Retirement plan

NEXT LEVEL, INC. 401(K) PROFIT SHARING PLAN

Name: NEXT LEVEL, INC. - NEXT LEVEL, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: NEXT LEVEL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEXT LEVEL, INC. 401(K) PROFIT SHARING PLAN, NEXT LEVEL, INC.

NEXT LEVEL, INC.EIN 04-3392517Plan #001PY 2018

31 HAYWARD STREET, PO BOX 409 - FRANKLIN, MA 024812175781-707-5000rohalabs.comLinkedIn1-10 employeesinternet

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1,000K

+20.5% from 2017

Total participants

0.0% from 2017

Average account balance

$249,920

+20.5% from 2017

Annual return

4.87%

+0.66 pp from 2017

Benchmarks

See 116,757 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,757 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.32M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$581K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$231K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$58K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.23%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$227792

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$249,920

$138,075+81.0%

$123,552+102.3%

$135,379+84.6%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

4.87%

153.70%-148.8pp

119.20%-114.3pp

519.79%-514.9pp

Employer contribution / active EE

$21,296

$5,152+313.4%

$4,628+360.2%

$4,779+345.6%

Participant deferral / active EE

$22,000

$6,800+223.6%

$6,426+242.4%

$5,609+292.2%

Admin fee / account holder

$10,917-100.0%

$9,285-100.0%

$10,828-100.0%

NEXT LEVEL, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NEXT LEVEL, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion