401(k)
2023 plan-year 401(k) DOL Form 5500

Nextgen Information Services 401(k) Profit Sharing Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Nextgen Information Services · Missouri · Professional & Technical Services

What the 2023 filing shows

Nextgen Information Services 401(k) Profit Sharing Plan & Trust holds $837K for 35 participants — about $23,920 per participant, down 6.5% over the 2023 plan year.

$837K
total plan assets (2023 EOY)
35
covered participants
$23,920
avg assets per participant
-6.5%
assets change YoY

The plan reported a net loss of $58K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$837K
Participants
35
State
Industry
Professional & Technical Services

What the Filing Says About Nextgen Information Services 401(k) Profit Sharing Plan & Trust

Nextgen Information Services 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Nextgen Information Services, headquartered in Missouri. As of the 2023 Form 5500 filing, the plan reports $837K in total end-of-year assets and covers 35 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 431791848, and the plan has been effective since 2010-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $895K at the beginning of 2023 to $837K at year-end — a decline of 6.5%. Net assets (after liabilities) closed the year at $837K, with reported net income of $-58,052 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$895K
Total Assets (End of Year)$837K
Net Assets (End of Year)$837K
Net Income$-58,052
Plan Type401(k)
Employer EIN431791848
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nextgen Information Services)

Year Plans Participants Total Assets
2022 1 35 $895K
2023 1 35 $837K

Nearby 401(k) Plans in Missouri

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Frequently Asked Questions

How much money is in the Nextgen Information Services 401(k) Profit Sharing Plan & Trust?
As of the 2023 Form 5500 filing, Nextgen Information Services 401(k) Profit Sharing Plan & Trust holds $837K in total assets with 35 participants. It is sponsored by Nextgen Information Services.
What type of plan is Nextgen Information Services 401(k) Profit Sharing Plan & Trust?
Nextgen Information Services 401(k) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 2010-01-01. The plan is filed with the U.S. Department of Labor under EIN 431791848.
Who sponsors the Nextgen Information Services 401(k) Profit Sharing Plan & Trust?
Nextgen Information Services 401(k) Profit Sharing Plan & Trust is sponsored by Nextgen Information Services, located in Missouri. The sponsor's EIN is 431791848 and the plan operates in the Professional & Technical Services industry.
How did Nextgen Information Services 401(k) Profit Sharing Plan & Trust perform in 2023?
Nextgen Information Services 401(k) Profit Sharing Plan & Trust declined by 6.5% during 2023, moving from $895K to $837K in total assets. Net income was $-58,052.
Where can I find official filings for Nextgen Information Services 401(k) Profit Sharing Plan & Trust?
Official Form 5500 filings for Nextgen Information Services 401(k) Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 431791848 or plan name at efast.dol.gov.
How does Nextgen Information Services 401(k) Profit Sharing Plan & Trust compare to other plans?
You can compare Nextgen Information Services 401(k) Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 431791848.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.