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| Plan Name | NESTEGGS RETIREMENT SAVINGS PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | NESTEGGS RETIREMENT PLAN SERVICES, INC. |
| Employer identification number (EIN): | 593664112 |
| NAIC Classification: | 523900 |
Additional information about NESTEGGS RETIREMENT PLAN SERVICES, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2000-08-21 |
| Company Identification Number: | P00000080846 |
| Legal Registered Office Address: |
10407 CENTURION PARKWAY NORTH, JACKSONVILLE 32256 |
More information about NESTEGGS RETIREMENT PLAN SERVICES, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | KEVIN B. CHEEZUM | |||
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | KEVIN B. CHEEZUM | |||
| 001 | 2023-01-01 | KEVIN B. CHEEZUM | |||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | KEVIN B. CHEEZUM | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | KEVIN B. CHEEZUM | |||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | KEVIN B. CHEEZUM | |||
| 001 | 2017-01-01 | KEVIN B. CHEEZUM | |||
| 001 | 2016-01-01 | KEVIN B. CHEEZUM | |||
| 001 | 2016-01-01 | KEVIN B. CHEEZUM | |||
| 001 | 2015-01-01 | CONSTANCE C. SLIMMON | 2016-05-20 | ||
| 001 | 2014-01-01 | CONSTANCE SLIMMON | 2015-07-06 | CONSTANCE SLIMMON | 2015-07-06 |
| 001 | 2013-01-01 | CONSTANCE SLIMMON | 2014-01-24 | CONSTANCE SLIMMON | 2014-01-24 |
| 001 | 2012-01-01 | CONSTANCE SLIMMON | 2013-03-22 | CONSTANCE SLIMMON | 2013-03-22 |
| 001 | 2011-01-01 | CONSTANCE SLIMMON | 2012-06-04 | CONSTANCE SLIMMON | 2012-06-04 |
| 001 | 2010-01-01 | CONSTANCE SLIMMON | 2011-03-03 | CONSTANCE SLIMMON | 2011-03-03 |
| Measure | Date | Value |
|---|---|---|
| 2023: NESTEGGS RETIREMENT SAVINGS PLAN 2023 401k membership | ||
| Total participants, beginning-of-year | 2023-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 6 |
| Total of all active and inactive participants | 2023-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 24 |
| Number of participants with account balances | 2023-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: NESTEGGS RETIREMENT SAVINGS PLAN 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 7 |
| Total of all active and inactive participants | 2022-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 22 |
| Number of participants with account balances | 2022-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 3 |
| 2021: NESTEGGS RETIREMENT SAVINGS PLAN 2021 401k membership | ||
| Total participants, beginning-of-year | 2021-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 5 |
| Total of all active and inactive participants | 2021-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 22 |
| Number of participants with account balances | 2021-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: NESTEGGS RETIREMENT SAVINGS PLAN 2020 401k membership | ||
| Total participants, beginning-of-year | 2020-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 5 |
| Total of all active and inactive participants | 2020-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 19 |
| Number of participants with account balances | 2020-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: NESTEGGS RETIREMENT SAVINGS PLAN 2019 401k membership | ||
| Total participants, beginning-of-year | 2019-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 3 |
| Total of all active and inactive participants | 2019-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 15 |
| Number of participants with account balances | 2019-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: NESTEGGS RETIREMENT SAVINGS PLAN 2018 401k membership | ||
| Total participants, beginning-of-year | 2018-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 14 |
| Total participants | 2018-01-01 | 14 |
| Number of participants with account balances | 2018-01-01 | 14 |
| 2017: NESTEGGS RETIREMENT SAVINGS PLAN 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 14 |
| Total participants | 2017-01-01 | 14 |
| Number of participants with account balances | 2017-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: NESTEGGS RETIREMENT SAVINGS PLAN 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 9 |
| Total of all active and inactive participants | 2016-01-01 | 9 |
| Total participants | 2016-01-01 | 9 |
| Number of participants with account balances | 2016-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Measure | Date | Value |
|---|---|---|
| 2023 : NESTEGGS RETIREMENT SAVINGS PLAN 2023 401k financial data | ||
| Total income from all sources | 2023-12-31 | $612,378 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $58,640 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $58,640 |
| Total plan assets at end of year | 2023-12-31 | $2,808,103 |
| Total plan assets at beginning of year | 2023-12-31 | $2,254,365 |
| Value of fidelity bond covering the plan | 2023-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $127,507 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $119,773 |
| Other income received | 2023-12-31 | $413,649 |
| Net income (gross income less expenses) | 2023-12-31 | $553,738 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,808,103 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,254,365 |
| Assets. Value of participant loans | 2023-12-31 | $45,759 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $71,222 |
| 2022 : NESTEGGS RETIREMENT SAVINGS PLAN 2022 401k financial data | ||
| Total income from all sources | 2022-12-31 | $-175,280 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $314,265 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $314,265 |
| Total plan assets at end of year | 2022-12-31 | $2,254,365 |
| Total plan assets at beginning of year | 2022-12-31 | $2,743,910 |
| Value of fidelity bond covering the plan | 2022-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $105,918 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $119,773 |
| Other income received | 2022-12-31 | $-381,504 |
| Net income (gross income less expenses) | 2022-12-31 | $-489,545 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,254,365 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,743,910 |
| Assets. Value of participant loans | 2022-12-31 | $37,438 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $100,306 |
| 2021 : NESTEGGS RETIREMENT SAVINGS PLAN 2021 401k financial data | ||
| Total income from all sources | 2021-12-31 | $868,664 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $91,552 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $91,552 |
| Total plan assets at end of year | 2021-12-31 | $2,743,910 |
| Total plan assets at beginning of year | 2021-12-31 | $1,966,798 |
| Value of fidelity bond covering the plan | 2021-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $108,909 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $119,773 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $341,061 |
| Other income received | 2021-12-31 | $381,979 |
| Net income (gross income less expenses) | 2021-12-31 | $777,112 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,743,910 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,966,798 |
| Assets. Value of participant loans | 2021-12-31 | $51,102 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $36,715 |
| 2020 : NESTEGGS RETIREMENT SAVINGS PLAN 2020 401k financial data | ||
| Total income from all sources | 2020-12-31 | $-78,276 |
| Total plan assets at end of year | 2020-12-31 | $1,966,798 |
| Total plan assets at beginning of year | 2020-12-31 | $2,045,074 |
| Value of fidelity bond covering the plan | 2020-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $54,574 |
| Other income received | 2020-12-31 | $-161,405 |
| Net income (gross income less expenses) | 2020-12-31 | $-78,276 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,966,798 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,045,074 |
| Assets. Value of participant loans | 2020-12-31 | $53,425 |
| Assets. Value of employer securities | 2020-12-31 | $239,547 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $28,555 |
| 2019 : NESTEGGS RETIREMENT SAVINGS PLAN 2019 401k financial data | ||
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $642,108 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,392,170 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,392,170 |
| Total plan assets at end of year | 2019-12-31 | $2,045,074 |
| Total plan assets at beginning of year | 2019-12-31 | $2,795,136 |
| Value of fidelity bond covering the plan | 2019-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $47,365 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $570,198 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $-750,062 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,045,074 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,795,136 |
| Assets. Value of participant loans | 2019-12-31 | $51,795 |
| Assets. Value of employer securities | 2019-12-31 | $536,522 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $24,545 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| 2018 : NESTEGGS RETIREMENT SAVINGS PLAN 2018 401k financial data | ||
| Total income from all sources | 2018-12-31 | $-44,448 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $187,634 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $187,634 |
| Total plan assets at end of year | 2018-12-31 | $2,795,136 |
| Total plan assets at beginning of year | 2018-12-31 | $3,027,218 |
| Value of fidelity bond covering the plan | 2018-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $55,462 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $159,051 |
| Other income received | 2018-12-31 | $-285,466 |
| Net income (gross income less expenses) | 2018-12-31 | $-232,082 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,795,136 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,027,218 |
| Assets. Value of participant loans | 2018-12-31 | $27,459 |
| Assets. Value of employer securities | 2018-12-31 | $281,148 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $26,505 |
| 2017 : NESTEGGS RETIREMENT SAVINGS PLAN 2017 401k financial data | ||
| Total income from all sources | 2017-12-31 | $446,404 |
| Total plan assets at end of year | 2017-12-31 | $3,027,218 |
| Total plan assets at beginning of year | 2017-12-31 | $2,580,814 |
| Value of fidelity bond covering the plan | 2017-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $39,553 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $56,702 |
| Other income received | 2017-12-31 | $333,123 |
| Net income (gross income less expenses) | 2017-12-31 | $446,404 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,027,218 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,580,814 |
| Assets. Value of participant loans | 2017-12-31 | $11,863 |
| Assets. Value of employer securities | 2017-12-31 | $274,065 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $17,026 |
| 2016 : NESTEGGS RETIREMENT SAVINGS PLAN 2016 401k financial data | ||
| Total income from all sources | 2016-12-31 | $514,169 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $2,253 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $2,103 |
| Total plan assets at end of year | 2016-12-31 | $2,580,814 |
| Total plan assets at beginning of year | 2016-12-31 | $2,068,898 |
| Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $46,840 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $126,132 |
| Other income received | 2016-12-31 | $291,592 |
| Net income (gross income less expenses) | 2016-12-31 | $511,916 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,580,814 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,068,898 |
| Assets. Value of participant loans | 2016-12-31 | $11,269 |
| Assets. Value of employer securities | 2016-12-31 | $253,639 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $49,605 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $150 |
| 2023: NESTEGGS RETIREMENT SAVINGS PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: NESTEGGS RETIREMENT SAVINGS PLAN 2022 form 5500 responses | ||
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: NESTEGGS RETIREMENT SAVINGS PLAN 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: NESTEGGS RETIREMENT SAVINGS PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: NESTEGGS RETIREMENT SAVINGS PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: NESTEGGS RETIREMENT SAVINGS PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: NESTEGGS RETIREMENT SAVINGS PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: NESTEGGS RETIREMENT SAVINGS PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |