2023 Form 5500 filing — Norton Lilly International Retirement 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 20241008061743NAL0008147123001) for Norton Lilly International Retirement Plan, reported by Norton Lilly International, Inc. under EIN 63-1222618 and plan number 001. It reports 737 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)$37MReported net assets$36,959,579
Participants737
Provider compensation$138.2K4 Schedule C row(s)$138,208
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008061743NAL0008147123001
- Plan sponsor
- Norton Lilly International, Inc.
- EIN
- 63-1222618
- Plan number
- 001
- Location
- Mobile, AL
- Received date
- not reported in the loaded dataset
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)$37M total assets
Net assets$37MLiabilities$0
Full reported line items
- Total assets (EOY)
- $36,959,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,959,579
- Employer contributions
- $745,590
- Participant contributions
- $3,108,642
- Total income / additions
- $9,424,302
- Benefits paid
- $3,093,462
- Administrative expenses
- $137,709
- Total expenses
- $3,252,189
- Net increase / (decrease)
- $6,172,113
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $82,701 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $41,983 | $1,024 |
| Smith, Dukes & Buckalew, Llp | ACCOUNTANT | $12,500 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |