North Hill 401(K) Plan — Form 5500 plan (North Hill Communities, 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, North Hill 401(K) Plan is a benefit plan reported by North Hill Communities, Inc. under EIN 26-4416455 and plan number 002. The latest loaded filing year is 2023. The filing reports 548 participants and $18,337,907 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
North Hill Communities, Inc.
EIN
26-4416455
Plan number
002
Plan type
2
Location
Needham, MA
Latest filing year
2023
Participants
548
End-of-year plan assets
$18,337,907

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023548H, C20240927090903NAL0001824609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,337,907
Total liabilities (EOY)
$0
Net assets (EOY)
$18,337,907
Net assets (BOY)
$14,918,136

Income & contributions

Employer contributions
$540,009
Participant contributions
$1,585,803
Total contributions
$2,223,933
Total income / additions
$4,643,582

Expenses & distributions

Benefits paid
$1,194,490
Administrative expenses
$29,321
Total expenses
$1,223,811
Net increase / (decrease)
$3,419,771

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
North Hill Needham, Inc.SERVICE PROVIDER$14,009not reported in the loaded dataset2023
Angell Pension GroupTHIRD PARTY ADMINISTRATO$2,052$7,7762023
MorningstarINVESTMENT ADVISORY (PLA$0$2,6372023

Related Form 5500 pages