Mckay'S Market 401(K) Plan — Form 5500 plan (K.E. Mckay'S Market Of Coos Bay, 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, Mckay'S Market 401(K) Plan is a benefit plan reported by K.E. Mckay'S Market Of Coos Bay, Inc. under EIN 93-0496274 and plan number 002. The latest loaded filing year is 2023. The filing reports 253 participants and $8,657,277 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- K.E. Mckay'S Market Of Coos Bay, Inc.
- EIN
- 93-0496274
- Plan number
- 002
- Plan type
- 2
- Location
- Coos Bay, OR
- Latest filing year
- 2023
- Participants
- 253
- End-of-year plan assets
- $8,657,277
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 253 | H, C | 20240926172817NAL0001121009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,657,277
- Total liabilities (EOY)
- $84
- Net assets (EOY)
- $8,657,193
- Net assets (BOY)
- $7,318,695
Income & contributions
- Employer contributions
- $456,675
- Participant contributions
- $571,252
- Total contributions
- $1,027,927
- Total income / additions
- $2,182,094
Expenses & distributions
- Benefits paid
- $786,057
- Administrative expenses
- $57,539
- Total expenses
- $843,596
- Net increase / (decrease)
- $1,338,498
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $51,873 | $0 | 2023 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $19,124 | 2023 |
| Pension Plan Specialists | TPA | $5,665 | $3,713 | 2023 |
| Morningstar Investment Management L | INV. ADV., PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for K.E. Mckay'S Market Of Coos Bay, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Coos Bay, OR
- Principal Life Insurance Company — Schedule C compensation
- Edward Jones — Schedule C compensation
- Pension Plan Specialists — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation