North Star Consultants, 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, North Star Consultants, Inc. (EIN 41-0948436) is a plan sponsor located in Minneapolis, MN with 3 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
41-0948436
Location
Minneapolis, MN
Loaded plans
3
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 North Star Consultants, Inc.

  • 3 loaded plans hold $23.2M in reported assets.
  • The largest, North Star Resource Group Salary Savings Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 559 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23.2MSummed across loaded plans$23,225,594
Total reported assets$23.2M$23,225,594
Total reported participants559
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$23.2M total assets
Net assets$23.2MLiabilities$0
Contributions & income
Employer contributions$501.6K
Participant contributions$1.5M
Total income / additions$5.9M
Expenses & distributions
Benefits paid / distributions$436.1K
Total expenses$448.7K
Net increase / (decrease)$5.4M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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%North Star Resource Group Salary Savings Plan And Trust
Participants per plan186Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 270 participants · 2023
  2. 2
    North Star Resource Group Life & Disability Plannot reported in the loaded dataset
    Plan #519 · 170 participants · 2023
  3. 3
    North Star Resource Group Health And Dental Plannot reported in the loaded dataset
    Plan #518 · 119 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for North Star Consultants, Inc.. Open one for its full reported snapshot.

  1. 2023
    North Star Resource Group Health And Dental Plan119 participants · 2No schedules
    View filing →
  2. 2023
    North Star Resource Group Salary Savings Plan And Trust270 participants · 2Sch HSch C
    View filing →
  3. 2023
    North Star Resource Group Life & Disability Plan170 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does North Star Consultants, Inc. report on Form 5500?
North Star Consultants, Inc. (EIN 41-0948436) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for North Star Consultants, Inc.?
The Employer Identification Number (EIN) reported for North Star Consultants, Inc. is 41-0948436.
What is the latest Form 5500 filing year for North Star Consultants, Inc.?
The latest loaded Form 5500 filing year for North Star Consultants, Inc. is 2023.

Related Form 5500 pages