Plan5500

Nhi 401(K) Profit Sharing Plan — Form 5500 plan (North Homes, 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, Nhi 401(K) Profit Sharing Plan is a benefit plan reported by North Homes, Inc. under EIN 41-1682025 and plan number 001. The latest loaded filing year is 2023. The filing reports 371 participants and $9,413,642 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
North Homes, Inc.
EIN
41-1682025
Plan number
001
Plan type
2
Location
Grand Rapids, MN
Latest filing year
2023
Participants
371
End-of-year plan assets
$9,413,642

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023371H, C20241002155800NAL0014818288001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,413,642
Total liabilities (EOY)
$91
Net assets (EOY)
$9,413,551
Net assets (BOY)
$7,597,571

Income & contributions

Employer contributions
$395,354
Participant contributions
$493,345
Total contributions
$911,108
Total income / additions
$2,158,483

Expenses & distributions

Benefits paid
$264,786
Administrative expenses
$77,553
Total expenses
$342,503
Net increase / (decrease)
$1,815,980

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward D. Jones & Co., L.P.RIA$19,782$02023
John Hancock Life Insurance CompanyRECORDKEEPER$3,664$02023

Related Form 5500 pages