2023 Form 5500 filing — Nexgen Financial Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007172909NAL0028073872001) for Nexgen Financial Retirement Plan, reported by Nexgen Financial under EIN 81-5390626 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241007172909NAL0028073872001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nexgen Financial
- EIN
- 81-5390626
- Plan number
- 001
- Location
- Malibu, CA
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,083,072
- Net assets (EOY)
- $3,083,072
- Employer contributions
- $115,655
- Total income / additions
- $431,512
- Administrative expenses
- $1
- Total expenses
- $1
- Net increase / (decrease)
- $431,511
- Schedule source
- Schedule I