Plan5500

The North Ward Center, Inc. Retirement Plan — Form 5500 plan (The North Ward Center, 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, The North Ward Center, Inc. Retirement Plan is a benefit plan reported by The North Ward Center, Inc. under EIN 23-7133263 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $14,048,327 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The North Ward Center, Inc.
EIN
23-7133263
Plan number
001
Plan type
2
Location
Newark, NJ
Latest filing year
2023
Participants
238
End-of-year plan assets
$14,048,327

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023238H, C20240930082411NAL0003117379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,048,327
Total liabilities (EOY)
$0
Net assets (EOY)
$14,048,327
Net assets (BOY)
$12,041,269

Income & contributions

Employer contributions
$750,000
Total contributions
$750,000
Total income / additions
$2,566,907

Expenses & distributions

Benefits paid
$474,600
Administrative expenses
$85,249
Total expenses
$559,849
Net increase / (decrease)
$2,007,058

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Wealth ManagementINVESTMENT ADVISOR$85,249not reported in the loaded dataset2023

Related Form 5500 pages