Civic Intelligence

NEXT GENERATION WEALTH SYSTEMS

Plan context: NEXT GENERATION WEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST

EIN 84-3669274 • Elizabeth, CO • 5 filings • 1 plans

40755 County Road 21Elizabeth, CO 80107-8813
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$262,630

2025 Contributions

$99,145

Historical Graphs

Total Assets Over Time

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

$262,630$131,315$0202120232025YearValue
$262,630Latest year 2025

Participants Over Time

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

320202120232025YearValue
3Latest 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
202513$262,630$99,145$33,048iApproximate average salary by contribution assumption: employee only about $826,208 at 4% or $550,806 at 6%; with 50% employer match about $550,806 at 4% or $367,204 at 6%; with 100% employer match about $413,104 at 4% or $275,403 at 6%.
NEXT GENERATION WEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST-3$262,630$99,145$33,048iApproximate average salary by contribution assumption: employee only about $826,208 at 4% or $550,806 at 6%; with 50% employer match about $550,806 at 4% or $367,204 at 6%; with 100% employer match about $413,104 at 4% or $275,403 at 6%.
202413$129,704$48,491$16,164iApproximate average salary by contribution assumption: employee only about $404,092 at 4% or $269,394 at 6%; with 50% employer match about $269,394 at 4% or $179,596 at 6%; with 100% employer match about $202,046 at 4% or $134,697 at 6%.
NEXT GENERATION WEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST-3$129,704$48,491$16,164iApproximate average salary by contribution assumption: employee only about $404,092 at 4% or $269,394 at 6%; with 50% employer match about $269,394 at 4% or $179,596 at 6%; with 100% employer match about $202,046 at 4% or $134,697 at 6%.
202313$70,775$11,238$3,746iApproximate average salary by contribution assumption: employee only about $93,650 at 4% or $62,433 at 6%; with 50% employer match about $62,433 at 4% or $41,622 at 6%; with 100% employer match about $46,825 at 4% or $31,217 at 6%.
NEXT GENERATION WEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST-3$70,775$11,238$3,746iApproximate average salary by contribution assumption: employee only about $93,650 at 4% or $62,433 at 6%; with 50% employer match about $62,433 at 4% or $41,622 at 6%; with 100% employer match about $46,825 at 4% or $31,217 at 6%.
202213$49,841$43,125$14,375iApproximate average salary by contribution assumption: employee only about $359,375 at 4% or $239,583 at 6%; with 50% employer match about $239,583 at 4% or $159,722 at 6%; with 100% employer match about $179,688 at 4% or $119,792 at 6%.
NEXT GENERATION WEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST-3$49,841$43,125$14,375iApproximate average salary by contribution assumption: employee only about $359,375 at 4% or $239,583 at 6%; with 50% employer match about $239,583 at 4% or $159,722 at 6%; with 100% employer match about $179,688 at 4% or $119,792 at 6%.
202112$13,024$12,398$6,199iApproximate average salary by contribution assumption: employee only about $154,975 at 4% or $103,317 at 6%; with 50% employer match about $103,317 at 4% or $68,878 at 6%; with 100% employer match about $77,488 at 4% or $51,658 at 6%.
NEXT GENERATION WEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST-2$13,024$12,398$6,199iApproximate average salary by contribution assumption: employee only about $154,975 at 4% or $103,317 at 6%; with 50% employer match about $103,317 at 4% or $68,878 at 6%; with 100% employer match about $77,488 at 4% or $51,658 at 6%.