Original filing (PDF)20250818120739NAL0001222097001

NORTHSTAR FINANCIAL PLANNERS, INC.

Name: NORTHSTAR FINANCIAL PLANNERS, INC. — NORTHSTAR FINANCIAL PLANNERS, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: NORTHSTAR FINANCIAL PLANNERS, INC.

Form 5500-SF

FILING_RECEIVED

NORTHSTAR FINANCIAL PLANNERS, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$204K

Net assets (EOY)

$204K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

NORTHSTAR FINANCIAL PLANNERS, INC.

EIN

65-1011658all filings

Address

1250 S. PINE ISLAND ROAD · SUITE 275 · PLANTATION, FL · 33324

Phone

(954) 693-0030

Industry

Finance & Insurancesee all

Plan administrator