Mcnelly Services, 401(K) Plan — Form 5500 plan (Mcnelly Services, Inc.)

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, Mcnelly Services, 401(K) Plan is a benefit plan reported by Mcnelly Services, Inc. under EIN 36-3799397 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $4,512,672 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mcnelly Services, Inc.
EIN
36-3799397
Plan number
001
Plan type
2
Location
Lake Zurich, IL
Latest filing year
2023
Participants
139
End-of-year plan assets
$4,512,672

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20241011131050NAL0010947203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,512,672
Total liabilities (EOY)
$0
Net assets (EOY)
$4,512,672
Net assets (BOY)
$3,349,732

Income & contributions

Employer contributions
$247,828
Participant contributions
$403,323
Total contributions
$687,949
Total income / additions
$1,354,487

Expenses & distributions

Benefits paid
$148,662
Administrative expenses
$42,885
Total expenses
$191,547
Net increase / (decrease)
$1,162,940

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$42,912$02023
Raymond James Fin Svcs AdvisorsINVESTMENT ADVISORY$0$17,9012023

Related Form 5500 pages