401k Plan data: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN plan

WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	WRIGHT INVESTMENTS, INC. RETIREMENT PLAN
Plan identification number	001

WRIGHT INVESTMENTS, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WRIGHT INVESTMENTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: WRIGHT INVESTMENTS, INC.

Employer identification number (EIN): 621144800

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WRIGHT INVESTMENTS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ROY STEPHENSON
001 2016-01-01 ROY STEPHENSON
001 2015-01-01 ROY STEPHENSON
001 2014-01-01 ROY STEPHENSON
001 2013-01-01 ROY STEPHENSON
001 2012-01-01 ROY STEPHENSON ROY STEPHENSON 2013-10-10
001 2011-01-01 ROY STEPHENSON
001 2009-01-01 ROY STEPHENSON

Plan Statistics for WRIGHT INVESTMENTS, INC. RETIREMENT PLAN

401k plan membership statisitcs for WRIGHT INVESTMENTS, INC. RETIREMENT PLAN

Measure Date Value
2023: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 364
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 343
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 65
Total of all active and inactive participants 2023-01-01 409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 410
Number of participants with account balances 2023-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 294
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 300
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 62
Total of all active and inactive participants 2022-01-01 363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 364
Number of participants with account balances 2022-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 303
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 228
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 63
Total of all active and inactive participants 2021-01-01 293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 294
Number of participants with account balances 2021-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 442
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 220
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 81
Total of all active and inactive participants 2020-01-01 302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 303
Number of participants with account balances 2020-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 344
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 97
Total of all active and inactive participants 2019-01-01 442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 442
Number of participants with account balances 2019-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 24
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 31
Number of participants with account balances 2018-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 24
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 30
Number of participants with account balances 2017-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 27
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 30
Number of participants with account balances 2016-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 28
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 32
Number of participants with account balances 2015-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 25
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 28
Number of participants with account balances 2014-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 23
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 25
Number of participants with account balances 2013-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 25
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 28
Number of participants with account balances 2012-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 17
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 20
Number of participants with account balances 2011-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 21
Number of participants with account balances 2009-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	364
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	343
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	65
Total of all active and inactive participants	2023-01-01	409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	410
Number of participants with account balances	2023-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	294
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	300
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	62
Total of all active and inactive participants	2022-01-01	363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	364
Number of participants with account balances	2022-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	303
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	228
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	63
Total of all active and inactive participants	2021-01-01	293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	294
Number of participants with account balances	2021-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	442
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	220
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	81
Total of all active and inactive participants	2020-01-01	302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	303
Number of participants with account balances	2020-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	344
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	97
Total of all active and inactive participants	2019-01-01	442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	442
Number of participants with account balances	2019-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	24
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	31
Number of participants with account balances	2018-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	24
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	30
Number of participants with account balances	2017-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	27
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	30
Number of participants with account balances	2016-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	28
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	32
Number of participants with account balances	2015-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	25
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	28
Number of participants with account balances	2014-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	23
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	25
Number of participants with account balances	2013-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	25
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	28
Number of participants with account balances	2012-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	17
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	20
Number of participants with account balances	2011-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	21
Number of participants with account balances	2009-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WRIGHT INVESTMENTS, INC. RETIREMENT PLAN

Measure	Date	Value
2023 : WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$0
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$23,036
Expenses. Interest paid	2023-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$1,172,651
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,314,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,288,180
Expenses. Certain deemed distributions of participant loans	2023-12-31	$0
Value of total corrective distributions	2023-12-31	$21,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$515,404
Value of total assets at end of year	2023-12-31	$4,784,845
Value of total assets at beginning of year	2023-12-31	$4,950,124
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$4,831
Total income from rents	2023-12-31	$0
Total interest from all sources	2023-12-31	$21,795
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$109,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$109,724
Assets. Real estate other than employer real property at end of year	2023-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-12-31	$0
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$356,120
Participant contributions at end of year	2023-12-31	$42,736
Participant contributions at beginning of year	2023-12-31	$37,385
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$20,877
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$0
Assets. Loans (other than to participants) at end of year	2023-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$23,036
Other income not declared elsewhere	2023-12-31	$0
Administrative expenses (other) incurred	2023-12-31	$0
Liabilities. Value of operating payables at end of year	2023-12-31	$0
Liabilities. Value of operating payables at beginning of year	2023-12-31	$0
Total non interest bearing cash at end of year	2023-12-31	$0
Total non interest bearing cash at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Income. Non cash contributions	2023-12-31	$0
Value of net income/loss	2023-12-31	$-142,243
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$4,784,845
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$4,927,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Assets. partnership/joint venture interests at end of year	2023-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2023-12-31	$0
Investment advisory and management fees	2023-12-31	$330
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$3,131,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$3,642,181
Value of interest in pooled separate accounts at end of year	2023-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$0
Interest on participant loans	2023-12-31	$2,590
Income. Interest from loans (other than to participants)	2023-12-31	$0
Interest earned on other investments	2023-12-31	$0
Income. Interest from US Government securities	2023-12-31	$0
Income. Interest from corporate debt instruments	2023-12-31	$0
Value of interest in master investment trust accounts at end of year	2023-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2023-12-31	$0
Value of interest in common/collective trusts at end of year	2023-12-31	$0
Value of interest in common/collective trusts at beginning of year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$1,610,663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$1,270,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$1,270,558
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$19,205
Assets. Value of investments in 103.12 investment entities at end of year	2023-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$0
Asset value of US Government securities at end of year	2023-12-31	$0
Asset value of US Government securities at beginning of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$525,728
Net investment gain/loss from pooled separate accounts	2023-12-31	$0
Net investment gain or loss from common/collective trusts	2023-12-31	$0
Net gain/loss from 103.12 investment entities	2023-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$0
Assets. Invements in employer securities at beginning of year	2023-12-31	$0
Assets. Value of employer real property at end of year	2023-12-31	$0
Assets. Value of employer real property at beginning of year	2023-12-31	$0
Contributions received in cash from employer	2023-12-31	$138,407
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$0
Income. Dividends from preferred stock	2023-12-31	$0
Income. Dividends from common stock	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,288,180
Asset. Corporate debt instrument preferred debt at end of year	2023-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-12-31	$0
Contract administrator fees	2023-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2023-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-12-31	$0
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Aggregate proceeds on sale of assets	2023-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2023-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-12-31	$0
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CANNON WRIGHT BLOUNT PLLC
Accountancy firm EIN	2023-12-31	621657946
2022 : WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$23,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$27,675
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-590,708
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$410,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$368,317
Expenses. Certain deemed distributions of participant loans	2022-12-31	$-1,890
Value of total corrective distributions	2022-12-31	$30,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$258,788
Value of total assets at end of year	2022-12-31	$4,950,124
Value of total assets at beginning of year	2022-12-31	$5,955,930
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$13,275
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$18,502
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$249,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$249,334
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$258,788
Participant contributions at end of year	2022-12-31	$37,385
Participant contributions at beginning of year	2022-12-31	$46,282
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$23,036
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$27,675
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$13,054
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-1,001,167
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,927,088
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,928,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$221
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,642,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,684,640
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$2,089
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,270,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,225,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,225,008
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$16,413
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,117,332
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$0
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$368,317
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CANNON WRIGHT BLOUNT PLLC
Accountancy firm EIN	2022-12-31	621657946
2021 : WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$0
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$27,675
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$66,558
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$721,499
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$207,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$192,846
Expenses. Certain deemed distributions of participant loans	2021-12-31	$1,890
Value of total corrective distributions	2021-12-31	$5,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$210,003
Value of total assets at end of year	2021-12-31	$5,955,930
Value of total assets at beginning of year	2021-12-31	$5,480,628
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$7,025
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$2,997
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$390,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$390,771
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$185,259
Participant contributions at end of year	2021-12-31	$46,282
Participant contributions at beginning of year	2021-12-31	$64,851
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$24,744
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$27,675
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$66,558
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$6,741
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$514,185
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,928,255
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,414,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$284
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$4,684,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,268,068
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$2,876
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$0
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,225,008
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$2,147,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$2,147,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$121
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$117,728
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$0
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$0
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$192,846
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CANNON WRIGHT BLOUNT PLLC
Accountancy firm EIN	2021-12-31	621657946
2020 : WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$66,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$825,113
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,154,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,070,534
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$66,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$350,328
Value of total assets at end of year	2020-12-31	$5,480,628
Value of total assets at beginning of year	2020-12-31	$6,743,606
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$17,557
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$4,060
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$207,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$207,267
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$220,756
Participant contributions at end of year	2020-12-31	$64,851
Participant contributions at beginning of year	2020-12-31	$68,556
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$77,526
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$66,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$16,951
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$-1,329,536
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,414,070
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,743,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$606
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,268,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,585,303
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$3,676
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$2,147,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$89,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$89,747
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$384
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$263,458
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Assets. Value of employer real property at end of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$52,046
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,070,534
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Contract administrator fees	2020-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CANNON WRIGHT BLOUNT PLLC
Accountancy firm EIN	2020-12-31	621657946
2019 : WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$1,508,292
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,656,575
Expenses. Total of all expenses incurred	2019-12-31	$661,758
Benefits paid (including direct rollovers)	2019-12-31	$634,130
Total plan assets at end of year	2019-12-31	$6,743,606
Total plan assets at beginning of year	2019-12-31	$4,240,497
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$355,280
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$29,074
Other income received	2019-12-31	$1,035,412
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$994,817
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,743,606
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,240,497
Assets. Value of participant loans	2019-12-31	$68,556
Total contributions received or receivable from employer(s)	2019-12-31	$236,809
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$27,628
2018 : WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$66,313
Expenses. Total of all expenses incurred	2018-12-31	$172,446
Benefits paid (including direct rollovers)	2018-12-31	$168,172
Total plan assets at end of year	2018-12-31	$4,240,497
Total plan assets at beginning of year	2018-12-31	$4,346,630
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$139,669
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$23,346
Other income received	2018-12-31	$-201,671
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-106,133
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,240,497
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,346,630
Assets. Value of participant loans	2018-12-31	$62,450
Total contributions received or receivable from employer(s)	2018-12-31	$104,969
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$4,274
2017 : WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$822,750
Expenses. Total of all expenses incurred	2017-12-31	$498,266
Benefits paid (including direct rollovers)	2017-12-31	$493,682
Total plan assets at end of year	2017-12-31	$4,346,630
Total plan assets at beginning of year	2017-12-31	$4,022,146
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$183,696
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$528,806
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$324,484
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,346,630
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,022,146
Assets. Value of participant loans	2017-12-31	$67,746
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$110,248
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$4,584
2016 : WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$563,405
Expenses. Total of all expenses incurred	2016-12-31	$43,241
Benefits paid (including direct rollovers)	2016-12-31	$38,952
Total plan assets at end of year	2016-12-31	$4,022,146
Total plan assets at beginning of year	2016-12-31	$3,501,982
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$169,002
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$63,613
Other income received	2016-12-31	$228,519
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$520,164
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,022,146
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,501,982
Assets. Value of participant loans	2016-12-31	$70,608
Total contributions received or receivable from employer(s)	2016-12-31	$102,271
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$4,289
2015 : WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$229,687
Expenses. Total of all expenses incurred	2015-12-31	$366,117
Benefits paid (including direct rollovers)	2015-12-31	$361,684
Total plan assets at end of year	2015-12-31	$3,501,982
Total plan assets at beginning of year	2015-12-31	$3,638,412
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$134,627
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-5,732
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-136,430
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,501,982
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,638,412
Assets. Value of participant loans	2015-12-31	$73,228
Total contributions received or receivable from employer(s)	2015-12-31	$100,792
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,433
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$383,393
Expenses. Total of all expenses incurred	2014-12-31	$16,040
Benefits paid (including direct rollovers)	2014-12-31	$11,666
Total plan assets at end of year	2014-12-31	$3,638,412
Total plan assets at beginning of year	2014-12-31	$3,271,059
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$131,779
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$158,067
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$367,353
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,638,412
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,271,059
Assets. Value of participant loans	2014-12-31	$62,890
Total contributions received or receivable from employer(s)	2014-12-31	$93,547
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,374
2013 : WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$536,757
Expenses. Total of all expenses incurred	2013-12-31	$240,438
Benefits paid (including direct rollovers)	2013-12-31	$237,326
Total plan assets at end of year	2013-12-31	$3,271,059
Total plan assets at beginning of year	2013-12-31	$2,974,740
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$110,779
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$357,835
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$296,319
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,271,059
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,974,740
Assets. Value of participant loans	2013-12-31	$51,918
Total contributions received or receivable from employer(s)	2013-12-31	$68,143
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,112
2012 : WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$425,476
Expenses. Total of all expenses incurred	2012-12-31	$521,043
Benefits paid (including direct rollovers)	2012-12-31	$518,986
Total plan assets at end of year	2012-12-31	$2,974,740
Total plan assets at beginning of year	2012-12-31	$3,070,307
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$122,048
Other income received	2012-12-31	$235,202
Net income (gross income less expenses)	2012-12-31	$-95,567
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,974,740
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,070,307
Assets. Value of participant loans	2012-12-31	$62,023
Total contributions received or receivable from employer(s)	2012-12-31	$68,226
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,057
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$10,092
Total income from all sources	2011-12-31	$99,718
Expenses. Total of all expenses incurred	2011-12-31	$173,568
Benefits paid (including direct rollovers)	2011-12-31	$170,785
Total plan assets at end of year	2011-12-31	$3,070,307
Total plan assets at beginning of year	2011-12-31	$3,134,065
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$101,661
Other income received	2011-12-31	$-70,084
Net income (gross income less expenses)	2011-12-31	$-73,850
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,070,307
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,134,065
Assets. Value of participant loans	2011-12-31	$38,300
Total contributions received or receivable from employer(s)	2011-12-31	$68,141
Value of corrective distributions	2011-12-31	$1
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,782
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$529,255
Expenses. Total of all expenses incurred	2010-12-31	$51,322
Benefits paid (including direct rollovers)	2010-12-31	$51,000
Total plan assets at end of year	2010-12-31	$3,134,065
Total plan assets at beginning of year	2010-12-31	$2,656,132
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$117,665
Other income received	2010-12-31	$347,469
Net income (gross income less expenses)	2010-12-31	$477,933
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,134,065
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,656,132
Assets. Value of participant loans	2010-12-31	$50,216
Total contributions received or receivable from employer(s)	2010-12-31	$64,121
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$322
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WRIGHT INVESTMENTS, INC. RETIREMENT PLAN

2023: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WRIGHT INVESTMENTS, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WRIGHT INVESTMENTS, INC.
Employer identification number (EIN):	621144800
NAIC Classification:	531310