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NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameNORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORPORATION
Employer identification number (EIN):942872220
NAIC Classification:423700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01RICHARD LEAO2024-10-14
0022023-01-01RICHARD LEAO2024-12-19
0022022-01-01RICHARD LEAO2023-10-09
0022021-01-01RICHARD LEAO2022-10-14
0022020-01-01RICHARD LEAO2021-10-05
0022019-01-01RICHARD LEAO2020-10-13
0022018-01-01RICHARD LEAO2019-10-09

Plan Statistics for NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01329
Total number of active participants reported on line 7a of the Form 55002023-01-01235
Number of retired or separated participants receiving benefits2023-01-019
Number of other retired or separated participants entitled to future benefits2023-01-0176
Total of all active and inactive participants2023-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-013
Total participants2023-01-01323
Number of participants with account balances2023-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0112
2022: NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01311
Total number of active participants reported on line 7a of the Form 55002022-01-01225
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0163
Total of all active and inactive participants2022-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01298
Number of participants with account balances2022-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01299
Total number of active participants reported on line 7a of the Form 55002021-01-01219
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0162
Total of all active and inactive participants2021-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01285
Number of participants with account balances2021-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0122
2020: NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01298
Total number of active participants reported on line 7a of the Form 55002020-01-01250
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01282
Number of participants with account balances2020-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01272
Total number of active participants reported on line 7a of the Form 55002019-01-01236
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01255
Number of participants with account balances2019-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0121
2018: NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01234
Total number of active participants reported on line 7a of the Form 55002018-01-01223
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01234
Number of participants with account balances2018-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111

Financial Data on NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$6,030,944
Total unrealized appreciation/depreciation of assets2023-12-31$6,030,944
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$56,883
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$31,492
Total income from all sources (including contributions)2023-12-31$10,353,001
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$278,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$241,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$33,043,733
Value of total assets at beginning of year2023-12-31$22,943,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$37,133
Total interest from all sources2023-12-31$82
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$4,321,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Administrative expenses (other) incurred2023-12-31$226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$10,074,669
Value of net assets at end of year (total assets less liabilities)2023-12-31$32,986,850
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$22,912,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$9,773,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$5,704,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$5,704,760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$82
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$23,269,856
Assets. Invements in employer securities at beginning of year2023-12-31$17,238,913
Income. Dividends from common stock2023-12-31$4,321,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$241,199
Liabilities. Value of benefit claims payable at end of year2023-12-31$56,883
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$31,492
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31APRIO LLP
Accountancy firm EIN2023-12-31571157523
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$6,030,944
Total unrealized appreciation/depreciation of assets2023-01-01$6,030,944
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$56,883
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$31,492
Total income from all sources (including contributions)2023-01-01$10,353,001
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$278,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$241,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$0
Value of total assets at end of year2023-01-01$33,043,733
Value of total assets at beginning of year2023-01-01$22,943,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$37,133
Total interest from all sources2023-01-01$82
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$4,321,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Administrative expenses (other) incurred2023-01-01$226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$10,074,669
Value of net assets at end of year (total assets less liabilities)2023-01-01$32,986,850
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$22,912,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$9,773,877
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$82
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$23,269,856
Assets. Invements in employer securities at beginning of year2023-01-01$17,238,913
Income. Dividends from common stock2023-01-01$4,321,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$241,199
Liabilities. Value of benefit claims payable at end of year2023-01-01$56,883
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$31,492
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01APRIO LLP
Accountancy firm EIN2023-01-01571157523
2022 : NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$4,240,887
Total unrealized appreciation/depreciation of assets2022-12-31$4,240,887
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$31,492
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,598,458
Expenses. Interest paid2022-12-31$148,865
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$148,865
Total income from all sources (including contributions)2022-12-31$8,752,887
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$334,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$125,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$22,943,673
Value of total assets at beginning of year2022-12-31$18,092,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$60,046
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,512,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$60,046
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$245,520
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$32,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$8,418,453
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,912,181
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,493,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,704,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,093,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,093,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$17,238,913
Assets. Invements in employer securities at beginning of year2022-12-31$12,998,359
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$1,000,000
Income. Dividends from common stock2022-12-31$4,512,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$125,523
Liabilities. Value of benefit claims payable at end of year2022-12-31$31,492
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$3,007
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$3,317,213
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RUBENS PARTNERS LLP
Accountancy firm EIN2022-12-31204519974
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$4,240,887
Total unrealized appreciation/depreciation of assets2022-01-01$4,240,887
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$31,492
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$3,598,458
Total income from all sources (including contributions)2022-01-01$8,752,887
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$334,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$125,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$0
Value of total assets at end of year2022-01-01$22,943,673
Value of total assets at beginning of year2022-01-01$18,092,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$60,046
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$4,512,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$60,046
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$245,520
Liabilities. Value of operating payables at end of year2022-01-01$0
Liabilities. Value of operating payables at beginning of year2022-01-01$32,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$8,418,453
Value of net assets at end of year (total assets less liabilities)2022-01-01$22,912,181
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$14,493,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$5,704,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Assets. Invements in employer securities at end of year2022-01-01$17,238,913
Assets. Invements in employer securities at beginning of year2022-01-01$12,998,359
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$1,000,000
Income. Dividends from common stock2022-01-01$4,512,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$125,523
Liabilities. Value of benefit claims payable at end of year2022-01-01$31,492
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$3,007
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Liabilities. Value of acquisition indebtedness at end of year2022-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-01-01$3,317,213
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01RUBENS PARTNERS LLP
Accountancy firm EIN2022-01-01204519974
2021 : NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$904,669
Total unrealized appreciation/depreciation of assets2021-12-31$904,669
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,598,458
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$654
Expenses. Interest paid2021-12-31$303,086
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$303,086
Total income from all sources (including contributions)2021-12-31$4,923,342
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$416,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$32,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,000,000
Value of total assets at end of year2021-12-31$18,092,186
Value of total assets at beginning of year2021-12-31$9,987,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$80,555
Total interest from all sources2021-12-31$193
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,018,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$36,845
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$245,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$85
Liabilities. Value of operating payables at end of year2021-12-31$32,718
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,506,712
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,493,728
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,987,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$20,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,093,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,987,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,987,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$12,998,359
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$1,000,000
Employer contributions (assets) at end of year2021-12-31$1,000,000
Employer contributions (assets) at beginning of year2021-12-31$3,000,000
Income. Dividends from common stock2021-12-31$3,018,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$32,989
Contract administrator fees2021-12-31$23,625
Liabilities. Value of benefit claims payable at end of year2021-12-31$3,007
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$654
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$3,317,213
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RUBENS PARTNERS LLP
Accountancy firm EIN2021-12-31204519974
2020 : NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$654
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,271
Total income from all sources (including contributions)2020-12-31$3,014,215
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$40,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,000,000
Value of total assets at end of year2020-12-31$9,987,670
Value of total assets at beginning of year2020-12-31$7,014,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,600
Total interest from all sources2020-12-31$14,215
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$30,600
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,973,342
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,987,016
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,013,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,987,670
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,014,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,014,945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$14,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,000,000
Employer contributions (assets) at end of year2020-12-31$3,000,000
Employer contributions (assets) at beginning of year2020-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,273
Liabilities. Value of benefit claims payable at end of year2020-12-31$654
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,271
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31RUBENS PARTNERS LLP
Accountancy firm EIN2020-12-31204519974
2019 : NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,271
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,022,585
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,000,000
Value of total assets at end of year2019-12-31$7,014,945
Value of total assets at beginning of year2019-12-31$5,000,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$22,585
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,013,674
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,013,674
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,000,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,014,945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$22,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,000,000
Employer contributions (assets) at end of year2019-12-31$2,000,000
Employer contributions (assets) at beginning of year2019-12-31$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,911
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,271
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31RUBENS PARTNERS LLP
Accountancy firm EIN2019-12-31204519974
2018 : NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$5,000,000
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,000,000
Value of total assets at end of year2018-12-31$5,000,000
Value of total assets at beginning of year2018-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$5,000,000
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,000,000
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,000,000
Employer contributions (assets) at end of year2018-12-31$5,000,000
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31RUBENS PARTNERS LLP
Accountancy firm EIN2018-12-31204519974

Form 5500 Responses for NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN

2023: NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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