2023 Form 5500 filing — Nest Egg 401(K) 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 20241014152314NAL0027698977001) for Nest Egg 401(K) Retirement Savings Plan, reported by M Bar C Construction, Inc. under EIN 20-3171392 and plan number 002. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152314NAL0027698977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- M Bar C Construction, Inc.
- EIN
- 20-3171392
- Plan number
- 002
- Location
- San Marcos, CA
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,636,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,636,539
- Employer contributions
- $634,043
- Participant contributions
- $676,994
- Total income / additions
- $2,878,780
- Benefits paid
- $1,061,984
- Administrative expenses
- $29,342
- Total expenses
- $1,091,326
- Net increase / (decrease)
- $1,787,454
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $21,273 | not reported in the loaded dataset |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $9,494 | $0 |
| Futureplan By Ascensus | CONTRACT ADMIN | $5,775 | not reported in the loaded dataset |