Who sponsors the Farther Pep?

Farther Pep is reported as sponsored by Nesteggs Retirement Plan Services, Inc. (EIN 59-3664112, plan number 338) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Farther Pep?

The latest Form 5500 filing year loaded for Farther Pep is 2023.

How many participants does Farther Pep report?

Farther Pep reports 39 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Farther Pep?

Farther Pep reports $24,457,328 in end-of-year plan assets in its latest loaded Form 5500 filing.

Farther Pep — 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, Farther Pep is a benefit plan reported by Nesteggs Retirement Plan Services, Inc. under EIN 59-3664112 and plan number 338. The latest loaded filing year is 2023. The filing reports 39 participants and $24,457,328 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$24.5MPlan net assets, end of year$24,457,328

Participants39Covered participants reported

Assets / participant$627.1KComputed: assets ÷ participants$627,111 (computed)

Provider compensationNone reported

Plan sponsor: Nesteggs Retirement Plan Services, Inc.
EIN: 59-3664112
Plan number: 338
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	39	I	20241015160008NAL0030264225004

Schedule I · 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)$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

Net assets

Total assets (EOY): $24,457,328
Net assets (EOY): $24,457,328
Net assets (BOY): $3,385,994

Income & contributions

Employer contributions: $373,253
Participant contributions: $778,436
Total income / additions: $3,100,387

Expenses & distributions

Benefits paid: $1,151,027
Administrative expenses: $66,142
Total expenses: $1,217,169
Net increase / (decrease): $1,883,218

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

32%68%

Employer 32%Participant 68%

Total expenses ÷ net assets5%Computed ratio

Benefits paid ÷ total income37%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.