Northgate Capital Group LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Northgate Capital Group LLC
  • Sponsor EIN: 943370392
  • Sponsor Address: 649 SAN RAMON VALLEY BOULEVARD, DANVILLE, CA, 94526
  • Plan Type: 401(k)
  • Total Participants: 18
  • Total Assets: $7.7M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202418$7.7M$110,379$323,602
202317$5.7M$107,978$305,190
202216$4.6M$0$261,836

Similar Plans