Mckinley 403(B) Plan — Form 5500 plan (Mckinley Children'S Center)
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, Mckinley 403(B) Plan is a benefit plan reported by Mckinley Children'S Center under EIN 95-2016696 and plan number 001. The latest loaded filing year is 2023. The filing reports 441 participants and $12,098,289 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mckinley Children'S Center
- EIN
- 95-2016696
- Plan number
- 001
- Plan type
- 2
- Location
- San Dimas, CA
- Latest filing year
- 2023
- Participants
- 441
- End-of-year plan assets
- $12,098,289
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 441 | H, C | 20241014182540NAL0015416851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,098,289
- Total liabilities (EOY)
- $92,670
- Net assets (EOY)
- $12,005,619
- Net assets (BOY)
- $9,988,329
Income & contributions
- Employer contributions
- $273,134
- Participant contributions
- $1,063,734
- Total contributions
- $1,391,950
- Total income / additions
- $3,188,775
Expenses & distributions
- Benefits paid
- $1,011,373
- Administrative expenses
- $67,442
- Total expenses
- $1,171,485
- Net increase / (decrease)
- $2,017,290
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $32,490 | not reported in the loaded dataset | 2023 |
| Monarch Corporate Advisors, Inc. | INVESTMENT ADVISOR | $21,096 | not reported in the loaded dataset | 2023 |
| Truog-Ryding Company | CONTRACT ADMIN | $15,112 | not reported in the loaded dataset | 2023 |
| Advised Assets Group | INVESTMENT MGMT | $4,194 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mckinley Children'S Center
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Dimas, CA
- Great-West Life & Annuity Insurance — Schedule C compensation
- Monarch Corporate Advisors, Inc. — Schedule C compensation
- Truog-Ryding Company — Schedule C compensation
- Advised Assets Group — Schedule C compensation