Mckay Nursery Employee Stock Ownership Plan — Form 5500 plan (Mckay Nursery Company)
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, Mckay Nursery Employee Stock Ownership Plan is a benefit plan reported by Mckay Nursery Company under EIN 39-0461240 and plan number 003. The latest loaded filing year is 2023. The filing reports 119 participants and $25,995,963 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mckay Nursery Company
- EIN
- 39-0461240
- Plan number
- 003
- Plan type
- 2
- Location
- Waterloo, WI
- Latest filing year
- 2023
- Participants
- 119
- End-of-year plan assets
- $25,995,963
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 119 | H | 20250616170046NAL0000607027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,995,963
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,995,963
- Net assets (BOY)
- $22,143,035
Income & contributions
- Employer contributions
- $856,500
- Total contributions
- $856,500
- Total income / additions
- $4,967,002
Expenses & distributions
- Benefits paid
- $1,114,074
- Administrative expenses
- $0
- Total expenses
- $1,114,074
- Net increase / (decrease)
- $3,852,928
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.