2023 Form 5500 filing — Northwoods Consulting Partners, Inc. 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 20240919081944NAL0009995600001) for Northwoods Consulting Partners, Inc. 401(K) Plan, reported by Northwoods Consulting Partners, Inc . under EIN 31-1668570 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919081944NAL0009995600001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwoods Consulting Partners, Inc .
- EIN
- 31-1668570
- Plan number
- 001
- Location
- Dublin, OH
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,793,630
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,793,630
- Employer contributions
- $421,759
- Participant contributions
- $1,268,815
- Total income / additions
- $5,362,954
- Benefits paid
- $1,831,543
- Administrative expenses
- $60,197
- Total expenses
- $1,891,740
- Net increase / (decrease)
- $3,471,214
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Everhart Financial Group Inc | INVESMENT ADVISOR | $32,809 | not reported in the loaded dataset |
| Empower Life & Annuity | RECORDKEEPER | $18,337 | $0 |
| Trinity Pension Consultants | CONTRACT ADMIN | $8,080 | not reported in the loaded dataset |