2023 Form 5500 filing — Northland Dealers Investment Group, Inc. 401(K) 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 20241009083018NAL0010432179001) for Northland Dealers Investment Group, Inc. 401(K) Retirement Plan, reported by Northland Dealers Investment Group, Inc. under EIN 41-1978633 and plan number 001. It reports 952 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$23.6MReported net assets$23,640,936

Participants952

Provider compensation$164.8K6 Schedule C row(s)$164,753

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241009083018NAL0010432179001
Plan sponsor: Northland Dealers Investment Group, Inc.
EIN: 41-1978633
Plan number: 001
Location: Duluth, MN
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$23.6M total assets

Net assets$23.6MLiabilities$0

Money in vs. money out

Total income / additions$6.1M

Total expenses$2.1M

Benefits paid / distributions$2M

Contributions

Employer$195.2K

Participant$2.2M

Full reported line items

Total assets (EOY): $23,640,936
Total liabilities (EOY): $0
Net assets (EOY): $23,640,936
Employer contributions: $195,158
Participant contributions: $2,239,422
Total income / additions: $6,116,399
Benefits paid: $1,976,625
Administrative expenses: $144,284
Total expenses: $2,120,909
Net increase / (decrease): $3,995,490

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$86.5K
CONTRACT ADMINISTRATOR · Direct $86.5K · Indirect $0
2
Usi Consulting Group$24.4K
INVESTMENT ADVISORY · Direct $24.4K
3
Woodward & Associates$20.4K
ACCOUNTANT · Direct $20.4K
4
Wells Fargo Clearing Services LLC$13.3K
OTHER SERVICES · Direct $0 · Indirect $13.3K
5
Advanced Capital Group$12.9K
INVESTMENT ADVISORY · Direct $12.9K
6
Wells Fargo Advisors Ins Agency LLC$7.2K
OTHER SERVICES · Direct $0 · Indirect $7.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009083018NAL0010432179001 cover?: It is the 2023 Form 5500 filing for Northland Dealers Investment Group, Inc. 401(K) Retirement Plan, reported by Northland Dealers Investment Group, Inc. (EIN 41-1978633).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).