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NEST EGG MANAGEMENT 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameNEST EGG MANAGEMENT 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

NEST EGG MANAGEMENT 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NEST EGG MANAGEMENT INC has sponsored the creation of one or more 401k plans.

Company Name:NEST EGG MANAGEMENT INC
Employer identification number (EIN):473367753
NAIC Classification:721199
NAIC Description:All Other Traveler Accommodation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEST EGG MANAGEMENT 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHELLE RUDOLPH2024-04-30
0012022-01-01MICHELLE RUDOLPH2023-06-20
0012021-01-01BRADLEY EGNA2022-05-18
0012020-01-01BRADLEY EGNA2021-07-28
0012019-01-01BRADLEY EGNA2020-07-22
0012018-01-01BRAD EGNA2019-10-10
0012017-01-01MATTHEW CLIFFORD2018-04-11
0012016-01-01BRADLEY EGNA2017-07-06
0012015-01-01BRADLEY EGNA2016-05-23

Financial Data on NEST EGG MANAGEMENT 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : NEST EGG MANAGEMENT 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-080
Total liabilities as of the end of the plan year2025-07-080
Total liabilities as of the beginning of the plan year2025-07-080
Total expenses incurred by plan in this plan year2025-07-0848074
Net assets as of the end of the plan year2025-07-08837063
Total assets as of the beginning of the plan year2025-07-08708536
Value of plan covered by a fidelity bond2025-07-0870854
Participant contributions to plan in this plan year2025-07-0856006
Other expenses paid from plan in this plan year2025-07-080
Other contributions to plan in this plan year2025-07-080
Other income to plan in this plan year2025-07-08100609
Plan net income in this plan year2025-07-08128527
Net assets as of the end of the plan year2025-07-08837063
Net assets as of the beginning of the plan year2025-07-08708536
Employer contributions to plan in this plan year2025-07-0819986
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-083600
2024 : NEST EGG MANAGEMENT 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-300
Total liabilities as of the end of the plan year2024-04-300
Total liabilities as of the beginning of the plan year2024-04-300
Total expenses incurred by plan in this plan year2024-04-302628
Net assets as of the end of the plan year2024-04-30708536
Total assets as of the beginning of the plan year2024-04-30550072
Value of plan covered by a fidelity bond2024-04-3055007
Participant contributions to plan in this plan year2024-04-3049410
Other expenses paid from plan in this plan year2024-04-300
Other contributions to plan in this plan year2024-04-300
Other income to plan in this plan year2024-04-3091128
Plan net income in this plan year2024-04-30158464
Net assets as of the end of the plan year2024-04-30708536
Net assets as of the beginning of the plan year2024-04-30550072
Employer contributions to plan in this plan year2024-04-3020554
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-302628
2022 : NEST EGG MANAGEMENT 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-180
Total liabilities as of the end of the plan year2022-05-180
Total liabilities as of the beginning of the plan year2022-05-180
Total expenses incurred by plan in this plan year2022-05-185065
Net assets as of the end of the plan year2022-05-18585600
Total assets as of the beginning of the plan year2022-05-18462034
Value of plan covered by a fidelity bond2022-05-1846203
Participant contributions to plan in this plan year2022-05-1829587
Other expenses paid from plan in this plan year2022-05-180
Other contributions to plan in this plan year2022-05-180
Other income to plan in this plan year2022-05-1888562
Plan net income in this plan year2022-05-18123566
Net assets as of the end of the plan year2022-05-18585600
Net assets as of the beginning of the plan year2022-05-18462034
Employer contributions to plan in this plan year2022-05-1810482
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-184483

Potentially related plans

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