Civic Intelligence

Next Legacy Management LLC

Plan context: Next Legacy Management LLC 401(K) Plan

EIN 94-3352517 • Portola Valley, CA • 10 filings • 4 plans

3000 Alpine RoadPortola Valley, CA 94028
Current Snapshot

Latest Year

2025

2025 Participants

31

2025 Assets

$7,745,438

2025 Contributions

$1,300,814

Historical Graphs

Total Assets Over Time

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

$7,745,438$3,872,719$0202120232025YearValue
$7,745,438Latest year 2025

Participants Over Time

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

31160202120232025YearValue
31Latest 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
2025231$7,745,438$1,300,814$41,962iApproximate average salary by contribution assumption: employee only about $1,049,044 at 4% or $699,362 at 6%; with 50% employer match about $699,362 at 4% or $466,242 at 6%; with 100% employer match about $524,522 at 4% or $349,681 at 6%.
Next Legacy Management LLC 401(K) Plan-31$5,143,330$958,314$30,913iApproximate average salary by contribution assumption: employee only about $772,834 at 4% or $515,223 at 6%; with 50% employer match about $515,223 at 4% or $343,482 at 6%; with 100% employer match about $386,417 at 4% or $257,611 at 6%.
Next Legacy Management LLC Cash Balance-25$2,602,108$342,500$13,700iApproximate average salary by contribution assumption: employee only about $342,500 at 4% or $228,333 at 6%; with 50% employer match about $228,333 at 4% or $152,222 at 6%; with 100% employer match about $171,250 at 4% or $114,167 at 6%.
2024229$5,742,442$1,777,985$61,310iApproximate average salary by contribution assumption: employee only about $1,532,746 at 4% or $1,021,830 at 6%; with 50% employer match about $1,021,830 at 4% or $681,220 at 6%; with 100% employer match about $766,373 at 4% or $510,915 at 6%.
Next Legacy Management LLC 401(K) Plan-29$3,647,934$1,430,485$49,327iApproximate average salary by contribution assumption: employee only about $1,233,177 at 4% or $822,118 at 6%; with 50% employer match about $822,118 at 4% or $548,079 at 6%; with 100% employer match about $616,588 at 4% or $411,059 at 6%.
Next Legacy Management LLC Cash Balance-26$2,094,508$347,500$13,365iApproximate average salary by contribution assumption: employee only about $334,135 at 4% or $222,756 at 6%; with 50% employer match about $222,756 at 4% or $148,504 at 6%; with 100% employer match about $167,067 at 4% or $111,378 at 6%.
2023225$3,979,889$1,290,115$51,605iApproximate average salary by contribution assumption: employee only about $1,290,115 at 4% or $860,077 at 6%; with 50% employer match about $860,077 at 4% or $573,384 at 6%; with 100% employer match about $645,058 at 4% or $430,038 at 6%.
Next Legacy Management LLC 401(K) Plan-19$2,281,332$935,115$49,217iApproximate average salary by contribution assumption: employee only about $1,230,414 at 4% or $820,276 at 6%; with 50% employer match about $820,276 at 4% or $546,851 at 6%; with 100% employer match about $615,207 at 4% or $410,138 at 6%.
Next Legacy Management LLC Cash Balance-25$1,698,557$355,000$14,200iApproximate average salary by contribution assumption: employee only about $355,000 at 4% or $236,667 at 6%; with 50% employer match about $236,667 at 4% or $157,778 at 6%; with 100% employer match about $177,500 at 4% or $118,333 at 6%.
2022219$3,046,082$1,644,055$86,529iApproximate average salary by contribution assumption: employee only about $2,163,230 at 4% or $1,442,154 at 6%; with 50% employer match about $1,442,154 at 4% or $961,436 at 6%; with 100% employer match about $1,081,615 at 4% or $721,077 at 6%.
Next Legacy Management LLC Cash Balance-16$1,862,517$958,951$59,934iApproximate average salary by contribution assumption: employee only about $1,498,361 at 4% or $998,907 at 6%; with 50% employer match about $998,907 at 4% or $665,938 at 6%; with 100% employer match about $749,180 at 4% or $499,454 at 6%.
Next Legacy Management LLC 401(K) Plan-19$1,183,565$685,104$36,058iApproximate average salary by contribution assumption: employee only about $901,453 at 4% or $600,968 at 6%; with 50% employer match about $600,968 at 4% or $400,646 at 6%; with 100% employer match about $450,726 at 4% or $300,484 at 6%.
2021215$1,744,673$1,711,906$114,127iApproximate average salary by contribution assumption: employee only about $2,853,177 at 4% or $1,902,118 at 6%; with 50% employer match about $1,902,118 at 4% or $1,268,079 at 6%; with 100% employer match about $1,426,588 at 4% or $951,059 at 6%.
Next Legacy Management LLC Cash Balance-15$1,107,373$1,096,300$73,087iApproximate average salary by contribution assumption: employee only about $1,827,167 at 4% or $1,218,111 at 6%; with 50% employer match about $1,218,111 at 4% or $812,074 at 6%; with 100% employer match about $913,583 at 4% or $609,056 at 6%.
Next Legacy Management LLC 401(K) Plan-15$637,300$615,606$41,040iApproximate average salary by contribution assumption: employee only about $1,026,010 at 4% or $684,007 at 6%; with 50% employer match about $684,007 at 4% or $456,004 at 6%; with 100% employer match about $513,005 at 4% or $342,003 at 6%.