Civic Intelligence

NEXT STEP, INC.

Plan context: NEXT STEP, INC. 401(K) PLAN

EIN 61-1937399 • Capitola, CA • 6 filings • 1 plans

PO Box 157Capitola, CA 95010
Current Snapshot

Latest Year

2025

2025 Participants

72

2025 Assets

$406,755

2025 Contributions

$154,737

Historical Graphs

Total Assets Over Time

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

$406,755$203,378$0202020232025YearValue
$406,755Latest year 2025

Participants Over Time

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

72360202020232025YearValue
72Latest 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
2025172$406,755$154,737$2,149iApproximate average salary by contribution assumption: employee only about $53,728 at 4% or $35,819 at 6%; with 50% employer match about $35,819 at 4% or $23,879 at 6%; with 100% employer match about $26,864 at 4% or $17,909 at 6%.
NEXT STEP, INC. 401(K) PLAN-72$406,755$154,737$2,149iApproximate average salary by contribution assumption: employee only about $53,728 at 4% or $35,819 at 6%; with 50% employer match about $35,819 at 4% or $23,879 at 6%; with 100% employer match about $26,864 at 4% or $17,909 at 6%.
2024168$338,210$140,870$2,072iApproximate average salary by contribution assumption: employee only about $51,790 at 4% or $34,527 at 6%; with 50% employer match about $34,527 at 4% or $23,018 at 6%; with 100% employer match about $25,895 at 4% or $17,263 at 6%.
NEXT STEP, INC. 401(K) PLAN-68$338,210$140,870$2,072iApproximate average salary by contribution assumption: employee only about $51,790 at 4% or $34,527 at 6%; with 50% employer match about $34,527 at 4% or $23,018 at 6%; with 100% employer match about $25,895 at 4% or $17,263 at 6%.
2023162$257,040$119,858$1,933iApproximate average salary by contribution assumption: employee only about $48,330 at 4% or $32,220 at 6%; with 50% employer match about $32,220 at 4% or $21,480 at 6%; with 100% employer match about $24,165 at 4% or $16,110 at 6%.
NEXT STEP, INC. 401(K) PLAN-62$257,040$119,858$1,933iApproximate average salary by contribution assumption: employee only about $48,330 at 4% or $32,220 at 6%; with 50% employer match about $32,220 at 4% or $21,480 at 6%; with 100% employer match about $24,165 at 4% or $16,110 at 6%.
2022151$165,667$113,256$2,221iApproximate average salary by contribution assumption: employee only about $55,518 at 4% or $37,012 at 6%; with 50% employer match about $37,012 at 4% or $24,675 at 6%; with 100% employer match about $27,759 at 4% or $18,506 at 6%.
NEXT STEP, INC. 401(K) PLAN-51$165,667$113,256$2,221iApproximate average salary by contribution assumption: employee only about $55,518 at 4% or $37,012 at 6%; with 50% employer match about $37,012 at 4% or $24,675 at 6%; with 100% employer match about $27,759 at 4% or $18,506 at 6%.
2021149$126,285$92,568$1,889iApproximate average salary by contribution assumption: employee only about $47,229 at 4% or $31,486 at 6%; with 50% employer match about $31,486 at 4% or $20,990 at 6%; with 100% employer match about $23,614 at 4% or $15,743 at 6%.
NEXT STEP, INC. 401(K) PLAN-49$126,285$92,568$1,889iApproximate average salary by contribution assumption: employee only about $47,229 at 4% or $31,486 at 6%; with 50% employer match about $31,486 at 4% or $20,990 at 6%; with 100% employer match about $23,614 at 4% or $15,743 at 6%.
2020138$52,182$49,392$1,300iApproximate average salary by contribution assumption: employee only about $32,495 at 4% or $21,663 at 6%; with 50% employer match about $21,663 at 4% or $14,442 at 6%; with 100% employer match about $16,247 at 4% or $10,832 at 6%.
NEXT STEP, INC. 401(K) PLAN-38$52,182$49,392$1,300iApproximate average salary by contribution assumption: employee only about $32,495 at 4% or $21,663 at 6%; with 50% employer match about $21,663 at 4% or $14,442 at 6%; with 100% employer match about $16,247 at 4% or $10,832 at 6%.