North Sails Group,LLC 401k Plan — Form 5500 plan (North Sails Group, LLC 401k Plan)

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 Sails Group,LLC 401k Plan is a benefit plan reported by North Sails Group, LLC 401k Plan under EIN 36-4376973 and plan number 001. The latest loaded filing year is 2023. The filing reports 410 participants and $48,412,041 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
North Sails Group, LLC 401k Plan
EIN
36-4376973
Plan number
001
Plan type
2
Location
Bridgeport, CT
Latest filing year
2023
Participants
410
End-of-year plan assets
$48,412,041

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023410H, C20241015152228NAL0050152000002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,412,041
Net assets (EOY)
$48,412,041
Net assets (BOY)
$42,884,115

Income & contributions

Employer contributions
$540,486
Participant contributions
$1,316,978
Total contributions
$1,857,464
Total income / additions
$10,125,227

Expenses & distributions

Benefits paid
$4,408,528
Administrative expenses
$130,388
Total expenses
$4,597,301
Net increase / (decrease)
$5,527,926

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T. Rowe Pricenot reported in the loaded dataset$40,481not reported in the loaded dataset2023
Resources Investment Advisorsnot reported in the loaded dataset$40,000$02023
Simione Macca & Larrow Llpnot reported in the loaded dataset$12,975not reported in the loaded dataset2023

Related Form 5500 pages