2023 Form 5500 filing — Mckim & Creed, Inc. Employee Stock Ownership Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240919081324NAL0009993232001) for Mckim & Creed, Inc. Employee Stock Ownership Plan, reported by Mckim & Creed, Inc under EIN 56-2136769 and plan number 002. It reports 972 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$65.8MReported net assets$65,805,202
Participants972
Provider compensation$5.9K1 Schedule C row(s)$5,940
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240919081324NAL0009993232001
- Plan sponsor
- Mckim & Creed, Inc
- EIN
- 56-2136769
- Plan number
- 002
- Location
- Raleigh, NC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$83.9M total assets
Net assets$65.8MLiabilities$18.1M
Full reported line items
- Total assets (EOY)
- $83,891,949
- Total liabilities (EOY)
- $18,086,747
- Net assets (EOY)
- $65,805,202
- Employer contributions
- $5,023,153
- Total income / additions
- $13,872,691
- Benefits paid
- $7,226,355
- Administrative expenses
- $6,319
- Total expenses
- $7,898,003
- Net increase / (decrease)
- $5,974,688
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | CONTRACT ADMIN | $5,940 | not reported in the loaded dataset |