Retirement Savings And Incentive Plan — Form 5500 plan (Next Point Capital Corporation)
Plain-English plan 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, Retirement Savings And Incentive Plan is a benefit plan reported by Next Point Capital Corporation under EIN 27-1808801 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $6,127,652 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Next Point Capital Corporation
- EIN
- 27-1808801
- Plan number
- 001
- Plan type
- 2
- Location
- Henderson, NV
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $6,127,652
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20241009100925NAL0030880112001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,127,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,127,652
- Net assets (BOY)
- $5,778,073
Income & contributions
- Employer contributions
- $28,934
- Participant contributions
- $349,460
- Total contributions
- $379,241
- Total income / additions
- $1,239,264
Expenses & distributions
- Benefits paid
- $766,588
- Administrative expenses
- $83,295
- Total expenses
- $889,685
- Net increase / (decrease)
- $349,579
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $56,325 | $0 | 2023 |
| First Republic Bank | INVESTMENT/FINANCIAL ADVI | $29,321 | $0 | 2023 |
| Clifton Larson Allen Llp | ACCOUNTANT | $12,309 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Morgan Stanley Private Wealth Manag | ADVISOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Next Point Capital Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Henderson, NV
- Adp, Inc. — Schedule C compensation
- First Republic Bank — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Morgan Stanley Private Wealth Manag — Schedule C compensation