Northern Roots Inc. 401(K) Plan — Form 5500 plan (Northern Roots 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, Northern Roots Inc. 401(K) Plan is a benefit plan reported by Northern Roots Inc. under EIN 45-4886518 and plan number 001. The latest loaded filing year is 2023. The filing reports 27 participants and $392,970 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northern Roots Inc.
- EIN
- 45-4886518
- Plan number
- 001
- Plan type
- 2
- Location
- Colleyville, TX
- Latest filing year
- 2023
- Participants
- 27
- End-of-year plan assets
- $392,970
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27 | I | 20241015173730NAL0058979618001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $392,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $392,970
- Net assets (BOY)
- $349,146
Income & contributions
- Employer contributions
- $1,538
- Participant contributions
- $11,005
- Total income / additions
- $66,966
Expenses & distributions
- Benefits paid
- $18,261
- Administrative expenses
- $4,881
- Total expenses
- $23,142
- Net increase / (decrease)
- $43,824
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.