2023 Form 5500 filing — Mckenna Snyder, LLC Employee Benefit 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 20241028095403NAL0003442929001) for Mckenna Snyder, LLC Employee Benefit Plan, reported by Mckenna Snyder, LLC under EIN 84-1968366 and plan number 501. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$28.7KReported net assets-$28,713
Participants18
Provider compensation$25.6K4 Schedule C row(s)$25,586
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20241028095403NAL0003442929001
Plan sponsor
Mckenna Snyder, LLC
EIN
84-1968366
Plan number
501
Location
Exton, PA
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)$31.5K total assets
Net assets-$28.7KLiabilities$60.2K
Money in vs. money out
Total income / additions$270.9K
Total expenses$326.2K
Benefits paid / distributions$171.4K
Contributions
Employer$257.5K
Participant$12K
Full reported line items
Total assets (EOY)
$31,521
Total liabilities (EOY)
$60,234
Net assets (EOY)
-$28,713
Employer contributions
$257,521
Participant contributions
$12,000
Total income / additions
$270,870
Benefits paid
$171,426
Administrative expenses
$8,945
Total expenses
$326,193
Net increase / (decrease)
-$55,323
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    BROKER · Direct $9.8K
  2. 2
    ADMIN · Direct $8.9K
  3. 3
    BROKER · Direct $5.7K
  4. 4
    PATIENT ADVOCATE · Direct $1.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241028095403NAL0003442929001 cover?
It is the 2023 Form 5500 filing for Mckenna Snyder, LLC Employee Benefit Plan, reported by Mckenna Snyder, LLC (EIN 84-1968366).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Related Form 5500 pages