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MATTHEW G. NORTON CO. — MATTHEW G. NORTON CO. MONEY PURCHASE PENSION, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250627133205NAL0005351443001
MATTHEW G. NORTON CO.
Form 5500-SF
FILING_RECEIVED
MATTHEW G. NORTON CO. MONEY PURCHASE PENSION
Defined-contribution retirement plan
Active participants
34
Accounts w/ balance
54
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MATTHEW G. NORTON CO.
.
Find decision makers
Plan sponsor
Name
MATTHEW G. NORTON CO.
EIN
91-0449550
Address
10230 NE POINTS DR · STE 410 · KIRKLAND, WA · 98033
Phone
(206) 652-8754
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
Pension benefit codes
2C · Money purchase (other than target benefit)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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