Nextcapital Group
Plan context: Nextcapital Group Retirement Plan
EIN 46-4454805 • 9 filings • 1 plans
Current Snapshot
Latest Year
2022
2022 Participants
154
2022 Assets
$19,499,818
2022 Contributions
$2,182,961
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $2,182,961 | - |
| Nextcapital Group Retirement Plan | - | 0 | - | $2,182,961 | - |
| 2021 | 1 | 154 | $19,499,818 | $2,581,845 | $16,765iApproximate average salary by contribution assumption: employee only about $419,131 at 4% or $279,420 at 6%; with 50% employer match about $279,420 at 4% or $186,280 at 6%; with 100% employer match about $209,565 at 4% or $139,710 at 6%. |
| Nextcapital Group Retirement Plan | - | 154 | $19,499,818 | $2,581,845 | $16,765iApproximate average salary by contribution assumption: employee only about $419,131 at 4% or $279,420 at 6%; with 50% employer match about $279,420 at 4% or $186,280 at 6%; with 100% employer match about $209,565 at 4% or $139,710 at 6%. |
| 2020 | 1 | 153 | $15,829,948 | $2,478,877 | $16,202iApproximate average salary by contribution assumption: employee only about $405,045 at 4% or $270,030 at 6%; with 50% employer match about $270,030 at 4% or $180,020 at 6%; with 100% employer match about $202,523 at 4% or $135,015 at 6%. |
| Nextcapital Group Retirement Plan | - | 153 | $15,829,948 | $2,478,877 | $16,202iApproximate average salary by contribution assumption: employee only about $405,045 at 4% or $270,030 at 6%; with 50% employer match about $270,030 at 4% or $180,020 at 6%; with 100% employer match about $202,523 at 4% or $135,015 at 6%. |
| 2019 | 1 | 157 | $11,741,421 | $2,147,628 | $13,679iApproximate average salary by contribution assumption: employee only about $341,979 at 4% or $227,986 at 6%; with 50% employer match about $227,986 at 4% or $151,991 at 6%; with 100% employer match about $170,989 at 4% or $113,993 at 6%. |
| Nextcapital Group Retirement Plan | - | 157 | $11,741,421 | $2,147,628 | $13,679iApproximate average salary by contribution assumption: employee only about $341,979 at 4% or $227,986 at 6%; with 50% employer match about $227,986 at 4% or $151,991 at 6%; with 100% employer match about $170,989 at 4% or $113,993 at 6%. |
| 2018 | 1 | 132 | $8,169,557 | $1,471,106 | $11,145iApproximate average salary by contribution assumption: employee only about $278,619 at 4% or $185,746 at 6%; with 50% employer match about $185,746 at 4% or $123,830 at 6%; with 100% employer match about $139,309 at 4% or $92,873 at 6%. |
| Nextcapital Group Retirement Plan | - | 132 | $8,169,557 | $1,471,106 | $11,145iApproximate average salary by contribution assumption: employee only about $278,619 at 4% or $185,746 at 6%; with 50% employer match about $185,746 at 4% or $123,830 at 6%; with 100% employer match about $139,309 at 4% or $92,873 at 6%. |
| 2017 | 1 | 87 | $7,916,017 | $1,072,233 | $12,325iApproximate average salary by contribution assumption: employee only about $308,113 at 4% or $205,409 at 6%; with 50% employer match about $205,409 at 4% or $136,939 at 6%; with 100% employer match about $154,056 at 4% or $102,704 at 6%. |
| Nextcapital Group Retirement Plan | - | 87 | $7,916,017 | $1,072,233 | $12,325iApproximate average salary by contribution assumption: employee only about $308,113 at 4% or $205,409 at 6%; with 50% employer match about $205,409 at 4% or $136,939 at 6%; with 100% employer match about $154,056 at 4% or $102,704 at 6%. |
| 2016 | 1 | 69 | $6,421,349 | $758,617 | $10,994iApproximate average salary by contribution assumption: employee only about $274,861 at 4% or $183,241 at 6%; with 50% employer match about $183,241 at 4% or $122,161 at 6%; with 100% employer match about $137,431 at 4% or $91,620 at 6%. |
| Nextcapital Group Retirement Plan | - | 69 | $6,421,349 | $758,617 | $10,994iApproximate average salary by contribution assumption: employee only about $274,861 at 4% or $183,241 at 6%; with 50% employer match about $183,241 at 4% or $122,161 at 6%; with 100% employer match about $137,431 at 4% or $91,620 at 6%. |
| 2015 | 1 | 38 | $5,317,033 | $492,274 | $12,955iApproximate average salary by contribution assumption: employee only about $323,864 at 4% or $215,910 at 6%; with 50% employer match about $215,910 at 4% or $143,940 at 6%; with 100% employer match about $161,932 at 4% or $107,955 at 6%. |
| Nextcapital Group Retirement Plan | - | 38 | $5,317,033 | $492,274 | $12,955iApproximate average salary by contribution assumption: employee only about $323,864 at 4% or $215,910 at 6%; with 50% employer match about $215,910 at 4% or $143,940 at 6%; with 100% employer match about $161,932 at 4% or $107,955 at 6%. |
| 2014 | 1 | 27 | $5,056,421 | $363,014 | $13,445iApproximate average salary by contribution assumption: employee only about $336,124 at 4% or $224,083 at 6%; with 50% employer match about $224,083 at 4% or $149,388 at 6%; with 100% employer match about $168,062 at 4% or $112,041 at 6%. |
| Nextcapital Group Retirement Plan | - | 27 | $5,056,421 | $363,014 | $13,445iApproximate average salary by contribution assumption: employee only about $336,124 at 4% or $224,083 at 6%; with 50% employer match about $224,083 at 4% or $149,388 at 6%; with 100% employer match about $168,062 at 4% or $112,041 at 6%. |