Norton Lilly International Retirement Plan — Form 5500 plan (Norton Lilly International, 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, Norton Lilly International Retirement Plan is a benefit plan reported by Norton Lilly International, Inc. under EIN 63-1222618 and plan number 001. The latest loaded filing year is 2023. The filing reports 737 participants and $36,959,579 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$37MPlan net assets, end of year$36,959,579
Participants737Covered participants reported
Assets / participant$50.1KComputed: assets ÷ participants$50,149 (computed)
Provider compensation$138.2K4 Schedule C provider row(s)$138,208
- Plan sponsor
- Norton Lilly International, Inc.
- EIN
- 63-1222618
- Plan number
- 001
- Plan type
- 2
- Location
- Mobile, AL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 737 | H, C | 20241008061743NAL0008147123001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$37M total assets
Net assets$37MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $36,959,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,959,579
- Net assets (BOY)
- $30,787,466
Income & contributions
- Employer contributions
- $745,590
- Participant contributions
- $3,108,642
- Total contributions
- $3,928,584
- Total income / additions
- $9,424,302
Expenses & distributions
- Benefits paid
- $3,093,462
- Administrative expenses
- $137,709
- Total expenses
- $3,252,189
- Net increase / (decrease)
- $6,172,113
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
19%81%
Employer 19%Participant 81%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $82,701 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $41,983 | $1,024 | 2023 |
| Smith, Dukes & Buckalew, Llp | ACCOUNTANT | $12,500 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Norton Lilly International, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Mobile, AL
- Adp, Inc. — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Smith, Dukes & Buckalew, Llp — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation