How many benefit plans does Nextpoint Financial, Inc. report on Form 5500?

Nextpoint Financial, Inc. (EIN 86-3493325) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Nextpoint Financial, Inc.?

The Employer Identification Number (EIN) reported for Nextpoint Financial, Inc. is 86-3493325.

What is the latest Form 5500 filing year for Nextpoint Financial, Inc.?

The latest loaded Form 5500 filing year for Nextpoint Financial, Inc. is 2023.

Nextpoint Financial, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Nextpoint Financial, Inc. (EIN 86-3493325) is a plan sponsor located in Hurst, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 86-3493325
Location: Hurst, TX
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $9,887,909
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $9,887,909

Contributions & income

Employer contributions: $535,068
Participant contributions: $1,715,226
Total income / additions: $4,688,490

Expenses & distributions

Benefits paid / distributions: $1,581,160
Total expenses: $1,673,601
Net increase / (decrease): $3,014,889

Coverage

Total reported participants: 900
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Nextpoint Financial, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Nextpoint Financial 401(K) Plan	001	571	$9,887,909	2023
Nextpoint Financial, Inc. Welfare Benefits Wrap Plan	501	329	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Nextpoint Financial, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Nextpoint Financial, Inc. Welfare Benefits Wrap Plan	329	—	20241002145141NAL0008488129001
2023	Nextpoint Financial 401(K) Plan	571	H, C	20241015121129NAL0049277520001