2023 Form 5500 filing — E.K. Mcconkey & Co., Inc. Group Medical 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 20250129092624NAL0015902065001) for E.K. Mcconkey & Co., Inc. Group Medical Plan, reported by E.K. Mcconkey & Co., Inc. under EIN 23-2385085 and plan number 502. It reports 97 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$577.2KReported net assets$577,246
Participants97
Provider compensation$48.6K4 Schedule C row(s)$48,580
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20250129092624NAL0015902065001
Plan sponsor
E.K. Mcconkey & Co., Inc.
EIN
23-2385085
Plan number
502
Location
York, PA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$577.2K total assets
Net assets$577.2KLiabilities
Money in vs. money out
Total income / additions$1.4M
Total expenses$1.6M
Benefits paid / distributions$1M
Contributions
Employer$1.1M
Participant$250.8K
Full reported line items
Total assets (EOY)
$577,246
Net assets (EOY)
$577,246
Employer contributions
$1,098,220
Participant contributions
$250,843
Total income / additions
$1,407,409
Benefits paid
$1,004,909
Administrative expenses
$49,480
Total expenses
$1,576,726
Net increase / (decrease)
-$169,317

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Mcconkey Benefits & Financial ServBROKER$35,947not reported in the loaded dataset
BenefitmallADMIN$7,221not reported in the loaded dataset
HighmarkADMIN$3,409not reported in the loaded dataset
The Benecon Group, LLCBROKER$2,003not reported in the loaded dataset

Related Form 5500 pages