Mckinney Properties, Inc. Retirement Plan — Form 5500 plan (Mckinney Properties, 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, Mckinney Properties, Inc. Retirement Plan is a benefit plan reported by Mckinney Properties, Inc. under EIN 65-0312345 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $9,773,440 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mckinney Properties, Inc.
EIN
65-0312345
Plan number
001
Plan type
3
Location
Wilkinsburg, PA
Latest filing year
2023
Participants
130
End-of-year plan assets
$9,773,440

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023130H, C20241007110401NAL0015969009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,773,440
Total liabilities (EOY)
$0
Net assets (EOY)
$9,773,440
Net assets (BOY)
$7,351,440

Income & contributions

Employer contributions
$212,494
Participant contributions
$451,744
Total contributions
$698,456
Total income / additions
$2,523,353

Expenses & distributions

Benefits paid
$79,879
Administrative expenses
$21,474
Total expenses
$101,353
Net increase / (decrease)
$2,422,000

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Clearing Services LLCADVISOR$20,093not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,381$02023

Related Form 5500 pages