2023 Form 5500 filing — Normandeau Associates, Inc. Employee Stock Ownership 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 20250415151852NAL0005856512001) for Normandeau Associates, Inc. Employee Stock Ownership Plan And Trust, reported by Normandeau Associates, Inc. under EIN 02-0373462 and plan number 002. It reports 247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20250415151852NAL0005856512001
Filing year
2023
Form type
2
Plan sponsor
Normandeau Associates, Inc.
EIN
02-0373462
Plan number
002
Location
Bedford, NH
Participants
247
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,920,917
Total liabilities (EOY)
$0
Net assets (EOY)
$6,920,917
Employer contributions
$835,183
Total income / additions
$950,683
Benefits paid
$835,183
Administrative expenses
$0
Total expenses
$835,183
Net increase / (decrease)
$115,500
Schedule source
Schedule H

Related Form 5500 pages