2023 Form 5500 filing — Next 15 Communications Retirement Plan
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 20250102165836NAL0002190241001) for Next 15 Communications Retirement Plan, reported by Next Fifteen Communications Corporation under EIN 20-3013332 and plan number 001. It reports 591 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250102165836NAL0002190241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Next Fifteen Communications Corporation
- EIN
- 20-3013332
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 591
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $110,644,840
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $110,644,840
- Employer contributions
- $3,060,884
- Participant contributions
- $10,868,974
- Total income / additions
- $31,534,793
- Benefits paid
- $8,728,451
- Administrative expenses
- $194,011
- Total expenses
- $8,935,818
- Net increase / (decrease)
- $22,598,975
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $88,265 | $0 |
| Mma Securities | ADVISOR | $74,762 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $35,442 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $30,984 | not reported in the loaded dataset |
| Alliant Insurance Services, Inc. | PLAN ADMINISTRATOR | $24,928 | not reported in the loaded dataset |
| Cetera Advisor Networks LLC | ADVISOR | $10,500 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $6,161 | not reported in the loaded dataset |
| Mma Securities | ADVISOR | $5,250 | not reported in the loaded dataset |