Northwest Express, Inc. 401(K) Profit Sharing Plan Trust — Form 5500 plan (Northwest Express, 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, Northwest Express, Inc. 401(K) Profit Sharing Plan Trust is a benefit plan reported by Northwest Express, Inc. under EIN 20-8258835 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $1,707,857 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.7MPlan net assets, end of year$1,707,857
Participants179Covered participants reported
Assets / participant$9.5KComputed: assets ÷ participants$9,541 (computed)
Provider compensation$11.9K1 Schedule C provider row(s)$11,871
- Plan sponsor
- Northwest Express, Inc.
- EIN
- 20-8258835
- Plan number
- 001
- Plan type
- 2
- Location
- Oakbrook Terrace, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20240801105429NAL0015118931001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$1.7M total assets
Net assets$1.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $1,707,857
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,707,857
- Net assets (BOY)
- $1,537,989
Income & contributions
- Employer contributions
- $52,318
- Participant contributions
- $105,725
- Total contributions
- $158,043
- Total income / additions
- $465,858
Expenses & distributions
- Benefits paid
- $271,647
- Administrative expenses
- $11,871
- Total expenses
- $295,990
- Net increase / (decrease)
- $169,868
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income58%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Employee Fiduciary LLC | RECORDKEEPER | $11,871 | not reported in the loaded dataset | 2023 |