2023 Form 5500 filing — Nesteggs Master 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 20250425080147NAL0008491777001) for Nesteggs Master Pooled 401(K) Plan, reported by Nesteggs Retirement Plan Services, Inc. under EIN 59-3664112 and plan number 337. It reports 847 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$50.6MReported net assets$50,568,396
Participants847
Provider compensation$178.1K1 Schedule C row(s)$178,081
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250425080147NAL0008491777001
- Plan sponsor
- Nesteggs Retirement Plan Services, Inc.
- EIN
- 59-3664112
- Plan number
- 337
- Location
- Jacksonville, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$50.6M total assets
Net assets$50.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $50,568,396
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,568,396
- Employer contributions
- $766,791
- Participant contributions
- $1,678,013
- Total income / additions
- $6,090,206
- Benefits paid
- $4,501,411
- Administrative expenses
- $178,129
- Total expenses
- $4,679,540
- Net increase / (decrease)
- $1,410,666
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nesteggs Ret Plan Services, Inc. | NESTEGGS RETIREMENT PLAN | $178,081 | not reported in the loaded dataset |