401k Plan data: NORRIS & ASSOCIATES 401(K) PLAN plan

NORRIS & ASSOCIATES 401(K) PLAN 401k Plan overview

Plan Name	NORRIS & ASSOCIATES 401(K) PLAN
Plan identification number	001

NORRIS & ASSOCIATES 401(K) PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NORRIS & ASSOCIATES, PC has sponsored the creation of one or more 401k plans.

Company Name: NORRIS & ASSOCIATES, PC

Employer identification number (EIN): 541628595

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORRIS & ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 MICHAEL NORRIS MICHAEL D NORRIS 2015-10-28
001 2013-01-01 MICHAEL NORRIS MICHAEL D NORRIS 2014-09-17
001 2012-01-01 MICHAEL NORRIS MICHAEL D NORRIS 2013-06-10
001 2011-01-01 MICHAEL NORRIS MICHAEL D NORRIS 2012-08-14
001 2009-01-01 MICHAEL NORRIS MICHAEL D NORRIS 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	MICHAEL NORRIS	MICHAEL D NORRIS	2015-10-28
001	2013-01-01	MICHAEL NORRIS	MICHAEL D NORRIS	2014-09-17
001	2012-01-01	MICHAEL NORRIS	MICHAEL D NORRIS	2013-06-10
001	2011-01-01	MICHAEL NORRIS	MICHAEL D NORRIS	2012-08-14
001	2009-01-01	MICHAEL NORRIS	MICHAEL D NORRIS	2010-10-14

Plan Statistics for NORRIS & ASSOCIATES 401(K) PLAN

401k plan membership statisitcs for NORRIS & ASSOCIATES 401(K) PLAN

Measure Date Value
2014: NORRIS & ASSOCIATES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: NORRIS & ASSOCIATES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NORRIS & ASSOCIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: NORRIS & ASSOCIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 1
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: NORRIS & ASSOCIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5

Measure	Date	Value
2014: NORRIS & ASSOCIATES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: NORRIS & ASSOCIATES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NORRIS & ASSOCIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: NORRIS & ASSOCIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	1
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: NORRIS & ASSOCIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5

Financial Data on NORRIS & ASSOCIATES 401(K) PLAN

Measure	Date	Value
2014 : NORRIS & ASSOCIATES 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,207
Expenses. Total of all expenses incurred	2014-12-31	$453,305
Benefits paid (including direct rollovers)	2014-12-31	$452,613
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$452,098
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$1,207
Net income (gross income less expenses)	2014-12-31	$-452,098
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$452,098
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$692
2013 : NORRIS & ASSOCIATES 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$112,123
Expenses. Total of all expenses incurred	2013-12-31	$3,227
Total plan assets at end of year	2013-12-31	$452,098
Total plan assets at beginning of year	2013-12-31	$343,202
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$71,505
Other income received	2013-12-31	$30,595
Net income (gross income less expenses)	2013-12-31	$108,896
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$452,098
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$343,202
Total contributions received or receivable from employer(s)	2013-12-31	$10,023
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,227
2012 : NORRIS & ASSOCIATES 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$80,378
Expenses. Total of all expenses incurred	2012-12-31	$53,103
Benefits paid (including direct rollovers)	2012-12-31	$50,000
Total plan assets at end of year	2012-12-31	$343,202
Total plan assets at beginning of year	2012-12-31	$315,927
Total contributions received or receivable from participants	2012-12-31	$50,200
Other income received	2012-12-31	$21,120
Net income (gross income less expenses)	2012-12-31	$27,275
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$343,202
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$315,927
Total contributions received or receivable from employer(s)	2012-12-31	$9,058
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,103
2011 : NORRIS & ASSOCIATES 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$74,736
Expenses. Total of all expenses incurred	2011-12-31	$22,950
Benefits paid (including direct rollovers)	2011-12-31	$20,531
Total plan assets at end of year	2011-12-31	$315,927
Total plan assets at beginning of year	2011-12-31	$264,141
Total contributions received or receivable from participants	2011-12-31	$61,100
Other income received	2011-12-31	$3,048
Net income (gross income less expenses)	2011-12-31	$51,786
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$315,927
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$264,141
Total contributions received or receivable from employer(s)	2011-12-31	$10,588
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,419
2010 : NORRIS & ASSOCIATES 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$117,863
Expenses. Total of all expenses incurred	2010-12-31	$1,699
Total plan assets at end of year	2010-12-31	$264,141
Total plan assets at beginning of year	2010-12-31	$147,977
Total contributions received or receivable from participants	2010-12-31	$82,422
Other income received	2010-12-31	$27,871
Net income (gross income less expenses)	2010-12-31	$116,164
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$264,141
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$147,977
Total contributions received or receivable from employer(s)	2010-12-31	$7,570
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,699

Form 5500 Responses for NORRIS & ASSOCIATES 401(K) PLAN

2014: NORRIS & ASSOCIATES 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NORRIS & ASSOCIATES 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NORRIS & ASSOCIATES 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NORRIS & ASSOCIATES 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: NORRIS & ASSOCIATES 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	NORRIS & ASSOCIATES, PC
Employer identification number (EIN):	541628595
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants