Plan5500

Norris, Inc. Pension Plan — Form 5500 plan (Norris, 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, Norris, Inc. Pension Plan is a benefit plan reported by Norris, Inc. under EIN 39-0833609 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $12,104,616 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Norris, Inc.
EIN
39-0833609
Plan number
001
Plan type
2
Location
Mukwonago, WI
Latest filing year
2023
Participants
129
End-of-year plan assets
$12,104,616

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023129H, C20241011141217NAL0011004899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,104,616
Total liabilities (EOY)
$0
Net assets (EOY)
$12,104,616
Net assets (BOY)
$11,094,222

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$1,649,684

Expenses & distributions

Benefits paid
$596,492
Administrative expenses
$42,798
Total expenses
$639,290
Net increase / (decrease)
$1,010,394

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
BairdNONE$34,715not reported in the loaded dataset2023
Anick & AssociatesNONE$8,083not reported in the loaded dataset2023

Related Form 5500 pages