North Atlantic Industries, Inc. 401(K) Plan — Form 5500 plan (North Atlantic Industries, Inc.)
Plain-English plan 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, North Atlantic Industries, Inc. 401(K) Plan is a benefit plan reported by North Atlantic Industries, Inc. under EIN 11-3120875 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $33,130,695 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North Atlantic Industries, Inc.
- EIN
- 11-3120875
- Plan number
- 001
- Plan type
- 2
- Location
- Bohemia, NY
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $33,130,695
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20241001085626NAL0006529569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,130,695
- Net assets (EOY)
- $33,130,695
- Net assets (BOY)
- $24,487,121
Income & contributions
- Employer contributions
- $451,619
- Participant contributions
- $1,925,634
- Total contributions
- $4,430,350
- Total income / additions
- $9,533,278
Expenses & distributions
- Benefits paid
- $862,073
- Administrative expenses
- $27,631
- Total expenses
- $889,704
- Net increase / (decrease)
- $8,643,574
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stone Hill Fiduciary LLC | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $6,631 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North Atlantic Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bohemia, NY
- Stone Hill Fiduciary LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation