Mckeever Enterprises, Inc. 401(K) Retirement Plan — Form 5500 plan (Mckeever Enterprises, 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, Mckeever Enterprises, Inc. 401(K) Retirement Plan is a benefit plan reported by Mckeever Enterprises, Inc. under EIN 43-1376889 and plan number 002. The latest loaded filing year is 2023. The filing reports 663 participants and $20,902,963 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mckeever Enterprises, Inc.
EIN
43-1376889
Plan number
002
Plan type
2
Location
Lee S Summit, MO
Latest filing year
2023
Participants
663
End-of-year plan assets
$20,902,963

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023663H, C20240923153645NAL0006744915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,902,963
Total liabilities (EOY)
$0
Net assets (EOY)
$20,902,963
Net assets (BOY)
$18,543,127

Income & contributions

Employer contributions
$377,896
Participant contributions
$607,535
Total contributions
$1,023,594
Total income / additions
$3,593,741

Expenses & distributions

Benefits paid
$1,197,703
Administrative expenses
$36,202
Total expenses
$1,233,905
Net increase / (decrease)
$2,359,836

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$36,192$02023
Gwfs Equities IncOTHER$10not reported in the loaded dataset2023
Gwfs Equities IncBROKERAGE SERVICES$0$02023

Related Form 5500 pages