Mckenzie Holdings Inc. Retirement Plan — Form 5500 plan (Mckenzie Holdings 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, Mckenzie Holdings Inc. Retirement Plan is a benefit plan reported by Mckenzie Holdings Inc. under EIN 84-3569022 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $1,233,358 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mckenzie Holdings Inc.
- EIN
- 84-3569022
- Plan number
- 001
- Plan type
- 2
- Location
- Eldersburg, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20241007181733NAL0028154880001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $1,233,358
- Net assets (EOY)
- $1,233,358
- Net assets (BOY)
- $1,629,798
Income & contributions
- Total income / additions
- -$391,416
Expenses & distributions
- Administrative expenses
- $5,024
- Total expenses
- $5,024
- Net increase / (decrease)
- -$396,440
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.