Mckenney'S, Inc. And Affiliated Companies Profit Sharing And 401(K) Plan — Form 5500 plan (Mckenney'S, 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, Mckenney'S, Inc. And Affiliated Companies Profit Sharing And 401(K) Plan is a benefit plan reported by Mckenney'S, Inc. under EIN 58-0501197 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,663 participants and $104,920,117 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mckenney'S, Inc.
EIN
58-0501197
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
1,663
End-of-year plan assets
$104,920,117

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,663H, C20241015092544NAL0056781346001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$104,920,117
Total liabilities (EOY)
$0
Net assets (EOY)
$104,920,117
Net assets (BOY)
$89,108,483

Income & contributions

Employer contributions
$6,203,991
Participant contributions
$2,079,054
Total contributions
$8,459,699
Total income / additions
$30,529,967

Expenses & distributions

Benefits paid
$14,652,579
Administrative expenses
$58,582
Total expenses
$14,718,333
Net increase / (decrease)
$15,811,634

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$64,221$02023
Morgan StanleyCONSULTANT/INVESTMENT ADV$42,800not reported in the loaded dataset2023
Voya Institutional Plan Services, LRE3CORDKEEPER$34,625$02023

Related Form 5500 pages