2023 Form 5500 filing — Mckay Nursery Employee Stock Ownership 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 20250616170046NAL0000607027001) for Mckay Nursery Employee Stock Ownership Plan, reported by Mckay Nursery Company under EIN 39-0461240 and plan number 003. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$26MReported net assets$25,995,963
Participants119
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250616170046NAL0000607027001
Plan sponsor
Mckay Nursery Company
EIN
39-0461240
Plan number
003
Location
Waterloo, WI
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$26M total assets
Net assets$26MLiabilities$0
Money in vs. money out
Total income / additions$5M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$856.5K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$25,995,963
Total liabilities (EOY)
$0
Net assets (EOY)
$25,995,963
Employer contributions
$856,500
Total income / additions
$4,967,002
Benefits paid
$1,114,074
Administrative expenses
$0
Total expenses
$1,114,074
Net increase / (decrease)
$3,852,928

Related Form 5500 pages