Northfield Retirement Communities, Inc. Retirement Plan — Form 5500 plan (Northfield Retirement Communities, 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, Northfield Retirement Communities, Inc. Retirement Plan is a benefit plan reported by Northfield Retirement Communities, Inc. under EIN 47-0538957 and plan number 002. The latest loaded filing year is 2023. The filing reports 152 participants and $748,831 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northfield Retirement Communities, Inc.
EIN
47-0538957
Plan number
002
Plan type
2
Location
Scottsbluff, NE
Latest filing year
2023
Participants
152
End-of-year plan assets
$748,831

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023152H, C20240925123739NAL0025407872001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$748,831
Total liabilities (EOY)
$0
Net assets (EOY)
$748,831
Net assets (BOY)
$650,388

Income & contributions

Employer contributions
$66,819
Participant contributions
$105,189
Total contributions
$172,008
Total income / additions
$277,339

Expenses & distributions

Benefits paid
$173,868
Administrative expenses
$5,028
Total expenses
$178,896
Net increase / (decrease)
$98,443

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$5,028$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages