River Capital Advisors, Lc 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, River Capital Advisors, Lc Pep is a benefit plan reported by Nesteggs Retirement Plan Services, Inc. under EIN 59-3664112 and plan number 339. The latest loaded filing year is 2023. The filing reports 236 participants and $2,433,962 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.4MPlan net assets, end of year$2,433,962
Participants236Covered participants reported
Assets / participant$10.3KComputed: assets ÷ participants$10,313 (computed)
Provider compensation$34.7K1 Schedule C provider row(s)$34,745
- Plan sponsor
- Nesteggs Retirement Plan Services, Inc.
- EIN
- 59-3664112
- Plan number
- 339
- Plan type
- 3
- Location
- Jacksonville, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 236 | H, C | 20241016153909NAL0017884403001 |
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)$2.4M total assets
Net assets$2.4MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $2,433,962
- Net assets (EOY)
- $2,433,962
- Net assets (BOY)
- $1,716,782
Income & contributions
- Employer contributions
- $104,123
- Participant contributions
- $743,834
- Total contributions
- $909,169
- Total income / additions
- $1,210,678
Expenses & distributions
- Benefits paid
- $458,753
- Administrative expenses
- $34,745
- Total expenses
- $493,498
- Net increase / (decrease)
- $717,180
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.
12%88%
Employer 12%Participant 88%
Total expenses ÷ net assets20%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nesteggs Retirement Plan Svcs, Inc | N/A | $34,745 | not reported in the loaded dataset | 2023 |