How big is Nextgen Capital, LLC's plan?

Nextgen Capital, LLC's plan reported $666K in assets and 10 participants for 2024.

Original filing (PDF)20251204141719NAL0001201507001

Nextgen Capital, LLC

Name: Nextgen Capital, LLC — Nextgen Capital, LLC 401(k), Form 5500 (2024)
Creator: Nextgen Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nextgen Capital, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Nextgen Capital, LLC's Nextgen Capital, LLC 401(k) Profit Sharing Plan held $666K in plan assets for 10 participants in 2024.

Signals · 2

Late filing · 0.6 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$666K

Net assets (EOY)

$666K

Plan identifiers

Nextgen Capital, LLC's EIN is 37-1700976.

EIN 37-1700976

Plan number 001

Plan year 2024

ACK ID 20251204141719NAL0001201507001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nextgen Capital, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nextgen Capital, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEXTGEN CAPITAL, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 0.6 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score