2023 Form 5500 filing — Mckinley Packaging, Inc. 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 20241014125936NAL0027334065001) for Mckinley Packaging, Inc. 401(K) Plan, reported by Mckinley Packaging, Inc. under EIN 82-0864871 and plan number 001. It reports 608 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125936NAL0027334065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mckinley Packaging, Inc.
- EIN
- 82-0864871
- Plan number
- 001
- Location
- Farmers Branch, TX
- Participants
- 608
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,648,110
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,648,110
- Employer contributions
- $523,741
- Participant contributions
- $1,454,406
- Total income / additions
- $3,750,206
- Benefits paid
- $1,521,865
- Administrative expenses
- $61,042
- Total expenses
- $1,609,484
- Net increase / (decrease)
- $2,140,722
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $55,339 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,703 | not reported in the loaded dataset |