Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan — Form 5500 plan (Norman S. Wright Mechanical Equipment Corporation)
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 S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan is a benefit plan reported by Norman S. Wright Mechanical Equipment Corporation under EIN 94-2872220 and plan number 002. The latest loaded filing year is 2023. The filing reports 329 participants and $33,018,623 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Norman S. Wright Mechanical Equipment Corporation
- EIN
- 94-2872220
- Plan number
- 002
- Plan type
- 2
- Location
- Brisbane, CA
- Latest filing year
- 2023
- Participants
- 329
- End-of-year plan assets
- $33,018,623
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 329 | H, C | 20241220163543NAL0004033235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,018,623
- Total liabilities (EOY)
- $31,773
- Net assets (EOY)
- $32,986,850
- Net assets (BOY)
- $22,912,181
Income & contributions
- Total contributions
- $0
- Total income / additions
- $10,353,001
Expenses & distributions
- Benefits paid
- $241,199
- Administrative expenses
- $37,133
- Total expenses
- $278,332
- Net increase / (decrease)
- $10,074,669
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Menke & Associates | THIRD PARTY ADM | $19,907 | not reported in the loaded dataset | 2023 |
| Vision Esop Valuation | APPRAISER | $17,000 | not reported in the loaded dataset | 2023 |