Northstar Group Services, Inc. 401(K) Retirement Plan — Form 5500 plan (Northstar Group Services, 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 Group Services, Inc. 401(K) Retirement Plan is a benefit plan reported by Northstar Group Services, Inc. under EIN 95-3404051 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,139 participants and $76,363,819 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$76.4MPlan net assets, end of year$76,363,819
Participants1.1KCovered participants reported1,139
Assets / participant$67KComputed: assets ÷ participants$67,045 (computed)
Provider compensation$172.6K2 Schedule C provider row(s)$172,614
- Plan sponsor
- Northstar Group Services, Inc.
- EIN
- 95-3404051
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,139 | H, C | 20241008105105NAL0029593712001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$76.4M total assets
Net assets$76.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $76,363,819
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,363,819
- Net assets (BOY)
- $57,959,083
Income & contributions
- Employer contributions
- $1,226,981
- Participant contributions
- $8,156,896
- Total contributions
- $15,287,468
- Total income / additions
- $26,111,711
Expenses & distributions
- Benefits paid
- $7,527,342
- Administrative expenses
- $172,614
- Total expenses
- $7,706,975
- Net increase / (decrease)
- $18,404,736
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
13%87%
Employer 13%Participant 87%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilmington Trust National Assoc | ADVISOR | $98,035 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $74,579 | $0 | 2023 |