2023 Form 5500 filing — Norris Design 401(K) Profit Sharing Plan And Trust

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 20240911160219NAL0012731136001) for Norris Design 401(K) Profit Sharing Plan And Trust, reported by Norris Design, Inc. under EIN 84-1179372 and plan number 001. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.3MReported net assets$19,337,817
Participants182
Provider compensation$33.2K1 Schedule C row(s)$33,158
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240911160219NAL0012731136001
Plan sponsor
Norris Design, Inc.
EIN
84-1179372
Plan number
001
Location
Denver, CO
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$19.3M total assets
Net assets$19.3MLiabilities$0
Money in vs. money out
Total income / additions$5.1M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$614.1K
Participant$1.3M
Full reported line items
Total assets (EOY)
$19,337,817
Total liabilities (EOY)
$0
Net assets (EOY)
$19,337,817
Employer contributions
$614,147
Participant contributions
$1,312,334
Total income / additions
$5,129,142
Benefits paid
$1,273,881
Administrative expenses
$33,158
Total expenses
$1,307,039
Net increase / (decrease)
$3,822,103
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $33.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240911160219NAL0012731136001 cover?
It is the 2023 Form 5500 filing for Norris Design 401(K) Profit Sharing Plan And Trust, reported by Norris Design, Inc. (EIN 84-1179372).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages