Mission North, Inc. 401(K) Plan — Form 5500 plan (Mission North, 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, Mission North, Inc. 401(K) Plan is a benefit plan reported by Mission North, Inc. under EIN 68-0599454 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $9,768,778 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mission North, Inc.
EIN
68-0599454
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
141
End-of-year plan assets
$9,768,778

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H, C20241002144740NAL0008978545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,768,778
Total liabilities (EOY)
$0
Net assets (EOY)
$9,768,778
Net assets (BOY)
$7,704,207

Income & contributions

Employer contributions
$469,564
Participant contributions
$1,011,593
Total contributions
$1,546,910
Total income / additions
$2,989,094

Expenses & distributions

Benefits paid
$868,743
Administrative expenses
$55,780
Total expenses
$924,523
Net increase / (decrease)
$2,064,571

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$51,430$02023
First Republic Securities CompanyOTHER SERVICES$0$13,6282023
Rockefeller Capital Management InsuOTHER SERVICES$0$12,6912023
The Benefit PracticeTHIRD PARTY ADMIN$4,350$3,4812023

Related Form 5500 pages