2023 Form 5500 filing — Nextgen Information Services 401(K) Profit Sharing Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010183448NAL0041853938001) for Nextgen Information Services 401(K) Profit Sharing Plan & Trust, reported by Nextgen Information Services under EIN 43-1791848 and plan number 003. It reports 392 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010183448NAL0041853938001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nextgen Information Services
- EIN
- 43-1791848
- Plan number
- 003
- Location
- St Louis, MO
- Participants
- 392
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $837,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $837,201
- Participant contributions
- $9,452
- Total income / additions
- $119,368
- Benefits paid
- $168,492
- Administrative expenses
- $8,928
- Total expenses
- $177,420
- Net increase / (decrease)
- -$58,052
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,526 | not reported in the loaded dataset |
| Monarch Corporate Advisors | INVESTMENT ADVISOR | $3,263 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,345 | $0 |
| Nesa Plan Consultants, Inc. | CONTRACT ADMIN | $200 | not reported in the loaded dataset |