2023 Form 5500 filing — North Hill 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 20240927090903NAL0001824609001) for North Hill 401(K) Plan, reported by North Hill Communities, Inc. under EIN 26-4416455 and plan number 002. It reports 548 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927090903NAL0001824609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Hill Communities, Inc.
- EIN
- 26-4416455
- Plan number
- 002
- Location
- Needham, MA
- Participants
- 548
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,337,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,337,907
- Employer contributions
- $540,009
- Participant contributions
- $1,585,803
- Total income / additions
- $4,643,582
- Benefits paid
- $1,194,490
- Administrative expenses
- $29,321
- Total expenses
- $1,223,811
- Net increase / (decrease)
- $3,419,771
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| North Hill Needham, Inc. | SERVICE PROVIDER | $14,009 | not reported in the loaded dataset |
| Angell Pension Group | THIRD PARTY ADMINISTRATO | $2,052 | $7,776 |
| Morningstar | INVESTMENT ADVISORY (PLA | $0 | $2,637 |