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NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan NameNORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN
Plan identification number 001

NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NORTHSTAR INSURANCE SERVICES INC has sponsored the creation of one or more 401k plans.

Company Name:NORTHSTAR INSURANCE SERVICES INC
Employer identification number (EIN):043254312
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about NORTHSTAR INSURANCE SERVICES INC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1393002

More information about NORTHSTAR INSURANCE SERVICES INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01EDWARD PIERCE
0012017-01-01EDWARD PIERCE
0012016-01-01EDWARD PIERCE, JR.2017-09-19 EDWARD PIERCE, JR.2017-09-19
0012015-01-01EDWARD PIERCE, JR.2016-04-27 EDWARD PIERCE, JR.2016-04-27
0012014-01-01EDWARD PIERCE JR.2015-08-07 EDWARD PIERCE, JR.2015-08-06
0012013-01-01EDWARD PIERCE2014-08-01 EDWARD PIERCE2014-08-01
0012012-01-01EDWARD PIERCE2013-05-06 EDWARD PIERCE2013-05-06
0012011-01-01EDWARD PIERCEJR2012-07-02 EDWARD PIERCEJR2012-07-02
0012010-01-01EDWARD PIERCEJR2011-07-11 EDWARD PIERCEJR2011-07-11

Plan Statistics for NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN

401k plan membership statisitcs for NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN

Measure Date Value
2022: NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0163
Total number of active participants reported on line 7a of the Form 55002022-01-0157
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0175
Number of participants with account balances2022-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0163
Total number of active participants reported on line 7a of the Form 55002021-01-0146
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0163
Number of participants with account balances2021-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0158
Total number of active participants reported on line 7a of the Form 55002020-01-0148
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-0163
Total participants2020-01-0163
Number of participants with account balances2020-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0149
Total number of active participants reported on line 7a of the Form 55002019-01-0148
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-0158
Total participants2019-01-0158
Number of participants with account balances2019-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0145
Total number of active participants reported on line 7a of the Form 55002018-01-0142
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0149
Number of participants with account balances2018-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0146
Total number of active participants reported on line 7a of the Form 55002017-01-0142
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0145
Number of participants with account balances2017-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN

Measure Date Value
2022 : NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-265,493
Expenses. Total of all expenses incurred2022-12-31$67,105
Benefits paid (including direct rollovers)2022-12-31$65,865
Total plan assets at end of year2022-12-31$2,460,581
Total plan assets at beginning of year2022-12-31$2,793,179
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$213,340
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$505
Other income received2022-12-31$-507,668
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-332,598
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,460,581
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,793,179
Assets. Value of participant loans2022-12-31$5,866
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$28,330
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1,240
2021 : NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$591,153
Expenses. Total of all expenses incurred2021-12-31$294,586
Benefits paid (including direct rollovers)2021-12-31$293,664
Total plan assets at end of year2021-12-31$2,793,179
Total plan assets at beginning of year2021-12-31$2,496,612
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$176,038
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$389,802
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$296,567
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,793,179
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,496,612
Assets. Value of participant loans2021-12-31$4,060
Total contributions received or receivable from employer(s)2021-12-31$25,313
Value of certain deemed distributions of participant loans2021-12-31$-145
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,067
2020 : NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$811,394
Expenses. Total of all expenses incurred2020-12-31$445,140
Benefits paid (including direct rollovers)2020-12-31$443,919
Total plan assets at end of year2020-12-31$2,496,612
Total plan assets at beginning of year2020-12-31$2,130,358
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$174,896
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$204,954
Other income received2020-12-31$406,164
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$366,254
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,496,612
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,130,358
Assets. Value of participant loans2020-12-31$8,223
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$25,380
Value of certain deemed distributions of participant loans2020-12-31$148
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,073
2019 : NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$774,218
Expenses. Total of all expenses incurred2019-12-31$448,684
Benefits paid (including direct rollovers)2019-12-31$431,874
Total plan assets at end of year2019-12-31$2,130,358
Total plan assets at beginning of year2019-12-31$1,804,824
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$198,750
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$102,162
Other income received2019-12-31$447,580
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$325,534
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,130,358
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,804,824
Assets. Value of participant loans2019-12-31$2,483
Total contributions received or receivable from employer(s)2019-12-31$25,726
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$16,564
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$246
2018 : NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$70,236
Expenses. Total of all expenses incurred2018-12-31$4,820
Benefits paid (including direct rollovers)2018-12-31$4,680
Total plan assets at end of year2018-12-31$1,804,824
Total plan assets at beginning of year2018-12-31$1,739,408
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$189,195
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-141,449
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$65,416
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,804,824
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,739,408
Assets. Value of participant loans2018-12-31$7,135
Total contributions received or receivable from employer(s)2018-12-31$22,490
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$140
2017 : NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$529,598
Expenses. Total of all expenses incurred2017-12-31$1,179,334
Benefits paid (including direct rollovers)2017-12-31$1,165,496
Total plan assets at end of year2017-12-31$1,739,408
Total plan assets at beginning of year2017-12-31$2,389,144
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$123,582
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$406,016
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-649,736
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,739,408
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,389,144
Assets. Value of participant loans2017-12-31$16,405
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$13,838

Form 5500 Responses for NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN

2022: NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTHSTAR INSURANCE SERVICES INC 401K SAVINGS & RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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