2023 Form 5500 filing — Mctish, Kunkel And Associates 401(K) Profit

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924152234NAL0023244832001) for Mctish, Kunkel And Associates 401(K) Profit, reported by M.J. Mctish & Associates under EIN 23-1982094 and plan number 001. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants235
Provider compensation$28K2 Schedule C row(s)$27,959
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240924152234NAL0023244832001
Plan sponsor
M.J. Mctish & Associates
EIN
23-1982094
Plan number
001
Location
Allentown, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$1.7M
Total expenses$2.6M
Benefits paid / distributions$2.5M
Contributions
Employer$112.2K
Participant$556.1K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$112,220
Participant contributions
$556,116
Total income / additions
$1,743,290
Benefits paid
$2,536,070
Administrative expenses
$27,959
Total expenses
$2,564,093
Net increase / (decrease)
-$820,803
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $17.4K
  2. 2
    NONE · Direct $10.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924152234NAL0023244832001 cover?
It is the 2023 Form 5500 filing for Mctish, Kunkel And Associates 401(K) Profit, reported by M.J. Mctish & Associates (EIN 23-1982094).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages