2023 Form 5500 filing — Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership 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 20241220163543NAL0004033235001) for Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan, reported by Norman S. Wright Mechanical Equipment Corporation under EIN 94-2872220 and plan number 002. It reports 329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241220163543NAL0004033235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Norman S. Wright Mechanical Equipment Corporation
- EIN
- 94-2872220
- Plan number
- 002
- Location
- Brisbane, CA
- Participants
- 329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,018,623
- Total liabilities (EOY)
- $31,773
- Net assets (EOY)
- $32,986,850
- Total income / additions
- $10,353,001
- Benefits paid
- $241,199
- Administrative expenses
- $37,133
- Total expenses
- $278,332
- Net increase / (decrease)
- $10,074,669
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Menke & Associates | THIRD PARTY ADM | $19,907 | not reported in the loaded dataset |
| Vision Esop Valuation | APPRAISER | $17,000 | not reported in the loaded dataset |