Northeastern Supply, Inc. 401(K) Plan — Form 5500 plan (Northeastern Supply, 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, Northeastern Supply, Inc. 401(K) Plan is a benefit plan reported by Northeastern Supply, Inc. under EIN 52-0635515 and plan number 002. The latest loaded filing year is 2023. The filing reports 406 participants and $36,186,392 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northeastern Supply, Inc.
EIN
52-0635515
Plan number
002
Plan type
2
Location
Baltimore, MD
Latest filing year
2023
Participants
406
End-of-year plan assets
$36,186,392

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023406H, C20241004105114NAL0012118689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,186,392
Total liabilities (EOY)
$0
Net assets (EOY)
$36,186,392
Net assets (BOY)
$30,926,031

Income & contributions

Employer contributions
$667,095
Participant contributions
$1,612,979
Total contributions
$2,585,004
Total income / additions
$9,274,860

Expenses & distributions

Benefits paid
$3,881,114
Administrative expenses
$130,038
Total expenses
$4,014,499
Net increase / (decrease)
$5,260,361

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$65,553$02023
Merrill LynchCONSULTANT$64,485$402023
Coastal Pension Services, Inc.CONTRACT ADMINISTRATOR$0$18,1772023

Related Form 5500 pages