Navarro & Wright 401(K) Plan — Form 5500 plan (Navarro & Wright Consulting Engineers, Inc.)
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, Navarro & Wright 401(K) Plan is a benefit plan reported by Navarro & Wright Consulting Engineers, Inc. under EIN 25-1799858 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $9,705,433 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Navarro & Wright Consulting Engineers, Inc.
- EIN
- 25-1799858
- Plan number
- 001
- Plan type
- 2
- Location
- New Cumberland, PA
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $9,705,433
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20240925143350NAL0008410307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,705,433
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,705,433
- Net assets (BOY)
- $8,910,420
Income & contributions
- Employer contributions
- $379,743
- Participant contributions
- $957,638
- Total contributions
- $1,350,898
- Total income / additions
- $2,931,862
Expenses & distributions
- Benefits paid
- $2,109,497
- Administrative expenses
- $18,222
- Total expenses
- $2,136,849
- Net increase / (decrease)
- $795,013
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Acec Retirement Trust | OTHER | $14,818 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,048 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,356 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Navarro & Wright Consulting Engineers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in New Cumberland, PA
- Acec Retirement Trust — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation