Original filing (PDF)20230812010911NAL0017511555001

NEXT CHAPTER REAL ESTATE, LLC

Name: NEXT CHAPTER REAL ESTATE, LLC — NEXT CHAPTER REAL ESTATE LLC, Form 5500 (2022)
Creator: NEXT CHAPTER REAL ESTATE, LLC

Form 5500-SF

FILING_RECEIVED

NEXT CHAPTER REAL ESTATE LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$378K

Net assets (EOY)

$378K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 NEXT CHAPTER REAL ESTATE, LLC.

Plan sponsor

Name

NEXT CHAPTER REAL ESTATE, LLC

EIN

83-4174431

Address

4470 RIDGWAY DR · LOVELAND, CO · 80538

Phone

(970) 412-7082

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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