NEXT LEVEL PLANNING & WEALTH MANAGEMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NEXT LEVEL PLANNING & WEALTH MANAGEMENT 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : NEXT LEVEL PLANNING & WEALTH MANAGEMENT 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-09 | 12263 |
| Net assets as of the end of the plan year | 2025-09-09 | 2257392 |
| Total assets as of the beginning of the plan year | 2025-09-09 | 1668019 |
| Value of plan covered by a fidelity bond | 2025-09-09 | 230000 |
| Participant contributions to plan in this plan year | 2025-09-09 | 283317 |
| Value of participant loans at end of plan year | 2025-09-09 | 21293 |
| Other income to plan in this plan year | 2025-09-09 | 274682 |
| Plan net income in this plan year | 2025-09-09 | 589373 |
| Net assets as of the end of the plan year | 2025-09-09 | 2257392 |
| Net assets as of the beginning of the plan year | 2025-09-09 | 1668019 |
| Employer contributions to plan in this plan year | 2025-09-09 | 43637 |
| Fees paid to broker by Benefit Provider | 2025-09-09 | 976 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-09 | 12263 |
| 2024 : NEXT LEVEL PLANNING & WEALTH MANAGEMENT 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-01 | 32909 |
| Net assets as of the end of the plan year | 2024-10-01 | 1668019 |
| Total assets as of the beginning of the plan year | 2024-10-01 | 1220705 |
| Value of plan covered by a fidelity bond | 2024-10-01 | 170000 |
| Participant contributions to plan in this plan year | 2024-10-01 | 211620 |
| Value of participant loans at end of plan year | 2024-10-01 | 51988 |
| Other income to plan in this plan year | 2024-10-01 | 234314 |
| Plan net income in this plan year | 2024-10-01 | 447314 |
| Net assets as of the end of the plan year | 2024-10-01 | 1668019 |
| Net assets as of the beginning of the plan year | 2024-10-01 | 1220705 |
| Employer contributions to plan in this plan year | 2024-10-01 | 34289 |
| Fees paid to broker by Benefit Provider | 2024-10-01 | 590 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-01 | 10270 |
| 2022 : NEXT LEVEL PLANNING & WEALTH MANAGEMENT 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-24 | 86355 |
| Net assets as of the end of the plan year | 2022-06-24 | 1258709 |
| Total assets as of the beginning of the plan year | 2022-06-24 | 992947 |
| Value of plan covered by a fidelity bond | 2022-06-24 | 99295 |
| Participant contributions to plan in this plan year | 2022-06-24 | 156876 |
| Value of participant loans at end of plan year | 2022-06-24 | 5846 |
| Other income to plan in this plan year | 2022-06-24 | 171178 |
| Plan net income in this plan year | 2022-06-24 | 265762 |
| Net assets as of the end of the plan year | 2022-06-24 | 1258709 |
| Net assets as of the beginning of the plan year | 2022-06-24 | 992947 |
| Employer contributions to plan in this plan year | 2022-06-24 | 24063 |
| Fees paid to broker by Benefit Provider | 2022-06-24 | 682 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-24 | 8255 |
| 2019 : NEXT LEVEL PLANNING & WEALTH MANAGEMENT 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $253,596 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $5,833 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,049 |
| Total plan assets at end of year | 2019-12-31 | $685,578 |
| Total plan assets at beginning of year | 2019-12-31 | $437,815 |
| Value of fidelity bond covering the plan | 2019-12-31 | $68,561 |
| Total contributions received or receivable from participants | 2019-12-31 | $122,740 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $73,123 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $107,058 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $247,763 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $685,578 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $437,815 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $23,798 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $4,784 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : NEXT LEVEL PLANNING & WEALTH MANAGEMENT 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $82,390 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $5,821 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $697 |
| Total plan assets at end of year | 2018-12-31 | $437,815 |
| Total plan assets at beginning of year | 2018-12-31 | $361,246 |
| Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $91,442 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $46,211 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-27,803 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $76,569 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $437,815 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $361,246 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $18,751 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $5,124 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : NEXT LEVEL PLANNING & WEALTH MANAGEMENT 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $156,843 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $3,554 |
| Total plan assets at end of year | 2017-12-31 | $361,246 |
| Total plan assets at beginning of year | 2017-12-31 | $207,957 |
| Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $93,800 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $49,367 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $43,110 |
| Net income (gross income less expenses) | 2017-12-31 | $153,289 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $361,246 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $207,957 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $19,933 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,554 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : NEXT LEVEL PLANNING & WEALTH MANAGEMENT 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $160,489 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,638 |
| Total plan assets at end of year | 2016-12-31 | $207,957 |
| Total plan assets at beginning of year | 2016-12-31 | $49,106 |
| Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $59,934 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $49,099 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $75,000 |
| Other income received | 2016-12-31 | $11,010 |
| Net income (gross income less expenses) | 2016-12-31 | $158,851 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $207,957 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $49,106 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $14,545 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,638 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : NEXT LEVEL PLANNING & WEALTH MANAGEMENT 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $49,224 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $118 |
| Total plan assets at end of year | 2015-12-31 | $49,106 |
| Total plan assets at beginning of year | 2015-12-31 | $0 |
| Value of fidelity bond covering the plan | 2015-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $43,446 |
| Other income received | 2015-12-31 | $-166 |
| Net income (gross income less expenses) | 2015-12-31 | $49,106 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $49,106 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $5,944 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $118 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2019: NEXT LEVEL PLANNING & WEALTH MANAGEMENT 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: NEXT LEVEL PLANNING & WEALTH MANAGEMENT 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: NEXT LEVEL PLANNING & WEALTH MANAGEMENT 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: NEXT LEVEL PLANNING & WEALTH MANAGEMENT 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: NEXT LEVEL PLANNING & WEALTH MANAGEMENT 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
