2023 Form 5500 filing — Noritz America Retirement Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002151243NAL0004965907001) for Noritz America Retirement Savings Plan, reported by Noritz America Corporation under EIN 01-0550443 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.3MReported net assets$13,251,731
Participants172
Provider compensation$29.7K2 Schedule C row(s)$29,683
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002151243NAL0004965907001
Plan sponsor
Noritz America Corporation
EIN
01-0550443
Plan number
001
Location
Fountain Valley, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.3M total assets
Net assets$13.3MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$710.6K
Benefits paid / distributions$685.3K
Contributions
Employer$361.7K
Participant$582.5K
Full reported line items
Total assets (EOY)
$13,251,731
Total liabilities (EOY)
$0
Net assets (EOY)
$13,251,731
Employer contributions
$361,669
Participant contributions
$582,532
Total income / additions
$2,922,538
Benefits paid
$685,267
Administrative expenses
$1,188
Total expenses
$710,593
Net increase / (decrease)
$2,211,945
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $0 · Indirect $28.5K
  2. 2
    RECORDKEEPER · Direct $1.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002151243NAL0004965907001 cover?
It is the 2023 Form 5500 filing for Noritz America Retirement Savings Plan, reported by Noritz America Corporation (EIN 01-0550443).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages