Norwood Liquors, Inc. Employee Stock Ownership Plan — Form 5500 plan (Norwood Liquors, 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, Norwood Liquors, Inc. Employee Stock Ownership Plan is a benefit plan reported by Norwood Liquors, Inc. under EIN 11-3157066 and plan number 001. The latest loaded filing year is 2023. The filing reports 17 participants and $787,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Norwood Liquors, Inc.
- EIN
- 11-3157066
- Plan number
- 001
- Plan type
- 2
- Location
- Northport, NY
- Latest filing year
- 2023
- Participants
- 17
- End-of-year plan assets
- $787,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17 | I | 20250404113833NAL0006813459001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $787,000
- Total liabilities (EOY)
- $3,782,587
- Net assets (EOY)
- -$2,995,587
- Net assets (BOY)
- -$2,966,077
Income & contributions
- Employer contributions
- $215,376
- Total income / additions
- $24,862
Expenses & distributions
- Benefits paid
- $1,465
- Administrative expenses
- $60
- Total expenses
- $54,372
- Net increase / (decrease)
- -$29,510
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.