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, Mcwhinney 401(K) Plan is a benefit plan reported by Mcwhinney Real Estate Services, Inc. under EIN 84-1278230 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $16,159,179 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,159,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,159,179
- Net assets (BOY)
- $13,776,720
Income & contributions
- Employer contributions
- $977,977
- Participant contributions
- $1,610,823
- Total contributions
- $2,719,890
- Total income / additions
- $5,186,108
Expenses & distributions
- Benefits paid
- $2,753,745
- Administrative expenses
- $49,904
- Total expenses
- $2,803,649
- Net increase / (decrease)
- $2,382,459