How big is Nxtgen Accountants, LLC's plan?

Nxtgen Accountants, LLC's plan reported $1.6M in assets and 6 participants for 2025.

Original filing (PDF)20260402090116NAL0002158945001

Nxtgen Accountants, LLC

Name: Nxtgen Accountants, LLC — Nxtgen Accountants 401(k), Form 5500 (2025)
Creator: Nxtgen Accountants, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nxtgen Accountants 401(k) Plan

401(k) retirement plan · Nxtgen Accountants, LLC's Nxtgen Accountants 401(k) Plan held $1.6M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Melissa ORTH signed Nxtgen Accountants, LLC's 2025 Form 5500 as plan administrator.

Melissa ORTH — 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

Nxtgen Accountants, LLC's EIN is 88-3530966.

EIN 88-3530966

Plan number 001

Plan year 2025

ACK ID 20260402090116NAL0002158945001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Nxtgen Accountants, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Nxtgen Accountants, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

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

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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