2023 Form 5500 filing — North American Companies 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 20241008074553NAL0008167059001) for North American Companies 401(K) Retirement Plan, reported by North American Holdings, Inc. under EIN 45-0355620 and plan number 001. It reports 1,646 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$28.3MReported net assets$28,331,623
Participants1.6K1,646
Provider compensation$119.5K3 Schedule C row(s)$119,550
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008074553NAL0008167059001
Plan sponsor
North American Holdings, Inc.
EIN
45-0355620
Plan number
001
Location
Bismarck, ND
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$28.3M total assets
Net assets$28.3MLiabilities$0
Money in vs. money out
Total income / additions$8.9M
Total expenses$6.4M
Benefits paid / distributions$6.2M
Contributions
Employer$1M
Participant$2.5M
Full reported line items
Total assets (EOY)
$28,331,623
Total liabilities (EOY)
$0
Net assets (EOY)
$28,331,623
Employer contributions
$1,008,872
Participant contributions
$2,538,293
Total income / additions
$8,862,616
Benefits paid
$6,231,142
Administrative expenses
$119,544
Total expenses
$6,377,025
Net increase / (decrease)
$2,485,591
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $89K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $30.5K · Indirect $6
  3. 3
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008074553NAL0008167059001 cover?
It is the 2023 Form 5500 filing for North American Companies 401(K) Retirement Plan, reported by North American Holdings, Inc. (EIN 45-0355620).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages