Next Gen Personal Finance
California
Registered In
12/12/2017
Incorp. Date
Company Summary
Next Gen Personal Finance at Ca lists Timothy Ranzetta and David Weill of Palo Alto, CA as the associates.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Nonprofit Corporation - Ca - Public Benefit
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Timothy Ranzetta
Individual Agent
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1350 TASSO ST, PALO ALTO, CA 94301
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Timothy Ranzetta
CEO
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1350 TASSO ST, PALO ALTO, CA 94301
(View Past Addresses)
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David Weill
Chief Financial Officer
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1350 TASSO ST, PALO ALTO, CA 94301
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David Weill
Secretary
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1350 TASSO ST, PALO ALTO, CA 94301
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CA
View Map
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PO BOX 218, PALO ALTO, CA 94302
(Mailing)
View Map
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Financial Information for Next Gen Personal Finance
Form 5500
NEXT GEN PERSONAL FINANCE
510 Waverley St, Palo Alto, Ca 94301 (415) 640-8538 EIN:82-3648278 Plan Admin:Tim Ranzetta| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2023 | Plan NameNEXT GEN PERSONAL FINANCE 401(K) PLAN Plan #001 Participants BOY/EOY22 / 23 Assets BOY/EOY$1,283,475 / $2,564,469 | 2023 | NEXT GEN PERSONAL FINANCE 401(K) PLAN - Plan #001 | 22 / 23 | $1,283,475 / $2,564,469 |
| 2022 | Plan NameNEXT GEN PERSONAL FINANCE 401(K) PLAN Plan #001 Participants BOY/EOY21 / 22 Assets BOY/EOY$1,515,070 / $1,283,475 | 2022 | NEXT GEN PERSONAL FINANCE 401(K) PLAN - Plan #001 | 21 / 22 | $1,515,070 / $1,283,475 |
| 2021 | Plan NameNEXT GEN PERSONAL FINANCE 401(K) PLAN Plan #001 Participants BOY/EOY18 / 21 Assets BOY/EOY$1,028,397 / $1,515,070 | 2021 | NEXT GEN PERSONAL FINANCE 401(K) PLAN - Plan #001 | 18 / 21 | $1,028,397 / $1,515,070 |
| 2020 | Plan NameNEXT GEN PERSONAL FINANCE 401(K) PLAN Plan #001 Participants BOY/EOY13 / 18 Assets BOY/EOY$375,868 / $1,028,397 | 2020 | NEXT GEN PERSONAL FINANCE 401(K) PLAN - Plan #001 | 13 / 18 | $375,868 / $1,028,397 |
| 2019 | Plan NameNEXT GEN PERSONAL FINANCE 401(K) PLAN Plan #001 Participants BOY/EOY9 / 13 Assets BOY/EOY$0 / $375,868 | 2019 | NEXT GEN PERSONAL FINANCE 401(K) PLAN - Plan #001 | 9 / 13 | $0 / $375,868 |
Benefit & Retirement Plans based on Form 5500.
Form 990
NEXT GEN PERSONAL FINANCE
510 Waverley ST Next Gen Personal F, Palo Alto, Ca 94301-1749 EIN:82-3648278 Deductibility:Contributions are deductible Classification:Charitable Organization; Educational Organization Type:Support N.E.C.| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps Contributions$1,011,200 Revenue$1,742,444 Expenses$5,425,049 Assets EOY$27,853,558 Liabilities$105,501 | 2022 | $1,011,200 | $1,742,444 | $5,425,049 | $27,853,558 | $105,501 | |
| 2021 | # of Emps Contributions$7,395,325 Revenue$8,220,003 Expenses$5,957,101 Assets EOY$36,239,691 Liabilities$265,759 | 2021 | $7,395,325 | $8,220,003 | $5,957,101 | $36,239,691 | $265,759 | |
| 2020 | # of Emps Contributions$16,080,266 Revenue$15,927,509 Expenses$5,449,039 Assets EOY$30,392,888 Liabilities$159,261 | 2020 | $16,080,266 | $15,927,509 | $5,449,039 | $30,392,888 | $159,261 | |
| 2019 | # of Emps Contributions$5,895,844 Revenue$7,002,967 Expenses$4,391,154 Assets EOY$20,000,967 Liabilities$88,689 | 2019 | $5,895,844 | $7,002,967 | $4,391,154 | $20,000,967 | $88,689 |
Tax Returns based on Form 990 & 990N.
Address Match:Po Box 218 Palo Alto, CA
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor Internal Revenue Service
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