Original filing (PDF)20250604085005NAL0031000994001

NORTHEAST FINANCIAL CORP.

Name: NORTHEAST FINANCIAL CORP. — NORTHEAST FINANCIAL CORP. PROFIT SHARING & 401(K) PLAN, Form 5500 (2024)
Creator: NORTHEAST FINANCIAL CORP.

Form 5500-SF

FILING_RECEIVED

NORTHEAST FINANCIAL CORP. PROFIT SHARING & 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 NORTHEAST FINANCIAL CORP..

Plan sponsor

Name

NORTHEAST FINANCIAL CORP.

EIN

51-0142272

Address

514 KENNETT PIKE · SUITE 2 · CHADDS FORD, PA · 193179384

Phone

(302) 529-2710

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

2025-06-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

INDEPENDENT DEVELOPMENT SERVICES CORPORATION

INDEPENDENT DEVELOPMENT SERVICES CORPORATION 401(K) PROFIT SHARING PLAN

$3.4M · 12 participants

PKS ASSOCIATES, INC.

PKS ASSOCIATES, INC. 401(K) RETIREMENT PLAN

$3.4M · 10 participants

SIGHTLINE PAYMENTS LLC

SIGHTLINE PAYMENTS LLC 401(K) PLAN

$3.4M · 67 participants

THE CHECK CASHERS, INC.

THE CHECK CASHERS, INC. PROFIT SHARING PLAN

$3.3M · 5 participants

SIMPAY

SIMPAY RETIREMENT SAVINGS PLAN