2023 Form 5500 filing — Northstar Vets 401(K) Profit Sharing Plan & Trust
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 20241004150023NAL0005783379001) for Northstar Vets 401(K) Profit Sharing Plan & Trust, reported by Northstar Vets under EIN 22-3712229 and plan number 001. It reports 257 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)$12.7MReported net assets$12,689,682
Participants257
Provider compensation$49.9K2 Schedule C row(s)$49,857
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004150023NAL0005783379001
- Plan sponsor
- Northstar Vets
- EIN
- 22-3712229
- Plan number
- 001
- Location
- Robbinsville, NJ
- Received date
- not reported in the loaded dataset
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)$12.7M total assets
Net assets$12.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,689,682
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,689,682
- Employer contributions
- $411,649
- Participant contributions
- $890,644
- Total income / additions
- $3,131,312
- Benefits paid
- $945,372
- Administrative expenses
- $55,107
- Total expenses
- $1,000,479
- Net increase / (decrease)
- $2,130,833
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $28,008 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $21,849 | not reported in the loaded dataset |