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.
Overview
Registered In
California
Incorporation Date
Company Type
Nonprofit Corporation - Ca - Public Benefit
Status
Active
Registration Type
Domestic
Search Other Resources
People
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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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Showing current associates only (4 of 5 total associates). Create a free account to see the full associate history
Map & Locations
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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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Showing current addresses only (2 of 4 total addresses). Create a free account to see the full address history
Financials
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.
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|
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|
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • Internal Revenue Service
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