Norman Wright Mechanical Equipment Corp. 401(K) Profit Sharing Plan — Form 5500 plan (Norman Wright Mechanical Equipment Corp.)
Plain-English plan 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 Wright Mechanical Equipment Corp. 401(K) Profit Sharing Plan is a benefit plan reported by Norman Wright Mechanical Equipment Corp. under EIN 94-2872220 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $59,973,593 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Norman Wright Mechanical Equipment Corp.
- EIN
- 94-2872220
- Plan number
- 001
- Plan type
- 2
- Location
- Brisbane, CA
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $59,973,593
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20241014141002NAL0015075923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,973,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,973,593
- Net assets (BOY)
- $51,522,656
Income & contributions
- Participant contributions
- $2,352,673
- Total contributions
- $2,581,314
- Total income / additions
- $11,777,494
Expenses & distributions
- Benefits paid
- $3,320,855
- Administrative expenses
- $5,702
- Total expenses
- $3,326,557
- Net increase / (decrease)
- $8,450,937
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $5,912 | $0 | 2023 |