2023 Form 5500 filing — Norman International, Inc. 401(K) Profit Sharing 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 20240814171102NAL0006648643001) for Norman International, Inc. 401(K) Profit Sharing Plan, reported by Norman International, Inc. under EIN 95-4855385 and plan number 001. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814171102NAL0006648643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Norman International, Inc.
- EIN
- 95-4855385
- Plan number
- 001
- Location
- Santa Fe Springs, CA
- Participants
- 279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,755,270
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,755,270
- Employer contributions
- $434,584
- Participant contributions
- $960,901
- Total income / additions
- $4,477,052
- Benefits paid
- $1,591,946
- Administrative expenses
- $99,993
- Total expenses
- $1,691,939
- Net increase / (decrease)
- $2,785,113
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $99,993 | $0 |
| Lpl Financial LLC | OTHER SERVICES | $0 | $38,255 |
| Lee Cpa Audit Group | ACCOUNTANT | $0 | $7,650 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |