Northstar Memorial Group, LLC 401(K) Plan — Form 5500 plan (Nsmg Shared Services, LLC)
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, Northstar Memorial Group, LLC 401(K) Plan is a benefit plan reported by Nsmg Shared Services, LLC under EIN 20-5699506 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,444 participants and $69,873,744 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$69.9MPlan net assets, end of year$69,873,744
Participants1.4KCovered participants reported1,444
Assets / participant$48.4KComputed: assets ÷ participants$48,389 (computed)
Provider compensation$5.8K2 Schedule C provider row(s)$5,755
- Plan sponsor
- Nsmg Shared Services, LLC
- EIN
- 20-5699506
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,444 | H, C | 20250203091624NAL0006591473001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$69.9M total assets
Net assets$69.9MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $69,873,744
- Net assets (EOY)
- $69,873,744
- Net assets (BOY)
- $57,796,570
Income & contributions
- Employer contributions
- $2,794,898
- Participant contributions
- $6,229,233
- Total contributions
- $9,753,653
- Total income / additions
- $20,796,446
Expenses & distributions
- Benefits paid
- $8,639,193
- Administrative expenses
- $80,079
- Total expenses
- $8,719,272
- Net increase / (decrease)
- $12,077,174
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
31%69%
Employer 31%Participant 69%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income42%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prime Capital Investment Advis | NONE | $5,505 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $250 | $0 | 2023 |