2023 Form 5500 filing — Norfolk Companies 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 20240923135450NAL0023624978001) for Norfolk Companies 401(K) Plan, reported by The Norfolk Companies, Inc. under EIN 04-2424377 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923135450NAL0023624978001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Norfolk Companies, Inc.
- EIN
- 04-2424377
- Plan number
- 001
- Location
- Braintree, MA
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,367,893
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,367,893
- Employer contributions
- $302,597
- Participant contributions
- $917,521
- Total income / additions
- $3,087,620
- Benefits paid
- $802,277
- Administrative expenses
- $49,154
- Total expenses
- $851,431
- Net increase / (decrease)
- $2,236,189
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $47,425 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Franklin Templeton | NONE | $0 | $0 |
| Wells Fargo Funds | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Columbia Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Federated Funds | NONE | $0 | $0 |
| Virtus Funds | NONE | $0 | $0 |
| Delaware Funds | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |