Norfolk Companies 401(K) Plan — Form 5500 plan (The Norfolk Companies, 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, Norfolk Companies 401(K) Plan is a benefit plan reported by The Norfolk Companies, Inc. under EIN 04-2424377 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $11,367,893 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Norfolk Companies, Inc.
- EIN
- 04-2424377
- Plan number
- 001
- Plan type
- 2
- Location
- Braintree, MA
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $11,367,893
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20240923135450NAL0023624978001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,367,893
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,367,893
- Net assets (BOY)
- $9,131,704
Income & contributions
- Employer contributions
- $302,597
- Participant contributions
- $917,521
- Total contributions
- $1,485,053
- Total income / additions
- $3,087,620
Expenses & distributions
- Benefits paid
- $802,277
- Administrative expenses
- $49,154
- Total expenses
- $851,431
- Net increase / (decrease)
- $2,236,189
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $47,425 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Franklin Templeton | NONE | $0 | $0 | 2023 |
| Wells Fargo Funds | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Columbia Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Federated Funds | NONE | $0 | $0 | 2023 |
| Virtus Funds | NONE | $0 | $0 | 2023 |
| Delaware Funds | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Norfolk Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Braintree, MA
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Pimco Funds — Schedule C compensation
- American Funds — Schedule C compensation
- Franklin Templeton — Schedule C compensation
- Wells Fargo Funds — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Columbia Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- Federated Funds — Schedule C compensation
- Virtus Funds — Schedule C compensation
- Delaware Funds — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation