Mckinstry Co. Profit Sharing And 401(K) Plan — Form 5500 plan (Mckinstry Co. LLC)
Plain-English plan 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, Mckinstry Co. Profit Sharing And 401(K) Plan is a benefit plan reported by Mckinstry Co. LLC under EIN 20-4030425 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,705 participants and $214,604,098 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mckinstry Co. LLC
- EIN
- 20-4030425
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 1,705
- End-of-year plan assets
- $214,604,098
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,705 | H, C | 20240930102252NAL0009227360001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $214,604,098
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $214,604,098
- Net assets (BOY)
- $174,831,351
Income & contributions
- Employer contributions
- $6,016,602
- Participant contributions
- $14,582,499
- Total contributions
- $22,508,093
- Total income / additions
- $56,844,963
Expenses & distributions
- Benefits paid
- $16,875,336
- Administrative expenses
- $196,880
- Total expenses
- $17,072,216
- Net increase / (decrease)
- $39,772,747
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Portfolio Consulting, LLC | NONE | $105,503 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $91,224 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $17 | $32,064 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mckinstry Co. LLC
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Pacific Portfolio Consulting, LLC — Schedule C compensation
- Milliman — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation