2023 Form 5500 filing — Next 15 Communications 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 20250102170554NAL0001414931001) for Next 15 Communications Retirement Plan, reported by Next Fifteen Communications Corporation under EIN 20-3013332 and plan number 001. It reports 1,628 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250102170554NAL0001414931001
Filing year
2023
Form type
2
Plan sponsor
Next Fifteen Communications Corporation
EIN
20-3013332
Plan number
001
Location
San Francisco, CA
Participants
1,628
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$110,644,840
Total liabilities (EOY)
$0
Net assets (EOY)
$110,644,840
Employer contributions
$3,060,884
Participant contributions
$10,868,974
Total income / additions
$31,534,793
Benefits paid
$8,728,451
Administrative expenses
$194,011
Total expenses
$8,935,818
Net increase / (decrease)
$22,598,975
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$88,265$0
Mma SecuritiesADVISOR$74,762not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$35,442$0
Strategic Advisors, Inc.ADVISOR$30,984not reported in the loaded dataset
Alliant Insurance Services, Inc.PLAN ADMINISTRATOR$24,928not reported in the loaded dataset
Cetera Advisor Networks LLCADVISOR$10,500not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$6,161not reported in the loaded dataset
Mma SecuritiesADVISOR$5,250not reported in the loaded dataset

Related Form 5500 pages