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Plan Name | NEXT PHASE INVESTING, INC., 401K PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | NEXT PHASE INVESTING, INC. |
Employer identification number (EIN): | 463004663 |
NAIC Classification: | 531110 |
NAIC Description: | Lessors of Residential Buildings and Dwellings |
Additional information about NEXT PHASE INVESTING, INC.
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 2013-06-19 |
Company Identification Number: | 20131356092 |
Legal Registered Office Address: |
6521 W Alamo Dr Littleton United States of America (USA) 80123 |
More information about NEXT PHASE INVESTING, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2019-01-01 | JERRY A. KUKUCHKA | 2020-10-15 | JERRY A. KUKUCHKA | 2020-10-15 |
001 | 2019-01-01 | JERRY KUKUCHKA | 2020-10-15 | JERRY KUKUCHKA | 2020-10-15 |
001 | 2018-01-01 | JERRY KUKUCHKA | 2019-10-15 | JERRY KUKUCHKA | 2019-10-15 |
001 | 2017-01-01 |
Measure | Date | Value |
---|---|---|
2019: NEXT PHASE INVESTING, INC., 401K PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 1 |
Number of participants with account balances | 2019-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: NEXT PHASE INVESTING, INC., 401K PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 1 |
Number of participants with account balances | 2018-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: NEXT PHASE INVESTING, INC., 401K PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 1 |
Number of participants with account balances | 2017-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2019 : NEXT PHASE INVESTING, INC., 401K PLAN 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $36,168 |
Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $167,630 |
Total plan assets at beginning of year | 2019-12-31 | $131,462 |
Value of fidelity bond covering the plan | 2019-12-31 | $150,000 |
Total contributions received or receivable from participants | 2019-12-31 | $1,275 |
Other income received | 2019-12-31 | $33,618 |
Net income (gross income less expenses) | 2019-12-31 | $36,168 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $167,630 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $131,462 |
Assets. Value of employer securities | 2019-12-31 | $167,630 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $1,275 |
2018 : NEXT PHASE INVESTING, INC., 401K PLAN 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $66,393 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $131,462 |
Total plan assets at beginning of year | 2018-12-31 | $65,069 |
Value of fidelity bond covering the plan | 2018-12-31 | $150,000 |
Total contributions received or receivable from participants | 2018-12-31 | $3,600 |
Other income received | 2018-12-31 | $59,193 |
Net income (gross income less expenses) | 2018-12-31 | $66,393 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $131,462 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $65,069 |
Assets. Value of employer securities | 2018-12-31 | $131,462 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $3,600 |
2017 : NEXT PHASE INVESTING, INC., 401K PLAN 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $6,400 |
Expenses. Total of all expenses incurred | 2017-12-31 | $22,417 |
Total plan assets at end of year | 2017-12-31 | $65,069 |
Total plan assets at beginning of year | 2017-12-31 | $81,086 |
Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
Total contributions received or receivable from participants | 2017-12-31 | $3,200 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $22,417 |
Net income (gross income less expenses) | 2017-12-31 | $-16,017 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $65,069 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $81,086 |
Assets. Value of employer securities | 2017-12-31 | $65,069 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $3,200 |
2019: NEXT PHASE INVESTING, INC., 401K PLAN 2019 form 5500 responses | ||
---|---|---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | Yes |
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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: NEXT PHASE INVESTING, INC., 401K 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 – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: NEXT PHASE INVESTING, INC., 401K 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 – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |