Original filing (PDF)20240719122159NAL0011112464001

GARRETT NORVELL

Name: GARRETT NORVELL — GARRETT D NORVELL 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: GARRETT NORVELL

Form 5500-SF

FILING_RECEIVED

GARRETT D NORVELL 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$393K

Net assets (EOY)

$393K

Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

GARRETT NORVELL

EIN

88-3501605all filings

Address

440 W STATE ST UNIT 215 · COLUMBUS, OH · 432152579

Phone

(805) 350-1607

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-19

Pension benefit codes

2E · Profit-sharing

2T · Default investment account (QDIA)

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

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

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