North Shore Holdings Associates, Inc. Defined Benefit Pension Plan — Form 5500 plan (North Shore Holdings Associates, 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 Shore Holdings Associates, Inc. Defined Benefit Pension Plan is a benefit plan reported by North Shore Holdings Associates, Inc. under EIN 43-2108475 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $705,967 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
North Shore Holdings Associates, Inc.
EIN
43-2108475
Plan number
001
Plan type
2
Location
Kings Park, NY
Latest filing year
2023
Participants
2
End-of-year plan assets
$705,967

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232I20241010085909NAL0020718209001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$705,967
Total liabilities (EOY)
$0
Net assets (EOY)
$705,967
Net assets (BOY)
$486,335

Income & contributions

Employer contributions
$195,000
Participant contributions
$0
Total income / additions
$220,294

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$662
Net increase / (decrease)
$219,632

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages