NORRIS & STEVENS, INC. has sponsored the creation of one or more 401k plans.
Additional information about NORRIS & STEVENS, INC.
Submission information for form 5500 for 401k plan NORRIS & STEVENS, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for NORRIS & STEVENS, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: NORRIS & STEVENS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 286 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 9 |
| Total of all active and inactive participants | 2022-01-01 | 295 |
| Total participants | 2022-01-01 | 295 |
| Number of participants with account balances | 2022-01-01 | 49 |
| 2020: NORRIS & STEVENS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 292 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 10 |
| Total of all active and inactive participants | 2020-01-01 | 302 |
| Total participants | 2020-01-01 | 302 |
| Number of participants with account balances | 2020-01-01 | 52 |
| 2019: NORRIS & STEVENS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 50 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 10 |
| Total of all active and inactive participants | 2019-01-01 | 61 |
| Total participants | 2019-01-01 | 61 |
| Number of participants with account balances | 2019-01-01 | 58 |
| 2018: NORRIS & STEVENS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 57 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 13 |
| Total of all active and inactive participants | 2018-01-01 | 71 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 71 |
| Number of participants with account balances | 2018-01-01 | 68 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: NORRIS & STEVENS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 53 |
| 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 | 17 |
| Total of all active and inactive participants | 2017-01-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 70 |
| Number of participants with account balances | 2017-01-01 | 66 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 3 |
| 2009: NORRIS & STEVENS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 99 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 71 |
| 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 | 16 |
| Total of all active and inactive participants | 2009-01-01 | 87 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 87 |
| Number of participants with account balances | 2009-01-01 | 75 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2022 : NORRIS & STEVENS, INC. 401(K) PROFIT SHARING 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 | $-1,776,123 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $830,665 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $815,993 |
| Total plan assets at end of year | 2022-12-31 | $7,362,835 |
| Total plan assets at beginning of year | 2022-12-31 | $9,969,623 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from 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 | $33,333 |
| Other income received | 2022-12-31 | $-1,809,456 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-2,606,788 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $7,362,835 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,969,623 |
| Assets. Value of participant loans | 2022-12-31 | $104,362 |
| 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 | $14,672 |
| 2020 : NORRIS & STEVENS, INC. 401(K) PROFIT SHARING 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 | $1,642,789 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $3,297,559 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $3,278,000 |
| Total plan assets at end of year | 2020-12-31 | $9,807,031 |
| Total plan assets at beginning of year | 2020-12-31 | $11,461,801 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| 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 | $1,642,789 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $-1,654,770 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $9,807,031 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,461,801 |
| Assets. Value of participant loans | 2020-12-31 | $206,559 |
| 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 |
| 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 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $19,559 |
| 2019 : NORRIS & STEVENS, INC. 401(K) PROFIT SHARING 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 | $2,338,859 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,701,495 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,681,171 |
| Total plan assets at end of year | 2019-12-31 | $11,461,801 |
| Total plan assets at beginning of year | 2019-12-31 | $10,824,437 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $11,836 |
| 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 | $2,323,824 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $637,364 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $11,461,801 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,824,437 |
| Assets. Value of participant loans | 2019-12-31 | $220,026 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $3,199 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $20,324 |
| 2018 : NORRIS & STEVENS, INC. 401(K) PROFIT SHARING 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 | $1,108,096 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,320,275 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,300,902 |
| Total plan assets at end of year | 2018-12-31 | $10,824,437 |
| Total plan assets at beginning of year | 2018-12-31 | $11,036,616 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $306,211 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $539,135 |
| Other income received | 2018-12-31 | $-482,810 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-212,179 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $10,824,437 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,036,616 |
| Assets. Value of participant loans | 2018-12-31 | $150,456 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $745,560 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $19,373 |
| 2017 : NORRIS & STEVENS, INC. 401(K) PROFIT SHARING 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 | $1,985,566 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $2,879,475 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $2,871,610 |
| Total plan assets at end of year | 2017-12-31 | $11,036,616 |
| Total plan assets at beginning of year | 2017-12-31 | $11,930,525 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $325,235 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $4,278 |
| Other income received | 2017-12-31 | $938,513 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $-893,909 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $11,036,616 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,930,525 |
| Assets. Value of participant loans | 2017-12-31 | $159,236 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $717,540 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $7,865 |
| 2022: NORRIS & STEVENS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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 |
| 2020: NORRIS & STEVENS, INC. 401(K) PROFIT SHARING 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 & STEVENS, INC. 401(K) PROFIT SHARING 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 & STEVENS, INC. 401(K) PROFIT SHARING 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 & STEVENS, INC. 401(K) PROFIT SHARING 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 | This return/report is a short plan year return/report (less than 12 months) | 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 |
| 2009: NORRIS & STEVENS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
