Northland Investment Corporation 401(K) Plan — Form 5500 plan (Northland Investment Corporation)
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, Northland Investment Corporation 401(K) Plan is a benefit plan reported by Northland Investment Corporation under EIN 22-3137052 and plan number 001. The latest loaded filing year is 2023. The filing reports 908 participants and $24,327,528 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northland Investment Corporation
- EIN
- 22-3137052
- Plan number
- 001
- Plan type
- 2
- Location
- Newton, MA
- Latest filing year
- 2023
- Participants
- 908
- End-of-year plan assets
- $24,327,528
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 908 | H, C | 20241015114710NAL0014520339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,327,528
- Total liabilities (EOY)
- $6,454
- Net assets (EOY)
- $24,321,074
- Net assets (BOY)
- $19,679,590
Income & contributions
- Employer contributions
- $886,152
- Participant contributions
- $2,654,367
- Total contributions
- $3,696,168
- Total income / additions
- $7,243,500
Expenses & distributions
- Benefits paid
- $2,525,371
- Administrative expenses
- $75,402
- Total expenses
- $2,602,016
- Net increase / (decrease)
- $4,641,484
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $75,402 | $0 | 2023 |
| Triad Advisors LLC | ADVISOR | $0 | $0 | 2023 |