Plan5500

Nextgen Information Services 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Nextgen Information Services)

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, Nextgen Information Services 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Nextgen Information Services under EIN 43-1791848 and plan number 003. The latest loaded filing year is 2023. The filing reports 392 participants and $837,201 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nextgen Information Services
EIN
43-1791848
Plan number
003
Plan type
2
Location
St Louis, MO
Latest filing year
2023
Participants
392
End-of-year plan assets
$837,201

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023392H, C20241010183448NAL0041853938001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$837,201
Total liabilities (EOY)
$0
Net assets (EOY)
$837,201
Net assets (BOY)
$895,253

Income & contributions

Participant contributions
$9,452
Total contributions
$9,452
Total income / additions
$119,368

Expenses & distributions

Benefits paid
$168,492
Administrative expenses
$8,928
Total expenses
$177,420
Net increase / (decrease)
-$58,052

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCINVESTMENT MGMT$3,526not reported in the loaded dataset2023
Monarch Corporate AdvisorsINVESTMENT ADVISOR$3,263not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$2,345$02023
Nesa Plan Consultants, Inc.CONTRACT ADMIN$200not reported in the loaded dataset2023

Related Form 5500 pages