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Nesteggs Retirement Plan Services, Inc.

Jacksonville, FL
Florida
Registered In
08/21/2000
Incorp. Date

Company Summary

Nesteggs Retirement Plan Services, Inc. at 10407 Centurion Pkwy N STE 126, Jacksonville, FL 32256 lists Cheezum Kevin B and Macklin Blake of Jacksonville, FL.

Registered In
Florida
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Profit
Status
Active
EIN
59-3664112
Website
Email
*****@nesteggs401k.com
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SEC | EDGAR Sunbiz Trellis.Law Recent News
Macklin Blake A Registered Agent
10407 CENTURION PKWY N, JACKSONVILLE, FL 32256
Cheezum Kevin B President
10407 CENTURION PKWY N, JACKSONVILLE, FL 32256
Macklin Blake CFO,
10407 CENTURION PKWY N, JACKSONVILLE, FL 32256
10407 CENTURION PKWY N STE 126, JACKSONVILLE, FL 32256 View Map

Financial Information for Nesteggs Retirement Plan Services, Inc.

Form 5500

NESTEGGS RETIREMENT PLAN SERVICES, INC.

10407 Centurion Parkway N Suite 126, Jacksonville, FL 32256 (904) 348-3131 EIN:59-3664112 Plan Admin:Kevin Cheezum
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameNESTEGGS MASTER POOLED 401(K) PLAN Plan #337 Participants BOY/EOY3,036 / 847 Assets BOY/EOY$3,648,439 / $9,356,607 2022 NESTEGGS MASTER POOLED 401(K) PLAN - Plan #337 3,036 / 847 $3,648,439 / $9,356,607
2022 Plan NameCOGENT BANK MASTER POOLED 401(K) PLAN FOR COGENT BANK Plan #343 Participants BOY/EOY172 / 189 Assets BOY/EOY$0 / $4,874,425 2022 COGENT BANK MASTER POOLED 401(K) PLAN FOR COGENT BANK - Plan #343 172 / 189 $0 / $4,874,425
2022 Plan NameSECURITY 101 HOLDINGS, LLC POOLED EMPLOYER PLAN Plan #342 Participants BOY/EOY0 / 185 Assets BOY/EOY$0 / $4,134,022 2022 SECURITY 101 HOLDINGS, LLC POOLED EMPLOYER PLAN - Plan #342 0 / 185 $0 / $4,134,022
2022 Plan NameRIVER CAPITAL ADVISORS, LC PEP Plan #339 Participants BOY/EOY140 / 238 Assets BOY/EOY$0 / $1,716,782 2022 RIVER CAPITAL ADVISORS, LC PEP - Plan #339 140 / 238 $0 / $1,716,782
2022 Plan NameNESTEGGS CASH BALANCE PLAN Plan #002 Participants BOY/EOY12 / 14 Assets BOY/EOY$92,881 / $57,493 2022 NESTEGGS CASH BALANCE PLAN - Plan #002 12 / 14 $92,881 / $57,493
2022 Plan NameSOLUTIONS 4 WEALTH PEP Plan #341 Participants BOY/EOY0 / 20 Assets BOY/EOY$0 / $48,251 2022 SOLUTIONS 4 WEALTH PEP - Plan #341 0 / 20 $0 / $48,251
2022 Plan NameUNDER PAR PLANNING PEP Plan #333 Participants BOY/EOY43 / 45 Assets BOY/EOY$9,172 / $26,898 2022 UNDER PAR PLANNING PEP - Plan #333 43 / 45 $9,172 / $26,898
2022 Plan NameSALVUS WEALTH POOLED 401(K) PLAN Plan #350 Participants BOY/EOY0 / 10 Assets BOY/EOY$0 / $4,893 2022 SALVUS WEALTH POOLED 401(K) PLAN - Plan #350 0 / 10 $0 / $4,893
2022 Plan NameDAVIS CAPITAL MANAGEMENT PEP Plan #335 Participants BOY/EOY116 / 85 Assets BOY/EOY$0 / $0 2022 DAVIS CAPITAL MANAGEMENT PEP - Plan #335 116 / 85 $0 / $0
2022 Plan NameNESTEGGS POOLED 401(K) PLAN Plan #336 Participants BOY/EOY50 / 112 Assets BOY/EOY$0 / $0 2022 NESTEGGS POOLED 401(K) PLAN - Plan #336 50 / 112 $0 / $0
2022 Plan NameNESTEGGS ACHIEVEMENT POOLED EMPLOYER 401K PLAN Plan #348 Participants BOY/EOY0 / 32 Assets BOY/EOY$0 / $0 2022 NESTEGGS ACHIEVEMENT POOLED EMPLOYER 401K PLAN - Plan #348 0 / 32 $0 / $0
2022 Plan NameNESTEGGS RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY22 / 22 Assets BOY/EOY$0 / $0 2022 NESTEGGS RETIREMENT SAVINGS PLAN - Plan #001 22 / 22 $0 / $0
2022 Plan NameCOASTAL WEALTH PEP Plan #340 Participants BOY/EOY0 / 20 Assets BOY/EOY$0 / $0 2022 COASTAL WEALTH PEP - Plan #340 0 / 20 $0 / $0
2022 Plan NamePRINCETON FINANCIAL GROUP POOLED 401K PLAN Plan #349 Participants BOY/EOY0 / 33 Assets BOY/EOY$0 / $0 2022 PRINCETON FINANCIAL GROUP POOLED 401K PLAN - Plan #349 0 / 33 $0 / $0
2022 Plan NameFARTHER PEP Plan #338 Participants BOY/EOY0 / 39 Assets BOY/EOY$0 / $0 2022 FARTHER PEP - Plan #338 0 / 39 $0 / $0
2022 Plan NameOTEGRITY POOLED 401(K) PLAN Plan #346 Participants BOY/EOY18 / 18 Assets BOY/EOY$0 / $0 2022 OTEGRITY POOLED 401(K) PLAN - Plan #346 18 / 18 $0 / $0
2022 Plan NameASCEND WEALTH ADVISORS PEP Plan #334 Participants BOY/EOY82 / 107 Assets BOY/EOY$0 / $0 2022 ASCEND WEALTH ADVISORS PEP - Plan #334 82 / 107 $0 / $0
2021 Plan NameNESTEGGS MASTER POOLED 401(K) PLAN Plan #337 Participants BOY/EOY0 / 435 Assets BOY/EOY$0 / $3,648,439 2021 NESTEGGS MASTER POOLED 401(K) PLAN - Plan #337 0 / 435 $0 / $3,648,439
2021 Plan NameDAVIS CAPITAL MANAGEMENT PEP Plan #335 Participants BOY/EOY89 / 116 Assets BOY/EOY$0 / $1,258,508 2021 DAVIS CAPITAL MANAGEMENT PEP - Plan #335 89 / 116 $0 / $1,258,508
2021 Plan NameNESTEGGS CASH BALANCE PLAN Plan #002 Participants BOY/EOY0 / 12 Assets BOY/EOY$0 / $92,881 2021 NESTEGGS CASH BALANCE PLAN - Plan #002 0 / 12 $0 / $92,881
2021 Plan NameUNDER PAR PLANNING PEP Plan #333 Participants BOY/EOY53 / 43 Assets BOY/EOY$0 / $9,172 2021 UNDER PAR PLANNING PEP - Plan #333 53 / 43 $0 / $9,172
2021 Plan NameNESTEGGS POOLED 401K PLAN Plan #336 Participants BOY/EOY0 / 13 Assets BOY/EOY$0 / $0 2021 NESTEGGS POOLED 401K PLAN - Plan #336 0 / 13 $0 / $0
2021 Plan NameASCEND WEALTH ADVISORS PEP Plan #334 Participants BOY/EOY35 / 35 Assets BOY/EOY$0 / $0 2021 ASCEND WEALTH ADVISORS PEP - Plan #334 35 / 35 $0 / $0
2021 Plan NameNESTEGGS RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY19 / 22 Assets BOY/EOY$0 / $0 2021 NESTEGGS RETIREMENT SAVINGS PLAN - Plan #001 19 / 22 $0 / $0
2020 Plan NameNESTEGGS RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY15 / 19 Assets BOY/EOY$0 / $0 2020 NESTEGGS RETIREMENT SAVINGS PLAN - Plan #001 15 / 19 $0 / $0
2019 Plan NameNESTEGGS RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY14 / 15 Assets BOY/EOY$0 / $0 2019 NESTEGGS RETIREMENT SAVINGS PLAN - Plan #001 14 / 15 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

NESTEGGS RETIREMENT PLAN SERVICES, INC.

10407 Centurion Pkwy N STE 126, Jacksonville, FL 32256-0526 Industry:All Other Personal Services Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/04/2020 Approved$192,400 Forgiven$193,875 LenderPNC Bank, National Association Jobs12 04/04/2020 $192,400 $193,875 PNC Bank, National Association 12
PPP Loans based on Paycheck Protection Program.
Address Match:10407 Centurion Pkwy N Jacksonville, FL
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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor U.S. Small Business Administration
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