Mckinney & Company, Inc. Employee Stock Ownership And Savings Plan — Form 5500 plan (Mckinney & Company, 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, Mckinney & Company, Inc. Employee Stock Ownership And Savings Plan is a benefit plan reported by Mckinney & Company, Inc. under EIN 54-1763116 and plan number 001. The latest loaded filing year is 2023. The filing reports 27 participants and $3,563,210 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mckinney & Company, Inc.
EIN
54-1763116
Plan number
001
Plan type
2
Location
Ashland, VA
Latest filing year
2023
Participants
27
End-of-year plan assets
$3,563,210

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202327I, C20240626122154NAL0012537376001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$3,563,210
Total liabilities (EOY)
$0
Net assets (EOY)
$3,563,210
Net assets (BOY)
$2,988,598

Income & contributions

Employer contributions
$39,049
Participant contributions
$174,831
Total income / additions
$673,053

Expenses & distributions

Benefits paid
$90,238
Administrative expenses
$150
Total expenses
$98,441
Net increase / (decrease)
$574,612

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$14,181$02023
Osaic Wealth, Inc.OTHER SERVICES$0$5,0352023

Related Form 5500 pages