Mckinley Paper Company Washington Mill 401(K) Plan — Form 5500 plan (Mckinley Paper Company)
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, Mckinley Paper Company Washington Mill 401(K) Plan is a benefit plan reported by Mckinley Paper Company under EIN 85-0403462 and plan number 003. The latest loaded filing year is 2023. The filing reports 185 participants and $9,139,233 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mckinley Paper Company
- EIN
- 85-0403462
- Plan number
- 003
- Plan type
- 2
- Location
- Prewitt, NM
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $9,139,233
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241014181115NAL0015400419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,139,233
- Total liabilities (EOY)
- $70
- Net assets (EOY)
- $9,139,163
- Net assets (BOY)
- $7,791,679
Income & contributions
- Employer contributions
- $159,815
- Participant contributions
- $427,485
- Total contributions
- $587,300
- Total income / additions
- $1,983,176
Expenses & distributions
- Benefits paid
- $578,503
- Administrative expenses
- $57,189
- Total expenses
- $635,692
- Net increase / (decrease)
- $1,347,484
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Duncan & Haley Ltd | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | NONE | $16,455 | not reported in the loaded dataset | 2023 |
| Nw Investment Consulting Dba Nwps | NONE | $16,078 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $4,656 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mckinley Paper Company
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Prewitt, NM
- Duncan & Haley Ltd — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Nw Investment Consulting Dba Nwps — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation