2023 Form 5500 filing — North Mill Equipment Finance Retirement 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 20240730141205NAL0034459696003) for North Mill Equipment Finance Retirement Plan, reported by North Mill Equipment Finance LLC under EIN 36-4731388 and plan number 001. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730141205NAL0034459696003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Mill Equipment Finance LLC
- EIN
- 36-4731388
- Plan number
- 001
- Location
- Norwalk, CT
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,903,213
- Net assets (EOY)
- $7,903,213
- Employer contributions
- $667,116
- Participant contributions
- $851,172
- Total income / additions
- $3,028,769
- Benefits paid
- $730,561
- Administrative expenses
- $57,809
- Total expenses
- $788,370
- Net increase / (decrease)
- $2,240,399
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Regency Retirement Plan Consultants | SERVICE PROVIDER | $21,750 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $15,360 | $0 |
| Valmark Advisers, Inc. | SERVICE PROVIDER | $0 | $12,020 |
| Valmark Securities | BROKER/ADVISER | $0 | $8,967 |
| Regency Retirement Plan Consultants | CONSULTING | $7,145 | $0 |
| Intac Actuarial Services | CONTRACT ADMIN | $675 | $3,572 |