Normandeau Associates, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Normandeau Associates, Inc.)
Plain-English plan 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, Normandeau Associates, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Normandeau Associates, Inc. under EIN 02-0373462 and plan number 002. The latest loaded filing year is 2023. The filing reports 247 participants and $6,920,917 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Normandeau Associates, Inc.
- EIN
- 02-0373462
- Plan number
- 002
- Plan type
- 2
- Location
- Bedford, NH
- Latest filing year
- 2023
- Participants
- 247
- End-of-year plan assets
- $6,920,917
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 247 | H | 20250415151852NAL0005856512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,920,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,920,917
- Net assets (BOY)
- $6,805,417
Income & contributions
- Employer contributions
- $835,183
- Total contributions
- $835,183
- Total income / additions
- $950,683
Expenses & distributions
- Benefits paid
- $835,183
- Administrative expenses
- $0
- Total expenses
- $835,183
- Net increase / (decrease)
- $115,500
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.