How big is Northstar Financial Planning, Inc.'s plan?

Northstar Financial Planning, Inc.'s plan reported $2.6M in assets and 8 participants for 2024.

Original filing (PDF)20250722082239NAL0002037569001

Northstar Financial Planning, Inc.

Name: Northstar Financial Planning, Inc. — Northstar, Form 5500 (2024)
Creator: Northstar Financial Planning, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Northstar 401(k) Plan

401(k) retirement plan · Northstar Financial Planning, Inc.'s Northstar 401(k) Plan held $2.6M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Northstar Financial Planning, Inc.'s EIN is 02-0444173.

EIN 02-0444173

Plan number 001

Plan year 2024

ACK ID 20250722082239NAL0002037569001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Northstar Financial Planning, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Northstar Financial Planning, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTHSTAR FINANCIAL PLANNING, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

NORTHSTAR FINANCIAL PLANNING, INC.

EIN

all filings

Address

112 RANGE ROAD · WINDHAM, NH · 03087

Phone

(603) 458-2776

Industry

Finance & Insurance

Plan administrator