2023 Form 5500 filing — Nesteggs Retirement Savings 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 20241007162502NAL0009045619002) for Nesteggs Retirement Savings Plan, reported by Nesteggs Retirement Plan Services, Inc. under EIN 59-3664112 and plan number 001. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.8MReported net assets$2,808,103
Participants22
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241007162502NAL0009045619002
Plan sponsor
Nesteggs Retirement Plan Services, Inc.
EIN
59-3664112
Plan number
001
Location
Jacksonville, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities
Money in vs. money out
Total income / additions$612.4K
Total expenses$58.6K
Benefits paid / distributions$58.6K
Contributions
Employer$71.2K
Participant$127.5K
Full reported line items
Total assets (EOY)
$2,808,103
Net assets (EOY)
$2,808,103
Employer contributions
$71,222
Participant contributions
$127,507
Total income / additions
$612,378
Benefits paid
$58,640
Total expenses
$58,640
Net increase / (decrease)
$553,738

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007162502NAL0009045619002 cover?
It is the 2023 Form 5500 filing for Nesteggs Retirement Savings Plan, reported by Nesteggs Retirement Plan Services, Inc. (EIN 59-3664112).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages