Plan5500

Nan Mckay And Associates, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Nan Mckay And Associates, 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, Nan Mckay And Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Nan Mckay And Associates, Inc. under EIN 41-1381008 and plan number 002. The latest loaded filing year is 2023. The filing reports 801 participants and $22,310,479 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nan Mckay And Associates, Inc.
EIN
41-1381008
Plan number
002
Plan type
2
Location
El Cajon, CA
Latest filing year
2023
Participants
801
End-of-year plan assets
$22,310,479

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023801H, C20241010163906NAL0034785088001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,310,479
Total liabilities (EOY)
$46,866
Net assets (EOY)
$22,263,613
Net assets (BOY)
$17,599,082

Income & contributions

Employer contributions
$2,000,000
Participant contributions
$1,030,702
Total contributions
$3,084,278
Total income / additions
$5,701,926

Expenses & distributions

Benefits paid
$861,575
Administrative expenses
$106,085
Total expenses
$1,037,395
Net increase / (decrease)
$4,664,531

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRECORDKEEPER$66,319not reported in the loaded dataset2023
Resources Investment Advisors, Inc.INVESTMENT ADVISOR$39,766not reported in the loaded dataset2023

Related Form 5500 pages