Norman Noble, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Norman Noble, 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, Norman Noble, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Norman Noble, Inc. under EIN 34-0904696 and plan number 001. The latest loaded filing year is 2023. The filing reports 627 participants and $37,125,091 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Norman Noble, Inc.
- EIN
- 34-0904696
- Plan number
- 001
- Plan type
- 2
- Location
- Highland Heights, OH
- Latest filing year
- 2023
- Participants
- 627
- End-of-year plan assets
- $37,125,091
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 627 | H, C | 20240918060227NAL0005696896001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,125,091
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,125,091
- Net assets (BOY)
- $32,069,865
Income & contributions
- Employer contributions
- $840,626
- Participant contributions
- $2,270,137
- Total contributions
- $3,136,312
- Total income / additions
- $8,645,880
Expenses & distributions
- Benefits paid
- $3,482,710
- Administrative expenses
- $107,944
- Total expenses
- $3,590,654
- Net increase / (decrease)
- $5,055,226
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Definiti, LLC | TPA | $97,589 | $0 | 2023 |
| Ancora Retirement Plan Advisors Inc | INVESTMENT ADVISOR | $65,061 | $0 | 2023 |
| Mcmanus, Dosen & Co. | AUDITOR | $12,571 | $0 | 2023 |
| Charles Schwab Bank | PLATFORM PROVIDER | $7,473 | $0 | 2023 |
| Noble Davis Consulting Inc. | TPA | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Norman Noble, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Highland Heights, OH
- Definiti, LLC — Schedule C compensation
- Ancora Retirement Plan Advisors Inc — Schedule C compensation
- Mcmanus, Dosen & Co. — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Noble Davis Consulting Inc. — Schedule C compensation