Form D · Other
NextStep Defined Contribution, Inc.
Walnut Creek, CA · CIK 0001463820
Offering snapshot reported Jul 12, 2010 · SEC filing
- Reported sold
- $250K Offering amount: $3M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $500K Reported outside-investor minimum
- First sale
- Jun 24, 2010 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 12, 2010 | Initial | $250,000 | No comparison | 1 | SEC filing |
| Oct 28, 2009 | Amendment | $3,250,000 | $1,000,000vs May 13, 2009 | 10 | SEC filing |
| May 13, 2009 | Initial | $2,250,000 | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Equity, Option to acquire
- Exemptions
- 05, 06, 46
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-144728
Source: Form D, filed Jul 12, 2010. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Gerald Bramlett | Director, Executive |
| Purvi Chekuri | Executive |
| Heather Hooper | Executive |
| Theresa Guy Moran | Director, Executive |
| Holly Nance | Executive |
| Harps Rai | Executive |
| Ken Weida | Executive |
| Mychele White | Executive |
Issuer details
Industry: Other (See others in industry)
Address:
2001 N. Main Street Suite 500
Walnut Creek, CA, 94596
Walnut Creek, CA, 94596