Mckenzie Supply Company Employee Stock Ownership Plan — Form 5500 plan (Mckenzie Supply 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, Mckenzie Supply Company Employee Stock Ownership Plan is a benefit plan reported by Mckenzie Supply Company under EIN 56-1056885 and plan number 001. The latest loaded filing year is 2023. The filing reports 30 participants and $4,655,350 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mckenzie Supply Company
- EIN
- 56-1056885
- Plan number
- 001
- Plan type
- 2
- Location
- Lumberton, NC
- Latest filing year
- 2023
- Participants
- 30
- End-of-year plan assets
- $4,655,350
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30 | I | 20240514075140NAL0037844705001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,655,350
- Net assets (EOY)
- $4,655,350
- Net assets (BOY)
- $4,175,675
Income & contributions
- Employer contributions
- $406,244
- Total income / additions
- $672,753
Expenses & distributions
- Benefits paid
- $185,328
- Administrative expenses
- $7,750
- Total expenses
- $193,078
- Net increase / (decrease)
- $479,675
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.