Nexgen Financial Retirement Plan — Form 5500 plan (Nexgen Financial)
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, Nexgen Financial Retirement Plan is a benefit plan reported by Nexgen Financial under EIN 81-5390626 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $3,083,072 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nexgen Financial
- EIN
- 81-5390626
- Plan number
- 001
- Plan type
- 2
- Location
- Malibu, CA
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $3,083,072
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241007172909NAL0028073872001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,083,072
- Net assets (EOY)
- $3,083,072
- Net assets (BOY)
- $2,651,561
Income & contributions
- Employer contributions
- $115,655
- Total income / additions
- $431,512
Expenses & distributions
- Administrative expenses
- $1
- Total expenses
- $1
- Net increase / (decrease)
- $431,511
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.