NORTH STAR AGENCY, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NORTH STAR AGENCY, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : NORTH STAR AGENCY, LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-03-24 | 0 |
| Total liabilities as of the end of the plan year | 2025-03-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-03-24 | 0 |
| Total expenses incurred by plan in this plan year | 2025-03-24 | 225438 |
| Net assets as of the end of the plan year | 2025-03-24 | 3489596 |
| Total assets as of the beginning of the plan year | 2025-03-24 | 2924223 |
| Value of plan covered by a fidelity bond | 2025-03-24 | 1000000 |
| Participant contributions to plan in this plan year | 2025-03-24 | 239181 |
| Value of participant loans at end of plan year | 2025-03-24 | 29130 |
| Other expenses paid from plan in this plan year | 2025-03-24 | 0 |
| Other contributions to plan in this plan year | 2025-03-24 | 15525 |
| Other income to plan in this plan year | 2025-03-24 | 414706 |
| Plan net income in this plan year | 2025-03-24 | 565373 |
| Net assets as of the end of the plan year | 2025-03-24 | 3489596 |
| Net assets as of the beginning of the plan year | 2025-03-24 | 2924223 |
| Employer contributions to plan in this plan year | 2025-03-24 | 121399 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-24 | 16541 |
| 2024 : NORTH STAR AGENCY, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-21 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-21 | 50 |
| Total expenses incurred by plan in this plan year | 2024-08-21 | 1234696 |
| Net assets as of the end of the plan year | 2024-08-21 | 2924223 |
| Total assets as of the beginning of the plan year | 2024-08-21 | 3489983 |
| Value of plan covered by a fidelity bond | 2024-08-21 | 1000000 |
| Participant contributions to plan in this plan year | 2024-08-21 | 189879 |
| Value of participant loans at end of plan year | 2024-08-21 | 16120 |
| Other expenses paid from plan in this plan year | 2024-08-21 | 0 |
| Other contributions to plan in this plan year | 2024-08-21 | 0 |
| Other income to plan in this plan year | 2024-08-21 | 380840 |
| Plan net income in this plan year | 2024-08-21 | -565710 |
| Net assets as of the end of the plan year | 2024-08-21 | 2924223 |
| Net assets as of the beginning of the plan year | 2024-08-21 | 3489933 |
| Employer contributions to plan in this plan year | 2024-08-21 | 98267 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-21 | 23948 |
| 2022 : NORTH STAR AGENCY, LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-08-15 | 0 |
| Total liabilities as of the end of the plan year | 2022-08-15 | 1433 |
| Total liabilities as of the beginning of the plan year | 2022-08-15 | 3800 |
| Total expenses incurred by plan in this plan year | 2022-08-15 | 473200 |
| Net assets as of the end of the plan year | 2022-08-15 | 4023121 |
| Total assets as of the beginning of the plan year | 2022-08-15 | 3788313 |
| Value of plan covered by a fidelity bond | 2022-08-15 | 1000000 |
| Participant contributions to plan in this plan year | 2022-08-15 | 192567 |
| Value of participant loans at end of plan year | 2022-08-15 | 0 |
| Other expenses paid from plan in this plan year | 2022-08-15 | 0 |
| Other contributions to plan in this plan year | 2022-08-15 | 17108 |
| Other income to plan in this plan year | 2022-08-15 | 403660 |
| Plan net income in this plan year | 2022-08-15 | 237175 |
| Net assets as of the end of the plan year | 2022-08-15 | 4021688 |
| Net assets as of the beginning of the plan year | 2022-08-15 | 3784513 |
| Employer contributions to plan in this plan year | 2022-08-15 | 97040 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-15 | 19771 |
