2023 Form 5500 filing — Norman Equipment Company Tax-Deferred Savings And 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 20240830134329NAL0008397923001) for Norman Equipment Company Tax-Deferred Savings And Profit Sharing Plan, reported by Norman Equipment Company under EIN 36-2089220 and plan number 001. It reports 108 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.3MReported net assets$10,348,876
Participants108
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240830134329NAL0008397923001
Plan sponsor
Norman Equipment Company
EIN
36-2089220
Plan number
001
Location
Bridgeview, IL
Received date
not reported in the loaded dataset
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)$10.3M total assets
Net assets$10.3MLiabilities
Money in vs. money out
Total income / additions$1.9M
Total expenses$2.7M
Benefits paid / distributions$2.6M
Contributions
Employer$139.7K
Participant$457.6K
Full reported line items
Total assets (EOY)
$10,348,876
Net assets (EOY)
$10,348,876
Employer contributions
$139,694
Participant contributions
$457,641
Total income / additions
$1,927,041
Benefits paid
$2,645,255
Administrative expenses
$11,363
Total expenses
$2,673,647
Net increase / (decrease)
-$746,606

Related Form 5500 pages