?>
| Plan Name | NEXT LEVEL 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | NEXT LEVEL INSURANCE AGENCY LLC |
| Employer identification number (EIN): | 811473691 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about NEXT LEVEL INSURANCE AGENCY LLC
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2016-02-11 |
| Company Identification Number: | 0802389092 |
| Legal Registered Office Address: |
5080 SPECTRUM DR STE 1200E ADDISON United States of America (USA) 75001 |
More information about NEXT LEVEL INSURANCE AGENCY LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ASHLEY MIHELICH | 2024-07-06 | ||
| 001 | 2022-01-01 | DANNY O'CONNELL | 2023-09-11 | ||
| 001 | 2021-01-01 | DANNY O'CONNELL | 2022-06-27 | ||
| 001 | 2020-01-01 | DANNY O'CONNELL | 2021-06-29 | ||
| 001 | 2019-01-01 | DANNY O'CONNELL | 2020-07-06 | ||
| 001 | 2018-01-01 | DANNY O'CONNELL | 2019-05-21 | ||
| 001 | 2017-01-01 | DANNY O'CONNELL | 2018-05-25 |
| Measure | Date | Value |
|---|---|---|
| 2025: NEXT LEVEL 401(K) PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-07-01 | 9 |
| Total number of particpants at end of year | 2025-07-01 | 8 |
| Number of Participants With Account Balances | 2025-07-01 | 8 |
| 2024: NEXT LEVEL 401(K) PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-07-06 | 8 |
| Total number of particpants at end of year | 2024-07-06 | 9 |
| Number of Participants With Account Balances | 2024-07-06 | 9 |
| Measure | Date | Value |
|---|---|---|
| 2025 : NEXT LEVEL 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-01 | 23471 |
| Net assets as of the end of the plan year | 2025-07-01 | 311341 |
| Total assets as of the beginning of the plan year | 2025-07-01 | 253095 |
| Value of plan covered by a fidelity bond | 2025-07-01 | 25309 |
| Participant contributions to plan in this plan year | 2025-07-01 | 24701 |
| Value of participant loans at end of plan year | 2025-07-01 | 9000 |
| Other contributions to plan in this plan year | 2025-07-01 | 0 |
| Other income to plan in this plan year | 2025-07-01 | 39173 |
| Plan net income in this plan year | 2025-07-01 | 58246 |
| Net assets as of the end of the plan year | 2025-07-01 | 311341 |
| Net assets as of the beginning of the plan year | 2025-07-01 | 253095 |
| Value of contributions failed to transmitted timely | 2025-07-01 | 685 |
| Employer contributions to plan in this plan year | 2025-07-01 | 17843 |
| Fees paid to broker by Benefit Provider | 2025-07-01 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-01 | 3750 |
| 2024 : NEXT LEVEL 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-06 | 2592 |
| Net assets as of the end of the plan year | 2024-07-06 | 253095 |
| Total assets as of the beginning of the plan year | 2024-07-06 | 135473 |
| Value of plan covered by a fidelity bond | 2024-07-06 | 20000 |
| Participant contributions to plan in this plan year | 2024-07-06 | 48322 |
| Other contributions to plan in this plan year | 2024-07-06 | 6496 |
| Other income to plan in this plan year | 2024-07-06 | 35015 |
| Plan net income in this plan year | 2024-07-06 | 117622 |
| Net assets as of the end of the plan year | 2024-07-06 | 253095 |
| Net assets as of the beginning of the plan year | 2024-07-06 | 135473 |
| Employer contributions to plan in this plan year | 2024-07-06 | 30381 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-06 | 2592 |