2023 Form 5500 filing — Mckinstry Co. Profit Sharing And 401(K) 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 20240930102252NAL0009227360001) for Mckinstry Co. Profit Sharing And 401(K) Plan, reported by Mckinstry Co. LLC under EIN 20-4030425 and plan number 001. It reports 1,705 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930102252NAL0009227360001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mckinstry Co. LLC
- EIN
- 20-4030425
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 1,705
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $214,604,098
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $214,604,098
- Employer contributions
- $6,016,602
- Participant contributions
- $14,582,499
- Total income / additions
- $56,844,963
- Benefits paid
- $16,875,336
- Administrative expenses
- $196,880
- Total expenses
- $17,072,216
- Net increase / (decrease)
- $39,772,747
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Portfolio Consulting, LLC | NONE | $105,503 | not reported in the loaded dataset |
| Milliman | NONE | $91,224 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $17 | $32,064 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |