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NORTH STAR INVESTMENT MANAGEMENT CORP. 401(K) PLAN 401k Plan overview

Plan NameNORTH STAR INVESTMENT MANAGEMENT CORP. 401(K) PLAN
Plan identification number 001

NORTH STAR INVESTMENT MANAGEMENT CORP. 401(K) 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.
  • 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 INVESTMENT MANAGEMENT CORP. has sponsored the creation of one or more 401k plans.

Company Name:NORTH STAR INVESTMENT MANAGEMENT CORP.
Employer identification number (EIN):364467498
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH STAR INVESTMENT MANAGEMENT CORP. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01

Plan Statistics for NORTH STAR INVESTMENT MANAGEMENT CORP. 401(K) PLAN

401k plan membership statisitcs for NORTH STAR INVESTMENT MANAGEMENT CORP. 401(K) PLAN

Measure Date Value
2025: NORTH STAR INVESTMENT MANAGEMENT CORP. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1720
Total number of particpants at end of year2025-07-1719
Number of Participants With Account Balances2025-07-1719
2024: NORTH STAR INVESTMENT MANAGEMENT CORP. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-0321
Total number of particpants at end of year2024-04-0320
Number of Participants With Account Balances2024-04-0320

Financial Data on NORTH STAR INVESTMENT MANAGEMENT CORP. 401(K) PLAN

Measure Date Value
2025 : NORTH STAR INVESTMENT MANAGEMENT CORP. 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-170
Total liabilities as of the beginning of the plan year2025-07-170
Total expenses incurred by plan in this plan year2025-07-171757865
Net assets as of the end of the plan year2025-07-178188048
Total assets as of the beginning of the plan year2025-07-178270879
Value of plan covered by a fidelity bond2025-07-172000000
Participant contributions to plan in this plan year2025-07-17251502
Value of participant loans at end of plan year2025-07-1741398
Other expenses paid from plan in this plan year2025-07-171535
Other contributions to plan in this plan year2025-07-170
Other income to plan in this plan year2025-07-171071795
Plan net income in this plan year2025-07-17-82831
Net assets as of the end of the plan year2025-07-178188048
Net assets as of the beginning of the plan year2025-07-178270879
Employer contributions to plan in this plan year2025-07-17351737
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-170
2024 : NORTH STAR INVESTMENT MANAGEMENT CORP. 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-04-033
Total expenses incurred by plan in this plan year2024-04-0319312
Net assets as of the end of the plan year2024-04-038270879
Total assets as of the beginning of the plan year2024-04-036731611
Value of plan covered by a fidelity bond2024-04-032000000
Participant contributions to plan in this plan year2024-04-03266373
Value of participant loans at end of plan year2024-04-032963
Other income to plan in this plan year2024-04-03950515
Plan net income in this plan year2024-04-031539271
Net assets as of the end of the plan year2024-04-038270879
Net assets as of the beginning of the plan year2024-04-036731608
Employer contributions to plan in this plan year2024-04-03341695
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-03381

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