Who sponsors the Nesteggs Master Pooled 401(K) Plan?

Nesteggs Master Pooled 401(K) Plan is reported as sponsored by Nesteggs Retirement Plan Services, Inc. (EIN 59-3664112, plan number 337) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Nesteggs Master Pooled 401(K) Plan?

The latest Form 5500 filing year loaded for Nesteggs Master Pooled 401(K) Plan is 2023.

How many participants does Nesteggs Master Pooled 401(K) Plan report?

Nesteggs Master Pooled 401(K) Plan reports 847 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Nesteggs Master Pooled 401(K) Plan?

Nesteggs Master Pooled 401(K) Plan reports $50,568,396 in end-of-year plan assets in its latest loaded Form 5500 filing.

Nesteggs Master Pooled 401(K) Plan — Form 5500 plan (Nesteggs Retirement Plan Services, 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, Nesteggs Master Pooled 401(K) Plan is a benefit plan reported by Nesteggs Retirement Plan Services, Inc. under EIN 59-3664112 and plan number 337. The latest loaded filing year is 2023. The filing reports 847 participants and $50,568,396 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$50.6MPlan net assets, end of year$50,568,396

Participants847Covered participants reported

Assets / participant$59.7KComputed: assets ÷ participants$59,703 (computed)

Provider compensation$178.1K1 Schedule C provider row(s)$178,081

Plan sponsor: Nesteggs Retirement Plan Services, Inc.
EIN: 59-3664112
Plan number: 337
Plan type: 3
Location: Jacksonville, FL
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	847	H, C	20250425080147NAL0008491777001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$50.6M total assets

Net assets$50.6MLiabilities$0

Money in vs. money out

Total income / additions$6.1M

Total expenses$4.7M

Benefits paid / distributions$4.5M

Contributions

Employer$766.8K

Participant$1.7M

Full reported line items

Net assets

Total assets (EOY): $50,568,396
Total liabilities (EOY): $0
Net assets (EOY): $50,568,396
Net assets (BOY): $9,356,607

Income & contributions

Employer contributions: $766,791
Participant contributions: $1,678,013
Total contributions: $2,721,811
Total income / additions: $6,090,206

Expenses & distributions

Benefits paid: $4,501,411
Administrative expenses: $178,129
Total expenses: $4,679,540
Net increase / (decrease): $1,410,666

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Nesteggs Ret Plan Services, Inc.	NESTEGGS RETIREMENT PLAN	$178,081	not reported in the loaded dataset	2023