Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

NORTHSTAR FINANCIAL PLANNERS, INC. 401(k) Plan

What public Form 5500 filings show about the NORTHSTAR FINANCIAL PLANNERS, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$917K
Participants
6
Plans on file
1

The NORTHSTAR FINANCIAL PLANNERS, INC. 401(k) on its latest Form 5500

NORTHSTAR FINANCIAL PLANNERS, INC. (EIN 65-1011658) reports NORTHSTAR FINANCIAL PLANNERS, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $917K in plan assets across 6 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full NORTHSTAR FINANCIAL PLANNERS, INC. filing — schedules, fees, and providers.

Who runs the NORTHSTAR FINANCIAL PLANNERS, INC. 401(k)?

NORTHSTAR FINANCIAL PLANNERS, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask NORTHSTAR FINANCIAL PLANNERS, INC.HR for the recordkeeper’s name and login.

How to check your NORTHSTAR FINANCIAL PLANNERS, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask NORTHSTAR FINANCIAL PLANNERS, INC. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: NORTHSTAR FINANCIAL PLANNERS, INC. — all Form 5500 filings (EIN 65-1011658) · Florida employer EIN lookup · Form 5500 search
NORTHSTAR FINANCIAL PLANNERS, INC. 401(k) Plan — Form 5500