2023 Form 5500 filing — Navarro & Wright 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240925143350NAL0008410307001) for Navarro & Wright 401(K) Plan, reported by Navarro & Wright Consulting Engineers, Inc. under EIN 25-1799858 and plan number 001. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.7MReported net assets$9,705,433
Participants231
Provider compensation$18.2K3 Schedule C row(s)$18,222
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240925143350NAL0008410307001
Plan sponsor
Navarro & Wright Consulting Engineers, Inc.
EIN
25-1799858
Plan number
001
Location
New Cumberland, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.7M total assets
Net assets$9.7MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Contributions
Employer$379.7K
Participant$957.6K
Full reported line items
Total assets (EOY)
$9,705,433
Total liabilities (EOY)
$0
Net assets (EOY)
$9,705,433
Employer contributions
$379,743
Participant contributions
$957,638
Total income / additions
$2,931,862
Benefits paid
$2,109,497
Administrative expenses
$18,222
Total expenses
$2,136,849
Net increase / (decrease)
$795,013
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    OTHER · Direct $14.8K
  2. 2
    RECORDKEEPER · Direct $2K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $1.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240925143350NAL0008410307001 cover?
It is the 2023 Form 5500 filing for Navarro & Wright 401(K) Plan, reported by Navarro & Wright Consulting Engineers, Inc. (EIN 25-1799858).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages