Plan5500

Northland Aluminum Products, Inc. Retirement And Savings Plan And Trust — Form 5500 plan (Northland Aluminum Products, 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, Northland Aluminum Products, Inc. Retirement And Savings Plan And Trust is a benefit plan reported by Northland Aluminum Products, Inc. under EIN 41-0852768 and plan number 013. The latest loaded filing year is 2023. The filing reports 243 participants and $23,993,395 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$24MPlan net assets, end of year$23,993,395
Participants243Covered participants reported
Assets / participant$98.7KComputed: assets ÷ participants$98,738 (computed)
Provider compensation$56K2 Schedule C provider row(s)$55,990
Plan sponsor
Northland Aluminum Products, Inc.
EIN
41-0852768
Plan number
013
Plan type
2
Location
Saint Louis Park, MN
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    243 participants · 2Sch HSch C
    View filing →
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)$24M total assets
Net assets$24MLiabilities$0
Money in vs. money out
Total income / additions$4.8M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$450.5K
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$23,993,395
Total liabilities (EOY)
$0
Net assets (EOY)
$23,993,395
Net assets (BOY)
$21,169,954

Income & contributions

Employer contributions
$450,462
Participant contributions
$1,069,579
Total contributions
$1,545,432
Total income / additions
$4,793,513

Expenses & distributions

Benefits paid
$1,902,787
Administrative expenses
$59,905
Total expenses
$1,970,072
Net increase / (decrease)
$2,823,441
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.

Contribution share (employer vs. participant)
Employer 30%Participant 70%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$38K
    RECORDKEEPER · Direct $38K · Indirect $0
  2. 2
    Christensen Group Financial LLC$18K
    ADVISOR · Direct $18K

Related Form 5500 pages