Civic Intelligence

NEXT STAGE, INC. DBA NEXT STAGE DESIGN + BUILD

Plan context: Case San Jose 401K Plan

EIN 20-1527644 • San Jose, CA • 14 filings • 3 plans

2157 O'toole Ave., Suite 70San Jose, CA 95131
Current Snapshot

Latest Year

2025

2025 Participants

33

2025 Assets

$2,822,619

2025 Contributions

$256,513

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,960,572$1,480,286$0200920192025YearValue
$2,822,619Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

33170200920192025YearValue
33Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025133$2,822,619$256,513$7,773iApproximate average salary by contribution assumption: employee only about $194,328 at 4% or $129,552 at 6%; with 50% employer match about $129,552 at 4% or $86,368 at 6%; with 100% employer match about $97,164 at 4% or $64,776 at 6%.
Case San Jose 401K Plan-33$2,822,619$256,513$7,773iApproximate average salary by contribution assumption: employee only about $194,328 at 4% or $129,552 at 6%; with 50% employer match about $129,552 at 4% or $86,368 at 6%; with 100% employer match about $97,164 at 4% or $64,776 at 6%.
2024231$2,960,572$446,265$14,396iApproximate average salary by contribution assumption: employee only about $359,891 at 4% or $239,927 at 6%; with 50% employer match about $239,927 at 4% or $159,952 at 6%; with 100% employer match about $179,946 at 4% or $119,964 at 6%.
Case San Jose 401K Plan-31$2,313,135$308,889$9,964iApproximate average salary by contribution assumption: employee only about $249,104 at 4% or $166,069 at 6%; with 50% employer match about $166,069 at 4% or $110,713 at 6%; with 100% employer match about $124,552 at 4% or $83,035 at 6%.
Next Stage Employee Stock Ownership Plan-22$647,437$137,376$6,244iApproximate average salary by contribution assumption: employee only about $156,109 at 4% or $104,073 at 6%; with 50% employer match about $104,073 at 4% or $69,382 at 6%; with 100% employer match about $78,055 at 4% or $52,036 at 6%.
2023132$2,049,856$308,147$9,630iApproximate average salary by contribution assumption: employee only about $240,740 at 4% or $160,493 at 6%; with 50% employer match about $160,493 at 4% or $106,995 at 6%; with 100% employer match about $120,370 at 4% or $80,247 at 6%.
Case San Jose 401K Plan-32$2,049,856$308,147$9,630iApproximate average salary by contribution assumption: employee only about $240,740 at 4% or $160,493 at 6%; with 50% employer match about $160,493 at 4% or $106,995 at 6%; with 100% employer match about $120,370 at 4% or $80,247 at 6%.
2022128$1,498,275$314,870$11,245iApproximate average salary by contribution assumption: employee only about $281,134 at 4% or $187,423 at 6%; with 50% employer match about $187,423 at 4% or $124,948 at 6%; with 100% employer match about $140,567 at 4% or $93,711 at 6%.
Case San Jose 401K Plan-28$1,498,275$314,870$11,245iApproximate average salary by contribution assumption: employee only about $281,134 at 4% or $187,423 at 6%; with 50% employer match about $187,423 at 4% or $124,948 at 6%; with 100% employer match about $140,567 at 4% or $93,711 at 6%.
2021128$1,521,178$240,518$8,590iApproximate average salary by contribution assumption: employee only about $214,748 at 4% or $143,165 at 6%; with 50% employer match about $143,165 at 4% or $95,444 at 6%; with 100% employer match about $107,374 at 4% or $71,583 at 6%.
Case San Jose 401K Plan-28$1,521,178$240,518$8,590iApproximate average salary by contribution assumption: employee only about $214,748 at 4% or $143,165 at 6%; with 50% employer match about $143,165 at 4% or $95,444 at 6%; with 100% employer match about $107,374 at 4% or $71,583 at 6%.
2020130$1,290,795$179,347$5,978iApproximate average salary by contribution assumption: employee only about $149,456 at 4% or $99,637 at 6%; with 50% employer match about $99,637 at 4% or $66,425 at 6%; with 100% employer match about $74,728 at 4% or $49,819 at 6%.
Case San Jose 401K Plan-30$1,290,795$179,347$5,978iApproximate average salary by contribution assumption: employee only about $149,456 at 4% or $99,637 at 6%; with 50% employer match about $99,637 at 4% or $66,425 at 6%; with 100% employer match about $74,728 at 4% or $49,819 at 6%.
2019127$961,743$228,639$8,468iApproximate average salary by contribution assumption: employee only about $211,703 at 4% or $141,135 at 6%; with 50% employer match about $141,135 at 4% or $94,090 at 6%; with 100% employer match about $105,851 at 4% or $70,568 at 6%.
Case San Jose 401K Plan-27$961,743$228,639$8,468iApproximate average salary by contribution assumption: employee only about $211,703 at 4% or $141,135 at 6%; with 50% employer match about $141,135 at 4% or $94,090 at 6%; with 100% employer match about $105,851 at 4% or $70,568 at 6%.
2018131$638,451$195,071$6,293iApproximate average salary by contribution assumption: employee only about $157,315 at 4% or $104,877 at 6%; with 50% employer match about $104,877 at 4% or $69,918 at 6%; with 100% employer match about $78,658 at 4% or $52,438 at 6%.
Case San Jose 401K Plan-31$638,451$195,071$6,293iApproximate average salary by contribution assumption: employee only about $157,315 at 4% or $104,877 at 6%; with 50% employer match about $104,877 at 4% or $69,918 at 6%; with 100% employer match about $78,658 at 4% or $52,438 at 6%.
2017121$645,183$110,459$5,260iApproximate average salary by contribution assumption: employee only about $131,499 at 4% or $87,666 at 6%; with 50% employer match about $87,666 at 4% or $58,444 at 6%; with 100% employer match about $65,749 at 4% or $43,833 at 6%.
Case San Jose 401K Plan-21$645,183$110,459$5,260iApproximate average salary by contribution assumption: employee only about $131,499 at 4% or $87,666 at 6%; with 50% employer match about $87,666 at 4% or $58,444 at 6%; with 100% employer match about $65,749 at 4% or $43,833 at 6%.
2016119$457,616$52,980$2,788iApproximate average salary by contribution assumption: employee only about $69,711 at 4% or $46,474 at 6%; with 50% employer match about $46,474 at 4% or $30,982 at 6%; with 100% employer match about $34,855 at 4% or $23,237 at 6%.
Case San Jose 401K Plan-19$457,616$52,980$2,788iApproximate average salary by contribution assumption: employee only about $69,711 at 4% or $46,474 at 6%; with 50% employer match about $46,474 at 4% or $30,982 at 6%; with 100% employer match about $34,855 at 4% or $23,237 at 6%.
2015118$476,041$69,859$3,881iApproximate average salary by contribution assumption: employee only about $97,026 at 4% or $64,684 at 6%; with 50% employer match about $64,684 at 4% or $43,123 at 6%; with 100% employer match about $48,513 at 4% or $32,342 at 6%.
Case San Jose 401K Plan-18$476,041$69,859$3,881iApproximate average salary by contribution assumption: employee only about $97,026 at 4% or $64,684 at 6%; with 50% employer match about $64,684 at 4% or $43,123 at 6%; with 100% employer match about $48,513 at 4% or $32,342 at 6%.
2014116$430,040$89,137$5,571iApproximate average salary by contribution assumption: employee only about $139,277 at 4% or $92,851 at 6%; with 50% employer match about $92,851 at 4% or $61,901 at 6%; with 100% employer match about $69,638 at 4% or $46,426 at 6%.
Case San Jose 401K Plan-16$430,040$89,137$5,571iApproximate average salary by contribution assumption: employee only about $139,277 at 4% or $92,851 at 6%; with 50% employer match about $92,851 at 4% or $61,901 at 6%; with 100% employer match about $69,638 at 4% or $46,426 at 6%.
2009115$169,125$122,774$8,185iApproximate average salary by contribution assumption: employee only about $204,623 at 4% or $136,416 at 6%; with 50% employer match about $136,416 at 4% or $90,944 at 6%; with 100% employer match about $102,312 at 4% or $68,208 at 6%.
Case San Jose 401K Plan-15$169,125$122,774$8,185iApproximate average salary by contribution assumption: employee only about $204,623 at 4% or $136,416 at 6%; with 50% employer match about $136,416 at 4% or $90,944 at 6%; with 100% employer match about $102,312 at 4% or $68,208 at 6%.