Norlee Group 401(K) Plan — Form 5500 plan (Norlee Group)
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, Norlee Group 401(K) Plan is a benefit plan reported by Norlee Group under EIN 87-1233492 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $4,456,792 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Norlee Group
- EIN
- 87-1233492
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $4,456,792
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20250801100503NAL0003717443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,456,792
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,456,792
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $254,827
- Participant contributions
- $583,604
- Total contributions
- $1,155,867
- Total income / additions
- $1,412,982
Expenses & distributions
- Benefits paid
- $281,493
- Administrative expenses
- $18,021
- Total expenses
- $299,514
- Net increase / (decrease)
- $1,113,468
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edelman Financial Engines | INVESTMENT MANAGER | $10,364 | not reported in the loaded dataset | 2023 |
| Professional Capital Services, LLC | RECORDKEEPER | $6,008 | not reported in the loaded dataset | 2023 |