Norman International, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Norman 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, Norman International, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Norman International, Inc. under EIN 95-4855385 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $20,755,270 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Norman International, Inc.
- EIN
- 95-4855385
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Fe Springs, CA
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $20,755,270
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20240814171102NAL0006648643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,755,270
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,755,270
- Net assets (BOY)
- $17,970,157
Income & contributions
- Employer contributions
- $434,584
- Participant contributions
- $960,901
- Total contributions
- $1,395,485
- Total income / additions
- $4,477,052
Expenses & distributions
- Benefits paid
- $1,591,946
- Administrative expenses
- $99,993
- Total expenses
- $1,691,939
- Net increase / (decrease)
- $2,785,113
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $99,993 | $0 | 2023 |
| Lpl Financial LLC | OTHER SERVICES | $0 | $38,255 | 2023 |
| Lee Cpa Audit Group | ACCOUNTANT | $0 | $7,650 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Norman International, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Fe Springs, CA
- Principal Life Insurance Company — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Lee Cpa Audit Group — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation