Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$3,812,155
2024 Contributions
$247,219
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $3,812,155 | $247,219 | $49,444iApproximate average salary by contribution assumption: employee only about $1,236,095 at 4% or $824,063 at 6%; with 50% employer match about $824,063 at 4% or $549,376 at 6%; with 100% employer match about $618,048 at 4% or $412,032 at 6%. |
| Nexgen Financial Retirement Plan | - | 5 | $3,812,155 | $247,219 | $49,444iApproximate average salary by contribution assumption: employee only about $1,236,095 at 4% or $824,063 at 6%; with 50% employer match about $824,063 at 4% or $549,376 at 6%; with 100% employer match about $618,048 at 4% or $412,032 at 6%. |
| 2023 | 1 | 4 | $3,083,072 | $115,655 | $28,914iApproximate average salary by contribution assumption: employee only about $722,844 at 4% or $481,896 at 6%; with 50% employer match about $481,896 at 4% or $321,264 at 6%; with 100% employer match about $361,422 at 4% or $240,948 at 6%. |
| Nexgen Financial Retirement Plan | - | 4 | $3,083,072 | $115,655 | $28,914iApproximate average salary by contribution assumption: employee only about $722,844 at 4% or $481,896 at 6%; with 50% employer match about $481,896 at 4% or $321,264 at 6%; with 100% employer match about $361,422 at 4% or $240,948 at 6%. |
| 2022 | 1 | 3 | $2,651,561 | $97,000 | $32,333iApproximate average salary by contribution assumption: employee only about $808,333 at 4% or $538,889 at 6%; with 50% employer match about $538,889 at 4% or $359,259 at 6%; with 100% employer match about $404,167 at 4% or $269,444 at 6%. |
| Nexgen Financial Retirement Plan | - | 3 | $2,651,561 | $97,000 | $32,333iApproximate average salary by contribution assumption: employee only about $808,333 at 4% or $538,889 at 6%; with 50% employer match about $538,889 at 4% or $359,259 at 6%; with 100% employer match about $404,167 at 4% or $269,444 at 6%. |
| 2021 | 1 | 3 | $4,781,994 | $0 | - |
| Nexgen Financial Retirement Plan | - | 3 | $4,781,994 | - | - |
| 2020 | 1 | 2 | $557,001 | $57,000 | $28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%. |
| Nexgen Financial Retirement Plan | - | 2 | $557,001 | $57,000 | $28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%. |
| 2019 | 1 | 2 | $366,931 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Nexgen Financial Retirement Plan | - | 2 | $366,931 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2018 | 1 | 2 | $396,707 | $0 | - |
| Nexgen Financial Retirement Plan | - | 2 | $396,707 | - | - |
| 2017 | 1 | 2 | $347,175 | $347,205 | $173,603iApproximate average salary by contribution assumption: employee only about $4,340,063 at 4% or $2,893,375 at 6%; with 50% employer match about $2,893,375 at 4% or $1,928,917 at 6%; with 100% employer match about $2,170,031 at 4% or $1,446,688 at 6%. |
| Nexgen Financial Retirement Plan | - | 2 | $347,175 | $347,205 | $173,603iApproximate average salary by contribution assumption: employee only about $4,340,063 at 4% or $2,893,375 at 6%; with 50% employer match about $2,893,375 at 4% or $1,928,917 at 6%; with 100% employer match about $2,170,031 at 4% or $1,446,688 at 6%. |