Nla Multiple Employer 401(K) Savings Plan — Form 5500 plan (Northwestern Lumber Association)
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, Nla Multiple Employer 401(K) Savings Plan is a benefit plan reported by Northwestern Lumber Association under EIN 41-1676811 and plan number 333. The latest loaded filing year is 2023. The filing reports 331 participants and $20,303,347 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwestern Lumber Association
- EIN
- 41-1676811
- Plan number
- 333
- Plan type
- 3
- Location
- Golden Valley, MN
- Latest filing year
- 2023
- Participants
- 331
- End-of-year plan assets
- $20,303,347
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 331 | H, C | 20241015102728NAL0055572914001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,303,347
- Total liabilities (EOY)
- $529
- Net assets (EOY)
- $20,302,818
- Net assets (BOY)
- $17,562,429
Income & contributions
- Employer contributions
- $1,205,354
- Participant contributions
- $1,307,820
- Total contributions
- $2,765,735
- Total income / additions
- $5,275,460
Expenses & distributions
- Benefits paid
- $1,375,714
- Administrative expenses
- $170,541
- Total expenses
- $1,546,255
- Net increase / (decrease)
- $3,729,205
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $97,728 | $0 | 2023 |
| Stadion Money Management | SERVICE PROVIDER | $49,942 | not reported in the loaded dataset | 2023 |
| Pinnacle Financial Services | SERVICE PROVIDER | $18,366 | not reported in the loaded dataset | 2023 |
| National Professional Planning Grou | TPA | $6,330 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwestern Lumber Association
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Golden Valley, MN
- Lincoln National Corporation — Schedule C compensation
- Stadion Money Management — Schedule C compensation
- Pinnacle Financial Services — Schedule C compensation
- National Professional Planning Grou — Schedule C compensation