North Shore Trust And Savings 401(K) And Profit Sharing Plan — Form 5500 plan (North Shore Trust And Savings)

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 Shore Trust And Savings 401(K) And Profit Sharing Plan is a benefit plan reported by North Shore Trust And Savings under EIN 36-1558290 and plan number 003. The latest loaded filing year is 2023. The filing reports 43 participants and $9,182,760 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
North Shore Trust And Savings
EIN
36-1558290
Plan number
003
Plan type
2
Location
Waukegan, IL
Latest filing year
2023
Participants
43
End-of-year plan assets
$9,182,760

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202343I20240711101011NAL0032624642001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$9,182,760
Total liabilities (EOY)
$0
Net assets (EOY)
$9,182,760
Net assets (BOY)
$7,412,522

Income & contributions

Employer contributions
$161,084
Participant contributions
$268,527
Total income / additions
$1,829,663

Expenses & distributions

Benefits paid
$56,437
Administrative expenses
$2,988
Total expenses
$59,425
Net increase / (decrease)
$1,770,238

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages