North Star Investment Partners Inc. 401(K) Plan — Form 5500 plan (North Star Investment Partners 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 Star Investment Partners Inc. 401(K) Plan is a benefit plan reported by North Star Investment Partners Inc. under EIN 84-4538195 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $722,465 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North Star Investment Partners Inc.
- EIN
- 84-4538195
- Plan number
- 001
- Plan type
- 2
- Location
- Mcdonald, PA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $722,465
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240707180304NAL0025094690001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $722,465
- Net assets (EOY)
- $722,465
- Net assets (BOY)
- $660,183
Income & contributions
- Total income / additions
- $62,282
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $62,282
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.