Plan5500

The Norman'S Gift Shops, Inc. Employee Stock Ownership Plan — Form 5500 plan (Norman'S Gift Shops, 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, The Norman'S Gift Shops, Inc. Employee Stock Ownership Plan is a benefit plan reported by Norman'S Gift Shops, Inc. under EIN 22-2521774 and plan number 002. The latest loaded filing year is 2023. The filing reports 305 participants and $35,251,754 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Norman'S Gift Shops, Inc.
EIN
22-2521774
Plan number
002
Plan type
2
Location
Newtown, PA
Latest filing year
2023
Participants
305
End-of-year plan assets
$35,251,754

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023305H, C20241114083511NAL0027819440001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,251,754
Total liabilities (EOY)
$27,787
Net assets (EOY)
$35,223,967
Net assets (BOY)
$21,099,941

Income & contributions

Employer contributions
$1,503
Participant contributions
$373,871
Total contributions
$375,374
Total income / additions
$14,342,221

Expenses & distributions

Benefits paid
$179,041
Administrative expenses
$38,608
Total expenses
$218,195
Net increase / (decrease)
$14,124,026

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$38,608$02023
Park Avenue SecuritiesOTHER SERVICES$0$13,9862023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages