2023 Form 5500 filing — Northwest Associates 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240715135444NAL0002562816001) for Northwest Associates 401(K) Plan, reported by Northwest Associates under EIN 36-4517353 and plan number 001. It reports 41 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.3MReported net assets$4,289,528
Participants41
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240715135444NAL0002562816001
Plan sponsor
Northwest Associates
EIN
36-4517353
Plan number
001
Location
Merrillville, IN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.3M total assets
Net assets$4.3MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$104.3K
Participant$180.7K
Full reported line items
Total assets (EOY)
$4,289,528
Total liabilities (EOY)
$0
Net assets (EOY)
$4,289,528
Employer contributions
$104,273
Participant contributions
$180,718
Total income / additions
$1,327,255
Benefits paid
$1,818,599
Administrative expenses
$1,223
Total expenses
$1,819,822
Net increase / (decrease)
-$492,567

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240715135444NAL0002562816001 cover?
It is the 2023 Form 5500 filing for Northwest Associates 401(K) Plan, reported by Northwest Associates (EIN 36-4517353).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages