2023 Form 5500 filing — Northway Industries, Inc. 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 20250806095658NAL0002680001001) for Northway Industries, Inc. Retirement Plan, reported by Northway Industries, Inc. under EIN 23-1662980 and plan number 001. It reports 110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250806095658NAL0002680001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northway Industries, Inc.
- EIN
- 23-1662980
- Plan number
- 001
- Location
- Middleburg, PA
- Participants
- 110
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,581,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,581,338
- Employer contributions
- $107,795
- Participant contributions
- $338,855
- Total income / additions
- $1,872,302
- Benefits paid
- $86,952
- Administrative expenses
- $6,037
- Total expenses
- $92,989
- Net increase / (decrease)
- $1,779,313
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First National Trust Company | SERVICE PROVIDER | $0 | $27,357 |
| Dunbar, Bender And Zapf, Inc. | TPA | $5,050 | not reported in the loaded dataset |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $3,756 |
| Morningstar | INVESTMENT ADVISORY PLAN | $0 | $3,756 |
| Dunbar, Bender And Zapf, Inc. | OTHER | $0 | $3,754 |
| Voya Retirement Advisors, LLC | INVESTMENT ADVISORY PART | $0 | $526 |