Civic Intelligence

THE NEXT LEVEL PLANNING GROUP, LLC

Plan context: THE NEXT LEVEL PLANNING GROUP 401(K) PLAN

EIN 81-4642114 • Chicago, IL • 10 filings • 2 plans

8755 W. HigginsSuite 200Chicago, IL 60631
Current Snapshot

Latest Year

2025

2025 Participants

24

2025 Assets

$3,139,200

2025 Contributions

$328,693

Historical Graphs

Total Assets Over Time

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

$3,139,200$1,569,600$0201620212025YearValue
$3,139,200Latest year 2025

Participants Over Time

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

24120201620212025YearValue
24Latest 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
2025124$3,139,200$328,693$13,696iApproximate average salary by contribution assumption: employee only about $342,389 at 4% or $228,259 at 6%; with 50% employer match about $228,259 at 4% or $152,173 at 6%; with 100% employer match about $171,194 at 4% or $114,130 at 6%.
THE NEXT LEVEL PLANNING GROUP 401(K) PLAN-24$3,139,200$328,693$13,696iApproximate average salary by contribution assumption: employee only about $342,389 at 4% or $228,259 at 6%; with 50% employer match about $228,259 at 4% or $152,173 at 6%; with 100% employer match about $171,194 at 4% or $114,130 at 6%.
2024124$2,498,325$600,158$25,007iApproximate average salary by contribution assumption: employee only about $625,165 at 4% or $416,776 at 6%; with 50% employer match about $416,776 at 4% or $277,851 at 6%; with 100% employer match about $312,582 at 4% or $208,388 at 6%.
THE NEXT LEVEL PLANNING GROUP 401(K) PLAN-24$2,498,325$600,158$25,007iApproximate average salary by contribution assumption: employee only about $625,165 at 4% or $416,776 at 6%; with 50% employer match about $416,776 at 4% or $277,851 at 6%; with 100% employer match about $312,582 at 4% or $208,388 at 6%.
2023120$1,675,205$301,772$15,089iApproximate average salary by contribution assumption: employee only about $377,215 at 4% or $251,477 at 6%; with 50% employer match about $251,477 at 4% or $167,651 at 6%; with 100% employer match about $188,608 at 4% or $125,738 at 6%.
THE NEXT LEVEL PLANNING GROUP 401(K) PLAN-20$1,675,205$301,772$15,089iApproximate average salary by contribution assumption: employee only about $377,215 at 4% or $251,477 at 6%; with 50% employer match about $251,477 at 4% or $167,651 at 6%; with 100% employer match about $188,608 at 4% or $125,738 at 6%.
2022124$1,179,710$287,582$11,983iApproximate average salary by contribution assumption: employee only about $299,565 at 4% or $199,710 at 6%; with 50% employer match about $199,710 at 4% or $133,140 at 6%; with 100% employer match about $149,782 at 4% or $99,855 at 6%.
THE NEXT LEVEL PLANNING GROUP 401(K) PLAN-24$1,179,710$287,582$11,983iApproximate average salary by contribution assumption: employee only about $299,565 at 4% or $199,710 at 6%; with 50% employer match about $199,710 at 4% or $133,140 at 6%; with 100% employer match about $149,782 at 4% or $99,855 at 6%.
2021120$1,125,236$210,297$10,515iApproximate average salary by contribution assumption: employee only about $262,871 at 4% or $175,248 at 6%; with 50% employer match about $175,248 at 4% or $116,832 at 6%; with 100% employer match about $131,436 at 4% or $87,624 at 6%.
THE NEXT LEVEL PLANNING GROUP 401(K) PLAN-20$1,125,236$210,297$10,515iApproximate average salary by contribution assumption: employee only about $262,871 at 4% or $175,248 at 6%; with 50% employer match about $175,248 at 4% or $116,832 at 6%; with 100% employer match about $131,436 at 4% or $87,624 at 6%.
2020118$753,810$164,039$9,113iApproximate average salary by contribution assumption: employee only about $227,832 at 4% or $151,888 at 6%; with 50% employer match about $151,888 at 4% or $101,259 at 6%; with 100% employer match about $113,916 at 4% or $75,944 at 6%.
THE NEXT LEVEL PLANNING GROUP 401(K) PLAN-18$753,810$164,039$9,113iApproximate average salary by contribution assumption: employee only about $227,832 at 4% or $151,888 at 6%; with 50% employer match about $151,888 at 4% or $101,259 at 6%; with 100% employer match about $113,916 at 4% or $75,944 at 6%.
2019115$515,984$156,647$10,443iApproximate average salary by contribution assumption: employee only about $261,078 at 4% or $174,052 at 6%; with 50% employer match about $174,052 at 4% or $116,035 at 6%; with 100% employer match about $130,539 at 4% or $87,026 at 6%.
THE NEXT LEVEL PLANNING GROUP 401(K) P/S PLAN-15$515,984$156,647$10,443iApproximate average salary by contribution assumption: employee only about $261,078 at 4% or $174,052 at 6%; with 50% employer match about $174,052 at 4% or $116,035 at 6%; with 100% employer match about $130,539 at 4% or $87,026 at 6%.
2018116$287,466$115,784$7,237iApproximate average salary by contribution assumption: employee only about $180,913 at 4% or $120,608 at 6%; with 50% employer match about $120,608 at 4% or $80,406 at 6%; with 100% employer match about $90,456 at 4% or $60,304 at 6%.
THE NEXT LEVEL PLANNING GROUP 401(K) P/S PLAN-16$287,466$115,784$7,237iApproximate average salary by contribution assumption: employee only about $180,913 at 4% or $120,608 at 6%; with 50% employer match about $120,608 at 4% or $80,406 at 6%; with 100% employer match about $90,456 at 4% or $60,304 at 6%.
2017112$203,519$97,576$8,131iApproximate average salary by contribution assumption: employee only about $203,283 at 4% or $135,522 at 6%; with 50% employer match about $135,522 at 4% or $90,348 at 6%; with 100% employer match about $101,642 at 4% or $67,761 at 6%.
THE NEXT LEVEL PLANNING GROUP 401(K) P/S PLAN-12$203,519$97,576$8,131iApproximate average salary by contribution assumption: employee only about $203,283 at 4% or $135,522 at 6%; with 50% employer match about $135,522 at 4% or $90,348 at 6%; with 100% employer match about $101,642 at 4% or $67,761 at 6%.
2016110$87,749$85,445$8,545iApproximate average salary by contribution assumption: employee only about $213,613 at 4% or $142,408 at 6%; with 50% employer match about $142,408 at 4% or $94,939 at 6%; with 100% employer match about $106,806 at 4% or $71,204 at 6%.
THE NEXT LEVEL PLANNING GROUP 401(K) P/S PLAN-10$87,749$85,445$8,545iApproximate average salary by contribution assumption: employee only about $213,613 at 4% or $142,408 at 6%; with 50% employer match about $142,408 at 4% or $94,939 at 6%; with 100% employer match about $106,806 at 4% or $71,204 at 6%.