Next 15 Communications Retirement Plan — Form 5500 plan (Next Fifteen Communications Corporation)
Plain-English plan 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, Next 15 Communications Retirement Plan is a benefit plan reported by Next Fifteen Communications Corporation under EIN 20-3013332 and plan number 001. The latest loaded filing year is 2023. The filing reports 591 participants and $110,644,840 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Next Fifteen Communications Corporation
- EIN
- 20-3013332
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 591
- End-of-year plan assets
- $110,644,840
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 591 | H, C | 20250102165836NAL0002190241001 |
| 2023 | 1,628 | H, C | 20250102170554NAL0001414931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $110,644,840
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $110,644,840
- Net assets (BOY)
- $88,045,865
Income & contributions
- Employer contributions
- $3,060,884
- Participant contributions
- $10,868,974
- Total contributions
- $14,677,717
- Total income / additions
- $31,534,793
Expenses & distributions
- Benefits paid
- $8,728,451
- Administrative expenses
- $194,011
- Total expenses
- $8,935,818
- Net increase / (decrease)
- $22,598,975
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $88,265 | $0 | 2023 |
| Mma Securities | ADVISOR | $74,762 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $35,442 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $30,984 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services, Inc. | PLAN ADMINISTRATOR | $24,928 | not reported in the loaded dataset | 2023 |
| Cetera Advisor Networks LLC | ADVISOR | $10,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $6,161 | not reported in the loaded dataset | 2023 |
| Mma Securities | ADVISOR | $5,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Next Fifteen Communications Corporation
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Fidelity Investments Institutional — Schedule C compensation
- Mma Securities — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Alliant Insurance Services, Inc. — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation