2023 Form 5500 filing — North Country Associates, Inc. 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708104530NAL0024485602001) for North Country Associates, Inc. 401(K) Plan, reported by North Country Associates, Inc. under EIN 01-0414501 and plan number 001. It reports 923 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.8MReported net assets$5,810,868
Participants923
Provider compensation$31K3 Schedule C row(s)$31,038
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240708104530NAL0024485602001
Plan sponsor
North Country Associates, Inc.
EIN
01-0414501
Plan number
001
Location
Lewiston, ME
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.8M total assets
Net assets$5.8MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$0
Participant$463.4K
Full reported line items
Total assets (EOY)
$5,810,868
Total liabilities (EOY)
$0
Net assets (EOY)
$5,810,868
Employer contributions
$0
Participant contributions
$463,390
Total income / additions
$1,205,064
Benefits paid
$1,112,045
Administrative expenses
$31,038
Total expenses
$1,142,838
Net increase / (decrease)
$62,226
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT MGMT · Direct $16.3K
  2. 2
    INVESTMENT ADVISOR · Direct $14.7K
  3. 3
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240708104530NAL0024485602001 cover?
It is the 2023 Form 5500 filing for North Country Associates, Inc. 401(K) Plan, reported by North Country Associates, Inc. (EIN 01-0414501).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages