Civic Intelligence
Filing

Next Management LLC 401(K) Plan

Next Management LLC • EIN 13-3495607 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Flat

60 → 60

0 • 0.00%

Assets

Up

$776,013 → $1,105,495

$329,482 • 42.46%

Investment Management Fee

-

Admin expenses - • Total expenses $68,181

Filing Details

Context
Net investment result
$329,482
Pension payor EIN
04-3110707

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Yes

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024169$18,824,014$804,456$11,659iApproximate average salary by contribution assumption: employee only about $291,470 at 4% or $194,313 at 6%; with 50% employer match about $194,313 at 4% or $129,542 at 6%; with 100% employer match about $145,735 at 4% or $97,157 at 6%.
Next Management Cos 401K Plan-69$18,824,014$804,456$11,659iApproximate average salary by contribution assumption: employee only about $291,470 at 4% or $194,313 at 6%; with 50% employer match about $194,313 at 4% or $129,542 at 6%; with 100% employer match about $145,735 at 4% or $97,157 at 6%.
2023164$16,216,993$655,848$10,248iApproximate average salary by contribution assumption: employee only about $256,191 at 4% or $170,794 at 6%; with 50% employer match about $170,794 at 4% or $113,863 at 6%; with 100% employer match about $128,095 at 4% or $85,397 at 6%.
Next Management Cos 401K Plan-64$16,216,993$655,848$10,248iApproximate average salary by contribution assumption: employee only about $256,191 at 4% or $170,794 at 6%; with 50% employer match about $170,794 at 4% or $113,863 at 6%; with 100% employer match about $128,095 at 4% or $85,397 at 6%.
2022160$13,106,052$660,543$11,009iApproximate average salary by contribution assumption: employee only about $275,226 at 4% or $183,484 at 6%; with 50% employer match about $183,484 at 4% or $122,323 at 6%; with 100% employer match about $137,613 at 4% or $91,742 at 6%.
Next Management Cos 401K Plan-60$13,106,052$660,543$11,009iApproximate average salary by contribution assumption: employee only about $275,226 at 4% or $183,484 at 6%; with 50% employer match about $183,484 at 4% or $122,323 at 6%; with 100% employer match about $137,613 at 4% or $91,742 at 6%.
2021163$15,386,159$423,321$6,719iApproximate average salary by contribution assumption: employee only about $167,985 at 4% or $111,990 at 6%; with 50% employer match about $111,990 at 4% or $74,660 at 6%; with 100% employer match about $83,992 at 4% or $55,995 at 6%.
Next Management Cos 401K Plan-63$15,386,159$423,321$6,719iApproximate average salary by contribution assumption: employee only about $167,985 at 4% or $111,990 at 6%; with 50% employer match about $111,990 at 4% or $74,660 at 6%; with 100% employer match about $83,992 at 4% or $55,995 at 6%.
2020162$12,395,608$484,627$7,817iApproximate average salary by contribution assumption: employee only about $195,414 at 4% or $130,276 at 6%; with 50% employer match about $130,276 at 4% or $86,851 at 6%; with 100% employer match about $97,707 at 4% or $65,138 at 6%.
Next Management Cos 401K Plan-62$12,395,608$484,627$7,817iApproximate average salary by contribution assumption: employee only about $195,414 at 4% or $130,276 at 6%; with 50% employer match about $130,276 at 4% or $86,851 at 6%; with 100% employer match about $97,707 at 4% or $65,138 at 6%.
2019161$10,430,731$608,778$9,980iApproximate average salary by contribution assumption: employee only about $249,499 at 4% or $166,333 at 6%; with 50% employer match about $166,333 at 4% or $110,889 at 6%; with 100% employer match about $124,750 at 4% or $83,166 at 6%.
Next Management Cos 401K Plan-61$10,430,731$608,778$9,980iApproximate average salary by contribution assumption: employee only about $249,499 at 4% or $166,333 at 6%; with 50% employer match about $166,333 at 4% or $110,889 at 6%; with 100% employer match about $124,750 at 4% or $83,166 at 6%.
2018157$8,724,184$554,547$9,729iApproximate average salary by contribution assumption: employee only about $243,222 at 4% or $162,148 at 6%; with 50% employer match about $162,148 at 4% or $108,099 at 6%; with 100% employer match about $121,611 at 4% or $81,074 at 6%.
Next Management Cos 401K Plan-57$8,724,184$554,547$9,729iApproximate average salary by contribution assumption: employee only about $243,222 at 4% or $162,148 at 6%; with 50% employer match about $162,148 at 4% or $108,099 at 6%; with 100% employer match about $121,611 at 4% or $81,074 at 6%.
2017158$8,829,451$482,943$8,327iApproximate average salary by contribution assumption: employee only about $208,165 at 4% or $138,777 at 6%; with 50% employer match about $138,777 at 4% or $92,518 at 6%; with 100% employer match about $104,083 at 4% or $69,388 at 6%.
Next Management Cos 401K Plan-58$8,829,451$482,943$8,327iApproximate average salary by contribution assumption: employee only about $208,165 at 4% or $138,777 at 6%; with 50% employer match about $138,777 at 4% or $92,518 at 6%; with 100% employer match about $104,083 at 4% or $69,388 at 6%.
2016161$7,151,719$477,799$7,833iApproximate average salary by contribution assumption: employee only about $195,819 at 4% or $130,546 at 6%; with 50% employer match about $130,546 at 4% or $87,031 at 6%; with 100% employer match about $97,910 at 4% or $65,273 at 6%.
Next Management Cos 401K Plan-61$7,151,719$477,799$7,833iApproximate average salary by contribution assumption: employee only about $195,819 at 4% or $130,546 at 6%; with 50% employer match about $130,546 at 4% or $87,031 at 6%; with 100% employer match about $97,910 at 4% or $65,273 at 6%.
2015158$6,057,380$443,276$7,643iApproximate average salary by contribution assumption: employee only about $191,067 at 4% or $127,378 at 6%; with 50% employer match about $127,378 at 4% or $84,919 at 6%; with 100% employer match about $95,534 at 4% or $63,689 at 6%.
Next Management Cos 401K Plan-58$6,057,380$443,276$7,643iApproximate average salary by contribution assumption: employee only about $191,067 at 4% or $127,378 at 6%; with 50% employer match about $127,378 at 4% or $84,919 at 6%; with 100% employer match about $95,534 at 4% or $63,689 at 6%.
2014155$5,856,084$543,012$9,873iApproximate average salary by contribution assumption: employee only about $246,824 at 4% or $164,549 at 6%; with 50% employer match about $164,549 at 4% or $109,699 at 6%; with 100% employer match about $123,412 at 4% or $82,275 at 6%.
Next Management Cos 401K Plan-55$5,856,084$543,012$9,873iApproximate average salary by contribution assumption: employee only about $246,824 at 4% or $164,549 at 6%; with 50% employer match about $164,549 at 4% or $109,699 at 6%; with 100% employer match about $123,412 at 4% or $82,275 at 6%.
2013160$5,197,373$460,819$7,680iApproximate average salary by contribution assumption: employee only about $192,008 at 4% or $128,005 at 6%; with 50% employer match about $128,005 at 4% or $85,337 at 6%; with 100% employer match about $96,004 at 4% or $64,003 at 6%.
Next Management Cos 401K Plan-60$5,197,373$460,819$7,680iApproximate average salary by contribution assumption: employee only about $192,008 at 4% or $128,005 at 6%; with 50% employer match about $128,005 at 4% or $85,337 at 6%; with 100% employer match about $96,004 at 4% or $64,003 at 6%.
2012157$4,113,249$268,066$4,703iApproximate average salary by contribution assumption: employee only about $117,573 at 4% or $78,382 at 6%; with 50% employer match about $78,382 at 4% or $52,255 at 6%; with 100% employer match about $58,786 at 4% or $39,191 at 6%.
Next Management Cos 401K Plan-57$4,113,249$268,066$4,703iApproximate average salary by contribution assumption: employee only about $117,573 at 4% or $78,382 at 6%; with 50% employer match about $78,382 at 4% or $52,255 at 6%; with 100% employer match about $58,786 at 4% or $39,191 at 6%.
2011156$3,528,631$249,203$4,450iApproximate average salary by contribution assumption: employee only about $111,251 at 4% or $74,168 at 6%; with 50% employer match about $74,168 at 4% or $49,445 at 6%; with 100% employer match about $55,626 at 4% or $37,084 at 6%.
Next Management Cos 401K Plan-56$3,528,631$249,203$4,450iApproximate average salary by contribution assumption: employee only about $111,251 at 4% or $74,168 at 6%; with 50% employer match about $74,168 at 4% or $49,445 at 6%; with 100% employer match about $55,626 at 4% or $37,084 at 6%.
2010156$3,378,367$261,559$4,671iApproximate average salary by contribution assumption: employee only about $116,767 at 4% or $77,845 at 6%; with 50% employer match about $77,845 at 4% or $51,897 at 6%; with 100% employer match about $58,384 at 4% or $38,922 at 6%.
Next Management Cos 401K Plan-56$3,378,367$261,559$4,671iApproximate average salary by contribution assumption: employee only about $116,767 at 4% or $77,845 at 6%; with 50% employer match about $77,845 at 4% or $51,897 at 6%; with 100% employer match about $58,384 at 4% or $38,922 at 6%.
2009159$2,919,126$278,758$4,725iApproximate average salary by contribution assumption: employee only about $118,118 at 4% or $78,745 at 6%; with 50% employer match about $78,745 at 4% or $52,497 at 6%; with 100% employer match about $59,059 at 4% or $39,373 at 6%.
Next Management Cos 401K Plan-59$2,919,126$278,758$4,725iApproximate average salary by contribution assumption: employee only about $118,118 at 4% or $78,745 at 6%; with 50% employer match about $78,745 at 4% or $52,497 at 6%; with 100% employer match about $59,059 at 4% or $39,373 at 6%.
2008163$2,205,195$353,158$5,606iApproximate average salary by contribution assumption: employee only about $140,142 at 4% or $93,428 at 6%; with 50% employer match about $93,428 at 4% or $62,285 at 6%; with 100% employer match about $70,071 at 4% or $46,714 at 6%.
Next Management Cos 401K Plan-63$2,205,195$353,158$5,606iApproximate average salary by contribution assumption: employee only about $140,142 at 4% or $93,428 at 6%; with 50% employer match about $93,428 at 4% or $62,285 at 6%; with 100% employer match about $70,071 at 4% or $46,714 at 6%.
2007185$0$0-
Next Management Cos 401K Plan-85---
2006176$3,095,528$388,121$5,107iApproximate average salary by contribution assumption: employee only about $127,671 at 4% or $85,114 at 6%; with 50% employer match about $85,114 at 4% or $56,743 at 6%; with 100% employer match about $63,836 at 4% or $42,557 at 6%.
Next Management Cos 401K Plan-76$3,095,528$388,121$5,107iApproximate average salary by contribution assumption: employee only about $127,671 at 4% or $85,114 at 6%; with 50% employer match about $85,114 at 4% or $56,743 at 6%; with 100% employer match about $63,836 at 4% or $42,557 at 6%.
2005172$2,351,351$272,080$3,779iApproximate average salary by contribution assumption: employee only about $94,472 at 4% or $62,981 at 6%; with 50% employer match about $62,981 at 4% or $41,988 at 6%; with 100% employer match about $47,236 at 4% or $31,491 at 6%.
Next Management Cos 401K Plan-72$2,351,351$272,080$3,779iApproximate average salary by contribution assumption: employee only about $94,472 at 4% or $62,981 at 6%; with 50% employer match about $62,981 at 4% or $41,988 at 6%; with 100% employer match about $47,236 at 4% or $31,491 at 6%.
2004168$2,087,699$256,245$3,768iApproximate average salary by contribution assumption: employee only about $94,208 at 4% or $62,805 at 6%; with 50% employer match about $62,805 at 4% or $41,870 at 6%; with 100% employer match about $47,104 at 4% or $31,403 at 6%.
Next Management Cos 401K Plan-68$2,087,699$256,245$3,768iApproximate average salary by contribution assumption: employee only about $94,208 at 4% or $62,805 at 6%; with 50% employer match about $62,805 at 4% or $41,870 at 6%; with 100% employer match about $47,104 at 4% or $31,403 at 6%.
2003166$1,757,432$305,082$4,622iApproximate average salary by contribution assumption: employee only about $115,561 at 4% or $77,041 at 6%; with 50% employer match about $77,041 at 4% or $51,361 at 6%; with 100% employer match about $57,781 at 4% or $38,520 at 6%.
Next Management Cos 401K Plan-66$1,757,432$305,082$4,622iApproximate average salary by contribution assumption: employee only about $115,561 at 4% or $77,041 at 6%; with 50% employer match about $77,041 at 4% or $51,361 at 6%; with 100% employer match about $57,781 at 4% or $38,520 at 6%.
2002170$1,225,855$286,707$4,096iApproximate average salary by contribution assumption: employee only about $102,395 at 4% or $68,264 at 6%; with 50% employer match about $68,264 at 4% or $45,509 at 6%; with 100% employer match about $51,198 at 4% or $34,132 at 6%.
Next Management Cos 401K Plan-70$1,225,855$286,707$4,096iApproximate average salary by contribution assumption: employee only about $102,395 at 4% or $68,264 at 6%; with 50% employer match about $68,264 at 4% or $45,509 at 6%; with 100% employer match about $51,198 at 4% or $34,132 at 6%.
2001173$0$0-
Next Management Cos 401K Plan-73---
2000172$1,159,067$251,824$3,498iApproximate average salary by contribution assumption: employee only about $87,439 at 4% or $58,293 at 6%; with 50% employer match about $58,293 at 4% or $38,862 at 6%; with 100% employer match about $43,719 at 4% or $29,146 at 6%.
Next Management Cos 401K Plan-72$1,159,067$251,824$3,498iApproximate average salary by contribution assumption: employee only about $87,439 at 4% or $58,293 at 6%; with 50% employer match about $58,293 at 4% or $38,862 at 6%; with 100% employer match about $43,719 at 4% or $29,146 at 6%.
1999160$1,105,495$229,187$3,820iApproximate average salary by contribution assumption: employee only about $95,495 at 4% or $63,663 at 6%; with 50% employer match about $63,663 at 4% or $42,442 at 6%; with 100% employer match about $47,747 at 4% or $31,832 at 6%.
Next Management Cos 401K PlanCurrent60$1,105,495$229,187$3,820iApproximate average salary by contribution assumption: employee only about $95,495 at 4% or $63,663 at 6%; with 50% employer match about $63,663 at 4% or $42,442 at 6%; with 100% employer match about $47,747 at 4% or $31,832 at 6%.
Schedule Details

Schedule D

Row 1
Filing Id
91037260251621
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371200369050002
DFE P1 Entity 01 Name
ADP/STATE STREET COLLECTIVE TRUST
DFE P1 Spons 01 Name
STATE STREET BANK & TRUST CO.
DFE P1 Plan 01 EIN Plan number
046680613001
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$978,977
Row 2
Filing Id
91037260251621
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371200369050002
Row 3
Filing Id
91037260251621
Schedule D EIN
13-3495607
Schedule D Plan number
001
Schedule D Plan Year Begin Date
1999-01-01
Schedule D Tax Period
19991231

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$1,105,495$329,482 change

Balance Sheet

Beginning and end of plan year.

Total assets$776,013$1,105,495Increase +$329,482 (42.46%)
Total liabilities$0$0No change $0
Net assets$776,013$1,105,495Increase +$329,482 (42.46%)

Contributions

Employer contributions$50,162
Participant contributions$179,025
Other contributions$0

Income & Expenses

Total income$397,663
Total expenses$68,181
Net income$329,482
Source fields
Schedule I source fields
Filing Id
91037260251621
Schedule I EIN
13-3495607
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$776,013
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$776,013
Small plan total assets at end of year
$1,105,495
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,105,495
Small plan employer contributions
$50,162
Small plan participant contributions
$179,025
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$168,476
Small plan total income
$397,663
Small plan total benefit distributions
$61,050
Small Corrective Distribution Amount
$7,131
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$68,181
Small plan net income or loss
$329,482
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$16,677
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$78,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
Yes
Small 20 Percent Sngl Investment Amount
$957,104
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
Yes
Small Res Terminate Plan Adpt Amount
$2

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN04-3110707

Transfers

Distributed property value$0
Schedule R source fields
Payor 04-3110707
Filing Id
91037260251621
Schedule R EIN
13-3495607
Schedule R Plan number
001
Schedule R Plan Year Begin Date
1999-01-01
Schedule R Tax Period
19991231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
04-3110707
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0