Next Retirement Solutions, LLC

Registered In: California
Incorporation Date: 06/01/2016
Registration Type: Foreign
Foreign Jurisdiction: Delaware
Company Type: Limited Liability Company - Out of State
Status: Active
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Kevin Mcfarland Individual Agent	12651 HIGH BLUFF DR STE 250, SAN DIEGO, CA 92130
Kevin Mcfarland Manager	12651 HIGH BLUFF DR STE 250, SAN DIEGO, CA 92130

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12651 HIGH BLUFF DR STE 250, SAN DIEGO, CA 92130 View Map

Financial Information for Next Retirement Solutions, LLC

Form 5500

NEXT RETIREMENT SOLUTIONS, LLC

12730 High Bluff Drive Suite 160, San Diego, Ca 92130 (858) 924-8424 EIN:81-2778324 Plan Admin:Plan Sponsor

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameNEXT RETIREMENT SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY44 / 63 Assets BOY/EOY$8,002,480 / $7,242,142	2022	NEXT RETIREMENT SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS PLAN - Plan #001	44 / 63	$8,002,480 / $7,242,142
2021	Plan NameNEXT RETIREMENT SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY32 / 40 Assets BOY/EOY$6,666,671 / $8,002,480	2021	NEXT RETIREMENT SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS PLAN - Plan #001	32 / 40	$6,666,671 / $8,002,480
2020	Plan NameNEXT RETIREMENT SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY27 / 29 Assets BOY/EOY$5,105,455 / $6,666,671	2020	NEXT RETIREMENT SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS PLAN - Plan #001	27 / 29	$5,105,455 / $6,666,671
2019	Plan NameNEXT RETIREMENT SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY26 / 27 Assets BOY/EOY$3,782,857 / $5,105,455	2019	NEXT RETIREMENT SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS PLAN - Plan #001	26 / 27	$3,782,857 / $5,105,455

Benefit & Retirement Plans based on Form 5500.

PPP Loans

NEXT RETIREMENT SOLUTIONS, LLC

12651 High Bluff Dr STE 250, San Diego, Ca 92130 Ethnicity:Not Hispanic or Latino Race:White

Loan Date	Approved	Forgiven	Lender	Jobs
04/16/2020	Approved$466,367 Forgiven$470,582 LenderJPMorgan Chase Bank, National Association Jobs26	04/16/2020	$466,367	$470,582	JPMorgan Chase Bank, National Association	26

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

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Next Retirement Solutions, LLC

Company Summary

Financial Information for Next Retirement Solutions, LLC

NEXT RETIREMENT SOLUTIONS, LLC

NEXT RETIREMENT SOLUTIONS, LLC