How many benefit plans does Norman S. Wright Mechanical Equipment Corporation report on Form 5500?

Norman S. Wright Mechanical Equipment Corporation (EIN 94-2872220) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Norman S. Wright Mechanical Equipment Corporation?

The Employer Identification Number (EIN) reported for Norman S. Wright Mechanical Equipment Corporation is 94-2872220.

What is the latest Form 5500 filing year for Norman S. Wright Mechanical Equipment Corporation?

The latest loaded Form 5500 filing year for Norman S. Wright Mechanical Equipment Corporation is 2023.

Norman S. Wright Mechanical Equipment Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Norman S. Wright Mechanical Equipment Corporation (EIN 94-2872220) is a plan sponsor located in Brisbane, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 94-2872220
Location: Brisbane, CA
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $92,992,216
Total reported liabilities (EOY): $31,773
Total reported net assets (EOY): $92,960,443

Contributions & income

Participant contributions: $2,352,673
Total income / additions: $22,130,495

Expenses & distributions

Benefits paid / distributions: $3,562,054
Total expenses: $3,604,889
Net increase / (decrease): $18,525,606

Coverage

Total reported participants: 808
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Norman S. Wright Mechanical Equipment Corporation plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Norman Wright Mechanical Equipment Corp. 401(K) Profit Sharing Plan	001	212	$59,973,593	2023
Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan	002	329	$33,018,623	2023
Norman Wright Cafeteria Plan	501	267	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Norman S. Wright Mechanical Equipment Corporation
Year	Plan	Participants	Schedules	Filing
2023	Norman Wright Cafeteria Plan	267	—	20241004115708NAL0019585040001
2023	Norman Wright Mechanical Equipment Corp. 401(K) Profit Sharing Plan	212	H, C	20241014141002NAL0015075923001
2023	Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan	329	H, C	20241220163543NAL0004033235001