Civic Intelligence

Next Insurance Inc

Plan context: Next Insurance 401(K) Plan

EIN 81-0830573 • Palo Alto, CA • 12 filings • 3 plans

975 California AvePalo Alto, CA 94306
Current Snapshot

Latest Year

2024

2024 Participants

529

2024 Assets

$33,825,221

2024 Contributions

$6,889,474

Historical Graphs

Total Assets Over Time

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

$33,825,221$16,912,611$0201620222024YearValue
$33,825,221Latest year 2024

Participants Over Time

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

8444220201620222024YearValue
529Latest year 2024

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
20242529$33,825,221$6,889,474$13,024iApproximate average salary by contribution assumption: employee only about $325,590 at 4% or $217,060 at 6%; with 50% employer match about $217,060 at 4% or $144,706 at 6%; with 100% employer match about $162,795 at 4% or $108,530 at 6%.
Next Insurance 401(K) Plan-529$33,825,221$6,889,474$13,024iApproximate average salary by contribution assumption: employee only about $325,590 at 4% or $217,060 at 6%; with 50% employer match about $217,060 at 4% or $144,706 at 6%; with 100% employer match about $162,795 at 4% or $108,530 at 6%.
Next Insurance Inc Employee Health and Welfare Benefits Plan-521---
20232470$25,923,876$7,175,210$15,266iApproximate average salary by contribution assumption: employee only about $381,660 at 4% or $254,440 at 6%; with 50% employer match about $254,440 at 4% or $169,627 at 6%; with 100% employer match about $190,830 at 4% or $127,220 at 6%.
Next Insurance 401(K) Plan-470$25,923,876$7,175,210$15,266iApproximate average salary by contribution assumption: employee only about $381,660 at 4% or $254,440 at 6%; with 50% employer match about $254,440 at 4% or $169,627 at 6%; with 100% employer match about $190,830 at 4% or $127,220 at 6%.
Next Insurance Inc Employee Health and Welfare Benefits Plan-467---
20222460$20,658$20,658$45iApproximate average salary by contribution assumption: employee only about $1,123 at 4% or $748 at 6%; with 50% employer match about $748 at 4% or $499 at 6%; with 100% employer match about $561 at 4% or $374 at 6%.
Next Insurance 401(K) Plan-3$20,658$20,658$6,886iApproximate average salary by contribution assumption: employee only about $172,150 at 4% or $114,767 at 6%; with 50% employer match about $114,767 at 4% or $76,511 at 6%; with 100% employer match about $86,075 at 4% or $57,383 at 6%.
Next Insurance Inc Employee Health and Welfare Benefits Plan-460---
20212844$16,578,324$11,513,979$13,642iApproximate average salary by contribution assumption: employee only about $341,054 at 4% or $227,369 at 6%; with 50% employer match about $227,369 at 4% or $151,580 at 6%; with 100% employer match about $170,527 at 4% or $113,685 at 6%.
Next Insurance 401(K) Plan-844$16,578,324$11,513,979$13,642iApproximate average salary by contribution assumption: employee only about $341,054 at 4% or $227,369 at 6%; with 50% employer match about $227,369 at 4% or $151,580 at 6%; with 100% employer match about $170,527 at 4% or $113,685 at 6%.
Next Insurance Inc Employee Health and Welfare Benefits Plan-420---
20202371$4,258,410$2,283,204$6,154iApproximate average salary by contribution assumption: employee only about $153,855 at 4% or $102,570 at 6%; with 50% employer match about $102,570 at 4% or $68,380 at 6%; with 100% employer match about $76,927 at 4% or $51,285 at 6%.
Next Insurance 401(K) Plan-371$4,258,410$2,283,204$6,154iApproximate average salary by contribution assumption: employee only about $153,855 at 4% or $102,570 at 6%; with 50% employer match about $102,570 at 4% or $68,380 at 6%; with 100% employer match about $76,927 at 4% or $51,285 at 6%.
Next Insurance Inc Employee Health and Welfare Benefits Plan-204---
201710$0$204,810-
NEXT INSURANCE, INC RETIREMENT PLAN-0$0$204,810-
201614$30,727$35,936$8,984iApproximate average salary by contribution assumption: employee only about $224,600 at 4% or $149,733 at 6%; with 50% employer match about $149,733 at 4% or $99,822 at 6%; with 100% employer match about $112,300 at 4% or $74,867 at 6%.
NEXT INSURANCE, INC RETIREMENT PLAN-4$30,727$35,936$8,984iApproximate average salary by contribution assumption: employee only about $224,600 at 4% or $149,733 at 6%; with 50% employer match about $149,733 at 4% or $99,822 at 6%; with 100% employer match about $112,300 at 4% or $74,867 at 6%.