Northgate Capital Group 401(K) Plan — Form 5500 plan (Northgate Capital Group LLC)
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, Northgate Capital Group 401(K) Plan is a benefit plan reported by Northgate Capital Group LLC under EIN 94-3370392 and plan number 001. The latest loaded filing year is 2023. The filing reports 43 participants and $5,737,524 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northgate Capital Group LLC
- EIN
- 94-3370392
- Plan number
- 001
- Plan type
- 2
- Location
- Danville, CA
- Latest filing year
- 2023
- Participants
- 43
- End-of-year plan assets
- $5,737,524
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 43 | I | 20251014161800NAL0004508768001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,737,524
- Net assets (EOY)
- $5,737,524
- Net assets (BOY)
- $4,587,987
Income & contributions
- Employer contributions
- $107,978
- Participant contributions
- $305,190
- Total income / additions
- $1,300,468
Expenses & distributions
- Benefits paid
- $149,811
- Administrative expenses
- $1,120
- Total expenses
- $150,931
- Net increase / (decrease)
- $1,149,537
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.