Fidelity bond in place
Not reported
Filing40 Fulton Street6th FloorNew York, NY 10038
Next Management LLC 401(K) Plan
Next Management LLC • EIN 13-3495607 • New York, NY • Plan year 2007
Filing Insights
Participants
Up81 → 85
4 • 4.94%
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
Context- Pension payor EIN
- 57-1198022
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
Not reported
Leases in default
Not reported
Reportable party-in-interest issues
Not reported
Loss discovered during year
Not reported
Assets with undetermined value
Not reported
Non-cash contributions
Not reported
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
Not reported
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 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%. |
| Next Management LLC 401(K) 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%. |
| 2023 | 1 | 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%. |
| Next Management LLC 401(K) 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%. |
| 2022 | 1 | 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%. |
| Next Management LLC 401(K) 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%. |
| 2021 | 1 | 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%. |
| Next Management LLC 401(K) 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%. |
| 2020 | 1 | 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%. |
| Next Management LLC 401(K) 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%. |
| 2019 | 1 | 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%. |
| Next Management LLC 401(K) 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%. |
| 2018 | 1 | 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%. |
| Next Management LLC 401(K) 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%. |
| 2017 | 1 | 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%. |
| Next Management LLC 401(K) 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%. |
| 2016 | 1 | 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%. |
| Next Management LLC 401(K) 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%. |
| 2015 | 1 | 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%. |
| Next Management LLC 401(K) 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%. |
| 2014 | 1 | 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%. |
| Next Management LLC 401(K) 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%. |
| 2013 | 1 | 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%. |
| Next Management LLC 401(K) 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%. |
| 2012 | 1 | 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%. |
| Next Management LLC 401(K) 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%. |
| 2011 | 1 | 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%. |
| Next Management LLC 401(K) 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%. |
| 2010 | 1 | 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%. |
| Next Management LLC 401(K) 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%. |
| 2009 | 1 | 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%. |
| Next Management LLC 401(K) 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%. |
| 2008 | 1 | 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%. |
| Next Management LLC 401(K) 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%. |
| 2007 | 1 | 85 | $0 | $0 | - |
| Next Management LLC 401(K) Plan | Current | 85 | - | - | - |
| 2006 | 1 | 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%. |
| Next Management LLC 401(K) 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%. |
| 2005 | 1 | 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%. |
| Next Management LLC 401(K) 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%. |
| 2004 | 1 | 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%. |
| Next Management LLC 401(K) 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%. |
| 2003 | 1 | 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%. |
| Next Management LLC 401(K) 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%. |
| 2002 | 1 | 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%. |
| Next Management LLC 401(K) 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%. |
| 2001 | 1 | 73 | $0 | $0 | - |
| Next Management LLC 401(K) Plan | - | 73 | - | - | - |
| 2000 | 1 | 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%. |
| Next Management LLC 401(K) 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%. |
| 1999 | 1 | 60 | $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 LLC 401(K) Plan | - | 60 | $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
- 91037261007448
- Page Id
- 3
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7020378241341040002
- Row 2
- Filing Id
- 91037261007448
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7020378241341040002
- DFE P1 Entity 01 Name
- SSGA S&P 400 MIDCAP INDEX FUND
- DFE P1 Spons 01 Name
- STATE STREET BANK & TRUST CO
- DFE P1 Plan 01 EIN Plan number
- 040025081089
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $62,860
- Row 3
- Filing Id
- 91037261007448
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 7020378241341040002
- DFE P1 Entity 01 Name
- SSGA LARGE CAP CORE EQUITY
- DFE P1 Spons 01 Name
- STATE STREET BANK & TRUST CO
- DFE P1 Plan 01 EIN Plan number
- 040025081082
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $947,809
- Row 4
- Filing Id
- 91037261007448
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 7020378241341040002
- DFE P1 Entity 01 Name
- SSGA S&P 500 INDEX FUND
- DFE P1 Spons 01 Name
- STATE STREET BANK & TRUST CO
- DFE P1 Plan 01 EIN Plan number
- 040025081065
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $1,254,649
- Row 5
- Filing Id
- 91037261007448
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 7020378241341040002
- DFE P1 Entity 01 Name
- SSGA RUSSELL 2000 INDEX STRAT
- DFE P1 Spons 01 Name
- STATE STREET BANK & TRUST CO
- DFE P1 Plan 01 EIN Plan number
- 040025081084
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $9,964
- Row 6
- Filing Id
- 91037261007448
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 7020378241341040002
- DFE P1 Entity 01 Name
- SSGA STABLE VALUE FUND
- DFE P1 Spons 01 Name
- STATE STREET BANK & TRUST CO
- DFE P1 Plan 01 EIN Plan number
- 042675543001
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $76,958
- Row 7
- Filing Id
- 91037261007448
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 7020378241341040002
- DFE P1 Entity 01 Name
- SSGA MSCI EAFE INDEX STRATEGY
- DFE P1 Spons 01 Name
- STATE STREET BANK & TRUST CO
- DFE P1 Plan 01 EIN Plan number
- 040025081462
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $91,027
- Row 8
- Filing Id
- 91037261007448
- Schedule D EIN
- 13-3495607
- Schedule D Plan number
- 001
- Schedule D Plan Year Begin Date
- 2007-01-01
- Schedule D Tax Period
- 20071231
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN57-1198022
Transfers
Distributed property value$0
Schedule R source fields
- Payor 57-1198022
- Filing Id
- 91037261007448
- Schedule R EIN
- 13-3495607
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2007-01-01
- Schedule R Tax Period
- 20071231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 57-1198022
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0