| Plan Name | NORTH STAR STRATEGIC WEALTH PARTNERS 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | NORTH STAR STRATEGIC WEALTH PARTNERS |
| Employer identification number (EIN): | 813743933 |
| NAIC Classification: | 523900 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | CREY KEITZER | 2023-10-12 | ||
| 001 | 2021-01-01 | CREY KEITZER | 2022-10-11 | ||
| 001 | 2020-01-01 | CREY KEITZER | 2021-10-04 | ||
| 001 | 2019-01-01 | CREY KEITZER | 2020-09-10 | ||
| 001 | 2018-01-01 | CREY KEITZER | 2019-09-30 |
| Measure | Date | Value |
|---|---|---|
| 2022 : NORTH STAR STRATEGIC WEALTH PARTNERS 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-10-11 | 1916 |
| Net assets as of the end of the plan year | 2022-10-11 | 128174 |
| Total assets as of the beginning of the plan year | 2022-10-11 | 93597 |
| Value of plan covered by a fidelity bond | 2022-10-11 | 100000 |
| Participant contributions to plan in this plan year | 2022-10-11 | 15750 |
| Other income to plan in this plan year | 2022-10-11 | 14687 |
| Plan net income in this plan year | 2022-10-11 | 34577 |
| Net assets as of the end of the plan year | 2022-10-11 | 128174 |
| Net assets as of the beginning of the plan year | 2022-10-11 | 93597 |
| Employer contributions to plan in this plan year | 2022-10-11 | 6056 |
| Fees paid to broker by Benefit Provider | 2022-10-11 | 5 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-11 | 200 |