2023 Form 5500 filing — North Atlantic Industries, 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 20241001085626NAL0006529569001) for North Atlantic Industries, Inc. 401(K) Plan, reported by North Atlantic Industries, Inc. under EIN 11-3120875 and plan number 001. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001085626NAL0006529569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Atlantic Industries, Inc.
- EIN
- 11-3120875
- Plan number
- 001
- Location
- Bohemia, NY
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,130,695
- Net assets (EOY)
- $33,130,695
- Employer contributions
- $451,619
- Participant contributions
- $1,925,634
- Total income / additions
- $9,533,278
- Benefits paid
- $862,073
- Administrative expenses
- $27,631
- Total expenses
- $889,704
- Net increase / (decrease)
- $8,643,574
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stone Hill Fiduciary LLC | NONE | $21,000 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $6,631 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |