Mcconnell & Associates, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Mcconnell & Associates, 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, Mcconnell & Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Mcconnell & Associates, Inc. under EIN 43-1139077 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $17,792,286 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcconnell & Associates, Inc.
- EIN
- 43-1139077
- Plan number
- 001
- Plan type
- 2
- Location
- North Kansas City, MO
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $17,792,286
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20250107144118NAL0005246403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,792,286
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,792,286
- Net assets (BOY)
- $14,860,713
Income & contributions
- Employer contributions
- $373,680
- Participant contributions
- $835,111
- Total contributions
- $1,208,791
- Total income / additions
- $3,455,805
Expenses & distributions
- Benefits paid
- $450,516
- Administrative expenses
- $73,716
- Total expenses
- $524,232
- Net increase / (decrease)
- $2,931,573
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mariner LLC | ADVISOR | $37,764 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $25,102 | $0 | 2023 |
| Pickett, Chaney & Mcmullen Llp | ACCOUNTANT/AUDITOR | $10,850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcconnell & Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in North Kansas City, MO
- Mariner LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Pickett, Chaney & Mcmullen Llp — Schedule C compensation