Plan5500

Nesteggs Master Pooled 401(K) Plan — 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, Nesteggs Master Pooled 401(K) Plan is a benefit plan reported by Nesteggs Retirement Plan Services, Inc. under EIN 59-3664112 and plan number 337. The latest loaded filing year is 2023. The filing reports 847 participants and $50,568,396 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
337
Plan type
3
Location
Jacksonville, FL
Latest filing year
2023
Participants
847
End-of-year plan assets
$50,568,396

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023847H, C20250425080147NAL0008491777001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,568,396
Total liabilities (EOY)
$0
Net assets (EOY)
$50,568,396
Net assets (BOY)
$9,356,607

Income & contributions

Employer contributions
$766,791
Participant contributions
$1,678,013
Total contributions
$2,721,811
Total income / additions
$6,090,206

Expenses & distributions

Benefits paid
$4,501,411
Administrative expenses
$178,129
Total expenses
$4,679,540
Net increase / (decrease)
$1,410,666

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nesteggs Ret Plan Services, Inc.NESTEGGS RETIREMENT PLAN$178,081not reported in the loaded dataset2023

Related Form 5500 pages