Northern Lights, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Northern Lights, INC.
  • Sponsor EIN: 910873449
  • Sponsor Address: 1000 LAKES DRIVE, WEST COVINA, CA, 917902914
  • Plan Type: 401(k)
  • Total Participants: 96
  • Total Assets: $9.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202496$9.3M$63,489$603,983
202385$8.1M$52,745$556,488
202290$6.9M$0$529,067

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