2023 Form 5500 filing — Northwood Children'S Home Society, Inc. 403(B) Tax Sheltered Annuity 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 20240822082257NAL0004887729001) for Northwood Children'S Home Society, Inc. 403(B) Tax Sheltered Annuity Plan, reported by Northwood Children'S Home Society, Inc. under EIN 41-0706108 and plan number 001. It reports 334 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.5MReported net assets$11,477,391

Participants334

Provider compensation$90.1K3 Schedule C row(s)$90,077

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240822082257NAL0004887729001
Plan sponsor: Northwood Children'S Home Society, Inc.
EIN: 41-0706108
Plan number: 001
Location: Duluth, MN
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$11.5M total assets

Net assets$11.5MLiabilities$0

Money in vs. money out

Total income / additions$2.5M

Total expenses$1.6M

Benefits paid / distributions$1.6M

Contributions

Employer$452.1K

Participant$409.4K

Full reported line items

Total assets (EOY): $11,477,391
Total liabilities (EOY): $0
Net assets (EOY): $11,477,391
Employer contributions: $452,100
Participant contributions: $409,425
Total income / additions: $2,519,712
Benefits paid: $1,576,032
Administrative expenses: $73,717
Total expenses: $1,649,749
Net increase / (decrease): $869,963

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$73.7K
CONTRACT ADMINISTRATOR · Direct $73.7K · Indirect $0
2
Principal Securities Inc$16.4K
OTHER SERVICES · Direct $0 · Indirect $16.4K
3
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240822082257NAL0004887729001 cover?: It is the 2023 Form 5500 filing for Northwood Children'S Home Society, Inc. 403(B) Tax Sheltered Annuity Plan, reported by Northwood Children'S Home Society, Inc. (EIN 41-0706108).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).