How big is Next Financial Partners LLC's plan?

Next Financial Partners LLC's plan reported $139K in assets and 5 participants for 2025.

Original filing (PDF)20260513113441NAL0015188530001

Next Financial Partners LLC

Name: Next Financial Partners LLC — Next Financial, Form 5500 (2025)
Creator: Next Financial Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Next Financial Partners LLC 401(k) Plan

401(k) retirement plan · Next Financial Partners LLC's Next Financial Partners LLC 401(k) Plan held $139K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$139K

Net assets (EOY)

$139K

People on this filing

Barry R. Bynum, Jr. signed Next Financial Partners LLC's 2025 Form 5500 as plan administrator.

Barry R. Bynum, Jr. — 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

Next Financial Partners LLC's EIN is 99-2498900.

EIN 99-2498900

Plan number 001

Plan year 2025

ACK ID 20260513113441NAL0015188530001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Next Financial Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Next Financial Partners LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEXT FINANCIAL PARTNERS 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