Civic Intelligence

Nextgen Management LLC

Plan context: NEXTGEN MANAGEMENT CASH BALANCE PLAN

EIN 80-0590559 • Boca Raton, FL • 20 filings • 2 plans

5355 Town Center Road, Suite 203Boca Raton, FL 33486
Current Snapshot

Latest Year

2025

2025 Participants

23

2025 Assets

$19,021,295

2025 Contributions

$1,108,414

Historical Graphs

Total Assets Over Time

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

$19,021,295$9,510,648$0201620212025YearValue
$19,021,295Latest year 2025

Participants Over Time

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

25130201620212025YearValue
23Latest 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
2025223$19,021,295$1,108,414$48,192iApproximate average salary by contribution assumption: employee only about $1,204,798 at 4% or $803,199 at 6%; with 50% employer match about $803,199 at 4% or $535,466 at 6%; with 100% employer match about $602,399 at 4% or $401,599 at 6%.
NEXTGEN MANAGEMENT CASH BALANCE PLAN-22$10,295,569$500,000$22,727iApproximate average salary by contribution assumption: employee only about $568,182 at 4% or $378,788 at 6%; with 50% employer match about $378,788 at 4% or $252,525 at 6%; with 100% employer match about $284,091 at 4% or $189,394 at 6%.
Nextgen Management 401(K) Plan-23$8,725,726$608,414$26,453iApproximate average salary by contribution assumption: employee only about $661,320 at 4% or $440,880 at 6%; with 50% employer match about $440,880 at 4% or $293,920 at 6%; with 100% employer match about $330,660 at 4% or $220,440 at 6%.
2024221$15,871,109$1,250,051$59,526iApproximate average salary by contribution assumption: employee only about $1,488,156 at 4% or $992,104 at 6%; with 50% employer match about $992,104 at 4% or $661,403 at 6%; with 100% employer match about $744,078 at 4% or $496,052 at 6%.
NEXTGEN MANAGEMENT CASH BALANCE PLAN-20$8,811,404$720,906$36,045iApproximate average salary by contribution assumption: employee only about $901,133 at 4% or $600,755 at 6%; with 50% employer match about $600,755 at 4% or $400,503 at 6%; with 100% employer match about $450,566 at 4% or $300,378 at 6%.
Nextgen Management 401(K) Plan-21$7,059,705$529,145$25,197iApproximate average salary by contribution assumption: employee only about $629,935 at 4% or $419,956 at 6%; with 50% employer match about $419,956 at 4% or $279,971 at 6%; with 100% employer match about $314,967 at 4% or $209,978 at 6%.
2023224$11,599,860$560,803$23,367iApproximate average salary by contribution assumption: employee only about $584,170 at 4% or $389,447 at 6%; with 50% employer match about $389,447 at 4% or $259,631 at 6%; with 100% employer match about $292,085 at 4% or $194,723 at 6%.
NEXTGEN MANAGEMENT CASH BALANCE PLAN-21$6,588,791$0-
Nextgen Management 401(K) Plan-24$5,011,069$560,803$23,367iApproximate average salary by contribution assumption: employee only about $584,170 at 4% or $389,447 at 6%; with 50% employer match about $389,447 at 4% or $259,631 at 6%; with 100% employer match about $292,085 at 4% or $194,723 at 6%.
2022225$8,824,288$1,218,482$48,739iApproximate average salary by contribution assumption: employee only about $1,218,482 at 4% or $812,321 at 6%; with 50% employer match about $812,321 at 4% or $541,548 at 6%; with 100% employer match about $609,241 at 4% or $406,161 at 6%.
NEXTGEN MANAGEMENT CASH BALANCE PLAN-22$5,455,032$698,659$31,757iApproximate average salary by contribution assumption: employee only about $793,931 at 4% or $529,287 at 6%; with 50% employer match about $529,287 at 4% or $352,858 at 6%; with 100% employer match about $396,965 at 4% or $264,644 at 6%.
Nextgen Management 401(K) Plan-25$3,369,256$519,823$20,793iApproximate average salary by contribution assumption: employee only about $519,823 at 4% or $346,549 at 6%; with 50% employer match about $346,549 at 4% or $231,032 at 6%; with 100% employer match about $259,911 at 4% or $173,274 at 6%.
2021222$9,737,510$1,140,072$51,821iApproximate average salary by contribution assumption: employee only about $1,295,536 at 4% or $863,691 at 6%; with 50% employer match about $863,691 at 4% or $575,794 at 6%; with 100% employer match about $647,768 at 4% or $431,845 at 6%.
NEXTGEN MANAGEMENT CASH BALANCE PLAN-20$5,943,190$678,146$33,907iApproximate average salary by contribution assumption: employee only about $847,683 at 4% or $565,122 at 6%; with 50% employer match about $565,122 at 4% or $376,748 at 6%; with 100% employer match about $423,841 at 4% or $282,561 at 6%.
Nextgen Management 401(K) Plan-22$3,794,320$461,926$20,997iApproximate average salary by contribution assumption: employee only about $524,916 at 4% or $349,944 at 6%; with 50% employer match about $349,944 at 4% or $233,296 at 6%; with 100% employer match about $262,458 at 4% or $174,972 at 6%.
2020220$7,438,304$1,073,888$53,694iApproximate average salary by contribution assumption: employee only about $1,342,360 at 4% or $894,907 at 6%; with 50% employer match about $894,907 at 4% or $596,604 at 6%; with 100% employer match about $671,180 at 4% or $447,453 at 6%.
NEXTGEN MANAGEMENT CASH BALANCE PLAN-19$4,568,280$649,066$34,161iApproximate average salary by contribution assumption: employee only about $854,034 at 4% or $569,356 at 6%; with 50% employer match about $569,356 at 4% or $379,571 at 6%; with 100% employer match about $427,017 at 4% or $284,678 at 6%.
Nextgen Management 401(K) Plan-20$2,870,024$424,822$21,241iApproximate average salary by contribution assumption: employee only about $531,028 at 4% or $354,018 at 6%; with 50% employer match about $354,018 at 4% or $236,012 at 6%; with 100% employer match about $265,514 at 4% or $177,009 at 6%.
2019219$5,543,024$1,249,430$65,759iApproximate average salary by contribution assumption: employee only about $1,643,987 at 4% or $1,095,991 at 6%; with 50% employer match about $1,095,991 at 4% or $730,661 at 6%; with 100% employer match about $821,993 at 4% or $547,996 at 6%.
NEXTGEN MANAGEMENT CASH BALANCE PLAN-17$3,229,620$723,782$42,575iApproximate average salary by contribution assumption: employee only about $1,064,385 at 4% or $709,590 at 6%; with 50% employer match about $709,590 at 4% or $473,060 at 6%; with 100% employer match about $532,193 at 4% or $354,795 at 6%.
Nextgen Management 401(K) Plan-19$2,313,404$525,648$27,666iApproximate average salary by contribution assumption: employee only about $691,642 at 4% or $461,095 at 6%; with 50% employer match about $461,095 at 4% or $307,396 at 6%; with 100% employer match about $345,821 at 4% or $230,547 at 6%.
2018217$3,550,433$1,351,638$79,508iApproximate average salary by contribution assumption: employee only about $1,987,703 at 4% or $1,325,135 at 6%; with 50% employer match about $1,325,135 at 4% or $883,424 at 6%; with 100% employer match about $993,851 at 4% or $662,568 at 6%.
NEXTGEN MANAGEMENT CASH BALANCE PLAN-16$2,101,418$845,350$52,834iApproximate average salary by contribution assumption: employee only about $1,320,859 at 4% or $880,573 at 6%; with 50% employer match about $880,573 at 4% or $587,049 at 6%; with 100% employer match about $660,430 at 4% or $440,286 at 6%.
Nextgen Management 401(K) Plan-17$1,449,015$506,288$29,782iApproximate average salary by contribution assumption: employee only about $744,541 at 4% or $496,361 at 6%; with 50% employer match about $496,361 at 4% or $330,907 at 6%; with 100% employer match about $372,271 at 4% or $248,180 at 6%.
2017217$2,409,486$1,179,194$69,364iApproximate average salary by contribution assumption: employee only about $1,734,109 at 4% or $1,156,073 at 6%; with 50% employer match about $1,156,073 at 4% or $770,715 at 6%; with 100% employer match about $867,054 at 4% or $578,036 at 6%.
NEXTGEN MANAGEMENT CASH BALANCE PLAN-13$1,361,420$656,390$50,492iApproximate average salary by contribution assumption: employee only about $1,262,288 at 4% or $841,526 at 6%; with 50% employer match about $841,526 at 4% or $561,017 at 6%; with 100% employer match about $631,144 at 4% or $420,763 at 6%.
Nextgen Management 401(K) Plan-17$1,048,066$522,804$30,753iApproximate average salary by contribution assumption: employee only about $768,829 at 4% or $512,553 at 6%; with 50% employer match about $512,553 at 4% or $341,702 at 6%; with 100% employer match about $384,415 at 4% or $256,276 at 6%.
2016215$1,086,603$1,086,603$72,440iApproximate average salary by contribution assumption: employee only about $1,811,005 at 4% or $1,207,337 at 6%; with 50% employer match about $1,207,337 at 4% or $804,891 at 6%; with 100% employer match about $905,503 at 4% or $603,668 at 6%.
NEXTGEN MANAGEMENT CASH BALANCE PLAN-14$642,971$642,971$45,927iApproximate average salary by contribution assumption: employee only about $1,148,163 at 4% or $765,442 at 6%; with 50% employer match about $765,442 at 4% or $510,294 at 6%; with 100% employer match about $574,081 at 4% or $382,721 at 6%.
Nextgen Management 401(K) Plan-15$443,632$443,632$29,575iApproximate average salary by contribution assumption: employee only about $739,387 at 4% or $492,924 at 6%; with 50% employer match about $492,924 at 4% or $328,616 at 6%; with 100% employer match about $369,693 at 4% or $246,462 at 6%.