North Mill Equipment Finance Retirement Plan — Form 5500 plan (North Mill Equipment Finance 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, North Mill Equipment Finance Retirement Plan is a benefit plan reported by North Mill Equipment Finance LLC under EIN 36-4731388 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $7,903,213 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North Mill Equipment Finance LLC
- EIN
- 36-4731388
- Plan number
- 001
- Plan type
- 2
- Location
- Norwalk, CT
- Latest filing year
- 2023
- Participants
- 130
- End-of-year plan assets
- $7,903,213
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | H, C | 20240730141205NAL0034459696003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,903,213
- Net assets (EOY)
- $7,903,213
- Net assets (BOY)
- $5,662,814
Income & contributions
- Employer contributions
- $667,116
- Participant contributions
- $851,172
- Total contributions
- $2,012,729
- Total income / additions
- $3,028,769
Expenses & distributions
- Benefits paid
- $730,561
- Administrative expenses
- $57,809
- Total expenses
- $788,370
- Net increase / (decrease)
- $2,240,399
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Regency Retirement Plan Consultants | SERVICE PROVIDER | $21,750 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $15,360 | $0 | 2023 |
| Valmark Advisers, Inc. | SERVICE PROVIDER | $0 | $12,020 | 2023 |
| Valmark Securities | BROKER/ADVISER | $0 | $8,967 | 2023 |
| Regency Retirement Plan Consultants | CONSULTING | $7,145 | $0 | 2023 |
| Intac Actuarial Services | CONTRACT ADMIN | $675 | $3,572 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North Mill Equipment Finance LLC
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Norwalk, CT
- Regency Retirement Plan Consultants — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Valmark Advisers, Inc. — Schedule C compensation
- Valmark Securities — Schedule C compensation
- Intac Actuarial Services — Schedule C compensation