Mckie Ford Lincoln, Inc & Affiliates 401(K) Plan — Form 5500 plan (Mckie Ford Lincoln, Inc & Affiliates)
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, Mckie Ford Lincoln, Inc & Affiliates 401(K) Plan is a benefit plan reported by Mckie Ford Lincoln, Inc & Affiliates under EIN 36-3035201 and plan number 002. The latest loaded filing year is 2023. The filing reports 164 participants and $10,497,058 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mckie Ford Lincoln, Inc & Affiliates
- EIN
- 36-3035201
- Plan number
- 002
- Plan type
- 2
- Location
- Rapid City, SD
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $10,497,058
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20240613170545NAL0030936897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,497,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,497,058
- Net assets (BOY)
- $9,013,922
Income & contributions
- Employer contributions
- $77,374
- Participant contributions
- $694,974
- Total contributions
- $772,348
- Total income / additions
- $2,257,108
Expenses & distributions
- Benefits paid
- $738,861
- Administrative expenses
- $35,111
- Total expenses
- $773,972
- Net increase / (decrease)
- $1,483,136
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wealth Enhancement Group | ADVISOR | $15,792 | not reported in the loaded dataset | 2023 |
| Ketel Thorstenson Llp | ACCOUNTANT/AUDITOR | $9,983 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $9,336 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mckie Ford Lincoln, Inc & Affiliates
- 2023 Form 5500 filing
- Form 5500 filings in SD
- 401(k) and benefit plan filings in Rapid City, SD
- Wealth Enhancement Group — Schedule C compensation
- Ketel Thorstenson Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation