Original filing (PDF)20250430161015NAL0001435955001

NEXTGEN MGMT, INC.

Name: NEXTGEN MGMT, INC. — NEXTGEN MGMT, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: NEXTGEN MGMT, INC.

Form 5500-SF

FILING_RECEIVED

NEXTGEN MGMT, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$43K

Net assets (EOY)

$43K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXTGEN MGMT, INC..

Plan sponsor

Name

NEXTGEN MGMT, INC.

EIN

81-2625191

Address

2260 OTAY LAKES ROAD · SUITE 108 · CHULA VISTA, CA · 91915

Phone

(619) 216-4388

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-30

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

LITTLE SOY BEAN LLC

$43K · 6 participants

ZOCA MANAGEMENT SERVICES INC. DBA ZOCALO

ZOCALO 401(K) PLAN

$43K · 119 participants

PIO 10 INC

PIO 10 INC 401(K) PLAN

$43K · 10 participants

TAM BIEN FOOD CORP

TAM BIEN FOOD CORP 401(K) PLAN

$43K · 31 participants

CARDWARE INC

$43K · 2 participants