2023 Form 5500 filing — Mckinnon And Harris 401k Profit Sharing 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 20241008141511NAL0009766243001) for Mckinnon And Harris 401k Profit Sharing Plan, reported by Mckinnon And Harris, Inc. under EIN 54-1595282 and plan number 001. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008141511NAL0009766243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mckinnon And Harris, Inc.
- EIN
- 54-1595282
- Plan number
- 001
- Location
- Richmond, VA
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,875,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,875,290
- Employer contributions
- $911,821
- Participant contributions
- $531,633
- Total income / additions
- $2,637,669
- Benefits paid
- $736,201
- Administrative expenses
- $38,962
- Total expenses
- $775,163
- Net increase / (decrease)
- $1,862,506
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial. | NONE | $22,316 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $16,646 | $0 |