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  5. NESTEGGS RETIREMENT PLAN SERVICES, INC.

NESTEGGS RETIREMENT PLAN SERVICES, INC. - Florida Company Profile

Company Details

Entity Name: NESTEGGS RETIREMENT PLAN SERVICES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

NESTEGGS RETIREMENT PLAN SERVICES, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 21 Aug 2000 (25 years ago)
Document Number: P00000080846
FEI/EIN Number 593664112

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 10407 CENTURION PARKWAY NORTH,, SUITE 126, JACKSONVILLE, FL, 32256, US
Mail Address: 10407 CENTURION PARKWAY NORTH,, SUITE 126, JACKSONVILLE, FL, 32256, US
ZIP code: 32256
County: Duval
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NESTEGGS CASH BALANCE PLAN 2023 593664112 2024-10-07 NESTEGGS RETIREMENT PLAN SERVICES, INC. 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 9043483131
Plan sponsor’s address 10407 CENTURION PARKWAY N SUITE 126, JACKSONVILLE, FL, 32256

Signature of
Role Plan administrator
Date 2024-10-07
Name of individual signing KEVIN B. CHEEZUM
Valid signature Filed with authorized/valid electronic signature
UNDER PAR PLANNING PEP 2022 593664112 2024-07-19 NESTEGGS RETIREMENT PLAN SERVICES, INC. 43
File View Page
Three-digit plan number (PN) 333
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 9043483131
Plan sponsor’s address 10407 CENTURION PARKWAY N SUITE 126, JACKSONVILLE, FL, 32256

Signature of
Role Plan administrator
Date 2024-07-19
Name of individual signing KEVIN CHEEZUM
Valid signature Filed with authorized/valid electronic signature
COASTAL WEALTH PEP 2022 593664112 2023-07-24 NESTEGGS RETIREMENT PLAN SERVICES, INC. 0
Three-digit plan number (PN) 340
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 9043483131
Plan sponsor’s address 10407 CENTURION PARKWAY N SUITE 126, JACKSONVILLE, FL, 32256

Signature of
Role Plan administrator
Date 2023-07-24
Name of individual signing KEVIN CHEEZUM
Valid signature Filed with authorized/valid electronic signature
SOLUTIONS 4 WEALTH PEP 2022 593664112 2023-07-24 NESTEGGS RETIREMENT PLAN SERVICES, INC. 0
File View Page
Three-digit plan number (PN) 341
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 9043483131
Plan sponsor’s address 10407 CENTURION PARKWAY N SUITE 126, JACKSONVILLE, FL, 32256

Signature of
Role Plan administrator
Date 2023-07-24
Name of individual signing KEVIN CHEEZUM
Valid signature Filed with authorized/valid electronic signature
DAVIS CAPITAL MANAGEMENT PEP 2022 593664112 2023-07-15 NESTEGGS RETIREMENT PLAN SERVICES, INC. 116
Three-digit plan number (PN) 335
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 9043483131
Plan sponsor’s address 10407 CENTURION PARKWAY N SUITE 126, JACKSONVILLE, FL, 32256

Signature of
Role Plan administrator
Date 2023-07-15
Name of individual signing KEVIN CHEEZUM
Valid signature Filed with authorized/valid electronic signature
NESTEGGS CASH BALANCE PLAN 2022 593664112 2023-10-12 NESTEGGS RETIREMENT PLAN SERVICES, INC. 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 9043483131
Plan sponsor’s address 10407 CENTURION PARKWAY N SUITE 126, JACKSONVILLE, FL, 32256

Signature of
Role Plan administrator
Date 2023-10-12
Name of individual signing KEVIN B. CHEEZUM
Valid signature Filed with authorized/valid electronic signature
SALVUS WEALTH POOLED 401(K) PLAN 2022 593664112 2023-07-24 NESTEGGS RETIREMENT PLAN SERVICES, INC. 0
File View Page
Three-digit plan number (PN) 350
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 9043483131
Plan sponsor’s address 10407 CENTURION PARKWAY N SUITE 126, JACKSONVILLE, FL, 32256

Signature of
Role Plan administrator
Date 2023-07-24
Name of individual signing KEVIN CHEEZUM
Valid signature Filed with authorized/valid electronic signature
UNDER PAR PLANNING PEP 2022 593664112 2023-07-25 NESTEGGS RETIREMENT PLAN SERVICES, INC. 43
Three-digit plan number (PN) 333
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 9043483131
Plan sponsor’s address 10407 CENTURION PARKWAY N SUITE 126, JACKSONVILLE, FL, 32256

Signature of
Role Plan administrator
Date 2023-07-25
Name of individual signing KEVIN CHEEZUM
Valid signature Filed with authorized/valid electronic signature
NESTEGGS CASH BALANCE PLAN 2021 593664112 2022-10-14 NESTEGGS RETIREMENT PLAN SERVICES, INC. 0
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 9043483131
Plan sponsor’s address 10407 CENTURION PARKWAY N SUITE 126, JACKSONVILLE, FL, 32256

Signature of
Role Plan administrator
Date 2022-10-14
Name of individual signing KEVIN CHEEZUM
Valid signature Filed with authorized/valid electronic signature
ASCEND WEALTH ADVISORS PEP 2021 593664112 2022-10-14 NESTEGGS RETIREMENT PLAN SERVICES, INC. 35
Three-digit plan number (PN) 334
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 9043483131
Plan sponsor’s address 10407 CENTURION PARKWAY N, SUITE 126, JACKSONVILLE, FL, 32256

Signature of
Role Plan administrator
Date 2022-10-14
Name of individual signing KEVIN CHEEZUM
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
CHEEZUM KEVIN B President 10407 CENTURION PARKWAY NORTH,, JACKSONVILLE, FL, 32256
MACKLIN BLAKE Chief Financial Officer 10407 CENTURION PARKWAY NORTH,, JACKSONVILLE, FL, 32256
JENKINS ALEXANDER CRO 10407 CENTURION PARKWAY NORTH,, JACKSONVILLE, FL, 32256
MACKLIN BLAKE A Agent 10407 CENTURION PARKWAY NORTH,, JACKSONVILLE, FL, 32256

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2019-01-22 MACKLIN, BLAKE A -
REGISTERED AGENT ADDRESS CHANGED 2019-01-22 10407 CENTURION PARKWAY NORTH,, SUITE 126, JACKSONVILLE, FL 32256 -
CHANGE OF PRINCIPAL ADDRESS 2018-11-27 10407 CENTURION PARKWAY NORTH,, SUITE 126, JACKSONVILLE, FL 32256 -
CHANGE OF MAILING ADDRESS 2018-11-27 10407 CENTURION PARKWAY NORTH,, SUITE 126, JACKSONVILLE, FL 32256 -

Documents

Name Date
ANNUAL REPORT 2025-01-08
ANNUAL REPORT 2024-01-18
ANNUAL REPORT 2023-02-11
ANNUAL REPORT 2022-01-10
ANNUAL REPORT 2021-01-11
ANNUAL REPORT 2020-01-02
ANNUAL REPORT 2019-01-22
AMENDED ANNUAL REPORT 2018-09-28
ANNUAL REPORT 2018-01-12
AMENDED ANNUAL REPORT 2017-09-15

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4962327006 2020-04-04 0491 PPP 10407 CENTURION PKWY N STE 126, JACKSONVILLE, FL, 32256-0526
Loan Status Date 2021-02-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 192400
Loan Approval Amount (current) 192400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 44449
Servicing Lender Name PNC Bank, National Association
Servicing Lender Address 222 Delaware Ave, WILMINGTON, DE, 19801-1621
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address JACKSONVILLE, DUVAL, FL, 32256-0526
Project Congressional District FL-05
Number of Employees 12
NAICS code 812990
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 760
Originating Lender Name First Source Federal Credit Union
Originating Lender Address Rome, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 193875.07
Forgiveness Paid Date 2021-01-08

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Companies related by address

No other companies in our directory share the same address as NESTEGGS RETIREMENT PLAN SERVICES, INC.

Date of last update: 02 Apr 2025

Sources: Florida Department of State

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