2023 Form 5500 filing — North Sails Group,LLC 401k 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 20241015152228NAL0050152000002) for North Sails Group,LLC 401k Plan, reported by North Sails Group, LLC 401k Plan under EIN 36-4376973 and plan number 001. It reports 410 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152228NAL0050152000002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Sails Group, LLC 401k Plan
- EIN
- 36-4376973
- Plan number
- 001
- Location
- Bridgeport, CT
- Participants
- 410
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,412,041
- Net assets (EOY)
- $48,412,041
- Employer contributions
- $540,486
- Participant contributions
- $1,316,978
- Total income / additions
- $10,125,227
- Benefits paid
- $4,408,528
- Administrative expenses
- $130,388
- Total expenses
- $4,597,301
- Net increase / (decrease)
- $5,527,926
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price | not reported in the loaded dataset | $40,481 | not reported in the loaded dataset |
| Resources Investment Advisors | not reported in the loaded dataset | $40,000 | $0 |
| Simione Macca & Larrow Llp | not reported in the loaded dataset | $12,975 | not reported in the loaded dataset |