2023 Form 5500 filing — Northland Investment Corporation 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 20241015114710NAL0014520339001) for Northland Investment Corporation 401(K) Plan, reported by Northland Investment Corporation under EIN 22-3137052 and plan number 001. It reports 908 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114710NAL0014520339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northland Investment Corporation
- EIN
- 22-3137052
- Plan number
- 001
- Location
- Newton, MA
- Participants
- 908
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,327,528
- Total liabilities (EOY)
- $6,454
- Net assets (EOY)
- $24,321,074
- Employer contributions
- $886,152
- Participant contributions
- $2,654,367
- Total income / additions
- $7,243,500
- Benefits paid
- $2,525,371
- Administrative expenses
- $75,402
- Total expenses
- $2,602,016
- Net increase / (decrease)
- $4,641,484
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $75,402 | $0 |
| Triad Advisors LLC | ADVISOR | $0 | $0 |