Nor-Am 401(K) Plan And Trust — Form 5500 plan (Nor-Am, 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, Nor-Am 401(K) Plan And Trust is a benefit plan reported by Nor-Am, Inc. under EIN 42-1472573 and plan number 001. The latest loaded filing year is 2023. The filing reports 668 participants and $11,227,615 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nor-Am, Inc.
EIN
42-1472573
Plan number
001
Plan type
2
Location
Le Mars, IA
Latest filing year
2023
Participants
668
End-of-year plan assets
$11,227,615

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023668H, C20240717142206NAL0009604578001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,227,615
Total liabilities (EOY)
$0
Net assets (EOY)
$11,227,615
Net assets (BOY)
$8,336,117

Income & contributions

Employer contributions
$550,491
Participant contributions
$1,034,647
Total contributions
$1,911,545
Total income / additions
$3,488,911

Expenses & distributions

Benefits paid
$512,248
Administrative expenses
$85,165
Total expenses
$597,413
Net increase / (decrease)
$2,891,498

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$5,687not reported in the loaded dataset2023

Related Form 5500 pages