Next Door Savings & Retirement Plan — Form 5500 plan (Next Door Foundation, Inc.)

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, Next Door Savings & Retirement Plan is a benefit plan reported by Next Door Foundation, Inc. under EIN 39-1162969 and plan number 002. The latest loaded filing year is 2023. The filing reports 345 participants and $7,316,909 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Next Door Foundation, Inc.
EIN
39-1162969
Plan number
002
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
345
End-of-year plan assets
$7,316,909

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023345H, C20241011132611NAL0022829073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,316,909
Total liabilities (EOY)
$0
Net assets (EOY)
$7,316,909
Net assets (BOY)
$6,458,221

Income & contributions

Employer contributions
$539,684
Participant contributions
$629,213
Total contributions
$1,222,346
Total income / additions
$2,114,377

Expenses & distributions

Benefits paid
$1,225,184
Administrative expenses
$30,505
Total expenses
$1,255,689
Net increase / (decrease)
$858,688

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CompanyRECORDKEEPER$17,351$02023
Map Retirement Usa, LLCTHIRD PARTY ADMINISTATOR$13,154$5522023

Related Form 5500 pages