Original filing (PDF)20251014124639NAL0002938849001

NORTH SHORE BENEFIT SERVICES

Name: NORTH SHORE BENEFIT SERVICES — NORTH SHORE BENEFIT SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: NORTH SHORE BENEFIT SERVICES

Form 5500-SF

FILING_RECEIVED

NORTH SHORE BENEFIT SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$282K

Net assets (EOY)

$282K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTH SHORE BENEFIT SERVICES.

Plan sponsor

Name

NORTH SHORE BENEFIT SERVICES

EIN

45-1560689

Address

333 GLEN HEAD RD · STE 190 · OLD BROOKVILLE, NY · 11545

Phone

(516) 345-5678

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

M.C. THOMAS INSURANCE AGENCY

M.C. THOMAS INSURANCE AGENCY 401K PROFIT SHARING PLAN

$283K · 9 participants

DENTCARE DELIVERY SYSTEMS, INC.

DENTCARE DELIVERY SYSTEMS, INC. 401(K) RETIREMENT PLAN

$281K · 1 participants

HUFF-COOK MBA INC.

HUFF-COOK MBA INC. PROFIT SHARING PLAN

$284K · 5 participants

FORM HEALTH ASSOCIATES (MA), P.C.

FORM HEALTH ASSOCIATES (MA), P.C. 401(K) PLAN

$280K · 22 participants

ALLISON M. WHITE INSURANCE AGENCY, INC.

ALLISON WHITE INSURANCE RETIREMENT PLAN