2023 Form 5500 filing — Mckee Foods Retirement 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 20250401114338NAL0003983971001) for Mckee Foods Retirement Plan, reported by Mckee Foods Corporation under EIN 62-0450611 and plan number 001. It reports 8,330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250401114338NAL0003983971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mckee Foods Corporation
- EIN
- 62-0450611
- Plan number
- 001
- Location
- Collegedale, TN
- Participants
- 8,330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,004,958,625
- Net assets (EOY)
- $1,004,958,625
- Employer contributions
- $27,144,513
- Participant contributions
- $42,798,948
- Total income / additions
- $188,172,129
- Benefits paid
- $137,904,024
- Administrative expenses
- $1,127,118
- Total expenses
- $139,033,138
- Net increase / (decrease)
- $49,138,991
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $652,325 | not reported in the loaded dataset |
| American Trust Company | NONE | $277,730 | not reported in the loaded dataset |
| Fisher Investments | NONE | $89,250 | not reported in the loaded dataset |
| New England Pension Consultants,Inc | NONE | $85,897 | not reported in the loaded dataset |
| North Pier Fiduciary Managemen | NONE | $82,054 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $14,210 | $0 |
| Evergreen Advisors LLC | NONE | $12,077 | not reported in the loaded dataset |