2023 Form 5500 filing — Norris Mclaughlin, P.A. Thrift 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 20241015095826NAL0027999185001) for Norris Mclaughlin, P.A. Thrift Savings Plan, reported by Norris Mclaughlin, P.A. under EIN 62-1408127 and plan number 002. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095826NAL0027999185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Norris Mclaughlin, P.A.
- EIN
- 62-1408127
- Plan number
- 002
- Location
- Bridgewater, NJ
- Participants
- 260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,361,295
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,361,295
- Employer contributions
- $602,237
- Participant contributions
- $2,022,798
- Total income / additions
- $13,454,154
- Benefits paid
- $11,475,420
- Administrative expenses
- $79,902
- Total expenses
- $11,556,266
- Net increase / (decrease)
- $1,897,888
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Private Advisor Group LLC | INVESTMENT ADVISOR | $36,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $25,051 | $0 |
| Benefit Sources & Solutions Chadler | INVESTMENT ADVISOR | $18,000 | not reported in the loaded dataset |