Plan5500

Mckim & Creed, Inc. 401(K) Plan — Form 5500 plan (Mckim & Creed, 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, Mckim & Creed, Inc. 401(K) Plan is a benefit plan reported by Mckim & Creed, Inc. under EIN 56-2136769 and plan number 001. The latest loaded filing year is 2023. The filing reports 949 participants and $43,864,696 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mckim & Creed, Inc.
EIN
56-2136769
Plan number
001
Plan type
2
Location
Wilmington, NC
Latest filing year
2023
Participants
949
End-of-year plan assets
$43,864,696

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023949H, C20241002104743NAL0016364658001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,864,696
Total liabilities (EOY)
$0
Net assets (EOY)
$43,864,696
Net assets (BOY)
$34,560,530

Income & contributions

Employer contributions
$0
Participant contributions
$4,156,566
Total contributions
$4,896,021
Total income / additions
$11,930,883

Expenses & distributions

Benefits paid
$2,529,660
Administrative expenses
$89,683
Total expenses
$2,626,717
Net increase / (decrease)
$9,304,166

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLC Dba CaptrINVESTMENT ADVISOR$49,004not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$39,879$02023
Qdro Consultants Company, LLCOTHER$800not reported in the loaded dataset2023

Related Form 5500 pages