Farther 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, Farther Pep is a benefit plan reported by Nesteggs Retirement Plan Services, Inc. under EIN 59-3664112 and plan number 338. The latest loaded filing year is 2023. The filing reports 39 participants and $24,457,328 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
- 338
- Plan type
- 3
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 39
- End-of-year plan assets
- $24,457,328
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 39 | I | 20241015160008NAL0030264225004 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $24,457,328
- Net assets (EOY)
- $24,457,328
- Net assets (BOY)
- $3,385,994
Income & contributions
- Employer contributions
- $373,253
- Participant contributions
- $778,436
- Total income / additions
- $3,100,387
Expenses & distributions
- Benefits paid
- $1,151,027
- Administrative expenses
- $66,142
- Total expenses
- $1,217,169
- Net increase / (decrease)
- $1,883,218
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.