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NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 401k Plan overview

Plan NameNORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST
Plan identification number 001

NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 RESEARCH CORP. has sponsored the creation of one or more 401k plans.

Company Name:NORTH STAR RESEARCH CORP.
Employer identification number (EIN):364411550
NAIC Classification:711300
NAIC Description: Promoters of Performing Arts, Sports, and Similar Events

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01THOMAS HAZINSKI2024-06-11
0012022-01-01THOMAS HAZINSKI2023-04-20
0012021-01-01THOMAS HAZINSKI2022-06-16
0012020-01-01THOMAS HAZINSKI2021-06-02
0012019-01-01
0012018-01-01THOMAS HAZINSKI
0012017-01-01THOMAS HAZINSKI
0012016-01-01THOMAS HAZINSKI
0012015-01-01THOMAS HAZINSKI
0012014-01-01THOMAS HAZINSKI
0012013-01-01THOMAS HAZINSKI
0012012-01-01THOMAS HAZINSKI
0012011-01-01THOMAS HAZINSKI
0012010-01-01THOMAS HAZINSKI
0012009-01-01THOMAS HAZINSKI

Financial Data on NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST

Measure Date Value
2025 : NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1218299
Net assets as of the end of the plan year2025-10-122005648
Total assets as of the beginning of the plan year2025-10-121715501
Value of plan covered by a fidelity bond2025-10-12265000
Participant contributions to plan in this plan year2025-10-1263600
Other income to plan in this plan year2025-10-12220868
Plan net income in this plan year2025-10-12290147
Net assets as of the end of the plan year2025-10-122005648
Net assets as of the beginning of the plan year2025-10-121715501
Employer contributions to plan in this plan year2025-10-1223978
Fees paid to broker by Benefit Provider2025-10-12933
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1218299
2024 : NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-1121877
Net assets as of the end of the plan year2024-06-111715501
Total assets as of the beginning of the plan year2024-06-111394445
Value of plan covered by a fidelity bond2024-06-11265000
Participant contributions to plan in this plan year2024-06-1165193
Other income to plan in this plan year2024-06-11253501
Plan net income in this plan year2024-06-11321056
Net assets as of the end of the plan year2024-06-111715501
Net assets as of the beginning of the plan year2024-06-111394445
Employer contributions to plan in this plan year2024-06-1124239
Fees paid to broker by Benefit Provider2024-06-11767
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1115234
2019 : NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$242,399
Expenses. Total of all expenses incurred2019-12-31$3,573
Total plan assets at end of year2019-12-31$994,499
Total plan assets at beginning of year2019-12-31$755,673
Value of fidelity bond covering the plan2019-12-31$265,000
Total contributions received or receivable from participants2019-12-31$46,575
Other income received2019-12-31$174,406
Net income (gross income less expenses)2019-12-31$238,826
Net plan assets at end of year (total assets less liabilities)2019-12-31$994,499
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$755,673
Total contributions received or receivable from employer(s)2019-12-31$21,418
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,573
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$60,297
Expenses. Total of all expenses incurred2018-12-31$77,532
Benefits paid (including direct rollovers)2018-12-31$74,267
Total plan assets at end of year2018-12-31$755,673
Total plan assets at beginning of year2018-12-31$772,908
Value of fidelity bond covering the plan2018-12-31$265,000
Total contributions received or receivable from participants2018-12-31$55,168
Other income received2018-12-31$-15,089
Net income (gross income less expenses)2018-12-31$-17,235
Net plan assets at end of year (total assets less liabilities)2018-12-31$755,673
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$772,908
Total contributions received or receivable from employer(s)2018-12-31$20,218
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,265
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$169,412
Expenses. Total of all expenses incurred2017-12-31$2,980
Total plan assets at end of year2017-12-31$772,908
Total plan assets at beginning of year2017-12-31$606,476
Value of fidelity bond covering the plan2017-12-31$265,000
Total contributions received or receivable from participants2017-12-31$58,885
Other income received2017-12-31$92,204
Net income (gross income less expenses)2017-12-31$166,432
Net plan assets at end of year (total assets less liabilities)2017-12-31$772,908
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$606,476
Total contributions received or receivable from employer(s)2017-12-31$18,323
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,980
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$100,879
Expenses. Total of all expenses incurred2016-12-31$4,775
Benefits paid (including direct rollovers)2016-12-31$2,125
Total plan assets at end of year2016-12-31$606,476
Total plan assets at beginning of year2016-12-31$510,372
Value of fidelity bond covering the plan2016-12-31$265,000
Total contributions received or receivable from participants2016-12-31$52,870
Other income received2016-12-31$29,791
Net income (gross income less expenses)2016-12-31$96,104
Net plan assets at end of year (total assets less liabilities)2016-12-31$606,476
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$510,372
Total contributions received or receivable from employer(s)2016-12-31$18,218
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,650
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$43,089
Expenses. Total of all expenses incurred2015-12-31$6,449
Benefits paid (including direct rollovers)2015-12-31$3,982
Total plan assets at end of year2015-12-31$510,372
Total plan assets at beginning of year2015-12-31$473,732
Value of fidelity bond covering the plan2015-12-31$265,000
Total contributions received or receivable from participants2015-12-31$36,119
Other income received2015-12-31$-8,825
Net income (gross income less expenses)2015-12-31$36,640
Net plan assets at end of year (total assets less liabilities)2015-12-31$510,372
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$473,732
Total contributions received or receivable from employer(s)2015-12-31$15,795
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,467
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$62,261
Expenses. Total of all expenses incurred2014-12-31$4,280
Benefits paid (including direct rollovers)2014-12-31$2,075
Total plan assets at end of year2014-12-31$473,732
Total plan assets at beginning of year2014-12-31$415,751
Value of fidelity bond covering the plan2014-12-31$265,000
Total contributions received or receivable from participants2014-12-31$31,902
Other income received2014-12-31$16,449
Net income (gross income less expenses)2014-12-31$57,981
Net plan assets at end of year (total assets less liabilities)2014-12-31$473,732
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$415,751
Total contributions received or receivable from employer(s)2014-12-31$13,910
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,205
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$87,276
Expenses. Total of all expenses incurred2013-12-31$1,848
Total plan assets at end of year2013-12-31$415,751
Total plan assets at beginning of year2013-12-31$330,323
Value of fidelity bond covering the plan2013-12-31$265,000
Total contributions received or receivable from participants2013-12-31$20,380
Other income received2013-12-31$53,899
Net income (gross income less expenses)2013-12-31$85,428
Net plan assets at end of year (total assets less liabilities)2013-12-31$415,751
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$330,323
Total contributions received or receivable from employer(s)2013-12-31$12,997
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,848
2012 : NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$67,795
Expenses. Total of all expenses incurred2012-12-31$1,565
Total plan assets at end of year2012-12-31$330,323
Total plan assets at beginning of year2012-12-31$264,093
Total contributions received or receivable from participants2012-12-31$18,255
Other income received2012-12-31$37,194
Net income (gross income less expenses)2012-12-31$66,230
Net plan assets at end of year (total assets less liabilities)2012-12-31$330,323
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$264,093
Total contributions received or receivable from employer(s)2012-12-31$12,346
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,565
2011 : NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$-77,422
Expenses. Total of all expenses incurred2011-12-31$10,816
Benefits paid (including direct rollovers)2011-12-31$9,933
Total plan assets at end of year2011-12-31$264,093
Total plan assets at beginning of year2011-12-31$352,331
Value of fidelity bond covering the plan2011-12-31$25,000
Total contributions received or receivable from participants2011-12-31$17,663
Expenses. Other expenses not covered elsewhere2011-12-31$0
Other income received2011-12-31$-106,743
Net income (gross income less expenses)2011-12-31$-88,238
Net plan assets at end of year (total assets less liabilities)2011-12-31$264,093
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$352,331
Total contributions received or receivable from employer(s)2011-12-31$11,658
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$883
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$69,695
Expenses. Total of all expenses incurred2010-12-31$6,805
Benefits paid (including direct rollovers)2010-12-31$6,805
Total plan assets at end of year2010-12-31$352,331
Total plan assets at beginning of year2010-12-31$289,441
Value of fidelity bond covering the plan2010-12-31$25,000
Total contributions received or receivable from participants2010-12-31$16,635
Other income received2010-12-31$24,136
Net income (gross income less expenses)2010-12-31$62,890
Net plan assets at end of year (total assets less liabilities)2010-12-31$352,331
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$289,441
Total contributions received or receivable from employer(s)2010-12-31$28,924
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST

2019: NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NORTH STAR RESEARCH CORP. 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101328
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101328
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101328
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101328
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101328
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101328
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101328
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101328
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101328
Policy instance 1

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