Northwoods Consulting Partners, Inc. 401(K) Plan — Form 5500 plan (Northwoods Consulting Partners, 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, Northwoods Consulting Partners, Inc. 401(K) Plan is a benefit plan reported by Northwoods Consulting Partners, Inc . under EIN 31-1668570 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $19,793,630 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northwoods Consulting Partners, Inc .
EIN
31-1668570
Plan number
001
Plan type
2
Location
Dublin, OH
Latest filing year
2023
Participants
184
End-of-year plan assets
$19,793,630

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20240919081944NAL0009995600001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,793,630
Total liabilities (EOY)
$0
Net assets (EOY)
$19,793,630
Net assets (BOY)
$16,322,416

Income & contributions

Employer contributions
$421,759
Participant contributions
$1,268,815
Total contributions
$2,285,870
Total income / additions
$5,362,954

Expenses & distributions

Benefits paid
$1,831,543
Administrative expenses
$60,197
Total expenses
$1,891,740
Net increase / (decrease)
$3,471,214

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Everhart Financial Group IncINVESMENT ADVISOR$32,809not reported in the loaded dataset2023
Empower Life & AnnuityRECORDKEEPER$18,337$02023
Trinity Pension ConsultantsCONTRACT ADMIN$8,080not reported in the loaded dataset2023

Related Form 5500 pages