?>
Plan Name | NORRIS & ASSOCIATES, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | NORRIS & ASSOCIATES, INC. |
Employer identification number (EIN): | 043174850 |
NAIC Classification: | 339900 |
Additional information about NORRIS & ASSOCIATES, INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1975-11-26 |
Company Identification Number: | C0758935 |
Legal Registered Office Address: |
26691 Plaza Drive, #210 Mission Viejo United States of America (USA) 92691 |
More information about NORRIS & ASSOCIATES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | KIM FRYE | |||
001 | 2016-01-01 | KIM FRYE | |||
001 | 2015-01-01 | KIM FRYE | |||
001 | 2014-01-01 | KIM FRYE | |||
001 | 2013-01-01 | KIM FRYE | |||
001 | 2012-01-01 | KIM FRYE | |||
001 | 2011-01-01 | KIM FRYE | |||
001 | 2010-01-01 | KIM FRYE | 2011-05-09 |
Measure | Date | Value |
---|---|---|
2022: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 9 |
Total of all active and inactive participants | 2022-01-01 | 9 |
Total participants | 2022-01-01 | 9 |
Number of participants with account balances | 2022-01-01 | 7 |
2021: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 8 |
Number of participants with account balances | 2021-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 9 |
Number of participants with account balances | 2020-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 8 |
Number of participants with account balances | 2019-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 8 |
Number of participants with account balances | 2018-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 8 |
Number of participants with account balances | 2017-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 12 |
Number of participants with account balances | 2016-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 11 |
Number of participants with account balances | 2015-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 9 |
Number of participants with account balances | 2014-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 10 |
Number of participants with account balances | 2013-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 9 |
Number of participants with account balances | 2012-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 10 |
Number of participants with account balances | 2011-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : NORRIS & ASSOCIATES, INC. 401(K) PLAN 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-508,287 |
Expenses. Total of all expenses incurred | 2022-12-31 | $2,581 |
Benefits paid (including direct rollovers) | 2022-12-31 | $2,481 |
Total plan assets at end of year | 2022-12-31 | $2,832,110 |
Total plan assets at beginning of year | 2022-12-31 | $3,342,978 |
Value of fidelity bond covering the plan | 2022-12-31 | $400,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $47,638 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $20,218 |
Other income received | 2022-12-31 | $-576,143 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-510,868 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,832,110 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,342,978 |
Assets. Value of participant loans | 2022-12-31 | $4,010 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $100 |
2021 : NORRIS & ASSOCIATES, INC. 401(K) PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $285,785 |
Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $3,342,978 |
Total plan assets at beginning of year | 2021-12-31 | $3,057,193 |
Value of fidelity bond covering the plan | 2021-12-31 | $400,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $38,907 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $246,878 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $285,785 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,342,978 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,057,193 |
Assets. Value of participant loans | 2021-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
2020 : NORRIS & ASSOCIATES, INC. 401(K) PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $368,260 |
Expenses. Total of all expenses incurred | 2020-12-31 | $82,885 |
Benefits paid (including direct rollovers) | 2020-12-31 | $9,000 |
Total plan assets at end of year | 2020-12-31 | $3,057,193 |
Total plan assets at beginning of year | 2020-12-31 | $2,771,818 |
Value of fidelity bond covering the plan | 2020-12-31 | $400,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $44,703 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $323,557 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $285,375 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,057,193 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,771,818 |
Assets. Value of participant loans | 2020-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $73,835 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $50 |
2019 : NORRIS & ASSOCIATES, INC. 401(K) PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $545,985 |
Expenses. Total of all expenses incurred | 2019-12-31 | $22,326 |
Benefits paid (including direct rollovers) | 2019-12-31 | $10,452 |
Total plan assets at end of year | 2019-12-31 | $2,771,818 |
Total plan assets at beginning of year | 2019-12-31 | $2,248,159 |
Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
Total contributions received or receivable from participants | 2019-12-31 | $85,680 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $460,305 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $523,659 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,771,818 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,248,159 |
Assets. Value of participant loans | 2019-12-31 | $1,478 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $11,849 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $25 |
2018 : NORRIS & ASSOCIATES, INC. 401(K) PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-58,249 |
Expenses. Total of all expenses incurred | 2018-12-31 | $22,985 |
Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $2,248,159 |
Total plan assets at beginning of year | 2018-12-31 | $2,329,393 |
Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
Total contributions received or receivable from participants | 2018-12-31 | $85,020 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-143,269 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-81,234 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,248,159 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,329,393 |
Assets. Value of participant loans | 2018-12-31 | $3,169 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $22,960 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $25 |
2017 : NORRIS & ASSOCIATES, INC. 401(K) PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $432,229 |
Expenses. Total of all expenses incurred | 2017-12-31 | $883,232 |
Benefits paid (including direct rollovers) | 2017-12-31 | $872,828 |
Total plan assets at end of year | 2017-12-31 | $2,329,393 |
Total plan assets at beginning of year | 2017-12-31 | $2,780,396 |
Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $71,951 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $360,278 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $-451,003 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,329,393 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,780,396 |
Assets. Value of participant loans | 2017-12-31 | $4,762 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $10,304 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $100 |
2016 : NORRIS & ASSOCIATES, INC. 401(K) PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $335,197 |
Expenses. Total of all expenses incurred | 2016-12-31 | $745 |
Benefits paid (including direct rollovers) | 2016-12-31 | $720 |
Total plan assets at end of year | 2016-12-31 | $2,780,396 |
Total plan assets at beginning of year | 2016-12-31 | $2,445,944 |
Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
Total contributions received or receivable from participants | 2016-12-31 | $101,847 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $183,350 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $334,452 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,780,396 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,445,944 |
Assets. Value of participant loans | 2016-12-31 | $640 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $50,000 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $25 |
2015 : NORRIS & ASSOCIATES, INC. 401(K) PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $169,038 |
Expenses. Total of all expenses incurred | 2015-12-31 | $117,308 |
Benefits paid (including direct rollovers) | 2015-12-31 | $107,331 |
Total plan assets at end of year | 2015-12-31 | $2,445,944 |
Total plan assets at beginning of year | 2015-12-31 | $2,394,214 |
Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
Total contributions received or receivable from participants | 2015-12-31 | $103,801 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-13,503 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $51,730 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,445,944 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,394,214 |
Assets. Value of participant loans | 2015-12-31 | $1,533 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $78,740 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $9,889 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $88 |
2014 : NORRIS & ASSOCIATES, INC. 401(K) PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $218,251 |
Expenses. Total of all expenses incurred | 2014-12-31 | $35,294 |
Benefits paid (including direct rollovers) | 2014-12-31 | $35,294 |
Total plan assets at end of year | 2014-12-31 | $2,394,214 |
Total plan assets at beginning of year | 2014-12-31 | $2,211,257 |
Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
Total contributions received or receivable from participants | 2014-12-31 | $95,381 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $122,870 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $182,957 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,394,214 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,211,257 |
Assets. Value of participant loans | 2014-12-31 | $4,044 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
2013 : NORRIS & ASSOCIATES, INC. 401(K) PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $419,568 |
Expenses. Total of all expenses incurred | 2013-12-31 | $148,156 |
Benefits paid (including direct rollovers) | 2013-12-31 | $148,156 |
Total plan assets at end of year | 2013-12-31 | $2,211,257 |
Total plan assets at beginning of year | 2013-12-31 | $1,939,845 |
Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
Total contributions received or receivable from participants | 2013-12-31 | $97,603 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $328,206 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $271,412 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,211,257 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,939,845 |
Assets. Value of participant loans | 2013-12-31 | $7,708 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $-6,241 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
2012 : NORRIS & ASSOCIATES, INC. 401(K) PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $313,740 |
Expenses. Total of all expenses incurred | 2012-12-31 | $8,851 |
Total plan assets at end of year | 2012-12-31 | $1,939,845 |
Total plan assets at beginning of year | 2012-12-31 | $1,634,956 |
Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
Total contributions received or receivable from participants | 2012-12-31 | $98,928 |
Other income received | 2012-12-31 | $208,571 |
Net income (gross income less expenses) | 2012-12-31 | $304,889 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,939,845 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,634,956 |
Assets. Value of participant loans | 2012-12-31 | $28,367 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $6,241 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $8,851 |
2011 : NORRIS & ASSOCIATES, INC. 401(K) PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $145,167 |
Expenses. Total of all expenses incurred | 2011-12-31 | $10,934 |
Total plan assets at end of year | 2011-12-31 | $1,634,956 |
Total plan assets at beginning of year | 2011-12-31 | $1,500,723 |
Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
Total contributions received or receivable from participants | 2011-12-31 | $80,429 |
Other income received | 2011-12-31 | $64,738 |
Net income (gross income less expenses) | 2011-12-31 | $134,233 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,634,956 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,500,723 |
Assets. Value of participant loans | 2011-12-31 | $45,379 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $8,189 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,745 |
2022: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | Yes |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: NORRIS & ASSOCIATES, INC. 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |