2023 Form 5500 filing — Mckeown Incorporated 401k Trust

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 20241014182156NAL0054776258001) for Mckeown Incorporated 401k Trust, reported by Mckeown Incorporated under EIN 83-2750174 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$523.4KReported net assets$523,436
Participants13
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014182156NAL0054776258001
Plan sponsor
Mckeown Incorporated
EIN
83-2750174
Plan number
001
Location
Laguna Beach, CA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$523.4K total assets
Net assets$523.4KLiabilities
Money in vs. money out
Total income / additions-$84.3K
Total expenses$8.9K
Benefits paid / distributions$8.9K
Contributions
Employer$47.6K
Participant$58.6K
Full reported line items
Total assets (EOY)
$523,436
Net assets (EOY)
$523,436
Employer contributions
$47,592
Participant contributions
$58,632
Total income / additions
-$84,309
Benefits paid
$8,900
Total expenses
$8,900
Net increase / (decrease)
-$93,209

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014182156NAL0054776258001 cover?
It is the 2023 Form 5500 filing for Mckeown Incorporated 401k Trust, reported by Mckeown Incorporated (EIN 83-2750174).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages