How big is Nextgen Tax Services, PLLC's plan?

Nextgen Tax Services, PLLC's plan reported $22K in assets and 8 participants for 2024.

Original filing (PDF)20251006103647NAL0005865152001

Nextgen Tax Services, PLLC

Name: Nextgen Tax Services, PLLC — Nextgen Tax Services, Form 5500 (2024)
Creator: Nextgen Tax Services, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nextgen Tax Services 401(k) Plan

401(k) retirement plan · Nextgen Tax Services, PLLC's Nextgen Tax Services 401(k) Plan held $22K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22K

Net assets (EOY)

$22K

People on this filing

Michael Vanderford signed Nextgen Tax Services, PLLC's 2024 Form 5500 as plan administrator.

Michael Vanderford — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Nextgen Tax Services, PLLC's EIN is 82-3301840.

EIN 82-3301840

Plan number 001

Plan year 2024

ACK ID 20251006103647NAL0005865152001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Nextgen Tax Services, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score