2023 Form 5500 filing — Norris Electric Cooperative 401(K) 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 20240821133652NAL0003978273001) for Norris Electric Cooperative 401(K) Plan, reported by Norris Electric Cooperative under EIN 37-0442695 and plan number 001. It reports 56 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$29.7MReported net assets$29,718,712
Participants56
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240821133652NAL0003978273001
Plan sponsor
Norris Electric Cooperative
EIN
37-0442695
Plan number
001
Location
Newton, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$29.7M total assets
Net assets$29.7MLiabilities$0
Money in vs. money out
Total income / additions$6.1M
Total expenses$2.3M
Benefits paid / distributions$2.2M
Contributions
Employer$759.5K
Participant$644.2K
Full reported line items
Total assets (EOY)
$29,718,712
Total liabilities (EOY)
$0
Net assets (EOY)
$29,718,712
Employer contributions
$759,511
Participant contributions
$644,170
Total income / additions
$6,069,028
Benefits paid
$2,225,034
Administrative expenses
$51,232
Total expenses
$2,278,101
Net increase / (decrease)
$3,790,927

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240821133652NAL0003978273001 cover?
It is the 2023 Form 5500 filing for Norris Electric Cooperative 401(K) Plan, reported by Norris Electric Cooperative (EIN 37-0442695).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages