2023 Form 5500 filing — North Central Equity LLC 401(K) 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 20241015103209NAL0014405299001) for North Central Equity LLC 401(K) Plan, reported by North Central Equity LLC under EIN 20-1180958 and plan number 001. It reports 400 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)$6.3MReported net assets$6,295,467
Participants400
Provider compensation$65K3 Schedule C row(s)$65,009
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015103209NAL0014405299001
Plan sponsor
North Central Equity LLC
EIN
20-1180958
Plan number
001
Location
Minneapolis, MN
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)$6.3M total assets
Net assets$6.3MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$1M
Benefits paid / distributions$946.6K
Contributions
Employer$151.8K
Participant$866.2K
Full reported line items
Total assets (EOY)
$6,295,467
Total liabilities (EOY)
$0
Net assets (EOY)
$6,295,467
Employer contributions
$151,813
Participant contributions
$866,190
Total income / additions
$2,492,797
Benefits paid
$946,564
Administrative expenses
$68,262
Total expenses
$1,014,826
Net increase / (decrease)
$1,477,971
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $26.3K · Indirect $0
  2. 2
    ADVISOR · Direct $23.3K
  3. 3
    ACCOUNTANT/AUDITOR · Direct $15.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015103209NAL0014405299001 cover?
It is the 2023 Form 5500 filing for North Central Equity LLC 401(K) Plan, reported by North Central Equity LLC (EIN 20-1180958).
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