Northwood Club 401(K) Plan — Form 5500 plan (Northwood Club, 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, Northwood Club 401(K) Plan is a benefit plan reported by Northwood Club, Inc. under EIN 75-0723170 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $5,620,471 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwood Club, Inc.
- EIN
- 75-0723170
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $5,620,471
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20241002085324NAL0003905171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,620,471
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,620,471
- Net assets (BOY)
- $4,532,433
Income & contributions
- Employer contributions
- $175,209
- Participant contributions
- $443,088
- Total contributions
- $618,297
- Total income / additions
- $1,275,422
Expenses & distributions
- Benefits paid
- $139,192
- Administrative expenses
- $40,647
- Total expenses
- $187,384
- Net increase / (decrease)
- $1,088,038
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $18,355 | $0 | 2023 |
| Beacon Pointe Advisors LLC | INVESTMENT ADVISOR | $11,447 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,478 | not reported in the loaded dataset | 2023 |
| Commerce Street Investment Advisor | INVESTMENT ADVISOR | $5,367 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwood Club, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Beacon Pointe Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Commerce Street Investment Advisor — Schedule C compensation