Plan5500

Northstar Medical Management, Inc. 401(K) Profit-Sharing Plan — Form 5500 plan (Northstar Medical Management, 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, Northstar Medical Management, Inc. 401(K) Profit-Sharing Plan is a benefit plan reported by Northstar Medical Management, Inc. under EIN 81-0538539 and plan number 002. The latest loaded filing year is 2023. The filing reports 242 participants and $23,260,168 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northstar Medical Management, Inc.
EIN
81-0538539
Plan number
002
Plan type
3
Location
Missoula, MT
Latest filing year
2023
Participants
242
End-of-year plan assets
$23,260,168

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023242H, C20241004162016NAL0005818195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,260,168
Total liabilities (EOY)
$3,792
Net assets (EOY)
$23,256,376
Net assets (BOY)
$22,040,189

Income & contributions

Employer contributions
$1,064,515
Participant contributions
$884,989
Total contributions
$1,989,033
Total income / additions
$5,765,062

Expenses & distributions

Benefits paid
$4,471,087
Administrative expenses
$77,788
Total expenses
$4,548,875
Net increase / (decrease)
$1,216,187

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Wealth ManagementNONE$49,265not reported in the loaded dataset2023
Raymond JamesNONE$7,935not reported in the loaded dataset2023
Randall & Hurley, Inc.NONE$6,409not reported in the loaded dataset2023

Related Form 5500 pages