2023 Form 5500 filing — Nan Mckay And Associates, Inc. 401(K) Profit Sharing 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 20241010163906NAL0034785088001) for Nan Mckay And Associates, Inc. 401(K) Profit Sharing Plan, reported by Nan Mckay And Associates, Inc. under EIN 41-1381008 and plan number 002. It reports 801 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010163906NAL0034785088001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nan Mckay And Associates, Inc.
- EIN
- 41-1381008
- Plan number
- 002
- Location
- El Cajon, CA
- Participants
- 801
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,310,479
- Total liabilities (EOY)
- $46,866
- Net assets (EOY)
- $22,263,613
- Employer contributions
- $2,000,000
- Participant contributions
- $1,030,702
- Total income / additions
- $5,701,926
- Benefits paid
- $861,575
- Administrative expenses
- $106,085
- Total expenses
- $1,037,395
- Net increase / (decrease)
- $4,664,531
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORDKEEPER | $66,319 | not reported in the loaded dataset |
| Resources Investment Advisors, Inc. | INVESTMENT ADVISOR | $39,766 | not reported in the loaded dataset |