Northend Associates LLC 401k Plan — Form 5500 plan (Northend Associates LLC)
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, Northend Associates LLC 401k Plan is a benefit plan reported by Northend Associates LLC under EIN 87-3598906 and plan number 001. The latest loaded filing year is 2023. The filing reports 89 participants and $26,785,435 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northend Associates LLC
- EIN
- 87-3598906
- Plan number
- 001
- Plan type
- 3
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 89
- End-of-year plan assets
- $26,785,435
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 89 | I, C | 20241015111355NAL0016210563001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $26,785,435
- Net assets (EOY)
- $26,785,435
- Net assets (BOY)
- $27,526,995
Income & contributions
- Employer contributions
- $14,668
- Participant contributions
- $57,100
- Total income / additions
- $2,478,271
Expenses & distributions
- Benefits paid
- $3,175,973
- Administrative expenses
- $43,858
- Total expenses
- $3,219,831
- Net increase / (decrease)
- -$741,560
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | CONTRACT ADMIN | $17,086 | not reported in the loaded dataset | 2023 |
| Beasley & Company | CONTRACT ADMIN | $10,218 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $8,605 | $0 | 2023 |
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $3,984 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northend Associates LLC
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Tulsa, OK
- Usi Consulting Group — Schedule C compensation
- Beasley & Company — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation
- Ubs Financial Services Inc. — Schedule C compensation