The Mcconnell Foundation Profit Sharing Plan — Form 5500 plan (The Mcconnell Foundation)
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, The Mcconnell Foundation Profit Sharing Plan is a benefit plan reported by The Mcconnell Foundation under EIN 94-6102700 and plan number 002. The latest loaded filing year is 2023. The filing reports 38 participants and $15,009,925 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Mcconnell Foundation
- EIN
- 94-6102700
- Plan number
- 002
- Plan type
- 2
- Location
- Redding, CA
- Latest filing year
- 2023
- Participants
- 38
- End-of-year plan assets
- $15,009,925
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 38 | I | 20240920162217NAL0004603491001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $15,009,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,009,925
- Net assets (BOY)
- $12,639,100
Income & contributions
- Employer contributions
- $503,365
- Total income / additions
- $2,470,890
Expenses & distributions
- Benefits paid
- $98,773
- Administrative expenses
- $1,292
- Total expenses
- $100,065
- Net increase / (decrease)
- $2,370,825
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.