Northway Industries, Inc. Retirement Plan — Form 5500 plan (Northway Industries, 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, Northway Industries, Inc. Retirement Plan is a benefit plan reported by Northway Industries, Inc. under EIN 23-1662980 and plan number 001. The latest loaded filing year is 2023. The filing reports 110 participants and $8,581,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northway Industries, Inc.
- EIN
- 23-1662980
- Plan number
- 001
- Plan type
- 2
- Location
- Middleburg, PA
- Latest filing year
- 2023
- Participants
- 110
- End-of-year plan assets
- $8,581,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 110 | H, C | 20250806095658NAL0002680001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,581,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,581,338
- Net assets (BOY)
- $6,802,025
Income & contributions
- Employer contributions
- $107,795
- Participant contributions
- $338,855
- Total contributions
- $475,782
- Total income / additions
- $1,872,302
Expenses & distributions
- Benefits paid
- $86,952
- Administrative expenses
- $6,037
- Total expenses
- $92,989
- Net increase / (decrease)
- $1,779,313
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First National Trust Company | SERVICE PROVIDER | $0 | $27,357 | 2023 |
| Dunbar, Bender And Zapf, Inc. | TPA | $5,050 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $3,756 | 2023 |
| Morningstar | INVESTMENT ADVISORY PLAN | $0 | $3,756 | 2023 |
| Dunbar, Bender And Zapf, Inc. | OTHER | $0 | $3,754 | 2023 |
| Voya Retirement Advisors, LLC | INVESTMENT ADVISORY PART | $0 | $526 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northway Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Middleburg, PA
- First National Trust Company — Schedule C compensation
- Dunbar, Bender And Zapf, Inc. — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation
- Morningstar — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation