Mckinnon And Harris 401k Profit Sharing Plan — Form 5500 plan (Mckinnon And Harris, 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, Mckinnon And Harris 401k Profit Sharing Plan is a benefit plan reported by Mckinnon And Harris, Inc. under EIN 54-1595282 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $8,875,290 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mckinnon And Harris, Inc.
EIN
54-1595282
Plan number
001
Plan type
2
Location
Richmond, VA
Latest filing year
2023
Participants
160
End-of-year plan assets
$8,875,290

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160H, C20241008141511NAL0009766243001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,875,290
Total liabilities (EOY)
$0
Net assets (EOY)
$8,875,290
Net assets (BOY)
$7,012,784

Income & contributions

Employer contributions
$911,821
Participant contributions
$531,633
Total contributions
$1,449,539
Total income / additions
$2,637,669

Expenses & distributions

Benefits paid
$736,201
Administrative expenses
$38,962
Total expenses
$775,163
Net increase / (decrease)
$1,862,506

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Financial.NONE$22,316not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$16,646$02023

Related Form 5500 pages