2023 Form 5500 filing — Farther Pep

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 20241015160008NAL0030264225004) for Farther Pep, reported by Nesteggs Retirement Plan Services, Inc. under EIN 59-3664112 and plan number 338. It reports 39 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$24.5MReported net assets$24,457,328
Participants39
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015160008NAL0030264225004
Plan sponsor
Nesteggs Retirement Plan Services, Inc.
EIN
59-3664112
Plan number
338
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.

Reported balance (end of year)$24.5M total assets
Net assets$24.5MLiabilities
Money in vs. money out
Total income / additions$3.1M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$373.3K
Participant$778.4K
Full reported line items
Total assets (EOY)
$24,457,328
Net assets (EOY)
$24,457,328
Employer contributions
$373,253
Participant contributions
$778,436
Total income / additions
$3,100,387
Benefits paid
$1,151,027
Administrative expenses
$66,142
Total expenses
$1,217,169
Net increase / (decrease)
$1,883,218

Related Form 5500 pages