Norlen Inc 401k Profit Sharing Plan And Trust — Form 5500 plan (Norlen, 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, Norlen Inc 401k Profit Sharing Plan And Trust is a benefit plan reported by Norlen, Inc under EIN 39-1033368 and plan number 002. The latest loaded filing year is 2023. The filing reports 212 participants and $8,912,835 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Norlen, Inc
- EIN
- 39-1033368
- Plan number
- 002
- Plan type
- 2
- Location
- Schofield, WI
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $8,912,835
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20241014115743NAL0045866944001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,912,835
- Net assets (EOY)
- $8,912,835
- Net assets (BOY)
- $7,931,126
Income & contributions
- Employer contributions
- $309,567
- Participant contributions
- $373,221
- Total contributions
- $701,274
- Total income / additions
- $1,814,145
Expenses & distributions
- Benefits paid
- $784,169
- Administrative expenses
- $48,267
- Total expenses
- $832,436
- Net increase / (decrease)
- $981,709
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group LLC | INVESTMENT MANAGEMENT | $23,659 | not reported in the loaded dataset | 2023 |
| Whalen Capital | INVESTMENT ADVISOR | $13,658 | not reported in the loaded dataset | 2023 |
| Hawkins Ash Cpas | AUDITOR | $10,500 | not reported in the loaded dataset | 2023 |
| Corporate Retirement Solutions LLC | TPA | $450 | $8,215 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Norlen, Inc
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Schofield, WI
- Empower Advisory Group LLC — Schedule C compensation
- Whalen Capital — Schedule C compensation
- Hawkins Ash Cpas — Schedule C compensation
- Corporate Retirement Solutions LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation