Plan5500

Northstar Group Services, Inc. 401(K) Retirement Plan — Form 5500 plan (Northstar Group Services, 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, Northstar Group Services, Inc. 401(K) Retirement Plan is a benefit plan reported by Northstar Group Services, Inc. under EIN 95-3404051 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,139 participants and $76,363,819 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$76.4MPlan net assets, end of year$76,363,819
Participants1.1KCovered participants reported1,139
Assets / participant$67KComputed: assets ÷ participants$67,045 (computed)
Provider compensation$172.6K2 Schedule C provider row(s)$172,614
Plan sponsor
Northstar Group Services, Inc.
EIN
95-3404051
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,139 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$76.4M total assets
Net assets$76.4MLiabilities$0
Money in vs. money out
Total income / additions$26.1M
Total expenses$7.7M
Benefits paid / distributions$7.5M
Contributions
Employer$1.2M
Participant$8.2M
Full reported line items

Net assets

Total assets (EOY)
$76,363,819
Total liabilities (EOY)
$0
Net assets (EOY)
$76,363,819
Net assets (BOY)
$57,959,083

Income & contributions

Employer contributions
$1,226,981
Participant contributions
$8,156,896
Total contributions
$15,287,468
Total income / additions
$26,111,711

Expenses & distributions

Benefits paid
$7,527,342
Administrative expenses
$172,614
Total expenses
$7,706,975
Net increase / (decrease)
$18,404,736
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 13%Participant 87%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Wilmington Trust National Assoc$98K
    ADVISOR · Direct $98K
  2. 2
    Fidelity Investments Institutional$74.6K
    RECORDKEEPER · Direct $74.6K · Indirect $0

Related Form 5500 pages