2023 Form 5500 filing — Northstar Financial Group Employees' 401(K) 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 20241008121230NAL0033619746001) for Northstar Financial Group Employees' 401(K) Savings Plan, reported by Northstar Financial Group, Inc. under EIN 38-3552452 and plan number 001. It reports 315 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)$22.4MReported net assets$22,361,007

Participants315

Provider compensation$43.8K2 Schedule C row(s)$43,803

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241008121230NAL0033619746001
Plan sponsor: Northstar Financial Group, Inc.
EIN: 38-3552452
Plan number: 001
Location: Bad Axe, MI
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)$22.4M total assets

Net assets$22.4MLiabilities$0

Money in vs. money out

Total income / additions$6.3M

Total expenses$2.7M

Benefits paid / distributions$2.7M

Contributions

Employer$723.2K

Participant$1.9M

Full reported line items

Total assets (EOY): $22,361,007
Total liabilities (EOY): $0
Net assets (EOY): $22,361,007
Employer contributions: $723,189
Participant contributions: $1,904,822
Total income / additions: $6,250,436
Benefits paid: $2,669,080
Administrative expenses: $43,803
Total expenses: $2,712,883
Net increase / (decrease): $3,537,553

Schedule C

Reported service provider compensation

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

1
Empower Annuity Insurance Company O$42.8K
RECORDKEEPER · Direct $42.8K · Indirect $0
2
Empower Advisory Group, LLC$970
INVESTMENT MGMT · Direct $970

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008121230NAL0033619746001 cover?: It is the 2023 Form 5500 filing for Northstar Financial Group Employees' 401(K) Savings Plan, reported by Northstar Financial Group, Inc. (EIN 38-3552452).
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).