Civic Intelligence

NEXT GEN PERSONAL FINANCE

Plan context: NEXT GEN PERSONAL FINANCE 401(K) PLAN

EIN 82-3648278 • Burlingame, CA • 7 filings • 1 plans

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330 Primrose StreetSuite 202Burlingame, CA 94010
Current Snapshot

Latest Year

2025

2025 Participants

30

2025 Assets

$4,502,248

2025 Contributions

$403,922

Historical Graphs

Total Assets Over Time

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

$4,502,248$2,251,124$0201920222025YearValue
$4,502,248Latest year 2025

Participants Over Time

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

30150201920222025YearValue
30Latest 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
2025130$4,502,248$403,922$13,464iApproximate average salary by contribution assumption: employee only about $336,602 at 4% or $224,401 at 6%; with 50% employer match about $224,401 at 4% or $149,601 at 6%; with 100% employer match about $168,301 at 4% or $112,201 at 6%.
NEXT GEN PERSONAL FINANCE 401(K) PLAN-30$4,502,248$403,922$13,464iApproximate average salary by contribution assumption: employee only about $336,602 at 4% or $224,401 at 6%; with 50% employer match about $224,401 at 4% or $149,601 at 6%; with 100% employer match about $168,301 at 4% or $112,201 at 6%.
2024122$3,464,244$392,185$17,827iApproximate average salary by contribution assumption: employee only about $445,665 at 4% or $297,110 at 6%; with 50% employer match about $297,110 at 4% or $198,073 at 6%; with 100% employer match about $222,832 at 4% or $148,555 at 6%.
NEXT GEN PERSONAL FINANCE 401(K) PLAN-22$3,464,244$392,185$17,827iApproximate average salary by contribution assumption: employee only about $445,665 at 4% or $297,110 at 6%; with 50% employer match about $297,110 at 4% or $198,073 at 6%; with 100% employer match about $222,832 at 4% or $148,555 at 6%.
2023123$2,564,469$896,594$38,982iApproximate average salary by contribution assumption: employee only about $974,559 at 4% or $649,706 at 6%; with 50% employer match about $649,706 at 4% or $433,137 at 6%; with 100% employer match about $487,279 at 4% or $324,853 at 6%.
NEXT GEN PERSONAL FINANCE 401(K) PLAN-23$2,564,469$896,594$38,982iApproximate average salary by contribution assumption: employee only about $974,559 at 4% or $649,706 at 6%; with 50% employer match about $649,706 at 4% or $433,137 at 6%; with 100% employer match about $487,279 at 4% or $324,853 at 6%.
2022122$1,283,475$341,359$15,516iApproximate average salary by contribution assumption: employee only about $387,908 at 4% or $258,605 at 6%; with 50% employer match about $258,605 at 4% or $172,404 at 6%; with 100% employer match about $193,954 at 4% or $129,303 at 6%.
NEXT GEN PERSONAL FINANCE 401(K) PLAN-22$1,283,475$341,359$15,516iApproximate average salary by contribution assumption: employee only about $387,908 at 4% or $258,605 at 6%; with 50% employer match about $258,605 at 4% or $172,404 at 6%; with 100% employer match about $193,954 at 4% or $129,303 at 6%.
2021121$1,515,070$352,315$16,777iApproximate average salary by contribution assumption: employee only about $419,423 at 4% or $279,615 at 6%; with 50% employer match about $279,615 at 4% or $186,410 at 6%; with 100% employer match about $209,711 at 4% or $139,808 at 6%.
NEXT GEN PERSONAL FINANCE 401(K) PLAN-21$1,515,070$352,315$16,777iApproximate average salary by contribution assumption: employee only about $419,423 at 4% or $279,615 at 6%; with 50% employer match about $279,615 at 4% or $186,410 at 6%; with 100% employer match about $209,711 at 4% or $139,808 at 6%.
2020117$1,028,397$554,348$32,609iApproximate average salary by contribution assumption: employee only about $815,218 at 4% or $543,478 at 6%; with 50% employer match about $543,478 at 4% or $362,319 at 6%; with 100% employer match about $407,609 at 4% or $271,739 at 6%.
NEXT GEN PERSONAL FINANCE 401(K) PLAN-17$1,028,397$554,348$32,609iApproximate average salary by contribution assumption: employee only about $815,218 at 4% or $543,478 at 6%; with 50% employer match about $543,478 at 4% or $362,319 at 6%; with 100% employer match about $407,609 at 4% or $271,739 at 6%.
2019111$375,868$350,109$31,828iApproximate average salary by contribution assumption: employee only about $795,702 at 4% or $530,468 at 6%; with 50% employer match about $530,468 at 4% or $353,645 at 6%; with 100% employer match about $397,851 at 4% or $265,234 at 6%.
NEXT GEN PERSONAL FINANCE 401(K) PLAN-11$375,868$350,109$31,828iApproximate average salary by contribution assumption: employee only about $795,702 at 4% or $530,468 at 6%; with 50% employer match about $530,468 at 4% or $353,645 at 6%; with 100% employer match about $397,851 at 4% or $265,234 at 6%.