Nextpoint Financial, Inc. Welfare Benefits Wrap Plan — Form 5500 plan (Nextpoint Financial, Inc.)
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, Nextpoint Financial, Inc. Welfare Benefits Wrap Plan is a benefit plan reported by Nextpoint Financial, Inc. under EIN 86-3493325 and plan number 501. The latest loaded filing year is 2023. The filing reports 329 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)Not reported
Participants329Covered participants reported
Assets / participantNot reported
Provider compensationNone reported
- Plan sponsor
- Nextpoint Financial, Inc.
- EIN
- 86-3493325
- Plan number
- 501
- Plan type
- 2
- Location
- Virginia Beach, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 329 | — | 20241002145141NAL0008488129001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.