Northern Wholesale Supply, LLC 401(K) Retirement Plan — Form 5500 plan (Northern Wholesale Supply, LLC)
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, Northern Wholesale Supply, LLC 401(K) Retirement Plan is a benefit plan reported by Northern Wholesale Supply, LLC under EIN 41-1488167 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $4,247,579 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northern Wholesale Supply, LLC
- EIN
- 41-1488167
- Plan number
- 001
- Plan type
- 2
- Location
- Lino Lakes, MN
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $4,247,579
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20241001152246NAL0007366433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,247,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,247,579
- Net assets (BOY)
- $3,770,536
Income & contributions
- Employer contributions
- $292,251
- Participant contributions
- $526,407
- Total contributions
- $1,740,707
- Total income / additions
- $2,344,997
Expenses & distributions
- Benefits paid
- $1,844,046
- Administrative expenses
- $23,908
- Total expenses
- $1,867,954
- Net increase / (decrease)
- $477,043
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,461 | $0 | 2023 |
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $7,358 | not reported in the loaded dataset | 2023 |
| Tsc 401k | CONTRACT ADMIN | $1,100 | $2,031 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northern Wholesale Supply, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Lino Lakes, MN
- Empower Annuity Insurance Company O — Schedule C compensation
- Gallagher Benefit Services Inc Dba — Schedule C compensation
- Tsc 401k — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation