2023 Form 5500 filing — Nesteggs Pooled 401(K) 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 20241014155633NAL0045206704010) for Nesteggs Pooled 401(K) Plan, reported by Nesteggs Retirement Plan Services, Inc. under EIN 59-3664112 and plan number 336. It reports 112 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants112
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014155633NAL0045206704010
Plan sponsor
Nesteggs Retirement Plan Services, Inc.
EIN
59-3664112
Plan number
336
Location
Jacksonville, FL
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

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

Money in vs. money out
Total income / additions$1.9M
Total expenses$776.3K
Benefits paid / distributions$747.1K
Contributions
Employer$692.3K
Participant$990.2K
Full reported line items
Total assets (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$692,286
Participant contributions
$990,187
Total income / additions
$1,907,010
Benefits paid
$747,134
Administrative expenses
$29,049
Total expenses
$776,323
Net increase / (decrease)
$1,130,687

Related Form 5500 pages