Original filing (PDF)20250415090442NAL0001400675001

JOHN H. NORRIS & SONS, INC.

Name: JOHN H. NORRIS & SONS, INC. — JOHN H. NORRIS & SONS, INC. CASH BALANCE PLAN, Form 5500 (2023)
Creator: JOHN H. NORRIS & SONS, INC.

Form 5500-SF

FILING_RECEIVED

JOHN H. NORRIS & SONS, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN H. NORRIS & SONS, INC..

Plan sponsor

Name

JOHN H. NORRIS & SONS, INC.

EIN

52-1074746

Address

501 PALISADES BLVD. · CROWNSVILLE, MD · 21032

Phone

(410) 987-5646

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

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 Construction plans

DIAMOND FENCE COMPANY INC

DIAMOND FENCE COMPANY 401K PLAN

$1.2M · 21 participants

DALE COOPER, LLC

DALE COOPER, LLC 401K) PROFIT SHARING PLAN

$1.2M · 46 participants

ACS CONSTRUCTION INC

ACS CONSTRUCTION INC 401(K) PROFIT SHARING PLAN & TRUST

$1.2M · 10 participants

MCDOUGALL BROTHERS ENTERPRISES, LLC

MCDOUGALL BROTHERS 401(K) PLAN

$1.2M · 9 participants

M & B QUALITY CONCRETE, L.L.C.

M&B QUALITY CONCRETE CASH BALANCE PLAN