2023 Form 5500 filing — Norm'S 401k Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731053203NAL0012461155001) for Norm'S 401k Plan, reported by Norms Restaurants, LLC under EIN 95-1959935 and plan number 001. It reports 1,165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731053203NAL0012461155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Norms Restaurants, LLC
- EIN
- 95-1959935
- Plan number
- 001
- Location
- Bellflower, CA
- Participants
- 1,165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,293,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,293,778
- Participant contributions
- $1,525,290
- Total income / additions
- $3,456,458
- Benefits paid
- $1,168,056
- Administrative expenses
- $131,589
- Total expenses
- $1,349,837
- Net increase / (decrease)
- $2,106,621
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $103,199 | $0 |
| Pensionmark Financial Group, LLC | INVESTMENT/FINANCIAL ADVI | $12,389 | $0 |
| Cooper Savas LLC | ACCOUNTANT | $8,000 | $0 |
| Side By Side Financials Inc | ACCOUNTANT | $8,000 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |