Norm'S 401k Plan — Form 5500 plan (Norms Restaurants, LLC)
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, Norm'S 401k Plan is a benefit plan reported by Norms Restaurants, LLC under EIN 95-1959935 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,165 participants and $13,293,778 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Norms Restaurants, LLC
- EIN
- 95-1959935
- Plan number
- 001
- Plan type
- 2
- Location
- Bellflower, CA
- Latest filing year
- 2023
- Participants
- 1,165
- End-of-year plan assets
- $13,293,778
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,165 | H, C | 20240731053203NAL0012461155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,293,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,293,778
- Net assets (BOY)
- $11,187,157
Income & contributions
- Participant contributions
- $1,525,290
- Total contributions
- $1,554,823
- Total income / additions
- $3,456,458
Expenses & distributions
- Benefits paid
- $1,168,056
- Administrative expenses
- $131,589
- Total expenses
- $1,349,837
- Net increase / (decrease)
- $2,106,621
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $103,199 | $0 | 2023 |
| Pensionmark Financial Group, LLC | INVESTMENT/FINANCIAL ADVI | $12,389 | $0 | 2023 |
| Cooper Savas LLC | ACCOUNTANT | $8,000 | $0 | 2023 |
| Side By Side Financials Inc | ACCOUNTANT | $8,000 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Norms Restaurants, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Bellflower, CA
- Adp, Inc. — Schedule C compensation
- Pensionmark Financial Group, LLC — Schedule C compensation
- Cooper Savas LLC — Schedule C compensation
- Side By Side Financials Inc — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation