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: FARTHER PEP 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 414 |
| 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 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 414 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 414 |
| Number of participants with account balances | 2023-01-01 | 382 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 21 |
| 2022: FARTHER PEP 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 37 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 39 |
| Number of participants with account balances | 2022-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2023 : FARTHER PEP 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $19,188,116 |
| Total income from all sources | 2023-12-31 | $3,100,387 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $1,217,169 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $1,151,027 |
| Total plan assets at end of year | 2023-12-31 | $24,457,328 |
| Total plan assets at beginning of year | 2023-12-31 | $3,385,994 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $778,436 |
| Other income received | 2023-12-31 | $1,948,698 |
| Net income (gross income less expenses) | 2023-12-31 | $1,883,218 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $24,457,328 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,385,994 |
| Assets. Value of participant loans | 2023-12-31 | $4,570,207 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $373,253 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $66,142 |
| 2022 : FARTHER PEP 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $3,434,673 |
| Total income from all sources | 2022-12-31 | $279,103 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $327,782 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $308,745 |
| Total plan assets at end of year | 2022-12-31 | $3,385,994 |
| Total plan assets at beginning of year | 2022-12-31 | $0 |
| Value of fidelity bond covering the plan | 2022-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $214,524 |
| Other income received | 2022-12-31 | $-206,272 |
| Net income (gross income less expenses) | 2022-12-31 | $-48,679 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,385,994 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
| Assets. Value of participant loans | 2022-12-31 | $34,002 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $270,851 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $19,037 |
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