E.K. Mcconkey & Co. Salary Deferral Plan — Form 5500 plan (E.K. Mcconkey & Co., Inc.)

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, E.K. Mcconkey & Co. Salary Deferral Plan is a benefit plan reported by E.K. Mcconkey & Co., Inc. under EIN 23-2385085 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $27,193,969 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
E.K. Mcconkey & Co., Inc.
EIN
23-2385085
Plan number
001
Plan type
2
Location
York, PA
Latest filing year
2023
Participants
153
End-of-year plan assets
$27,193,969

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20240726141846NAL0016140385001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,193,969
Total liabilities (EOY)
$0
Net assets (EOY)
$27,193,969
Net assets (BOY)
$22,799,502

Income & contributions

Employer contributions
$509,406
Participant contributions
$1,010,301
Total contributions
$2,291,813
Total income / additions
$5,541,184

Expenses & distributions

Benefits paid
$1,062,395
Administrative expenses
$84,322
Total expenses
$1,146,717
Net increase / (decrease)
$4,394,467

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Letort Management & Trust Co.NONE$84,322not reported in the loaded dataset2023

Related Form 5500 pages