2023 Form 5500 filing — Mckonly & Asbury, C.P.A. Deferred Savings 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 20241011084246NAL0010737859001) for Mckonly & Asbury, C.P.A. Deferred Savings Profit Sharing Plan, reported by Mckonly & Asbury, Certified Public Accountants under EIN 23-1909723 and plan number 001. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011084246NAL0010737859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mckonly & Asbury, Certified Public Accountants
- EIN
- 23-1909723
- Plan number
- 001
- Location
- Camp Hill, PA
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,907,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,907,016
- Employer contributions
- $84,033
- Participant contributions
- $797,522
- Total income / additions
- $3,727,170
- Benefits paid
- $166,053
- Administrative expenses
- $52,073
- Total expenses
- $218,126
- Net increase / (decrease)
- $3,509,044
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pcs Retirement, LLC | CONTRACT ADMINISTRATOR | $25,246 | not reported in the loaded dataset |
| Jfs Wealth Advisors | INVESTMENT ADVISOR | $25,137 | not reported in the loaded dataset |