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NORTH STAR ADVISORS 401(K) PLAN 401k Plan overview

Plan NameNORTH STAR ADVISORS 401(K) PLAN
Plan identification number 001

NORTH STAR ADVISORS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NORTH STAR ADVISORS, LLC has sponsored the creation of one or more 401k plans.

Company Name:NORTH STAR ADVISORS, LLC
Employer identification number (EIN):232987873
NAIC Classification:561900

Additional information about NORTH STAR ADVISORS, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4198740

More information about NORTH STAR ADVISORS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH STAR ADVISORS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01RONALD STREET2016-05-03
0012014-01-01MICHAEL ANASTASIO2015-10-05
0012013-01-01MICHAEL ANASTASIO2014-08-21
0012012-01-01MICHAEL G. ANASTASIO2013-04-11
0012011-01-01MICHAEL G. ANASTASIO2012-06-20
0012010-01-01MICHAEL G. ANASTASIO2011-07-25

Plan Statistics for NORTH STAR ADVISORS 401(K) PLAN

401k plan membership statisitcs for NORTH STAR ADVISORS 401(K) PLAN

Measure Date Value
2025: NORTH STAR ADVISORS 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-1311
Total number of particpants at end of year2025-05-130
Number of Participants With Account Balances2025-05-130
2024: NORTH STAR ADVISORS 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-0719
Total number of particpants at end of year2024-08-0711
Number of Participants With Account Balances2024-08-0711
2022: NORTH STAR ADVISORS 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-2717
Total number of particpants at end of year2022-05-2716
Number of Participants With Account Balances2022-05-2716

Financial Data on NORTH STAR ADVISORS 401(K) PLAN

Measure Date Value
2025 : NORTH STAR ADVISORS 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-131838887
Net assets as of the end of the plan year2025-05-130
Total assets as of the beginning of the plan year2025-05-131621724
Value of plan covered by a fidelity bond2025-05-13175000
Participant contributions to plan in this plan year2025-05-1341408
Other income to plan in this plan year2025-05-13155909
Plan net income in this plan year2025-05-13-1621724
Net assets as of the end of the plan year2025-05-130
Net assets as of the beginning of the plan year2025-05-131621724
Employer contributions to plan in this plan year2025-05-1319846
2024 : NORTH STAR ADVISORS 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-07376907
Net assets as of the end of the plan year2024-08-071621724
Total assets as of the beginning of the plan year2024-08-071661280
Value of plan covered by a fidelity bond2024-08-07175000
Participant contributions to plan in this plan year2024-08-0776324
Other income to plan in this plan year2024-08-07196304
Plan net income in this plan year2024-08-07-39556
Net assets as of the end of the plan year2024-08-071621724
Net assets as of the beginning of the plan year2024-08-071661280
Employer contributions to plan in this plan year2024-08-0764723
Fees paid to broker by Benefit Provider2024-08-071111
2022 : NORTH STAR ADVISORS 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-2733598
Net assets as of the end of the plan year2022-05-271744425
Total assets as of the beginning of the plan year2022-05-271446346
Value of plan covered by a fidelity bond2022-05-27175000
Participant contributions to plan in this plan year2022-05-2727834
Other contributions to plan in this plan year2022-05-2763861
Other income to plan in this plan year2022-05-27175011
Plan net income in this plan year2022-05-27298079
Net assets as of the end of the plan year2022-05-271744425
Net assets as of the beginning of the plan year2022-05-271446346
Employer contributions to plan in this plan year2022-05-2764971
Fees paid to broker by Benefit Provider2022-05-274825

Potentially related plans

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