Plan5500

Mckonly & Asbury, C.P.A. Deferred Savings Profit Sharing Plan — Form 5500 plan (Mckonly & Asbury, Certified Public Accountants)

Plain-English plan 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, Mckonly & Asbury, C.P.A. Deferred Savings Profit Sharing Plan is a benefit plan reported by Mckonly & Asbury, Certified Public Accountants under EIN 23-1909723 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $15,907,016 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mckonly & Asbury, Certified Public Accountants
EIN
23-1909723
Plan number
001
Plan type
2
Location
Camp Hill, PA
Latest filing year
2023
Participants
134
End-of-year plan assets
$15,907,016

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20241011084246NAL0010737859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,907,016
Total liabilities (EOY)
$0
Net assets (EOY)
$15,907,016
Net assets (BOY)
$12,397,972

Income & contributions

Employer contributions
$84,033
Participant contributions
$797,522
Total contributions
$1,157,998
Total income / additions
$3,727,170

Expenses & distributions

Benefits paid
$166,053
Administrative expenses
$52,073
Total expenses
$218,126
Net increase / (decrease)
$3,509,044

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pcs Retirement, LLCCONTRACT ADMINISTRATOR$25,246not reported in the loaded dataset2023
Jfs Wealth AdvisorsINVESTMENT ADVISOR$25,137not reported in the loaded dataset2023

Related Form 5500 pages