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NORTH, INC. EMPLOYEES SAVINGS PLAN 401k Plan overview

Plan NameNORTH, INC. EMPLOYEES SAVINGS PLAN
Plan identification number 001

NORTH, INC. EMPLOYEES SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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(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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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, INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTH, INC.
Employer identification number (EIN):237399017
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH, INC. EMPLOYEES SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01NICHOLE VAUGHN2023-07-17
0012020-10-01NICHOLE VAUGHN2022-06-29
0012020-10-01NICHOLE VAUGHN2022-06-29
0012019-10-01NICHOLE VAUGHN2021-07-14
0012019-10-01NICHOLE VAUGHN2021-07-13
0012019-10-01NICHOLE VAUGHN2023-07-17
0012018-10-01NICHOLE VAUGHN2020-07-10
0012018-10-01NICHOLE VAUGHN2023-07-17
0012017-10-01
0012017-10-01NICHOLE VAUGHN2020-07-10
0012017-10-01NICHOLE VAUGHN2023-07-17
0012016-10-01
0012016-10-01NICHOLE VAUGHN2023-07-17
0012015-10-01NICHOLE VAUGHN2023-07-17
0012014-10-01LINDA KILBY
0012013-10-01LINDA KILBY
0012012-10-01LINDA KILBY
0012011-10-01LINDA KILBY
0012009-10-01LINDA KILBY
0012009-10-01LINDA KILBY

Plan Statistics for NORTH, INC. EMPLOYEES SAVINGS PLAN

401k plan membership statisitcs for NORTH, INC. EMPLOYEES SAVINGS PLAN

Measure Date Value
2021: NORTH, INC. EMPLOYEES SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01157
Total number of active participants reported on line 7a of the Form 55002021-10-01121
Number of retired or separated participants receiving benefits2021-10-014
Number of other retired or separated participants entitled to future benefits2021-10-0137
Total of all active and inactive participants2021-10-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01162
Number of participants with account balances2021-10-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: NORTH, INC. EMPLOYEES SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01169
Total number of active participants reported on line 7a of the Form 55002020-10-01129
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0136
Total of all active and inactive participants2020-10-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01165
Number of participants with account balances2020-10-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: NORTH, INC. EMPLOYEES SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01191
Total number of active participants reported on line 7a of the Form 55002019-10-01172
Number of retired or separated participants receiving benefits2019-10-012
Number of other retired or separated participants entitled to future benefits2019-10-0119
Total of all active and inactive participants2019-10-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01193
Number of participants with account balances2019-10-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: NORTH, INC. EMPLOYEES SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01178
Total number of active participants reported on line 7a of the Form 55002018-10-01138
Number of retired or separated participants receiving benefits2018-10-011
Number of other retired or separated participants entitled to future benefits2018-10-0120
Total of all active and inactive participants2018-10-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01159
Number of participants with account balances2018-10-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: NORTH, INC. EMPLOYEES SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01167
Total number of active participants reported on line 7a of the Form 55002017-10-01161
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01161
Number of participants with account balances2017-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: NORTH, INC. EMPLOYEES SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01197
Total number of active participants reported on line 7a of the Form 55002016-10-01166
Number of retired or separated participants receiving benefits2016-10-012
Number of other retired or separated participants entitled to future benefits2016-10-0116
Total of all active and inactive participants2016-10-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01184
Number of participants with account balances2016-10-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: NORTH, INC. EMPLOYEES SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0194
Total number of active participants reported on line 7a of the Form 55002015-10-0180
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0116
Total of all active and inactive participants2015-10-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0196
Number of participants with account balances2015-10-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: NORTH, INC. EMPLOYEES SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01229
Total number of active participants reported on line 7a of the Form 55002014-10-01184
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0110
Total of all active and inactive participants2014-10-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01194
Number of participants with account balances2014-10-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: NORTH, INC. EMPLOYEES SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01241
Total number of active participants reported on line 7a of the Form 55002013-10-01195
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0134
Total of all active and inactive participants2013-10-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01229
Number of participants with account balances2013-10-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: NORTH, INC. EMPLOYEES SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01288
Total number of active participants reported on line 7a of the Form 55002012-10-01211
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0130
Total of all active and inactive participants2012-10-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01241
Number of participants with account balances2012-10-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: NORTH, INC. EMPLOYEES SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01260
Total number of active participants reported on line 7a of the Form 55002011-10-01268
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0120
Total of all active and inactive participants2011-10-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01288
Number of participants with account balances2011-10-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: NORTH, INC. EMPLOYEES SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01214
Total number of active participants reported on line 7a of the Form 55002009-10-01232
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0117
Total of all active and inactive participants2009-10-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01249
Number of participants with account balances2009-10-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on NORTH, INC. EMPLOYEES SAVINGS PLAN

Measure Date Value
2022 : NORTH, INC. EMPLOYEES SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$557,767
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$607,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$575,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$1,167,196
Value of total assets at end of year2022-09-30$3,763,863
Value of total assets at beginning of year2022-09-30$3,813,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$32,036
Total interest from all sources2022-09-30$4,151
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$133,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$133,846
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$325,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$115,724
Participant contributions at end of year2022-09-30$217,859
Participant contributions at beginning of year2022-09-30$133,787
Assets. Other investments not covered elsewhere at end of year2022-09-30$235,511
Assets. Other investments not covered elsewhere at beginning of year2022-09-30$239,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-49,431
Value of net assets at end of year (total assets less liabilities)2022-09-30$3,763,863
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$3,813,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$13,865
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$2,580,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$2,833,717
Interest on participant loans2022-09-30$4,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-747,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$1,051,472
Employer contributions (assets) at end of year2022-09-30$730,394
Employer contributions (assets) at beginning of year2022-09-30$606,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$575,162
Contract administrator fees2022-09-30$18,171
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Disclaimer
Accountancy firm name2022-09-30BELFINT, LYONS & SHUMAN, P.A.
Accountancy firm EIN2022-09-30510232399
2021 : NORTH, INC. EMPLOYEES SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$1,060,699
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$199,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$172,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$568,532
Value of total assets at end of year2021-09-30$3,203,389
Value of total assets at beginning of year2021-09-30$2,341,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$26,902
Total interest from all sources2021-09-30$3,268
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$67,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$67,564
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$50,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$112,851
Participant contributions at end of year2021-09-30$133,787
Participant contributions at beginning of year2021-09-30$102,901
Participant contributions at end of year2021-09-30$0
Participant contributions at beginning of year2021-09-30$0
Assets. Other investments not covered elsewhere at end of year2021-09-30$23,057
Assets. Other investments not covered elsewhere at beginning of year2021-09-30$23,057
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$0
Administrative expenses (other) incurred2021-09-30$14,426
Total non interest bearing cash at end of year2021-09-30$0
Total non interest bearing cash at beginning of year2021-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$861,667
Value of net assets at end of year (total assets less liabilities)2021-09-30$3,203,389
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$2,341,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$12,476
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$3,046,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$2,215,764
Interest on participant loans2021-09-30$3,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$421,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$455,681
Employer contributions (assets) at end of year2021-09-30$0
Employer contributions (assets) at beginning of year2021-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$172,130
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30RENZI, BERNARDI, SUAREZ CO., PA.
Accountancy firm EIN2021-09-30233060271
2020 : NORTH, INC. EMPLOYEES SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$865,084
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$238,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$214,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$651,968
Value of total assets at end of year2020-09-30$2,341,722
Value of total assets at beginning of year2020-09-30$1,714,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$24,128
Total interest from all sources2020-09-30$3,359
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$54,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$54,669
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$50,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$104,450
Participant contributions at end of year2020-09-30$102,901
Participant contributions at beginning of year2020-09-30$109,930
Participant contributions at end of year2020-09-30$0
Participant contributions at beginning of year2020-09-30$3,558
Assets. Other investments not covered elsewhere at end of year2020-09-30$23,057
Assets. Other investments not covered elsewhere at beginning of year2020-09-30$22,903
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$147
Administrative expenses (other) incurred2020-09-30$14,010
Total non interest bearing cash at end of year2020-09-30$0
Total non interest bearing cash at beginning of year2020-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$626,799
Value of net assets at end of year (total assets less liabilities)2020-09-30$2,341,722
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$1,714,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$10,118
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$2,215,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$1,576,787
Interest on participant loans2020-09-30$3,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$149,388
Net investment gain or loss from common/collective trusts2020-09-30$5,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$547,518
Employer contributions (assets) at end of year2020-09-30$0
Employer contributions (assets) at beginning of year2020-09-30$1,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$214,157
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30RENZI, BERNARDI, SUAREZ CO., PA.
Accountancy firm EIN2020-09-30233060271
2019 : NORTH, INC. EMPLOYEES SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$184,960
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$118,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$95,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$132,579
Value of total assets at end of year2019-09-30$1,714,923
Value of total assets at beginning of year2019-09-30$1,648,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$22,906
Total interest from all sources2019-09-30$3,900
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$60,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$60,087
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$50,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$91,610
Participant contributions at end of year2019-09-30$109,930
Participant contributions at beginning of year2019-09-30$107,132
Participant contributions at end of year2019-09-30$3,558
Participant contributions at beginning of year2019-09-30$3,304
Assets. Other investments not covered elsewhere at end of year2019-09-30$22,903
Assets. Other investments not covered elsewhere at beginning of year2019-09-30$22,749
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$147
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$164
Administrative expenses (other) incurred2019-09-30$14,094
Total non interest bearing cash at end of year2019-09-30$0
Total non interest bearing cash at beginning of year2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$66,590
Value of net assets at end of year (total assets less liabilities)2019-09-30$1,714,923
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$1,648,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$8,812
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$1,576,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$1,513,380
Interest on participant loans2019-09-30$3,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-11,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$40,969
Employer contributions (assets) at end of year2019-09-30$1,598
Employer contributions (assets) at beginning of year2019-09-30$1,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$95,464
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-09-30No
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30BELFINT, LYONS & SHUMAN, P.A.
Accountancy firm EIN2019-09-30510232399
2018 : NORTH, INC. EMPLOYEES SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$261,932
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$58,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$37,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$125,452
Value of total assets at end of year2018-09-30$1,648,333
Value of total assets at beginning of year2018-09-30$1,444,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$20,465
Total interest from all sources2018-09-30$3,428
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$62,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$62,378
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$50,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$83,936
Participant contributions at end of year2018-09-30$107,132
Participant contributions at beginning of year2018-09-30$97,133
Participant contributions at end of year2018-09-30$3,304
Participant contributions at beginning of year2018-09-30$2,948
Assets. Other investments not covered elsewhere at end of year2018-09-30$22,749
Assets. Other investments not covered elsewhere at beginning of year2018-09-30$22,003
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$164
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$129
Administrative expenses (other) incurred2018-09-30$12,268
Total non interest bearing cash at end of year2018-09-30$0
Total non interest bearing cash at beginning of year2018-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$203,713
Value of net assets at end of year (total assets less liabilities)2018-09-30$1,648,333
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$1,444,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$8,197
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$1,513,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$1,320,872
Interest on participant loans2018-09-30$3,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$70,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$41,516
Employer contributions (assets) at end of year2018-09-30$1,604
Employer contributions (assets) at beginning of year2018-09-30$1,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$37,754
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-09-30No
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30RENZI, BERNARDI, SUAREZ CO., P.A.
Accountancy firm EIN2018-09-30233060271
2017 : NORTH, INC. EMPLOYEES SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$275,993
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$190,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$171,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$117,390
Value of total assets at end of year2017-09-30$1,444,620
Value of total assets at beginning of year2017-09-30$1,359,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$18,912
Total interest from all sources2017-09-30$3,099
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$26,651
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$26,651
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$50,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$77,270
Participant contributions at end of year2017-09-30$97,133
Participant contributions at beginning of year2017-09-30$103,295
Participant contributions at end of year2017-09-30$2,948
Participant contributions at beginning of year2017-09-30$2,935
Assets. Other investments not covered elsewhere at end of year2017-09-30$22,003
Assets. Other investments not covered elsewhere at beginning of year2017-09-30$21,392
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$129
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$123
Administrative expenses (other) incurred2017-09-30$7,329
Total non interest bearing cash at end of year2017-09-30$0
Total non interest bearing cash at beginning of year2017-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$85,322
Value of net assets at end of year (total assets less liabilities)2017-09-30$1,444,620
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$1,359,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$11,583
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$1,320,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$1,229,883
Interest on participant loans2017-09-30$3,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$128,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$40,120
Employer contributions (assets) at end of year2017-09-30$1,535
Employer contributions (assets) at beginning of year2017-09-30$1,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$171,759
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-09-30No
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30BELFINT, LYONS & SHUMAN, P.A.
Accountancy firm EIN2017-09-30510232399
2016 : NORTH, INC. EMPLOYEES SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$141,226
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$102,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$84,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$104,721
Value of total assets at end of year2016-09-30$1,359,298
Value of total assets at beginning of year2016-09-30$1,320,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$17,859
Total interest from all sources2016-09-30$2,892
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$30,329
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$30,329
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$50,000
If this is an individual account plan, was there a blackout period2016-09-30Yes
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$65,914
Participant contributions at end of year2016-09-30$103,295
Participant contributions at beginning of year2016-09-30$112,147
Participant contributions at end of year2016-09-30$2,935
Participant contributions at beginning of year2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$123
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$0
Administrative expenses (other) incurred2016-09-30$12,753
Total non interest bearing cash at end of year2016-09-30$0
Total non interest bearing cash at beginning of year2016-09-30$183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$38,545
Value of net assets at end of year (total assets less liabilities)2016-09-30$1,359,298
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$1,320,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$5,106
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$971,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$909,647
Interest on participant loans2016-09-30$2,892
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$279,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$298,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$3,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$38,807
Employer contributions (assets) at end of year2016-09-30$1,670
Employer contributions (assets) at beginning of year2016-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$84,822
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-09-30Yes
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30BELFINT, LYONS & SHUMAN, P.A.
Accountancy firm EIN2016-09-30510232399
2015 : NORTH, INC. EMPLOYEES SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$135,336
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$204,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$172,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$127,580
Value of total assets at end of year2015-09-30$1,320,753
Value of total assets at beginning of year2015-09-30$1,389,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$32,031
Total interest from all sources2015-09-30$10,331
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$50,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$81,210
Participant contributions at end of year2015-09-30$112,147
Participant contributions at beginning of year2015-09-30$88,932
Total non interest bearing cash at end of year2015-09-30$183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-68,954
Value of net assets at end of year (total assets less liabilities)2015-09-30$1,320,753
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$1,389,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$909,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$995,509
Interest on participant loans2015-09-30$2,948
Interest earned on other investments2015-09-30$7,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$298,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$305,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-2,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$46,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$172,259
Contract administrator fees2015-09-30$32,031
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30RENZI, BERNARDI, SUAREZ & CO
Accountancy firm EIN2015-09-30223191317
2014 : NORTH, INC. EMPLOYEES SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$248,991
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$58,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$33,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$128,206
Value of total assets at end of year2014-09-30$1,389,707
Value of total assets at beginning of year2014-09-30$1,199,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$24,697
Total interest from all sources2014-09-30$8,562
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$50,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$81,798
Participant contributions at end of year2014-09-30$88,932
Participant contributions at beginning of year2014-09-30$41,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$190,408
Value of net assets at end of year (total assets less liabilities)2014-09-30$1,389,707
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$1,199,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$995,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$856,494
Interest on participant loans2014-09-30$1,774
Interest earned on other investments2014-09-30$6,788
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$305,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$301,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$112,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$46,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$33,886
Contract administrator fees2014-09-30$24,697
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30RENZI, BERNARDI, SUAREZ & CO
Accountancy firm EIN2014-09-30223191317
2013 : NORTH, INC. EMPLOYEES SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$288,578
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$36,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$16,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$141,269
Value of total assets at end of year2013-09-30$1,199,299
Value of total assets at beginning of year2013-09-30$947,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$19,887
Total interest from all sources2013-09-30$8,599
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$50,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$91,256
Participant contributions at end of year2013-09-30$41,088
Participant contributions at beginning of year2013-09-30$30,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$251,836
Value of net assets at end of year (total assets less liabilities)2013-09-30$1,199,299
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$947,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$856,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$638,327
Interest on participant loans2013-09-30$1,529
Interest earned on other investments2013-09-30$7,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$301,717
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$279,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$138,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30Yes
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$50,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$16,855
Contract administrator fees2013-09-30$19,887
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30RENZI, BERNARDI, SUAREZ & CO.
Accountancy firm EIN2013-09-30223191317
2012 : NORTH, INC. EMPLOYEES SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$264,166
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$52,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$38,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$142,594
Value of total assets at end of year2012-09-30$946,896
Value of total assets at beginning of year2012-09-30$735,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$14,021
Total interest from all sources2012-09-30$7,702
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$50,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$90,609
Participant contributions at end of year2012-09-30$26,790
Participant contributions at beginning of year2012-09-30$34,687
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$1,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$211,229
Value of net assets at end of year (total assets less liabilities)2012-09-30$946,896
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$735,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$638,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$443,226
Interest on participant loans2012-09-30$972
Interest earned on other investments2012-09-30$6,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$281,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$257,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$113,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$50,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$38,916
Contract administrator fees2012-09-30$14,021
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30RENZI BERNARDI AND SUAREZ
Accountancy firm EIN2012-09-30223191317
2011 : NORTH, INC. EMPLOYEES SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$102,796
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$55,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$54,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$117,561
Value of total assets at end of year2011-09-30$717,170
Value of total assets at beginning of year2011-09-30$669,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$764
Total interest from all sources2011-09-30$634
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$50,000
If this is an individual account plan, was there a blackout period2011-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$74,052
Participant contributions at end of year2011-09-30$30,421
Participant contributions at beginning of year2011-09-30$15,914
Other income not declared elsewhere2011-09-30$4,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$47,478
Value of net assets at end of year (total assets less liabilities)2011-09-30$717,170
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$669,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$443,226
Value of interest in pooled separate accounts at end of year2011-09-30$0
Value of interest in pooled separate accounts at beginning of year2011-09-30$410,489
Interest on participant loans2011-09-30$634
Interest earned on other investments2011-09-30$5,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$243,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$243,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-2,736
Net investment gain/loss from pooled separate accounts2011-09-30$-17,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$43,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$54,554
Contract administrator fees2011-09-30$764
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30Yes
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30RENZI BERNARDI AND SUAREZ
Accountancy firm EIN2011-09-30223191317
2010 : NORTH, INC. EMPLOYEES SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for NORTH, INC. EMPLOYEES SAVINGS PLAN

2021: NORTH, INC. EMPLOYEES SAVINGS PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: NORTH, INC. EMPLOYEES SAVINGS PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedYes
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: NORTH, INC. EMPLOYEES SAVINGS PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedYes
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: NORTH, INC. EMPLOYEES SAVINGS PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: NORTH, INC. EMPLOYEES SAVINGS PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: NORTH, INC. EMPLOYEES SAVINGS PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: NORTH, INC. EMPLOYEES SAVINGS PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: NORTH, INC. EMPLOYEES SAVINGS PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: NORTH, INC. EMPLOYEES SAVINGS PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedYes
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: NORTH, INC. EMPLOYEES SAVINGS PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedYes
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: NORTH, INC. EMPLOYEES SAVINGS PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedYes
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2009: NORTH, INC. EMPLOYEES SAVINGS PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number091906651
Policy instance 1
Insurance contract or identification number091906651
Number of Individuals Covered0
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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