2023 Form 5500 filing — Northstar Memorial Group, LLC 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 20250203091624NAL0006591473001) for Northstar Memorial Group, LLC 401(K) Plan, reported by Nsmg Shared Services, LLC under EIN 20-5699506 and plan number 001. It reports 1,444 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)$69.9MReported net assets$69,873,744
Participants1.4K1,444
Provider compensation$5.8K2 Schedule C row(s)$5,755
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250203091624NAL0006591473001
- Plan sponsor
- Nsmg Shared Services, LLC
- EIN
- 20-5699506
- Plan number
- 001
- Location
- Houston, TX
- 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)$69.9M total assets
Net assets$69.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $69,873,744
- Net assets (EOY)
- $69,873,744
- Employer contributions
- $2,794,898
- Participant contributions
- $6,229,233
- Total income / additions
- $20,796,446
- Benefits paid
- $8,639,193
- Administrative expenses
- $80,079
- Total expenses
- $8,719,272
- Net increase / (decrease)
- $12,077,174
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prime Capital Investment Advis | NONE | $5,505 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $250 | $0 |