The Northbridge Group Retirement Investment Plan — Form 5500 plan (The Northbridge Group, Inc.)
Plain-English plan 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, The Northbridge Group Retirement Investment Plan is a benefit plan reported by The Northbridge Group, Inc. under EIN 04-3167085 and plan number 001. The latest loaded filing year is 2023. The filing reports 35 participants and $53,623,921 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Northbridge Group, Inc.
- EIN
- 04-3167085
- Plan number
- 001
- Plan type
- 2
- Location
- Concord, MA
- Latest filing year
- 2023
- Participants
- 35
- End-of-year plan assets
- $53,623,921
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 35 | I | 20240927112158NAL0001203187001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $53,623,921
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,623,921
- Net assets (BOY)
- $44,554,660
Income & contributions
- Employer contributions
- $655,169
- Participant contributions
- $475,225
- Total income / additions
- $9,844,935
Expenses & distributions
- Benefits paid
- $775,674
- Administrative expenses
- $0
- Total expenses
- $775,674
- Net increase / (decrease)
- $9,069,261
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.