401k Plan data: NEXT PLAN, INC. 401K PROFIT SHARING PLAN plan

NEXT PLAN, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	NEXT PLAN, INC. 401K PROFIT SHARING PLAN
Plan identification number	001

NEXT PLAN, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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 PLAN, INC. has sponsored the creation of one or more 401k plans.

Company Name: NEXT PLAN, INC.

Employer identification number (EIN): 472622211

NAIC Classification: 541213
NAIC Description: Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEXT PLAN, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 JOHN CRUZEN
001 2015-01-05 JOHN CRUZEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	JOHN CRUZEN
001	2015-01-05	JOHN CRUZEN

Plan Statistics for NEXT PLAN, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for NEXT PLAN, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2016: NEXT PLAN, INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: NEXT PLAN, INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-05 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-05 0
Number of retired or separated participants receiving benefits 2015-01-05 0
Number of other retired or separated participants entitled to future benefits 2015-01-05 1
Total of all active and inactive participants 2015-01-05 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-05 0
Total participants 2015-01-05 1
Number of participants with account balances 2015-01-05 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-05 0

Measure	Date	Value
2016: NEXT PLAN, INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: NEXT PLAN, INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-05	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-05	0
Number of retired or separated participants receiving benefits	2015-01-05	0
Number of other retired or separated participants entitled to future benefits	2015-01-05	1
Total of all active and inactive participants	2015-01-05	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-05	0
Total participants	2015-01-05	1
Number of participants with account balances	2015-01-05	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-05	0

Financial Data on NEXT PLAN, INC. 401K PROFIT SHARING PLAN

Measure	Date	Value
2016 : NEXT PLAN, INC. 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-02-29	$0
Expenses. Total of all expenses incurred	2016-02-29	$1,166
Benefits paid (including direct rollovers)	2016-02-29	$1,166
Total plan assets at end of year	2016-02-29	$0
Total plan assets at beginning of year	2016-02-29	$1,166
Net income (gross income less expenses)	2016-02-29	$-1,166
Net plan assets at end of year (total assets less liabilities)	2016-02-29	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-02-29	$1,166
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-02-29	$0
2015 : NEXT PLAN, INC. 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$1,191
Expenses. Total of all expenses incurred	2015-12-31	$25
Total plan assets at end of year	2015-12-31	$1,166
Total plan assets at beginning of year	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$25
Contributions received from other sources (not participants or employers)	2015-12-31	$171,191
Other income received	2015-12-31	$-170,000
Net income (gross income less expenses)	2015-12-31	$1,166
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,166
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Assets. Value of employer securities	2015-12-31	$0

Form 5500 Responses for NEXT PLAN, INC. 401K PROFIT SHARING PLAN

2016: NEXT PLAN, INC. 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NEXT PLAN, INC. 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-05	Type of plan entity	Single employer plan
2015-01-05	First time form 5500 has been submitted	Yes
2015-01-05	Submission has been amended	No
2015-01-05	This submission is the final filing	No
2015-01-05	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-05	Plan is a collectively bargained plan	No
2015-01-05	Plan funding arrangement – Trust	Yes
2015-01-05	Plan benefit arrangement - Trust	Yes

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Company Name:	NEXT PLAN, INC.
Employer identification number (EIN):	472622211
NAIC Classification:	541213
NAIC Description:	Tax Preparation Services