2023 Form 5500 filing — Mckinley 403(B) 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 20241014182540NAL0015416851001) for Mckinley 403(B) Plan, reported by Mckinley Children'S Center under EIN 95-2016696 and plan number 001. It reports 441 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014182540NAL0015416851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mckinley Children'S Center
- EIN
- 95-2016696
- Plan number
- 001
- Location
- San Dimas, CA
- Participants
- 441
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,098,289
- Total liabilities (EOY)
- $92,670
- Net assets (EOY)
- $12,005,619
- Employer contributions
- $273,134
- Participant contributions
- $1,063,734
- Total income / additions
- $3,188,775
- Benefits paid
- $1,011,373
- Administrative expenses
- $67,442
- Total expenses
- $1,171,485
- Net increase / (decrease)
- $2,017,290
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $32,490 | not reported in the loaded dataset |
| Monarch Corporate Advisors, Inc. | INVESTMENT ADVISOR | $21,096 | not reported in the loaded dataset |
| Truog-Ryding Company | CONTRACT ADMIN | $15,112 | not reported in the loaded dataset |
| Advised Assets Group | INVESTMENT MGMT | $4,194 | not reported in the loaded dataset |