Norman Librett, Inc. Employee Stock Ownership Plan — Form 5500 plan (Norman Librett, 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, Norman Librett, Inc. Employee Stock Ownership Plan is a benefit plan reported by Norman Librett, Inc. under EIN 13-1717693 and plan number 002. The latest loaded filing year is 2023. The filing reports 13 participants and $1,217,793 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Norman Librett, Inc.
- EIN
- 13-1717693
- Plan number
- 002
- Plan type
- 2
- Location
- New Rochelle, NY
- Latest filing year
- 2023
- Participants
- 13
- End-of-year plan assets
- $1,217,793
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20260105094533NAL0007202288001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,217,793
- Total liabilities (EOY)
- $2,669
- Net assets (EOY)
- $1,215,124
- Net assets (BOY)
- $1,025,380
Income & contributions
- Employer contributions
- $58,828
- Total income / additions
- $247,873
Expenses & distributions
- Benefits paid
- $58,101
- Total expenses
- $58,129
- Net increase / (decrease)
- $189,744
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.