2023 Form 5500 filing — Northwood 401(K) Savings 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 20241015082840NAL0015986787001) for Northwood 401(K) Savings Plan, reported by Northwood Investors LLC under EIN 26-0373451 and plan number 001. It reports 2,277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015082840NAL0015986787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwood Investors LLC
- EIN
- 26-0373451
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 2,277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,180,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,180,767
- Employer contributions
- $3,248,532
- Participant contributions
- $6,221,073
- Total income / additions
- $20,673,117
- Benefits paid
- $5,246,857
- Administrative expenses
- $493,585
- Total expenses
- $5,752,496
- Net increase / (decrease)
- $14,920,621
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $334,792 | $0 |
| Morgan Stanley Graystone Consulting | ADVISOR | $118,793 | not reported in the loaded dataset |
| Cliftonlarsenallen Llp | AUDITOR | $40,000 | not reported in the loaded dataset |