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, Mckinney & Company, Inc. Employee Stock Ownership And Savings Plan is a benefit plan reported by Mckinney & Company, Inc. under EIN 54-1763116 and plan number 001. The latest loaded filing year is 2023. The filing reports 27 participants and $3,563,210 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,563,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,563,210
- Net assets (BOY)
- $2,988,598
Income & contributions
- Employer contributions
- $39,049
- Participant contributions
- $174,831
- Total income / additions
- $673,053
Expenses & distributions
- Benefits paid
- $90,238
- Administrative expenses
- $150
- Total expenses
- $98,441
- Net increase / (decrease)
- $574,612