2023 Form 5500 filing — Northern Wholesale Supply, LLC 401(K) Retirement 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 20241001152246NAL0007366433001) for Northern Wholesale Supply, LLC 401(K) Retirement Plan, reported by Northern Wholesale Supply, LLC under EIN 41-1488167 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001152246NAL0007366433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northern Wholesale Supply, LLC
- EIN
- 41-1488167
- Plan number
- 001
- Location
- Lino Lakes, MN
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,247,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,247,579
- Employer contributions
- $292,251
- Participant contributions
- $526,407
- Total income / additions
- $2,344,997
- Benefits paid
- $1,844,046
- Administrative expenses
- $23,908
- Total expenses
- $1,867,954
- Net increase / (decrease)
- $477,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,461 | $0 |
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $7,358 | not reported in the loaded dataset |
| Tsc 401k | CONTRACT ADMIN | $1,100 | $2,031 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15 | not reported in the loaded dataset |