NESTEGGS RETIREMENT PLAN SERVICES, INC. has sponsored the creation of one or more 401k plans.
Additional information about NESTEGGS RETIREMENT PLAN SERVICES, INC.
| Measure | Date | Value |
|---|
| 2023: ASCEND WEALTH ADVISORS PEP 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 136 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 116 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 10 |
| Total of all active and inactive participants | 2023-01-01 | 126 |
| Total participants | 2023-01-01 | 126 |
| Number of participants with account balances | 2023-01-01 | 112 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 5 |
| 2022: ASCEND WEALTH ADVISORS PEP 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 82 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 99 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 8 |
| Total of all active and inactive participants | 2022-01-01 | 107 |
| Total participants | 2022-01-01 | 107 |
| Number of participants with account balances | 2022-01-01 | 96 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
| 2021: ASCEND WEALTH ADVISORS PEP 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 35 |
| Total of all active and inactive participants | 2021-01-01 | 35 |
| Total participants | 2021-01-01 | 35 |
| Number of participants with account balances | 2021-01-01 | 33 |
| Measure | Date | Value |
|---|
| 2023 : ASCEND WEALTH ADVISORS PEP 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $556,778 |
| Total income from all sources | 2023-12-31 | $1,342,337 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $25,212 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $14,729 |
| Total plan assets at end of year | 2023-12-31 | $2,857,445 |
| Total plan assets at beginning of year | 2023-12-31 | $983,542 |
| Value of fidelity bond covering the plan | 2023-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $527,675 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $27,402 |
| Other income received | 2023-12-31 | $330,272 |
| Net income (gross income less expenses) | 2023-12-31 | $1,317,125 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,857,445 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $983,542 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $456,988 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $10,483 |
| 2022 : ASCEND WEALTH ADVISORS PEP 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $70,236 |
| Total income from all sources | 2022-12-31 | $638,837 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $6,705 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $3,787 |
| Total plan assets at end of year | 2022-12-31 | $983,542 |
| Total plan assets at beginning of year | 2022-12-31 | $281,174 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $345,869 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $22,092 |
| Other income received | 2022-12-31 | $-63,424 |
| Net income (gross income less expenses) | 2022-12-31 | $632,132 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $983,542 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $281,174 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $334,300 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,918 |
| 2021 : ASCEND WEALTH ADVISORS PEP 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $126,688 |
| Total income from all sources | 2021-12-31 | $154,499 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $13 |
| Total plan assets at end of year | 2021-12-31 | $281,174 |
| Total plan assets at beginning of year | 2021-12-31 | $0 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $97,918 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $5,798 |
| Net income (gross income less expenses) | 2021-12-31 | $154,486 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $281,174 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $50,783 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $13 |
Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.
See full terms and conditions
