Norris Mclaughlin, P.A. Thrift Savings Plan — Form 5500 plan (Norris Mclaughlin, P.A.)
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, Norris Mclaughlin, P.A. Thrift Savings Plan is a benefit plan reported by Norris Mclaughlin, P.A. under EIN 62-1408127 and plan number 002. The latest loaded filing year is 2023. The filing reports 260 participants and $67,361,295 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Norris Mclaughlin, P.A.
- EIN
- 62-1408127
- Plan number
- 002
- Plan type
- 2
- Location
- Bridgewater, NJ
- Latest filing year
- 2023
- Participants
- 260
- End-of-year plan assets
- $67,361,295
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H, C | 20241015095826NAL0027999185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,361,295
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,361,295
- Net assets (BOY)
- $65,463,407
Income & contributions
- Employer contributions
- $602,237
- Participant contributions
- $2,022,798
- Total contributions
- $3,011,513
- Total income / additions
- $13,454,154
Expenses & distributions
- Benefits paid
- $11,475,420
- Administrative expenses
- $79,902
- Total expenses
- $11,556,266
- Net increase / (decrease)
- $1,897,888
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Private Advisor Group LLC | INVESTMENT ADVISOR | $36,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $25,051 | $0 | 2023 |
| Benefit Sources & Solutions Chadler | INVESTMENT ADVISOR | $18,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Norris Mclaughlin, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Bridgewater, NJ
- Private Advisor Group LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Benefit Sources & Solutions Chadler — Schedule C compensation