors Pep is a benefit plan reported by Nesteggs Retirement Plan Services, Inc. under EIN 59-3664112 and plan number 334. The latest loaded filing year is 2023. The filing reports 136 participants and $2,857,445 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
- 334
- Plan type
- 3
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $2,857,445
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | I | 20241015134927NAL0014754483002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,857,445
- Net assets (EOY)
- $2,857,445
- Net assets (BOY)
- $983,542
Income & contributions
- Employer contributions
- $456,988
- Participant contributions
- $527,675
- Total income / additions
- $1,342,337
Expenses & distributions
- Benefits paid
- $14,729
- Administrative expenses
- $10,483
- Total expenses
- $25,212
- Net increase / (decrease)
- $1,317,125
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.