2023 Form 5500 filing — Northstar Asset Management, Inc. Profit Sharing Plan & Trust

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 20250419185029NAL0001702000001) for Northstar Asset Management, Inc. Profit Sharing Plan & Trust, reported by Northstar Asset Management, Inc. under EIN 47-5616638 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.9MReported net assets$2,938,560
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250419185029NAL0001702000001
Plan sponsor
Northstar Asset Management, Inc.
EIN
47-5616638
Plan number
001
Location
Las Vegas, NV
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$2.9M total assets
Net assets$2.9MLiabilities
Money in vs. money out
Total income / additions$77.4K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$2,938,560
Net assets (EOY)
$2,938,560
Total income / additions
$77,431
Total expenses
$0
Net increase / (decrease)
$77,431

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250419185029NAL0001702000001 cover?
It is the 2023 Form 5500 filing for Northstar Asset Management, Inc. Profit Sharing Plan & Trust, reported by Northstar Asset Management, Inc. (EIN 47-5616638).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages