Mckinley Packaging, Inc. 401(K) Plan — Form 5500 plan (Mckinley Packaging, 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, Mckinley Packaging, Inc. 401(K) Plan is a benefit plan reported by Mckinley Packaging, Inc. under EIN 82-0864871 and plan number 001. The latest loaded filing year is 2023. The filing reports 608 participants and $11,648,110 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mckinley Packaging, Inc.
EIN
82-0864871
Plan number
001
Plan type
2
Location
Farmers Branch, TX
Latest filing year
2023
Participants
608
End-of-year plan assets
$11,648,110

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023608H, C20241014125936NAL0027334065001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,648,110
Total liabilities (EOY)
$0
Net assets (EOY)
$11,648,110
Net assets (BOY)
$9,507,388

Income & contributions

Employer contributions
$523,741
Participant contributions
$1,454,406
Total contributions
$2,259,072
Total income / additions
$3,750,206

Expenses & distributions

Benefits paid
$1,521,865
Administrative expenses
$61,042
Total expenses
$1,609,484
Net increase / (decrease)
$2,140,722

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$55,339$02023
Empower Advisory Group, LLCINVESTMENT MGMT$5,703not reported in the loaded dataset2023

Related Form 5500 pages