How many benefit plans does Nan Mckay And Associates, Inc. report on Form 5500?

Nan Mckay And Associates, Inc. (EIN 41-1381008) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Nan Mckay And Associates, Inc.?

The Employer Identification Number (EIN) reported for Nan Mckay And Associates, Inc. is 41-1381008.

What is the latest Form 5500 filing year for Nan Mckay And Associates, Inc.?

The latest loaded Form 5500 filing year for Nan Mckay And Associates, Inc. is 2023.

Nan Mckay And Associates, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Nan Mckay And Associates, Inc. (EIN 41-1381008) is a plan sponsor located in El Cajon, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 41-1381008
Location: El Cajon, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $22,310,479
Total reported liabilities (EOY): $46,866
Total reported net assets (EOY): $22,263,613

Contributions & income

Employer contributions: $2,000,000
Participant contributions: $1,030,702
Total income / additions: $5,701,926

Expenses & distributions

Benefits paid / distributions: $861,575
Total expenses: $1,037,395
Net increase / (decrease): $4,664,531

Coverage

Total reported participants: 1,421
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Nan Mckay And Associates, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Nan Mckay And Associates, Inc. 401(K) Profit Sharing Plan	002	801	$22,310,479	2023
Nan Mckay And Associates Cafeteria Plan	501	620	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Nan Mckay And Associates, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Nan Mckay And Associates Cafeteria Plan	620	—	20240920160743NAL0013571792001
2023	Nan Mckay And Associates, Inc. 401(K) Profit Sharing Plan	801	H, C	20241010163906NAL0034785088001