Nest Investments, LLC

Pennsylvania
Registered In
08/16/2013
Incorp. Date

Company Summary

Nest Investments, LLC in Pennsylvania was registered on 08/16/2013. It is listed at Elliott & Davis, PC.

Registered In
Pennsylvania
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
Active
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Financial Information for Nest Investments, LLC

Form 5500

NEST INVESTMENTS LLC

1845 Walnut St., 22nd Floor, Philadelphia, Pa 19103 (215) 563-6919 EIN:32-0509747 Plan Admin:Allison Brecher
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameNEST INVESTMENTS LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$300,704 / $333,938 2022 NEST INVESTMENTS LLC 401(K) PLAN - Plan #001 12 / 12 $300,704 / $333,938
2021 Plan NameNEST INVESTMENTS LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$153,227 / $300,704 2021 NEST INVESTMENTS LLC 401(K) PLAN - Plan #001 12 / 12 $153,227 / $300,704
2020 Plan NameNEST INVESTMENTS LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 12 Assets BOY/EOY$38,829 / $153,227 2020 NEST INVESTMENTS LLC 401(K) PLAN - Plan #001 5 / 12 $38,829 / $153,227
2019 Plan NameNEST INVESTMENTS LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$12,404 / $38,829 2019 NEST INVESTMENTS LLC 401(K) PLAN - Plan #001 4 / 5 $12,404 / $38,829
Benefit & Retirement Plans based on Form 5500.
PPP Loans

NEST INVESTMENTS LLC

1845 Walnut St, Philadelphia, Pa 19103-4700 Industry:Open-End Investment Funds
Loan Date Approved Forgiven Lender Jobs
04/13/2020 Approved$85,500 Forgiven$86,300 LenderTruist Bank Jobs10 04/13/2020 $85,500 $86,300 Truist Bank 10
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

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