Logo

NORTH STAR ADVISORY GROUP, LLC 401K PLAN 401k Plan overview

Plan NameNORTH STAR ADVISORY GROUP, LLC 401K PLAN
Plan identification number 001

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

Company Name:NORTH STAR ADVISORY GROUP, LLC
Employer identification number (EIN):462178223
NAIC Classification:523900

Additional information about NORTH STAR ADVISORY GROUP, LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2013-02-12
Company Identification Number: 2173897
Legal Registered Office Address: 25550 CHAGRIN BLVD
SUITE 103
BEACHWOOD
United States of America (USA)
44122

More information about NORTH STAR ADVISORY GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH STAR ADVISORY GROUP, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARK KANGAS2024-06-06
0012022-01-01MARK KANGAS2023-08-17
0012021-01-01MARK KANGAS2022-07-26 MARK KANGAS2022-07-26
0012020-01-01MARK KANGAS2021-05-12 MARK KANGAS2021-05-12
0012019-01-01MARK KANGAS2020-06-25 MARK KANGAS2020-06-25
0012018-01-01MARK KANGAS2019-05-29 MARK KANGAS2019-05-29
0012017-01-01MARK KANGAS2018-07-02 MARK KANGAS2018-07-02
0012016-01-01MARK KANGAS2017-04-13 MARK KANGAS2017-04-13
0012015-01-01MARK KANGAS2016-08-17
0012014-01-01MARK KANGAS2015-09-24
0012013-01-01MARK KANGAS2014-10-08

Financial Data on NORTH STAR ADVISORY GROUP, LLC 401K PLAN

Measure Date Value
2025 : NORTH STAR ADVISORY GROUP, LLC 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-140
Total liabilities as of the end of the plan year2025-07-140
Total liabilities as of the beginning of the plan year2025-07-140
Total expenses incurred by plan in this plan year2025-07-141418
Net assets as of the end of the plan year2025-07-142466891
Total assets as of the beginning of the plan year2025-07-141607079
Value of plan covered by a fidelity bond2025-07-14160800
Participant contributions to plan in this plan year2025-07-1484925
Value of participant loans at end of plan year2025-07-14948
Other expenses paid from plan in this plan year2025-07-140
Other contributions to plan in this plan year2025-07-140
Other income to plan in this plan year2025-07-14652778
Plan net income in this plan year2025-07-14859812
Net assets as of the end of the plan year2025-07-142466891
Net assets as of the beginning of the plan year2025-07-141607079
Employer contributions to plan in this plan year2025-07-14123527
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-141418
2024 : NORTH STAR ADVISORY GROUP, LLC 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-060
Total liabilities as of the end of the plan year2024-06-060
Total liabilities as of the beginning of the plan year2024-06-060
Total expenses incurred by plan in this plan year2024-06-061250
Net assets as of the end of the plan year2024-06-061607079
Total assets as of the beginning of the plan year2024-06-061039127
Value of plan covered by a fidelity bond2024-06-06104000
Participant contributions to plan in this plan year2024-06-0670068
Value of participant loans at end of plan year2024-06-0612378
Other expenses paid from plan in this plan year2024-06-060
Other contributions to plan in this plan year2024-06-060
Other income to plan in this plan year2024-06-06408467
Plan net income in this plan year2024-06-06567952
Net assets as of the end of the plan year2024-06-061607079
Net assets as of the beginning of the plan year2024-06-061039127
Employer contributions to plan in this plan year2024-06-0690667
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-06990
2022 : NORTH STAR ADVISORY GROUP, LLC 401K PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-260
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-26190
Net assets as of the end of the plan year2022-07-26660234
Total assets as of the beginning of the plan year2022-07-26430842
Value of plan covered by a fidelity bond2022-07-2643100
Participant contributions to plan in this plan year2022-07-2654054
Value of participant loans at end of plan year2022-07-2631810
Other expenses paid from plan in this plan year2022-07-260
Other contributions to plan in this plan year2022-07-260
Other income to plan in this plan year2022-07-2694455
Plan net income in this plan year2022-07-26229392
Net assets as of the end of the plan year2022-07-26660234
Net assets as of the beginning of the plan year2022-07-26430842
Employer contributions to plan in this plan year2022-07-2681073
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-26190

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1