Civic Intelligence

Next Financial Group Inc.

Plan context: Next Financial Group Inc. Employees Savings Trust

EIN 54-1900002 • Houston, TX • 20 filings • 1 plans

2500 WilcrestSuite 620Houston, TX 77042
Current Snapshot

Latest Year

2020

2020 Participants

123

2020 Assets

$3,304

2020 Contributions

$8,756

Historical Graphs

Total Assets Over Time

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

$4,980,944$2,490,472$0200220122019YearValue
$3,304Latest year 2019

Participants Over Time

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

140700200020102018YearValue
123Latest year 2018

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
202010$0-$407-
Next Financial Group Inc. Employees Savings Trust-0$0-$407-
201910$3,304$8,756-
Next Financial Group Inc. Employees Savings Trust-0$3,304$8,756-
20181123$4,980,944$482,944$3,926iApproximate average salary by contribution assumption: employee only about $98,159 at 4% or $65,440 at 6%; with 50% employer match about $65,440 at 4% or $43,626 at 6%; with 100% employer match about $49,080 at 4% or $32,720 at 6%.
Next Financial Group Inc. Employees Savings Trust-123$4,980,944$482,944$3,926iApproximate average salary by contribution assumption: employee only about $98,159 at 4% or $65,440 at 6%; with 50% employer match about $65,440 at 4% or $43,626 at 6%; with 100% employer match about $49,080 at 4% or $32,720 at 6%.
20171118$4,746,581$513,236$4,349iApproximate average salary by contribution assumption: employee only about $108,736 at 4% or $72,491 at 6%; with 50% employer match about $72,491 at 4% or $48,327 at 6%; with 100% employer match about $54,368 at 4% or $36,245 at 6%.
Next Financial Group Inc. Employees Savings Trust-118$4,746,581$513,236$4,349iApproximate average salary by contribution assumption: employee only about $108,736 at 4% or $72,491 at 6%; with 50% employer match about $72,491 at 4% or $48,327 at 6%; with 100% employer match about $54,368 at 4% or $36,245 at 6%.
20161118$4,072,649$624,813$5,295iApproximate average salary by contribution assumption: employee only about $132,376 at 4% or $88,250 at 6%; with 50% employer match about $88,250 at 4% or $58,834 at 6%; with 100% employer match about $66,188 at 4% or $44,125 at 6%.
Next Financial Group Inc. Employees Savings Trust-118$4,072,649$624,813$5,295iApproximate average salary by contribution assumption: employee only about $132,376 at 4% or $88,250 at 6%; with 50% employer match about $88,250 at 4% or $58,834 at 6%; with 100% employer match about $66,188 at 4% or $44,125 at 6%.
20151132$3,640,297$531,371$4,026iApproximate average salary by contribution assumption: employee only about $100,638 at 4% or $67,092 at 6%; with 50% employer match about $67,092 at 4% or $44,728 at 6%; with 100% employer match about $50,319 at 4% or $33,546 at 6%.
Next Financial Group Inc. Employees Savings Trust-132$3,640,297$531,371$4,026iApproximate average salary by contribution assumption: employee only about $100,638 at 4% or $67,092 at 6%; with 50% employer match about $67,092 at 4% or $44,728 at 6%; with 100% employer match about $50,319 at 4% or $33,546 at 6%.
20141139$3,288,402$533,339$3,837iApproximate average salary by contribution assumption: employee only about $95,924 at 4% or $63,950 at 6%; with 50% employer match about $63,950 at 4% or $42,633 at 6%; with 100% employer match about $47,962 at 4% or $31,975 at 6%.
Next Financial Group Inc. Employees Savings Trust-139$3,288,402$533,339$3,837iApproximate average salary by contribution assumption: employee only about $95,924 at 4% or $63,950 at 6%; with 50% employer match about $63,950 at 4% or $42,633 at 6%; with 100% employer match about $47,962 at 4% or $31,975 at 6%.
20131137$3,316,454$581,927$4,248iApproximate average salary by contribution assumption: employee only about $106,191 at 4% or $70,794 at 6%; with 50% employer match about $70,794 at 4% or $47,196 at 6%; with 100% employer match about $53,096 at 4% or $35,397 at 6%.
Next Financial Group Inc. Employees Savings Trust-137$3,316,454$581,927$4,248iApproximate average salary by contribution assumption: employee only about $106,191 at 4% or $70,794 at 6%; with 50% employer match about $70,794 at 4% or $47,196 at 6%; with 100% employer match about $53,096 at 4% or $35,397 at 6%.
20121137$2,395,120$447,112$3,264iApproximate average salary by contribution assumption: employee only about $81,590 at 4% or $54,393 at 6%; with 50% employer match about $54,393 at 4% or $36,262 at 6%; with 100% employer match about $40,795 at 4% or $27,197 at 6%.
Next Financial Group Inc. Employees Savings Trust-137$2,395,120$447,112$3,264iApproximate average salary by contribution assumption: employee only about $81,590 at 4% or $54,393 at 6%; with 50% employer match about $54,393 at 4% or $36,262 at 6%; with 100% employer match about $40,795 at 4% or $27,197 at 6%.
20111131$2,008,656$469,039$3,580iApproximate average salary by contribution assumption: employee only about $89,511 at 4% or $59,674 at 6%; with 50% employer match about $59,674 at 4% or $39,783 at 6%; with 100% employer match about $44,756 at 4% or $29,837 at 6%.
Next Financial Group Inc. Employees Savings Trust-131$2,008,656$469,039$3,580iApproximate average salary by contribution assumption: employee only about $89,511 at 4% or $59,674 at 6%; with 50% employer match about $59,674 at 4% or $39,783 at 6%; with 100% employer match about $44,756 at 4% or $29,837 at 6%.
20101140$2,034,733$488,807$3,491iApproximate average salary by contribution assumption: employee only about $87,287 at 4% or $58,191 at 6%; with 50% employer match about $58,191 at 4% or $38,794 at 6%; with 100% employer match about $43,643 at 4% or $29,096 at 6%.
Next Financial Group Inc. Employees Savings Trust-140$2,034,733$488,807$3,491iApproximate average salary by contribution assumption: employee only about $87,287 at 4% or $58,191 at 6%; with 50% employer match about $58,191 at 4% or $38,794 at 6%; with 100% employer match about $43,643 at 4% or $29,096 at 6%.
20091130$1,494,588$186,728$1,436iApproximate average salary by contribution assumption: employee only about $35,909 at 4% or $23,939 at 6%; with 50% employer match about $23,939 at 4% or $15,960 at 6%; with 100% employer match about $17,955 at 4% or $11,970 at 6%.
Next Financial Group Inc. Employees Savings Trust-130$1,494,588$186,728$1,436iApproximate average salary by contribution assumption: employee only about $35,909 at 4% or $23,939 at 6%; with 50% employer match about $23,939 at 4% or $15,960 at 6%; with 100% employer match about $17,955 at 4% or $11,970 at 6%.
20071109$0$0-
Next Financial Group Inc. Employees Savings Trust-109---
2006182$895,410$436,646$5,325iApproximate average salary by contribution assumption: employee only about $133,124 at 4% or $88,749 at 6%; with 50% employer match about $88,749 at 4% or $59,166 at 6%; with 100% employer match about $66,562 at 4% or $44,375 at 6%.
Next Financial Group Inc. Employees Savings Trust-82$895,410$436,646$5,325iApproximate average salary by contribution assumption: employee only about $133,124 at 4% or $88,749 at 6%; with 50% employer match about $88,749 at 4% or $59,166 at 6%; with 100% employer match about $66,562 at 4% or $44,375 at 6%.
2005158$443,197$171,862$2,963iApproximate average salary by contribution assumption: employee only about $74,078 at 4% or $49,386 at 6%; with 50% employer match about $49,386 at 4% or $32,924 at 6%; with 100% employer match about $37,039 at 4% or $24,693 at 6%.
Next Financial Group Inc. Employees Savings Trust-58$443,197$171,862$2,963iApproximate average salary by contribution assumption: employee only about $74,078 at 4% or $49,386 at 6%; with 50% employer match about $49,386 at 4% or $32,924 at 6%; with 100% employer match about $37,039 at 4% or $24,693 at 6%.
2004156$311,243$98,662$1,762iApproximate average salary by contribution assumption: employee only about $44,046 at 4% or $29,364 at 6%; with 50% employer match about $29,364 at 4% or $19,576 at 6%; with 100% employer match about $22,023 at 4% or $14,682 at 6%.
Next Financial Group Inc. Employees Savings Trust-56$311,243$98,662$1,762iApproximate average salary by contribution assumption: employee only about $44,046 at 4% or $29,364 at 6%; with 50% employer match about $29,364 at 4% or $19,576 at 6%; with 100% employer match about $22,023 at 4% or $14,682 at 6%.
2003127$0$0-
Next Financial Group Inc. Employees Savings Trust-27---
2002123$133,865$53,236$2,315iApproximate average salary by contribution assumption: employee only about $57,865 at 4% or $38,577 at 6%; with 50% employer match about $38,577 at 4% or $25,718 at 6%; with 100% employer match about $28,933 at 4% or $19,288 at 6%.
Next Financial Group Inc. Employees Savings Trust-23$133,865$53,236$2,315iApproximate average salary by contribution assumption: employee only about $57,865 at 4% or $38,577 at 6%; with 50% employer match about $38,577 at 4% or $25,718 at 6%; with 100% employer match about $28,933 at 4% or $19,288 at 6%.
2001116$0$0-
Next Financial Group Inc. Employees Savings Trust-16---
2000117$0$0-
Next Financial Group Inc. Employees Savings Trust-17---