Civic Intelligence

NEXT FINANCIAL INC.

Plan context: NEXT FINANCIAL INC. 401(K) PLAN

EIN 83-4323414 • Seattle, WA • 7 filings • 1 plans

221 1st Ave W.500Seattle, WA 98119
Current Snapshot

Latest Year

2025

2025 Participants

43

2025 Assets

$1,489,817

2025 Contributions

$292,299

Historical Graphs

Total Assets Over Time

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

$1,489,817$744,909$0201920222025YearValue
$1,489,817Latest year 2025

Participants Over Time

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

55280201920222025YearValue
43Latest 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
2025143$1,489,817$292,299$6,798iApproximate average salary by contribution assumption: employee only about $169,941 at 4% or $113,294 at 6%; with 50% employer match about $113,294 at 4% or $75,529 at 6%; with 100% employer match about $84,971 at 4% or $56,647 at 6%.
NEXT FINANCIAL INC. 401(K) PLAN-43$1,489,817$292,299$6,798iApproximate average salary by contribution assumption: employee only about $169,941 at 4% or $113,294 at 6%; with 50% employer match about $113,294 at 4% or $75,529 at 6%; with 100% employer match about $84,971 at 4% or $56,647 at 6%.
2024145$1,137,629$342,094$7,602iApproximate average salary by contribution assumption: employee only about $190,052 at 4% or $126,701 at 6%; with 50% employer match about $126,701 at 4% or $84,468 at 6%; with 100% employer match about $95,026 at 4% or $63,351 at 6%.
NEXT FINANCIAL INC. 401(K) PLAN-45$1,137,629$342,094$7,602iApproximate average salary by contribution assumption: employee only about $190,052 at 4% or $126,701 at 6%; with 50% employer match about $126,701 at 4% or $84,468 at 6%; with 100% employer match about $95,026 at 4% or $63,351 at 6%.
2023147$891,743$468,672$9,972iApproximate average salary by contribution assumption: employee only about $249,294 at 4% or $166,196 at 6%; with 50% employer match about $166,196 at 4% or $110,797 at 6%; with 100% employer match about $124,647 at 4% or $83,098 at 6%.
NEXT FINANCIAL INC. 401(K) PLAN-47$891,743$468,672$9,972iApproximate average salary by contribution assumption: employee only about $249,294 at 4% or $166,196 at 6%; with 50% employer match about $166,196 at 4% or $110,797 at 6%; with 100% employer match about $124,647 at 4% or $83,098 at 6%.
2022155$691,195$404,852$7,361iApproximate average salary by contribution assumption: employee only about $184,024 at 4% or $122,682 at 6%; with 50% employer match about $122,682 at 4% or $81,788 at 6%; with 100% employer match about $92,012 at 4% or $61,341 at 6%.
NEXT FINANCIAL INC. 401(K) PLAN-55$691,195$404,852$7,361iApproximate average salary by contribution assumption: employee only about $184,024 at 4% or $122,682 at 6%; with 50% employer match about $122,682 at 4% or $81,788 at 6%; with 100% employer match about $92,012 at 4% or $61,341 at 6%.
2021118$373,306$195,900$10,883iApproximate average salary by contribution assumption: employee only about $272,083 at 4% or $181,389 at 6%; with 50% employer match about $181,389 at 4% or $120,926 at 6%; with 100% employer match about $136,042 at 4% or $90,694 at 6%.
NEXT FINANCIAL INC. 401(K) PLAN-18$373,306$195,900$10,883iApproximate average salary by contribution assumption: employee only about $272,083 at 4% or $181,389 at 6%; with 50% employer match about $181,389 at 4% or $120,926 at 6%; with 100% employer match about $136,042 at 4% or $90,694 at 6%.
202019$144,309$114,528$12,725iApproximate average salary by contribution assumption: employee only about $318,133 at 4% or $212,089 at 6%; with 50% employer match about $212,089 at 4% or $141,393 at 6%; with 100% employer match about $159,067 at 4% or $106,044 at 6%.
NEXT FINANCIAL INC. 401(K) PLAN-9$144,309$114,528$12,725iApproximate average salary by contribution assumption: employee only about $318,133 at 4% or $212,089 at 6%; with 50% employer match about $212,089 at 4% or $141,393 at 6%; with 100% employer match about $159,067 at 4% or $106,044 at 6%.
201912$13,320$12,999$6,500iApproximate average salary by contribution assumption: employee only about $162,488 at 4% or $108,325 at 6%; with 50% employer match about $108,325 at 4% or $72,217 at 6%; with 100% employer match about $81,244 at 4% or $54,163 at 6%.
NEXT FINANCIAL INC. 401(K) PLAN-2$13,320$12,999$6,500iApproximate average salary by contribution assumption: employee only about $162,488 at 4% or $108,325 at 6%; with 50% employer match about $108,325 at 4% or $72,217 at 6%; with 100% employer match about $81,244 at 4% or $54,163 at 6%.