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NORTHSTAR WEALTH MANAGEMENT INC 401K PLAN 401k Plan overview

Plan NameNORTHSTAR WEALTH MANAGEMENT INC 401K PLAN
Plan identification number 001

NORTHSTAR WEALTH MANAGEMENT INC 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NORTHSTAR WEALTH MANAGEMENT INC has sponsored the creation of one or more 401k plans.

Company Name:NORTHSTAR WEALTH MANAGEMENT INC
Employer identification number (EIN):264141492
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHSTAR WEALTH MANAGEMENT INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES M BROOM2024-06-28
0012022-01-01JAMES M BROOM2023-07-20
0012021-01-01JAMES M BROOM2022-09-28
0012020-01-01JAMES M BROOM2021-08-19
0012019-01-01JAMES M BROOM2020-09-17
0012018-01-01JAMES M BROOM2019-03-01
0012017-01-01JAMES M BROOM2018-09-14
0012016-01-01JAMES M BROOM2017-07-24
0012015-01-01JAMES M BROOM2016-06-14 JAMES M BROOM2016-06-14
0012014-01-01JAMES M BROOM2015-09-16 JAMES M BROOM2015-09-16
0012013-01-01JAMES M BROOM2014-05-15 JAMES M BROOM2014-05-15
0012012-01-01JAMES M BROOM2013-05-30 JAMES M BROOM2013-05-30
0012011-01-01JAMES M BROOM2012-06-08 JAMES M BROOM2012-06-08
0012010-01-01JAMES M BROOM2011-06-21 JAMES M BROOM2011-06-21

Plan Statistics for NORTHSTAR WEALTH MANAGEMENT INC 401K PLAN

401k plan membership statisitcs for NORTHSTAR WEALTH MANAGEMENT INC 401K PLAN

Measure Date Value
2025: NORTHSTAR WEALTH MANAGEMENT INC 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-282
Total number of particpants at end of year2025-04-282
Number of Participants With Account Balances2025-04-282
2024: NORTHSTAR WEALTH MANAGEMENT INC 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-282
Total number of particpants at end of year2024-06-282
Number of Participants With Account Balances2024-06-282
2022: NORTHSTAR WEALTH MANAGEMENT INC 401K PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-284
Total number of particpants at end of year2022-09-283
Number of Participants With Account Balances2022-09-283

Financial Data on NORTHSTAR WEALTH MANAGEMENT INC 401K PLAN

Measure Date Value
2025 : NORTHSTAR WEALTH MANAGEMENT INC 401K PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-04-280
Total liabilities as of the beginning of the plan year2025-04-280
Total expenses incurred by plan in this plan year2025-04-2824749
Net assets as of the end of the plan year2025-04-2842564
Total assets as of the beginning of the plan year2025-04-2838911
Value of plan covered by a fidelity bond2025-04-2820000
Participant contributions to plan in this plan year2025-04-2816677
Other expenses paid from plan in this plan year2025-04-280
Other contributions to plan in this plan year2025-04-280
Other income to plan in this plan year2025-04-284407
Plan net income in this plan year2025-04-283653
Net assets as of the end of the plan year2025-04-2842564
Net assets as of the beginning of the plan year2025-04-2838911
Employer contributions to plan in this plan year2025-04-287318
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-281784
2024 : NORTHSTAR WEALTH MANAGEMENT INC 401K PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-06-280
Total expenses incurred by plan in this plan year2024-06-2824547
Net assets as of the end of the plan year2024-06-2838911
Total assets as of the beginning of the plan year2024-06-2836814
Participant contributions to plan in this plan year2024-06-2815541
Value of participant loans at end of plan year2024-06-287285
Other expenses paid from plan in this plan year2024-06-280
Other contributions to plan in this plan year2024-06-280
Other income to plan in this plan year2024-06-284750
Plan net income in this plan year2024-06-282097
Net assets as of the end of the plan year2024-06-2838911
Net assets as of the beginning of the plan year2024-06-2836814
Employer contributions to plan in this plan year2024-06-286353
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-281737
2022 : NORTHSTAR WEALTH MANAGEMENT INC 401K PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-280
Total liabilities as of the end of the plan year2022-09-280
Total liabilities as of the beginning of the plan year2022-09-280
Total expenses incurred by plan in this plan year2022-09-2839357
Net assets as of the end of the plan year2022-09-28120641
Total assets as of the beginning of the plan year2022-09-28126230
Participant contributions to plan in this plan year2022-09-2813449
Value of participant loans at end of plan year2022-09-2821491
Other expenses paid from plan in this plan year2022-09-280
Other contributions to plan in this plan year2022-09-28465
Other income to plan in this plan year2022-09-2813229
Plan net income in this plan year2022-09-28-5589
Net assets as of the end of the plan year2022-09-28120641
Net assets as of the beginning of the plan year2022-09-28126230
Employer contributions to plan in this plan year2022-09-286625
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-281923

Potentially related plans

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