Northwood 401(K) Savings Plan — Form 5500 plan (Northwood Investors 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, Northwood 401(K) Savings Plan is a benefit plan reported by Northwood Investors LLC under EIN 26-0373451 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,277 participants and $65,180,767 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northwood Investors LLC
EIN
26-0373451
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
2,277
End-of-year plan assets
$65,180,767

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,277H, C20241015082840NAL0015986787001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$65,180,767
Total liabilities (EOY)
$0
Net assets (EOY)
$65,180,767
Net assets (BOY)
$50,260,146

Income & contributions

Employer contributions
$3,248,532
Participant contributions
$6,221,073
Total contributions
$10,771,155
Total income / additions
$20,673,117

Expenses & distributions

Benefits paid
$5,246,857
Administrative expenses
$493,585
Total expenses
$5,752,496
Net increase / (decrease)
$14,920,621

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$334,792$02023
Morgan Stanley Graystone ConsultingADVISOR$118,793not reported in the loaded dataset2023
Cliftonlarsenallen LlpAUDITOR$40,000not reported in the loaded dataset2023

Related Form 5500 pages