2023 Form 5500 filing — Mckay'S Market 401(K) Plan
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 20240926172817NAL0001121009001) for Mckay'S Market 401(K) Plan, reported by K.E. Mckay'S Market Of Coos Bay, Inc. under EIN 93-0496274 and plan number 002. It reports 253 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926172817NAL0001121009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- K.E. Mckay'S Market Of Coos Bay, Inc.
- EIN
- 93-0496274
- Plan number
- 002
- Location
- Coos Bay, OR
- Participants
- 253
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,657,277
- Total liabilities (EOY)
- $84
- Net assets (EOY)
- $8,657,193
- Employer contributions
- $456,675
- Participant contributions
- $571,252
- Total income / additions
- $2,182,094
- Benefits paid
- $786,057
- Administrative expenses
- $57,539
- Total expenses
- $843,596
- Net increase / (decrease)
- $1,338,498
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $51,873 | $0 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $19,124 |
| Pension Plan Specialists | TPA | $5,665 | $3,713 |
| Morningstar Investment Management L | INV. ADV., PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |