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NEXT LEVEL CX SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameNEXT LEVEL CX SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

NEXT LEVEL CX SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NEXT LEVEL CX SOLUTIONS has sponsored the creation of one or more 401k plans.

Company Name:NEXT LEVEL CX SOLUTIONS
Employer identification number (EIN):842035992
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEXT LEVEL CX SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TARA E VANDERHEYDEN2024-06-12
0012022-01-01TARA VANDERHEYDEN2023-04-05
0012021-01-01TARA E VANDERHEYDEN2022-04-22

Plan Statistics for NEXT LEVEL CX SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for NEXT LEVEL CX SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: NEXT LEVEL CX SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-05-052
Total number of particpants at end of year2025-05-050
Number of Participants With Account Balances2025-05-050
Total number of particpants at beginning of year2025-04-032
Total number of particpants at end of year2025-04-032
Number of Participants With Account Balances2025-04-032
2024: NEXT LEVEL CX SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-122
Total number of particpants at end of year2024-06-122
Number of Participants With Account Balances2024-06-122

Financial Data on NEXT LEVEL CX SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : NEXT LEVEL CX SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-050
Total liabilities as of the end of the plan year2025-05-050
Total liabilities as of the beginning of the plan year2025-05-050
Total expenses incurred by plan in this plan year2025-05-0538237
Net assets as of the end of the plan year2025-05-050
Total assets as of the beginning of the plan year2025-05-0538781
Value of plan covered by a fidelity bond2025-05-0520000
Participant contributions to plan in this plan year2025-05-050
Other expenses paid from plan in this plan year2025-05-050
Other contributions to plan in this plan year2025-05-050
Other income to plan in this plan year2025-05-05-544
Plan net income in this plan year2025-05-05-38781
Net assets as of the end of the plan year2025-05-050
Net assets as of the beginning of the plan year2025-05-0538781
Employer contributions to plan in this plan year2025-05-050
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-05194
Total transfers to/from plan in this plan year2025-04-030
Total liabilities as of the end of the plan year2025-04-030
Total liabilities as of the beginning of the plan year2025-04-030
Total expenses incurred by plan in this plan year2025-04-03205
Net assets as of the end of the plan year2025-04-0338781
Total assets as of the beginning of the plan year2025-04-0326191
Value of plan covered by a fidelity bond2025-04-0320000
Participant contributions to plan in this plan year2025-04-035173
Other expenses paid from plan in this plan year2025-04-030
Other contributions to plan in this plan year2025-04-030
Other income to plan in this plan year2025-04-034459
Plan net income in this plan year2025-04-0312590
Net assets as of the end of the plan year2025-04-0338781
Net assets as of the beginning of the plan year2025-04-0326191
Employer contributions to plan in this plan year2025-04-033163
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-03205
2024 : NEXT LEVEL CX SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-120
Total liabilities as of the end of the plan year2024-06-120
Total liabilities as of the beginning of the plan year2024-06-120
Total expenses incurred by plan in this plan year2024-06-12269
Net assets as of the end of the plan year2024-06-1226191
Total assets as of the beginning of the plan year2024-06-129640
Value of plan covered by a fidelity bond2024-06-1220000
Participant contributions to plan in this plan year2024-06-1213554
Other expenses paid from plan in this plan year2024-06-120
Other contributions to plan in this plan year2024-06-120
Other income to plan in this plan year2024-06-123266
Plan net income in this plan year2024-06-1216551
Net assets as of the end of the plan year2024-06-1226191
Net assets as of the beginning of the plan year2024-06-129640
Employer contributions to plan in this plan year2024-06-120
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1295

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