Mckenzie Duncan Johns, Cpas, LLC Retirement Plan — Form 5500 plan (Mckenzie Duncan Johns, Cpas, LLC)
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 Duncan Johns, Cpas, LLC Retirement Plan is a benefit plan reported by Mckenzie Duncan Johns, Cpas, LLC under EIN 82-3042390 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $2,563,826 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mckenzie Duncan Johns, Cpas, LLC
- EIN
- 82-3042390
- Plan number
- 001
- Plan type
- 2
- Location
- Mcminnville, OR
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $2,563,826
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240222103430NAL0004728160001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,563,826
- Net assets (EOY)
- $2,563,826
- Net assets (BOY)
- $2,271,510
Income & contributions
- Employer contributions
- $40,189
- Participant contributions
- $88,444
- Total income / additions
- $329,816
Expenses & distributions
- Benefits paid
- $37,500
- Total expenses
- $37,500
- Net increase / (decrease)
- $292,316
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.