Mcconnell & Associates Employee Stock Ownership Plan — Form 5500 plan (Mcconnell Companies, 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, Mcconnell & Associates Employee Stock Ownership Plan is a benefit plan reported by Mcconnell Companies, Inc under EIN 87-4067617 and plan number 002. The latest loaded filing year is 2023. The filing reports 167 participants and $10,679,500 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcconnell Companies, Inc
- EIN
- 87-4067617
- Plan number
- 002
- Plan type
- 2
- Location
- North Kansas City, MO
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $10,679,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H | 20250113090310NAL0037057970001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,679,500
- Total liabilities (EOY)
- $909,830
- Net assets (EOY)
- $9,769,670
- Net assets (BOY)
- $7,866,005
Income & contributions
- Employer contributions
- $53,295
- Total contributions
- $53,295
- Total income / additions
- $1,931,795
Expenses & distributions
- Benefits paid
- $9,863
- Total expenses
- $28,130
- Net increase / (decrease)
- $1,903,665
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.