The Norfolk Companies, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Norfolk Companies, Inc. (EIN 04-2424377) is a plan sponsor located in Braintree, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2424377
Location
Braintree, MA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$11,367,893
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$11,367,893

Contributions & income

Employer contributions
$302,597
Participant contributions
$917,521
Total income / additions
$3,087,620

Expenses & distributions

Benefits paid / distributions
$802,277
Total expenses
$851,431
Net increase / (decrease)
$2,236,189

Coverage

Total reported participants
441
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Norfolk Companies, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Norfolk Companies 401(K) Plan001245$11,367,8932023
The Norfolk Companies Health And Welfare Plan503196not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Norfolk Companies, Inc.
YearPlanParticipantsSchedulesFiling
2023Norfolk Companies 401(K) Plan245H, C20240923135450NAL0023624978001
2023The Norfolk Companies Health And Welfare Plan196C20250303112353NAL0002775107001

Related Form 5500 pages