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Plan Name | NORTHLICH, LLC PROFIT SHARING AND 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | NORTHLICH, LLC |
Employer identification number (EIN): | 412245403 |
NAIC Classification: | 541800 |
Additional information about NORTHLICH, LLC
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 2007-07-12 |
Company Identification Number: | 1713115 |
Legal Registered Office Address: |
3569 RAYMAR DRIVE - CINCINNATI United States of America (USA) 45208 |
More information about NORTHLICH, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | NICOLE ZWISSLER | 2016-09-29 | ||
001 | 2014-01-01 | NICOLE ZWISSLER | 2015-08-13 | NICOLE ZWISSLER | 2015-08-13 |
001 | 2013-01-01 | NICOLE ZWISSLER | |||
001 | 2012-01-01 | NICKI ZWISSLER | |||
001 | 2011-01-01 | NICKI ZWISSLER | |||
001 | 2010-01-01 | STEPHANIE KIRSCHNER | |||
001 | 2009-01-01 | STEPHANIE KIRSCHNER | |||
001 | 2009-01-01 | STEPHANIE KIRSCHNER |
Measure | Date | Value |
---|---|---|
2013: NORTHLICH, LLC PROFIT SHARING AND 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 88 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 28 |
Total of all active and inactive participants | 2013-01-01 | 74 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 74 |
Number of participants with account balances | 2013-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 5 |
2012: NORTHLICH, LLC PROFIT SHARING AND 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 32 |
Total of all active and inactive participants | 2012-01-01 | 88 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 88 |
Number of participants with account balances | 2012-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 13 |
2011: NORTHLICH, LLC PROFIT SHARING AND 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 62 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 42 |
Total of all active and inactive participants | 2011-01-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 104 |
Number of participants with account balances | 2011-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 8 |
2010: NORTHLICH, LLC PROFIT SHARING AND 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 220 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 75 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 63 |
Total of all active and inactive participants | 2010-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 2 |
Total participants | 2010-01-01 | 140 |
Number of participants with account balances | 2010-01-01 | 106 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 9 |
2009: NORTHLICH, LLC PROFIT SHARING AND 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 218 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 75 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 143 |
Total of all active and inactive participants | 2009-01-01 | 218 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 220 |
Number of participants with account balances | 2009-01-01 | 195 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 17 |
Measure | Date | Value |
---|---|---|
2013 : NORTHLICH, LLC PROFIT SHARING AND 401(K) PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $776,859 |
Expenses. Total of all expenses incurred | 2013-12-31 | $322,947 |
Benefits paid (including direct rollovers) | 2013-12-31 | $316,471 |
Total plan assets at end of year | 2013-12-31 | $2,984,482 |
Total plan assets at beginning of year | 2013-12-31 | $2,530,570 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $214,653 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $1,740 |
Other income received | 2013-12-31 | $560,383 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $453,912 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,984,482 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,530,570 |
Assets. Value of participant loans | 2013-12-31 | $16,453 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $83 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $6,476 |
2012 : NORTHLICH, LLC PROFIT SHARING AND 401(K) PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $594,696 |
Expenses. Total of all expenses incurred | 2012-12-31 | $881,999 |
Benefits paid (including direct rollovers) | 2012-12-31 | $866,303 |
Total plan assets at end of year | 2012-12-31 | $2,530,570 |
Total plan assets at beginning of year | 2012-12-31 | $2,817,873 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $194,671 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $69,641 |
Other income received | 2012-12-31 | $330,384 |
Net income (gross income less expenses) | 2012-12-31 | $-287,303 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,530,570 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,817,873 |
Assets. Value of participant loans | 2012-12-31 | $9,167 |
Value of corrective distributions | 2012-12-31 | $829 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $14,867 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : NORTHLICH, LLC PROFIT SHARING AND 401(K) PLAN 2011 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $162,674 |
Total of all expenses incurred | 2011-12-31 | $1,342,096 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,326,386 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $197,006 |
Value of total assets at end of year | 2011-12-31 | $2,818,516 |
Value of total assets at beginning of year | 2011-12-31 | $3,997,938 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $15,710 |
Total interest from all sources | 2011-12-31 | $1,005 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $74,460 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $74,460 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $189,309 |
Participant contributions at end of year | 2011-12-31 | $1,166 |
Participant contributions at beginning of year | 2011-12-31 | $47,559 |
Administrative expenses (other) incurred | 2011-12-31 | $15,710 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-1,179,422 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,818,516 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,997,938 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,497,350 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,628,351 |
Interest on participant loans | 2011-12-31 | $999 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $257,115 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $257,997 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $62,885 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $64,031 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $64,031 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $6 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-117,535 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $7,738 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $7,697 |
Employer contributions (assets) at end of year | 2011-12-31 | $643 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,326,386 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BARNES DENNING & CO., LTD |
Accountancy firm EIN | 2011-12-31 | 311119890 |
2010 : NORTHLICH, LLC PROFIT SHARING AND 401(K) PLAN 2010 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $807,317 |
Total of all expenses incurred | 2010-12-31 | $1,345,861 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,328,962 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $341,911 |
Value of total assets at end of year | 2010-12-31 | $3,997,938 |
Value of total assets at beginning of year | 2010-12-31 | $4,536,482 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $16,899 |
Total interest from all sources | 2010-12-31 | $1,772 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $81,008 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $81,008 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $234,923 |
Participant contributions at end of year | 2010-12-31 | $47,559 |
Participant contributions at beginning of year | 2010-12-31 | $33,832 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $106,988 |
Administrative expenses (other) incurred | 2010-12-31 | $16,899 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-538,544 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,997,938 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,536,482 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,628,351 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,045,573 |
Interest on participant loans | 2010-12-31 | $1,753 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $257,997 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $232,562 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $64,031 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $224,515 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $224,515 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $19 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $373,031 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $9,595 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,328,962 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BARNES DENNING |
Accountancy firm EIN | 2010-12-31 | 311119890 |
2009 : NORTHLICH, LLC PROFIT SHARING AND 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2013: NORTHLICH, LLC PROFIT SHARING AND 401(K) PLAN 2013 form 5500 responses | ||
---|---|---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: NORTHLICH, LLC PROFIT SHARING AND 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: NORTHLICH, LLC PROFIT SHARING AND 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: NORTHLICH, LLC PROFIT SHARING AND 401(K) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: NORTHLICH, LLC PROFIT SHARING AND 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |