Otegrity 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, Otegrity Pooled 401(K) Plan is a benefit plan reported by Nesteggs Retirement Plan Services, Inc. under EIN 59-3664112 and plan number 346. The latest loaded filing year is 2023. The filing reports 18 participants and $3,005,874 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3MPlan net assets, end of year$3,005,874
Participants18Covered participants reported
Assets / participant$167KComputed: assets ÷ participants$166,993 (computed)
Provider compensationNone reported
- Plan sponsor
- Nesteggs Retirement Plan Services, Inc.
- EIN
- 59-3664112
- Plan number
- 346
- Plan type
- 3
- Location
- Jacksonville, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18 | I | 20241015211735NAL0049818848003 |
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)$3M total assets
Net assets$3MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $3,005,874
- Net assets (EOY)
- $3,005,874
- Net assets (BOY)
- $20,194
Income & contributions
- Employer contributions
- $214,795
- Participant contributions
- $468,446
- Total income / additions
- $1,157,419
Expenses & distributions
- Benefits paid
- $324,822
- Administrative expenses
- $19,035
- Total expenses
- $343,857
- Net increase / (decrease)
- $813,562
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.