Northstrat, Inc. 401(K) & Profit Sharing Plan — Form 5500 plan (Northstrat, 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, Northstrat, Inc. 401(K) & Profit Sharing Plan is a benefit plan reported by Northstrat, Inc. under EIN 20-5239243 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $55,623,817 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northstrat, Inc.
EIN
20-5239243
Plan number
001
Plan type
2
Location
Sterling, VA
Latest filing year
2023
Participants
185
End-of-year plan assets
$55,623,817

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20250618105022NAL0001354115001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,623,817
Total liabilities (EOY)
$0
Net assets (EOY)
$55,623,817
Net assets (BOY)
$40,264,869

Income & contributions

Employer contributions
$5,820,534
Participant contributions
$1,244,086
Total contributions
$8,169,963
Total income / additions
$19,650,256

Expenses & distributions

Benefits paid
$4,028,852
Administrative expenses
$195,363
Total expenses
$4,291,308
Net increase / (decrease)
$15,358,948

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forusall Advisors LLCADVISOR$127,534not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$43,819$02023
Strategic Advisors, Inc.ADVISOR$24,272not reported in the loaded dataset2023

Related Form 5500 pages