2023 Form 5500 filing — Northwood Club 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 20241002085324NAL0003905171001) for Northwood Club 401(K) Plan, reported by Northwood Club, Inc. under EIN 75-0723170 and plan number 001. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002085324NAL0003905171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwood Club, Inc.
- EIN
- 75-0723170
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,620,471
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,620,471
- Employer contributions
- $175,209
- Participant contributions
- $443,088
- Total income / additions
- $1,275,422
- Benefits paid
- $139,192
- Administrative expenses
- $40,647
- Total expenses
- $187,384
- Net increase / (decrease)
- $1,088,038
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $18,355 | $0 |
| Beacon Pointe Advisors LLC | INVESTMENT ADVISOR | $11,447 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,478 | not reported in the loaded dataset |
| Commerce Street Investment Advisor | INVESTMENT ADVISOR | $5,367 | not reported in the loaded dataset |