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NORTH STAR BEHAVIOR CONSULTANTS, LLC 401(K) PLAN 401k Plan overview

Plan NameNORTH STAR BEHAVIOR CONSULTANTS, LLC 401(K) PLAN
Plan identification number 001

NORTH STAR BEHAVIOR CONSULTANTS, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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 BEHAVIOR CONSULTANTS, LLC has sponsored the creation of one or more 401k plans.

Company Name:NORTH STAR BEHAVIOR CONSULTANTS, LLC
Employer identification number (EIN):844430437
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH STAR BEHAVIOR CONSULTANTS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TARA EVANS, FOR TAG RESOURCES2024-05-31
0012022-01-01TARA EVANS, FOR TAG RESOURCES2023-08-04

Plan Statistics for NORTH STAR BEHAVIOR CONSULTANTS, LLC 401(K) PLAN

401k plan membership statisitcs for NORTH STAR BEHAVIOR CONSULTANTS, LLC 401(K) PLAN

Measure Date Value
2025: NORTH STAR BEHAVIOR CONSULTANTS, LLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-0522
Total number of particpants at end of year2025-09-0528
Number of Participants With Account Balances2025-09-0527
2024: NORTH STAR BEHAVIOR CONSULTANTS, LLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-3120
Total number of particpants at end of year2024-05-3122
Number of Participants With Account Balances2024-05-3121

Financial Data on NORTH STAR BEHAVIOR CONSULTANTS, LLC 401(K) PLAN

Measure Date Value
2025 : NORTH STAR BEHAVIOR CONSULTANTS, LLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-056161
Net assets as of the end of the plan year2025-09-05251641
Total assets as of the beginning of the plan year2025-09-05112685
Value of plan covered by a fidelity bond2025-09-05500000
Participant contributions to plan in this plan year2025-09-0590276
Other income to plan in this plan year2025-09-0523487
Plan net income in this plan year2025-09-05138956
Net assets as of the end of the plan year2025-09-05251641
Net assets as of the beginning of the plan year2025-09-05112685
Employer contributions to plan in this plan year2025-09-0531354
Fees paid to broker by Benefit Provider2025-09-051034
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-052964
2024 : NORTH STAR BEHAVIOR CONSULTANTS, LLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-311107
Net assets as of the end of the plan year2024-05-31112685
Total assets as of the beginning of the plan year2024-05-3117176
Value of plan covered by a fidelity bond2024-05-31500000
Participant contributions to plan in this plan year2024-05-3158204
Other income to plan in this plan year2024-05-3111998
Plan net income in this plan year2024-05-3195509
Net assets as of the end of the plan year2024-05-31112685
Net assets as of the beginning of the plan year2024-05-3117176
Employer contributions to plan in this plan year2024-05-3126414
Fees paid to broker by Benefit Provider2024-05-31305
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-311107

Potentially related plans

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