2023 Form 5500 filing — Northstar Medical Management, Inc. 401(K) Profit-Sharing 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 20241004162016NAL0005818195001) for Northstar Medical Management, Inc. 401(K) Profit-Sharing Plan, reported by Northstar Medical Management, Inc. under EIN 81-0538539 and plan number 002. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004162016NAL0005818195001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Northstar Medical Management, Inc.
- EIN
- 81-0538539
- Plan number
- 002
- Location
- Missoula, MT
- Participants
- 242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,260,168
- Total liabilities (EOY)
- $3,792
- Net assets (EOY)
- $23,256,376
- Employer contributions
- $1,064,515
- Participant contributions
- $884,989
- Total income / additions
- $5,765,062
- Benefits paid
- $4,471,087
- Administrative expenses
- $77,788
- Total expenses
- $4,548,875
- Net increase / (decrease)
- $1,216,187
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Wealth Management | NONE | $49,265 | not reported in the loaded dataset |
| Raymond James | NONE | $7,935 | not reported in the loaded dataset |
| Randall & Hurley, Inc. | NONE | $6,409 | not reported in the loaded dataset |