Northstar Financial Services Group, LLC
Plan context: Northstar Financial Services Group LLC 401(K) Plan
EIN 22-3893560 • 72 filings • 11 plans
Current Snapshot
Latest Year
2020
2020 Participants
867
2020 Assets
$59,996,021
2020 Contributions
$9,372,836
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 1 | 867 | $59,996,021 | $9,372,836 | $10,811iApproximate average salary by contribution assumption: employee only about $270,266 at 4% or $180,178 at 6%; with 50% employer match about $180,178 at 4% or $120,118 at 6%; with 100% employer match about $135,133 at 4% or $90,089 at 6%. |
| Northstar Financial Services Group LLC 401(K) Plan | - | 867 | $59,996,021 | $9,372,836 | $10,811iApproximate average salary by contribution assumption: employee only about $270,266 at 4% or $180,178 at 6%; with 50% employer match about $180,178 at 4% or $120,118 at 6%; with 100% employer match about $135,133 at 4% or $90,089 at 6%. |
| 2019 | 2 | 1,076 | $65,658,123 | $9,225,703 | $8,574iApproximate average salary by contribution assumption: employee only about $214,352 at 4% or $142,901 at 6%; with 50% employer match about $142,901 at 4% or $95,267 at 6%; with 100% employer match about $107,176 at 4% or $71,451 at 6%. |
| Northstar Financial Services Group LLC 401(K) Plan | - | 1,045 | $65,658,123 | $9,225,703 | $8,828iApproximate average salary by contribution assumption: employee only about $220,711 at 4% or $147,140 at 6%; with 50% employer match about $147,140 at 4% or $98,094 at 6%; with 100% employer match about $110,355 at 4% or $73,570 at 6%. |
| Northstar Financial Services Group LLC Employee Welfare Benefits Plan | - | 1,076 | - | - | - |
| 2018 | 2 | 1,008 | $47,853,777 | $7,574,763 | $7,515iApproximate average salary by contribution assumption: employee only about $187,866 at 4% or $125,244 at 6%; with 50% employer match about $125,244 at 4% or $83,496 at 6%; with 100% employer match about $93,933 at 4% or $62,622 at 6%. |
| Northstar Financial Services Group LLC 401(K) Plan | - | 981 | $47,853,777 | $7,574,763 | $7,721iApproximate average salary by contribution assumption: employee only about $193,037 at 4% or $128,691 at 6%; with 50% employer match about $128,691 at 4% or $85,794 at 6%; with 100% employer match about $96,518 at 4% or $64,346 at 6%. |
| Northstar Financial Services Group LLC Employee Welfare Benefits Plan | - | 1,008 | - | - | - |
| 2017 | 2 | 858 | $43,382,369 | $6,388,328 | $7,446iApproximate average salary by contribution assumption: employee only about $186,140 at 4% or $124,093 at 6%; with 50% employer match about $124,093 at 4% or $82,729 at 6%; with 100% employer match about $93,070 at 4% or $62,047 at 6%. |
| Northstar Financial Services Group LLC 401(K) Plan | - | 829 | $43,382,369 | $6,388,328 | $7,706iApproximate average salary by contribution assumption: employee only about $192,652 at 4% or $128,434 at 6%; with 50% employer match about $128,434 at 4% or $85,623 at 6%; with 100% employer match about $96,326 at 4% or $64,217 at 6%. |
| Northstar Financial Services Group LLC Employee Welfare Benefits Plan | - | 858 | - | - | - |
| 2016 | 7 | 796 | $33,699,301 | $5,388,368 | $6,769iApproximate average salary by contribution assumption: employee only about $169,233 at 4% or $112,822 at 6%; with 50% employer match about $112,822 at 4% or $75,215 at 6%; with 100% employer match about $84,616 at 4% or $56,411 at 6%. |
| Northstar Financial Services Group LLC 401(K) Plan | - | 796 | $33,699,301 | $5,388,368 | $6,769iApproximate average salary by contribution assumption: employee only about $169,233 at 4% or $112,822 at 6%; with 50% employer match about $112,822 at 4% or $75,215 at 6%; with 100% employer match about $84,616 at 4% or $56,411 at 6%. |
| Northstar Financial Services Group LLC Employee Welfare Benefits Plan | - | 769 | - | - | - |
| Northstar Financial Services Group LLC Dental Plan | - | - | - | - | - |
| Northstar Financial Services Group LLC Flex Spending Plan | - | - | - | - | - |
| Northstar Financial Services Group LLC Life and Disability Plan | - | - | - | - | - |
| Northstar Financial Services Group LLC Health Care Plan | - | - | - | - | - |
| Northstar Financial Services Group LLC Vision Plan | - | - | - | - | - |
| 2015 | 6 | 706 | $28,360,589 | $4,758,505 | $6,740iApproximate average salary by contribution assumption: employee only about $168,502 at 4% or $112,335 at 6%; with 50% employer match about $112,335 at 4% or $74,890 at 6%; with 100% employer match about $84,251 at 4% or $56,167 at 6%. |
| Northstar Financial Services Group LLC 401(K) Plan | - | 706 | $28,360,589 | $4,758,505 | $6,740iApproximate average salary by contribution assumption: employee only about $168,502 at 4% or $112,335 at 6%; with 50% employer match about $112,335 at 4% or $74,890 at 6%; with 100% employer match about $84,251 at 4% or $56,167 at 6%. |
| Northstar Financial Services Group LLC Vision Plan | - | 289 | - | - | - |
| Northstar Financial Services Group LLC Health Care Plan | - | 472 | - | - | - |
| Northstar Financial Services Group LLC Dental Plan | - | 404 | - | - | - |
| Northstar Financial Services Group LLC Flex Spending Plan | - | 204 | - | - | - |
| Northstar Financial Services Group LLC Life and Disability Plan | - | 679 | - | - | - |
| 2014 | 6 | 644 | $26,101,598 | $3,978,540 | $6,178iApproximate average salary by contribution assumption: employee only about $154,446 at 4% or $102,964 at 6%; with 50% employer match about $102,964 at 4% or $68,643 at 6%; with 100% employer match about $77,223 at 4% or $51,482 at 6%. |
| Northstar Financial Services Group LLC 401(K) Plan | - | 644 | $26,101,598 | $3,978,540 | $6,178iApproximate average salary by contribution assumption: employee only about $154,446 at 4% or $102,964 at 6%; with 50% employer match about $102,964 at 4% or $68,643 at 6%; with 100% employer match about $77,223 at 4% or $51,482 at 6%. |
| Northstar Financial Services Group LLC Life and Disability Plan | - | 620 | - | - | - |
| Northstar Financial Services Group LLC Vision Plan | - | 264 | - | - | - |
| Northstar Financial Services Group LLC Health Care Plan | - | 445 | - | - | - |
| Northstar Financial Services Group LLC Flex Spending Plan | - | 200 | - | - | - |
| Northstar Financial Services Group LLC Dental Plan | - | 381 | - | - | - |
| 2013 | 6 | 569 | $21,833,464 | $3,810,925 | $6,698iApproximate average salary by contribution assumption: employee only about $167,440 at 4% or $111,626 at 6%; with 50% employer match about $111,626 at 4% or $74,418 at 6%; with 100% employer match about $83,720 at 4% or $55,813 at 6%. |
| Northstar Financial Services Group LLC 401(K) Plan | - | 569 | $21,833,464 | $3,810,925 | $6,698iApproximate average salary by contribution assumption: employee only about $167,440 at 4% or $111,626 at 6%; with 50% employer match about $111,626 at 4% or $74,418 at 6%; with 100% employer match about $83,720 at 4% or $55,813 at 6%. |
| Northstar Financial Services Group LLC Vision Plan | - | 202 | - | - | - |
| Northstar Financial Services Group LLC Life and Disability Plan | - | 557 | - | - | - |
| Northstar Financial Services Group LLC Flex Spending Plan | - | 192 | - | - | - |
| Northstar Financial Services Group LLC Dental Plan | - | 324 | - | - | - |
| Northstar Financial Services Group LLC Health Care Plan | - | 386 | - | - | - |
| 2012 | 5 | 474 | $16,165,217 | $3,060,495 | $6,457iApproximate average salary by contribution assumption: employee only about $161,419 at 4% or $107,612 at 6%; with 50% employer match about $107,612 at 4% or $71,742 at 6%; with 100% employer match about $80,709 at 4% or $53,806 at 6%. |
| Northstar Financial Services Group LLC 401(K) Plan | - | 474 | $16,165,217 | $3,060,495 | $6,457iApproximate average salary by contribution assumption: employee only about $161,419 at 4% or $107,612 at 6%; with 50% employer match about $107,612 at 4% or $71,742 at 6%; with 100% employer match about $80,709 at 4% or $53,806 at 6%. |
| Northstar Financial Services Group LLC Flex Spending Plan | - | 146 | - | - | - |
| Northstar Financial Services Group LLC Health Care Plan | - | 336 | - | - | - |
| Northstar Financial Services Group LLC Life and Disability Plan | - | 462 | - | - | - |
| Northstar Financial Services Group LLC Vision Plan | - | 189 | - | - | - |
| 2011 | 5 | 388 | $11,981,187 | $2,352,871 | $6,064iApproximate average salary by contribution assumption: employee only about $151,603 at 4% or $101,068 at 6%; with 50% employer match about $101,068 at 4% or $67,379 at 6%; with 100% employer match about $75,801 at 4% or $50,534 at 6%. |
| Northstar Financial Services Group LLC 401(K) Plan | - | 388 | $11,981,187 | $2,352,871 | $6,064iApproximate average salary by contribution assumption: employee only about $151,603 at 4% or $101,068 at 6%; with 50% employer match about $101,068 at 4% or $67,379 at 6%; with 100% employer match about $75,801 at 4% or $50,534 at 6%. |
| Northstar Financial Services Group LLC Flex Spending Plan | - | 116 | - | - | - |
| Northstar Financial Services Group LLC Life and Disability Plan | - | 372 | - | - | - |
| Northstar Financial Services Group LLC Vision Plan | - | 139 | - | - | - |
| Northstar Financial Services Group LLC Health Care Plan | - | 280 | - | - | - |
| 2010 | 4 | 298 | $10,877,950 | $1,710,586 | $5,740iApproximate average salary by contribution assumption: employee only about $143,506 at 4% or $95,670 at 6%; with 50% employer match about $95,670 at 4% or $63,780 at 6%; with 100% employer match about $71,753 at 4% or $47,835 at 6%. |
| Northstar Financial Services Group LLC 401(K) Plan | - | 298 | $10,877,950 | $1,710,586 | $5,740iApproximate average salary by contribution assumption: employee only about $143,506 at 4% or $95,670 at 6%; with 50% employer match about $95,670 at 4% or $63,780 at 6%; with 100% employer match about $71,753 at 4% or $47,835 at 6%. |
| Northstar Financial Services Group LLC Health Care Plan | - | 232 | - | - | - |
| Northstar Financial Services Group LLC Flex Spending Plan | - | 121 | - | - | - |
| Northstar Financial Services Group LLC Life and Disability Plan | - | 285 | - | - | - |
| 2009 | 4 | 251 | $8,143,165 | $1,481,092 | $5,901iApproximate average salary by contribution assumption: employee only about $147,519 at 4% or $98,346 at 6%; with 50% employer match about $98,346 at 4% or $65,564 at 6%; with 100% employer match about $73,760 at 4% or $49,173 at 6%. |
| Northstar Financial Services Group LLC 401(K) Plan | - | 251 | $8,143,165 | $1,481,092 | $5,901iApproximate average salary by contribution assumption: employee only about $147,519 at 4% or $98,346 at 6%; with 50% employer match about $98,346 at 4% or $65,564 at 6%; with 100% employer match about $73,760 at 4% or $49,173 at 6%. |
| Northstar Financial Services Group LLC Flex Spending Plan | - | 111 | - | - | - |
| Northstar Financial Services Group LLC Health Care Plan | - | 197 | - | - | - |
| Northstar Financial Services Group LLC Life and Disability Plan | - | 231 | - | - | - |
| 2008 | 4 | 229 | $5,012,207 | $1,603,013 | $7,000iApproximate average salary by contribution assumption: employee only about $175,001 at 4% or $116,668 at 6%; with 50% employer match about $116,668 at 4% or $77,778 at 6%; with 100% employer match about $87,501 at 4% or $58,334 at 6%. |
| Northstar Financial Services Group LLC 401(K) Plan | - | 229 | $5,012,207 | $1,603,013 | $7,000iApproximate average salary by contribution assumption: employee only about $175,001 at 4% or $116,668 at 6%; with 50% employer match about $116,668 at 4% or $77,778 at 6%; with 100% employer match about $87,501 at 4% or $58,334 at 6%. |
| Northstar Financial Services Group LLC Flex Spending Plan | - | 114 | - | - | - |
| Northstar Financial Services Group LLC Life and Disability Plan | - | 221 | - | - | - |
| Northstar Financial Services Group LLC Health Care Plan | - | 0 | - | - | - |
| 2007 | 5 | 238 | $6,396,261 | $1,145,695 | $4,814iApproximate average salary by contribution assumption: employee only about $120,346 at 4% or $80,231 at 6%; with 50% employer match about $80,231 at 4% or $53,487 at 6%; with 100% employer match about $60,173 at 4% or $40,115 at 6%. |
| Northstar Financial Services Group LLC 401(K) Plan | - | 238 | $6,396,261 | $1,145,695 | $4,814iApproximate average salary by contribution assumption: employee only about $120,346 at 4% or $80,231 at 6%; with 50% employer match about $80,231 at 4% or $53,487 at 6%; with 100% employer match about $60,173 at 4% or $40,115 at 6%. |
| Northstar Financial Services Group LLC Flex Spending Plan | - | 190 | - | - | - |
| Northstar Financial Services Group LLC Life and Disability Plan | - | 227 | - | - | - |
| NORTHSTAR FINANCIAL SERVICES GROUP, LLC HRA PLAN | - | 0 | - | - | - |
| Northstar Financial Services Group LLC Health Care Plan | - | 190 | - | - | - |
| 2006 | 5 | 216 | $4,821,672 | $973,500 | $4,507iApproximate average salary by contribution assumption: employee only about $112,674 at 4% or $75,116 at 6%; with 50% employer match about $75,116 at 4% or $50,077 at 6%; with 100% employer match about $56,337 at 4% or $37,558 at 6%. |
| Northstar Financial Services Group LLC 401(K) Plan | - | 216 | $4,821,672 | $973,500 | $4,507iApproximate average salary by contribution assumption: employee only about $112,674 at 4% or $75,116 at 6%; with 50% employer match about $75,116 at 4% or $50,077 at 6%; with 100% employer match about $56,337 at 4% or $37,558 at 6%. |
| NORTHSTAR FINANCIAL SERVICES GROUP, LLC HRA PLAN | - | 172 | - | - | - |
| Northstar Financial Services Group LLC Flex Spending Plan | - | 198 | - | - | - |
| Northstar Financial Services Group LLC Health Care Plan | - | 173 | - | - | - |
| Northstar Financial Services Group LLC Life and Disability Plan | - | 198 | - | - | - |
| 2005 | 3 | 186 | $3,430,467 | $710,034 | $3,817iApproximate average salary by contribution assumption: employee only about $95,435 at 4% or $63,623 at 6%; with 50% employer match about $63,623 at 4% or $42,415 at 6%; with 100% employer match about $47,717 at 4% or $31,812 at 6%. |
| Northstar Financial Services Group LLC 401(K) Plan | - | 186 | $3,430,467 | $710,034 | $3,817iApproximate average salary by contribution assumption: employee only about $95,435 at 4% or $63,623 at 6%; with 50% employer match about $63,623 at 4% or $42,415 at 6%; with 100% employer match about $47,717 at 4% or $31,812 at 6%. |
| Northstar Financial Services Group LLC Life and Disability Plan | - | 166 | - | - | - |
| Northstar Financial Services Group LLC Health Care Plan | - | 167 | - | - | - |
| 2004 | 3 | 158 | $2,734,480 | $500,181 | $3,166iApproximate average salary by contribution assumption: employee only about $79,143 at 4% or $52,762 at 6%; with 50% employer match about $52,762 at 4% or $35,174 at 6%; with 100% employer match about $39,571 at 4% or $26,381 at 6%. |
| Northstar Financial Services Group LLC 401(K) Plan | - | 158 | $2,734,480 | $500,181 | $3,166iApproximate average salary by contribution assumption: employee only about $79,143 at 4% or $52,762 at 6%; with 50% employer match about $52,762 at 4% or $35,174 at 6%; with 100% employer match about $39,571 at 4% or $26,381 at 6%. |
| Northstar Financial Services Group LLC Life and Disability Plan | - | 142 | - | - | - |
| Northstar Financial Services Group LLC Health Care Plan | - | 125 | - | - | - |
| 2003 | 2 | 121 | $2,158,932 | $336,823 | $2,784iApproximate average salary by contribution assumption: employee only about $69,592 at 4% or $46,394 at 6%; with 50% employer match about $46,394 at 4% or $30,930 at 6%; with 100% employer match about $34,796 at 4% or $23,197 at 6%. |
| Northstar Financial Services Group LLC 401(K) Plan | - | 87 | $2,158,932 | $336,823 | $3,872iApproximate average salary by contribution assumption: employee only about $96,788 at 4% or $64,525 at 6%; with 50% employer match about $64,525 at 4% or $43,017 at 6%; with 100% employer match about $48,394 at 4% or $32,263 at 6%. |
| Northstar Financial Services Group LLC Life and Disability Plan | - | 121 | - | - | - |