2023 Form 5500 filing — The Northbridge Group Retirement Investment 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 20240927112158NAL0001203187001) for The Northbridge Group Retirement Investment Plan, reported by The Northbridge Group, Inc. under EIN 04-3167085 and plan number 001. It reports 35 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240927112158NAL0001203187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Northbridge Group, Inc.
- EIN
- 04-3167085
- Plan number
- 001
- Location
- Concord, MA
- Participants
- 35
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,623,921
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,623,921
- Employer contributions
- $655,169
- Participant contributions
- $475,225
- Total income / additions
- $9,844,935
- Benefits paid
- $775,674
- Administrative expenses
- $0
- Total expenses
- $775,674
- Net increase / (decrease)
- $9,069,261
- Schedule source
- Schedule I