Norwood Management, Inc. 401(K) Plan — Form 5500 plan (Norwood Management, 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 Management, Inc. 401(K) Plan is a benefit plan reported by Norwood Management, Inc. under EIN 76-0180698 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $19,075,484 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Norwood Management, Inc.
- EIN
- 76-0180698
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $19,075,484
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20241001150408NAL0007333793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,075,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,075,484
- Net assets (BOY)
- $15,276,670
Income & contributions
- Employer contributions
- $792,530
- Participant contributions
- $1,374,570
- Total contributions
- $2,226,704
- Total income / additions
- $5,216,351
Expenses & distributions
- Benefits paid
- $1,348,152
- Administrative expenses
- $69,385
- Total expenses
- $1,417,537
- Net increase / (decrease)
- $3,798,814
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bks Financial Investments LLC | ADVISOR | $31,906 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $17,960 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,947 | not reported in the loaded dataset | 2023 |
| Mid-Continent Securities Advisors | ADVISOR | $9,573 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Norwood Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Bks Financial Investments LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Mid-Continent Securities Advisors — Schedule C compensation