NEXTGEN ADVISORS, LLC
Plan context: NEXTGEN ADVISORS, LLC 401(K) PROFIT SHARING PLAN
EIN 36-4851019 • Scottsdale, AZ • 8 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$1,819,647
2025 Contributions
$177,934
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $1,819,647 | $177,934 | $29,656iApproximate average salary by contribution assumption: employee only about $741,392 at 4% or $494,261 at 6%; with 50% employer match about $494,261 at 4% or $329,507 at 6%; with 100% employer match about $370,696 at 4% or $247,131 at 6%. |
| NEXTGEN ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 6 | $1,819,647 | $177,934 | $29,656iApproximate average salary by contribution assumption: employee only about $741,392 at 4% or $494,261 at 6%; with 50% employer match about $494,261 at 4% or $329,507 at 6%; with 100% employer match about $370,696 at 4% or $247,131 at 6%. |
| 2024 | 1 | 8 | $1,435,210 | $169,493 | $21,187iApproximate average salary by contribution assumption: employee only about $529,666 at 4% or $353,110 at 6%; with 50% employer match about $353,110 at 4% or $235,407 at 6%; with 100% employer match about $264,833 at 4% or $176,555 at 6%. |
| NEXTGEN ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 8 | $1,435,210 | $169,493 | $21,187iApproximate average salary by contribution assumption: employee only about $529,666 at 4% or $353,110 at 6%; with 50% employer match about $353,110 at 4% or $235,407 at 6%; with 100% employer match about $264,833 at 4% or $176,555 at 6%. |
| 2023 | 1 | 5 | $1,074,086 | $121,038 | $24,208iApproximate average salary by contribution assumption: employee only about $605,190 at 4% or $403,460 at 6%; with 50% employer match about $403,460 at 4% or $268,973 at 6%; with 100% employer match about $302,595 at 4% or $201,730 at 6%. |
| NEXTGEN ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 5 | $1,074,086 | $121,038 | $24,208iApproximate average salary by contribution assumption: employee only about $605,190 at 4% or $403,460 at 6%; with 50% employer match about $403,460 at 4% or $268,973 at 6%; with 100% employer match about $302,595 at 4% or $201,730 at 6%. |
| 2022 | 1 | 5 | $768,740 | $120,875 | $24,175iApproximate average salary by contribution assumption: employee only about $604,375 at 4% or $402,917 at 6%; with 50% employer match about $402,917 at 4% or $268,611 at 6%; with 100% employer match about $302,188 at 4% or $201,458 at 6%. |
| NEXTGEN ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 5 | $768,740 | $120,875 | $24,175iApproximate average salary by contribution assumption: employee only about $604,375 at 4% or $402,917 at 6%; with 50% employer match about $402,917 at 4% or $268,611 at 6%; with 100% employer match about $302,188 at 4% or $201,458 at 6%. |
| 2021 | 1 | 0 | $850,678 | $105,402 | - |
| NEXTGEN ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 0 | $850,678 | $105,402 | - |
| 2020 | 1 | 4 | $636,121 | $102,748 | $25,687iApproximate average salary by contribution assumption: employee only about $642,175 at 4% or $428,117 at 6%; with 50% employer match about $428,117 at 4% or $285,411 at 6%; with 100% employer match about $321,088 at 4% or $214,058 at 6%. |
| NEXTGEN ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 4 | $636,121 | $102,748 | $25,687iApproximate average salary by contribution assumption: employee only about $642,175 at 4% or $428,117 at 6%; with 50% employer match about $428,117 at 4% or $285,411 at 6%; with 100% employer match about $321,088 at 4% or $214,058 at 6%. |
| 2019 | 1 | 3 | $418,744 | $96,746 | $32,249iApproximate average salary by contribution assumption: employee only about $806,217 at 4% or $537,478 at 6%; with 50% employer match about $537,478 at 4% or $358,319 at 6%; with 100% employer match about $403,108 at 4% or $268,739 at 6%. |
| NEXTGEN ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 3 | $418,744 | $96,746 | $32,249iApproximate average salary by contribution assumption: employee only about $806,217 at 4% or $537,478 at 6%; with 50% employer match about $537,478 at 4% or $358,319 at 6%; with 100% employer match about $403,108 at 4% or $268,739 at 6%. |
| 2018 | 1 | 3 | $244,564 | $83,268 | $27,756iApproximate average salary by contribution assumption: employee only about $693,900 at 4% or $462,600 at 6%; with 50% employer match about $462,600 at 4% or $308,400 at 6%; with 100% employer match about $346,950 at 4% or $231,300 at 6%. |
| NEXTGEN ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 3 | $244,564 | $83,268 | $27,756iApproximate average salary by contribution assumption: employee only about $693,900 at 4% or $462,600 at 6%; with 50% employer match about $462,600 at 4% or $308,400 at 6%; with 100% employer match about $346,950 at 4% or $231,300 at 6%. |