2023 Form 5500 filing — Northern Equipment Company, Inc. Retirement Savings 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 20240930130141NAL0003258579001) for Northern Equipment Company, Inc. Retirement Savings Plan, reported by Northern Equipment Company, Inc. under EIN 39-1680735 and plan number 001. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.8MReported net assets$3,777,132
Participants23
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240930130141NAL0003258579001
Plan sponsor
Northern Equipment Company, Inc.
EIN
39-1680735
Plan number
001
Location
Waukesha, WI
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)$3.8M total assets
Net assets$3.8MLiabilities$0
Money in vs. money out
Total income / additions$980.4K
Total expenses$92.6K
Benefits paid / distributions$74.8K
Contributions
Employer$103.5K
Participant$199K
Full reported line items
Total assets (EOY)
$3,777,132
Total liabilities (EOY)
$0
Net assets (EOY)
$3,777,132
Employer contributions
$103,526
Participant contributions
$198,952
Total income / additions
$980,377
Benefits paid
$74,785
Administrative expenses
$17,793
Total expenses
$92,578
Net increase / (decrease)
$887,799

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930130141NAL0003258579001 cover?
It is the 2023 Form 5500 filing for Northern Equipment Company, Inc. Retirement Savings Plan, reported by Northern Equipment Company, Inc. (EIN 39-1680735).
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