Norton Retirement Services Inc.
Plan context: Norton Retirement Services Inc. 401K Plan
EIN 86-1009405 • Glendale, AZ • 21 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$1,436,840
2025 Contributions
$172,436
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $1,436,840 | $172,436 | $24,634iApproximate average salary by contribution assumption: employee only about $615,843 at 4% or $410,562 at 6%; with 50% employer match about $410,562 at 4% or $273,708 at 6%; with 100% employer match about $307,921 at 4% or $205,281 at 6%. |
| Norton Retirement Services Inc. 401K Plan | - | 7 | $1,436,840 | $172,436 | $24,634iApproximate average salary by contribution assumption: employee only about $615,843 at 4% or $410,562 at 6%; with 50% employer match about $410,562 at 4% or $273,708 at 6%; with 100% employer match about $307,921 at 4% or $205,281 at 6%. |
| 2024 | 1 | 6 | $1,130,810 | $132,256 | $22,043iApproximate average salary by contribution assumption: employee only about $551,067 at 4% or $367,378 at 6%; with 50% employer match about $367,378 at 4% or $244,919 at 6%; with 100% employer match about $275,533 at 4% or $183,689 at 6%. |
| Norton Retirement Services Inc. 401K Plan | - | 6 | $1,130,810 | $132,256 | $22,043iApproximate average salary by contribution assumption: employee only about $551,067 at 4% or $367,378 at 6%; with 50% employer match about $367,378 at 4% or $244,919 at 6%; with 100% employer match about $275,533 at 4% or $183,689 at 6%. |
| 2023 | 1 | 5 | $901,718 | $114,056 | $22,811iApproximate average salary by contribution assumption: employee only about $570,280 at 4% or $380,187 at 6%; with 50% employer match about $380,187 at 4% or $253,458 at 6%; with 100% employer match about $285,140 at 4% or $190,093 at 6%. |
| Norton Retirement Services Inc. 401K Plan | - | 5 | $901,718 | $114,056 | $22,811iApproximate average salary by contribution assumption: employee only about $570,280 at 4% or $380,187 at 6%; with 50% employer match about $380,187 at 4% or $253,458 at 6%; with 100% employer match about $285,140 at 4% or $190,093 at 6%. |
| 2022 | 1 | 5 | $684,991 | $101,320 | $20,264iApproximate average salary by contribution assumption: employee only about $506,600 at 4% or $337,733 at 6%; with 50% employer match about $337,733 at 4% or $225,156 at 6%; with 100% employer match about $253,300 at 4% or $168,867 at 6%. |
| Norton Retirement Services Inc. 401K Plan | - | 5 | $684,991 | $101,320 | $20,264iApproximate average salary by contribution assumption: employee only about $506,600 at 4% or $337,733 at 6%; with 50% employer match about $337,733 at 4% or $225,156 at 6%; with 100% employer match about $253,300 at 4% or $168,867 at 6%. |
| 2021 | 1 | 6 | $696,905 | $104,837 | $17,473iApproximate average salary by contribution assumption: employee only about $436,821 at 4% or $291,214 at 6%; with 50% employer match about $291,214 at 4% or $194,143 at 6%; with 100% employer match about $218,410 at 4% or $145,607 at 6%. |
| Norton Retirement Services Inc. 401K Plan | - | 6 | $696,905 | $104,837 | $17,473iApproximate average salary by contribution assumption: employee only about $436,821 at 4% or $291,214 at 6%; with 50% employer match about $291,214 at 4% or $194,143 at 6%; with 100% employer match about $218,410 at 4% or $145,607 at 6%. |
| 2020 | 1 | 5 | $538,235 | $91,798 | $18,360iApproximate average salary by contribution assumption: employee only about $458,990 at 4% or $305,993 at 6%; with 50% employer match about $305,993 at 4% or $203,996 at 6%; with 100% employer match about $229,495 at 4% or $152,997 at 6%. |
| Norton Retirement Services Inc. 401K Plan | - | 5 | $538,235 | $91,798 | $18,360iApproximate average salary by contribution assumption: employee only about $458,990 at 4% or $305,993 at 6%; with 50% employer match about $305,993 at 4% or $203,996 at 6%; with 100% employer match about $229,495 at 4% or $152,997 at 6%. |
| 2019 | 1 | 6 | $480,886 | $95,335 | $15,889iApproximate average salary by contribution assumption: employee only about $397,229 at 4% or $264,819 at 6%; with 50% employer match about $264,819 at 4% or $176,546 at 6%; with 100% employer match about $198,615 at 4% or $132,410 at 6%. |
| Norton Retirement Services Inc. 401K Plan | - | 6 | $480,886 | $95,335 | $15,889iApproximate average salary by contribution assumption: employee only about $397,229 at 4% or $264,819 at 6%; with 50% employer match about $264,819 at 4% or $176,546 at 6%; with 100% employer match about $198,615 at 4% or $132,410 at 6%. |
| 2018 | 1 | 6 | $318,236 | $75,053 | $12,509iApproximate average salary by contribution assumption: employee only about $312,721 at 4% or $208,481 at 6%; with 50% employer match about $208,481 at 4% or $138,987 at 6%; with 100% employer match about $156,360 at 4% or $104,240 at 6%. |
| Norton Retirement Services Inc. 401K Plan | - | 6 | $318,236 | $75,053 | $12,509iApproximate average salary by contribution assumption: employee only about $312,721 at 4% or $208,481 at 6%; with 50% employer match about $208,481 at 4% or $138,987 at 6%; with 100% employer match about $156,360 at 4% or $104,240 at 6%. |
| 2017 | 1 | 6 | $268,901 | $26,783 | $4,464iApproximate average salary by contribution assumption: employee only about $111,596 at 4% or $74,397 at 6%; with 50% employer match about $74,397 at 4% or $49,598 at 6%; with 100% employer match about $55,798 at 4% or $37,199 at 6%. |
| Norton Retirement Services Inc. 401K Plan | - | 6 | $268,901 | $26,783 | $4,464iApproximate average salary by contribution assumption: employee only about $111,596 at 4% or $74,397 at 6%; with 50% employer match about $74,397 at 4% or $49,598 at 6%; with 100% employer match about $55,798 at 4% or $37,199 at 6%. |
| 2016 | 1 | 5 | $485,873 | $63,589 | $12,718iApproximate average salary by contribution assumption: employee only about $317,945 at 4% or $211,963 at 6%; with 50% employer match about $211,963 at 4% or $141,309 at 6%; with 100% employer match about $158,973 at 4% or $105,982 at 6%. |
| Norton Retirement Services Inc. 401K Plan | - | 5 | $485,873 | $63,589 | $12,718iApproximate average salary by contribution assumption: employee only about $317,945 at 4% or $211,963 at 6%; with 50% employer match about $211,963 at 4% or $141,309 at 6%; with 100% employer match about $158,973 at 4% or $105,982 at 6%. |
| 2015 | 1 | 6 | $499,824 | $161,750 | $26,958iApproximate average salary by contribution assumption: employee only about $673,958 at 4% or $449,306 at 6%; with 50% employer match about $449,306 at 4% or $299,537 at 6%; with 100% employer match about $336,979 at 4% or $224,653 at 6%. |
| Norton Retirement Services Inc. 401K Plan | - | 6 | $499,824 | $161,750 | $26,958iApproximate average salary by contribution assumption: employee only about $673,958 at 4% or $449,306 at 6%; with 50% employer match about $449,306 at 4% or $299,537 at 6%; with 100% employer match about $336,979 at 4% or $224,653 at 6%. |
| 2014 | 1 | 5 | $338,283 | $81,369 | $16,274iApproximate average salary by contribution assumption: employee only about $406,845 at 4% or $271,230 at 6%; with 50% employer match about $271,230 at 4% or $180,820 at 6%; with 100% employer match about $203,423 at 4% or $135,615 at 6%. |
| Norton Retirement Services Inc. 401K Plan | - | 5 | $338,283 | $81,369 | $16,274iApproximate average salary by contribution assumption: employee only about $406,845 at 4% or $271,230 at 6%; with 50% employer match about $271,230 at 4% or $180,820 at 6%; with 100% employer match about $203,423 at 4% or $135,615 at 6%. |
| 2013 | 1 | 5 | $250,478 | $50,440 | $10,088iApproximate average salary by contribution assumption: employee only about $252,200 at 4% or $168,133 at 6%; with 50% employer match about $168,133 at 4% or $112,089 at 6%; with 100% employer match about $126,100 at 4% or $84,067 at 6%. |
| Norton Retirement Services Inc. 401K Plan | - | 5 | $250,478 | $50,440 | $10,088iApproximate average salary by contribution assumption: employee only about $252,200 at 4% or $168,133 at 6%; with 50% employer match about $168,133 at 4% or $112,089 at 6%; with 100% employer match about $126,100 at 4% or $84,067 at 6%. |
| 2012 | 1 | 5 | $202,712 | $54,916 | $10,983iApproximate average salary by contribution assumption: employee only about $274,580 at 4% or $183,053 at 6%; with 50% employer match about $183,053 at 4% or $122,036 at 6%; with 100% employer match about $137,290 at 4% or $91,527 at 6%. |
| Norton Retirement Services Inc. 401K Plan | - | 5 | $202,712 | $54,916 | $10,983iApproximate average salary by contribution assumption: employee only about $274,580 at 4% or $183,053 at 6%; with 50% employer match about $183,053 at 4% or $122,036 at 6%; with 100% employer match about $137,290 at 4% or $91,527 at 6%. |
| 2011 | 1 | 4 | $128,896 | $37,648 | $9,412iApproximate average salary by contribution assumption: employee only about $235,300 at 4% or $156,867 at 6%; with 50% employer match about $156,867 at 4% or $104,578 at 6%; with 100% employer match about $117,650 at 4% or $78,433 at 6%. |
| Norton Retirement Services Inc. 401K Plan | - | 4 | $128,896 | $37,648 | $9,412iApproximate average salary by contribution assumption: employee only about $235,300 at 4% or $156,867 at 6%; with 50% employer match about $156,867 at 4% or $104,578 at 6%; with 100% employer match about $117,650 at 4% or $78,433 at 6%. |
| 2010 | 1 | 5 | $96,730 | $39,211 | $7,842iApproximate average salary by contribution assumption: employee only about $196,055 at 4% or $130,703 at 6%; with 50% employer match about $130,703 at 4% or $87,136 at 6%; with 100% employer match about $98,028 at 4% or $65,352 at 6%. |
| Norton Retirement Services Inc. 401K Plan | - | 5 | $96,730 | $39,211 | $7,842iApproximate average salary by contribution assumption: employee only about $196,055 at 4% or $130,703 at 6%; with 50% employer match about $130,703 at 4% or $87,136 at 6%; with 100% employer match about $98,028 at 4% or $65,352 at 6%. |
| 2009 | 1 | 5 | $47,160 | $9,836 | $1,967iApproximate average salary by contribution assumption: employee only about $49,180 at 4% or $32,787 at 6%; with 50% employer match about $32,787 at 4% or $21,858 at 6%; with 100% employer match about $24,590 at 4% or $16,393 at 6%. |
| Norton Retirement Services Inc. 401K Plan | - | 5 | $47,160 | $9,836 | $1,967iApproximate average salary by contribution assumption: employee only about $49,180 at 4% or $32,787 at 6%; with 50% employer match about $32,787 at 4% or $21,858 at 6%; with 100% employer match about $24,590 at 4% or $16,393 at 6%. |
| 2008 | 1 | 3 | $28,597 | $0 | - |
| Norton Retirement Services Inc. 401K Plan | - | 3 | $28,597 | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Norton Retirement Services Inc. 401K Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $34,080 | $0 | - |
| Norton Retirement Services Inc. 401K Plan | - | 3 | $34,080 | - | - |
| 2003 | 1 | 2 | $795 | $750 | $375iApproximate average salary by contribution assumption: employee only about $9,375 at 4% or $6,250 at 6%; with 50% employer match about $6,250 at 4% or $4,167 at 6%; with 100% employer match about $4,688 at 4% or $3,125 at 6%. |
| Norton Retirement Services Inc. 401K Plan | - | 2 | $795 | $750 | $375iApproximate average salary by contribution assumption: employee only about $9,375 at 4% or $6,250 at 6%; with 50% employer match about $6,250 at 4% or $4,167 at 6%; with 100% employer match about $4,688 at 4% or $3,125 at 6%. |