Nest Egg 401(K) Retirement Savings Plan — Form 5500 plan (M Bar C Construction, Inc.)
Plain-English plan 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, Nest Egg 401(K) Retirement Savings Plan is a benefit plan reported by M Bar C Construction, Inc. under EIN 20-3171392 and plan number 002. The latest loaded filing year is 2023. The filing reports 280 participants and $10,636,539 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- M Bar C Construction, Inc.
- EIN
- 20-3171392
- Plan number
- 002
- Plan type
- 2
- Location
- San Marcos, CA
- Latest filing year
- 2023
- Participants
- 280
- End-of-year plan assets
- $10,636,539
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 280 | H, C | 20241014152314NAL0027698977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,636,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,636,539
- Net assets (BOY)
- $8,849,085
Income & contributions
- Employer contributions
- $634,043
- Participant contributions
- $676,994
- Total contributions
- $1,311,037
- Total income / additions
- $2,878,780
Expenses & distributions
- Benefits paid
- $1,061,984
- Administrative expenses
- $29,342
- Total expenses
- $1,091,326
- Net increase / (decrease)
- $1,787,454
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $21,273 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $9,494 | $0 | 2023 |
| Futureplan By Ascensus | CONTRACT ADMIN | $5,775 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for M Bar C Construction, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Marcos, CA
- Onedigital Investment Advisors LLC — Schedule C compensation
- Capital Group Retirement Plan Serv — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation