Original filing (PDF)20250725121059NAL0007379984001

NORMAN WEALTH MANAGEMENT

Name: NORMAN WEALTH MANAGEMENT — NORMAN WEALTH MANAGEMENT OFB BENEFIT PLAN, Form 5500 (2024)
Creator: NORMAN WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

NORMAN WEALTH MANAGEMENT OFB BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$1K

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORMAN WEALTH MANAGEMENT.

Plan sponsor

Name

NORMAN WEALTH MANAGEMENT

EIN

47-4759024

Address

8 MEDICAL DR · CHILLICOTHE, OH · 456019812

Phone

(740) 774-9444

Industry

Finance & Insurancesee all

Plan administrator

Name

TREVOR KIRKPATRICK

EIN

81-1291972

City

COLUMBUS, OH

Phone

(614) 249-2400

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PRAXIS FINANCIAL PARTNERS

PRAXIS FINANCIAL PARTNERS GCF BENEFIT PLAN

$3K · 3 participants

SRU FEDERAL CREDIT UNION

SRU FEDERAL CREDIT UNION 401K PLAN

$3K · 9 participants

BELPOINTE LABS, LLC

COLLABORATIVE RETIREMENT TRUST

$3K · 2 participants

JCZ INVESTORS

JCZ INVESTORS GCF BENEFIT PLAN

$3K · 3 participants

DELTA INVESTMENT SERVICES

DELTA INVESTMENT SERVICES MCF BENEFIT PLAN

$3K · 4 participants