Original filing (PDF)20251106182751NAL0026250098001

NORM WILSON & SONS, INC.

Name: NORM WILSON & SONS, INC. — NORM WILSON & SONS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: NORM WILSON & SONS, INC.

Form 5500-SF

FILING_RECEIVED

NORM WILSON & SONS, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.1M

Net assets (EOY)

$19.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORM WILSON & SONS, INC..

Plan sponsor

Name

NORM WILSON & SONS, INC.

EIN

95-3767031

Address

3400 EAST SPRING STREET · LONG BEACH, CA · 90806

Phone

(562) 634-7933

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2025-11-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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