Northland Investments, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Northland Investments, 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, Northland Investments, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Northland Investments, Inc. under EIN 38-3175904 and plan number 001. The latest loaded filing year is 2023. The filing reports 673 participants and $6,178,637 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northland Investments, Inc.
EIN
38-3175904
Plan number
001
Plan type
2
Location
Houghton Lake, MI
Latest filing year
2023
Participants
673
End-of-year plan assets
$6,178,637

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023673H, C20240730140008NAL0034403744001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,178,637
Total liabilities (EOY)
$61,955
Net assets (EOY)
$6,116,682
Net assets (BOY)
$5,041,185

Income & contributions

Employer contributions
$58,939
Participant contributions
$368,548
Total contributions
$427,487
Total income / additions
$1,323,155

Expenses & distributions

Benefits paid
$212,621
Administrative expenses
$35,037
Total expenses
$247,658
Net increase / (decrease)
$1,075,497

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Huntington BankCUSTODIAN/RECORDKEEPER$27,573$02023

Related Form 5500 pages