Plan5500

Northstar Financial Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Financial Group, Inc. (EIN 38-3552452) is a plan sponsor located in Bad Axe, MI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
38-3552452
Location
Bad Axe, MI
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Northstar Financial Group, Inc.

  • 2 loaded plans hold $22.4M in reported assets.
  • The largest, Northstar Financial Group Employees' 401(K) Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 473 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$22.4MSummed across loaded plans$22,361,007
Total reported assets$22.4M$22,361,007
Total reported participants473
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$22.4M total assets
Net assets$22.4MLiabilities$0
Contributions & income
Employer contributions$723.2K
Participant contributions$1.9M
Total income / additions$6.3M
Expenses & distributions
Benefits paid / distributions$2.7M
Total expenses$2.7M
Net increase / (decrease)$3.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Northstar Financial Group Employees' 401(K) Savings Plan
Participants per plan237Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Northstar Financial Group Employees' 401(K) Savings Plan$22.4M
    Plan #001 · 315 participants · 2023
  2. 2
    Northstar Financial Group, Inc. Employee Welfare Beneftit Plannot reported in the loaded dataset
    Plan #501 · 158 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Northstar Financial Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    Northstar Financial Group, Inc. Employee Welfare Beneftit Plan158 participants · 2No schedules
    View filing →
  2. 2023
    Northstar Financial Group Employees' 401(K) Savings Plan315 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Northstar Financial Group, Inc. report on Form 5500?
Northstar Financial Group, Inc. (EIN 38-3552452) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Northstar Financial Group, Inc.?
The Employer Identification Number (EIN) reported for Northstar Financial Group, Inc. is 38-3552452.
What is the latest Form 5500 filing year for Northstar Financial Group, Inc.?
The latest loaded Form 5500 filing year for Northstar Financial Group, Inc. is 2023.

Related Form 5500 pages