Plan5500

Norix Group, Inc. 401(K) Plan — Form 5500 plan (Norix Group, 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, Norix Group, Inc. 401(K) Plan is a benefit plan reported by Norix Group, Inc. under EIN 36-3257149 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $6,172,671 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Norix Group, Inc.
EIN
36-3257149
Plan number
001
Plan type
2
Location
West Chicago, IL
Latest filing year
2023
Participants
134
End-of-year plan assets
$6,172,671

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20240702142419NAL0007631696001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,172,671
Total liabilities (EOY)
$0
Net assets (EOY)
$6,172,671
Net assets (BOY)
$5,278,593

Income & contributions

Employer contributions
$302,296
Participant contributions
$560,868
Total contributions
$913,339
Total income / additions
$1,800,107

Expenses & distributions

Benefits paid
$876,706
Administrative expenses
$30,530
Total expenses
$906,029
Net increase / (decrease)
$894,078

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISOR$16,290not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$11,463$02023
Empower Advisory Group, LLCINVESTMENT MGMT$2,777not reported in the loaded dataset2023

Related Form 5500 pages