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MCKINLEY FINANCIAL SERVICES 401(K) PLAN 401k Plan overview

Plan NameMCKINLEY FINANCIAL SERVICES 401(K) PLAN
Plan identification number 002

MCKINLEY FINANCIAL SERVICES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MCKINLEY FINANCIAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MCKINLEY FINANCIAL SERVICES, INC.
Employer identification number (EIN):650003614
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about MCKINLEY FINANCIAL SERVICES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1987-08-25
Company Identification Number: M57936
Legal Registered Office Address: 2890 West State Road 84

FORT LAUDERDALE

33312

More information about MCKINLEY FINANCIAL SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCKINLEY FINANCIAL SERVICES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JAMES DRAKE
0022016-01-01JAMES DRAKE
0022015-01-01JAMES DRAKE
0022014-01-01JAMES DRAKE
0022013-01-01RALPH CAMPBELL
0022012-01-01RALPH CAMPBELL

Plan Statistics for MCKINLEY FINANCIAL SERVICES 401(K) PLAN

401k plan membership statisitcs for MCKINLEY FINANCIAL SERVICES 401(K) PLAN

Measure Date Value
2018: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-016
Total participants2018-01-016
Number of participants with account balances2018-01-014
2017: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-017
Total participants2017-01-017
Number of participants with account balances2017-01-013
2016: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-017
Total participants2016-01-017
Number of participants with account balances2016-01-013
2015: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0111
Total participants2015-01-0111
Number of participants with account balances2015-01-014
2014: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0112
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0111
Total participants2014-01-0111
Number of participants with account balances2014-01-014
2013: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0113
Total number of active participants reported on line 7a of the Form 55002013-01-0111
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0112
Total participants2013-01-0112
Number of participants with account balances2013-01-014
2012: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0118
Total number of active participants reported on line 7a of the Form 55002012-01-0113
Total of all active and inactive participants2012-01-0113
Total participants2012-01-0113
Number of participants with account balances2012-01-014

Financial Data on MCKINLEY FINANCIAL SERVICES 401(K) PLAN

Measure Date Value
2018 : MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$14,364
Expenses. Total of all expenses incurred2018-12-31$59,975
Benefits paid (including direct rollovers)2018-12-31$59,975
Total plan assets at end of year2018-12-31$25,371
Total plan assets at beginning of year2018-12-31$70,982
Total contributions received or receivable from participants2018-12-31$14,217
Other income received2018-12-31$147
Net income (gross income less expenses)2018-12-31$-45,611
Net plan assets at end of year (total assets less liabilities)2018-12-31$25,371
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$70,982
2017 : MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$19,065
Total plan assets at end of year2017-12-31$70,982
Total plan assets at beginning of year2017-12-31$51,917
Total contributions received or receivable from participants2017-12-31$8,255
Other income received2017-12-31$10,810
Net income (gross income less expenses)2017-12-31$19,065
Net plan assets at end of year (total assets less liabilities)2017-12-31$70,982
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$51,917
2016 : MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$9,885
Expenses. Total of all expenses incurred2016-12-31$17,327
Benefits paid (including direct rollovers)2016-12-31$17,327
Total plan assets at end of year2016-12-31$51,917
Total plan assets at beginning of year2016-12-31$59,359
Total contributions received or receivable from participants2016-12-31$7,586
Other income received2016-12-31$1,748
Net income (gross income less expenses)2016-12-31$-7,442
Net plan assets at end of year (total assets less liabilities)2016-12-31$51,917
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$59,359
Assets. Value of participant loans2016-12-31$1,654
Total contributions received or receivable from employer(s)2016-12-31$551
2015 : MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$10,027
Total plan assets at end of year2015-12-31$59,359
Total plan assets at beginning of year2015-12-31$49,332
Total contributions received or receivable from participants2015-12-31$9,476
Other income received2015-12-31$551
Net income (gross income less expenses)2015-12-31$10,027
Net plan assets at end of year (total assets less liabilities)2015-12-31$59,359
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$49,332
Assets. Value of participant loans2015-12-31$3,099
2014 : MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$16,325
Expenses. Total of all expenses incurred2014-12-31$3,874
Benefits paid (including direct rollovers)2014-12-31$3,874
Total plan assets at end of year2014-12-31$49,332
Total plan assets at beginning of year2014-12-31$36,881
Total contributions received or receivable from participants2014-12-31$9,478
Other income received2014-12-31$2,692
Net income (gross income less expenses)2014-12-31$12,451
Net plan assets at end of year (total assets less liabilities)2014-12-31$49,332
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$36,881
Assets. Value of participant loans2014-12-31$4,223
Total contributions received or receivable from employer(s)2014-12-31$4,155
2013 : MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$18,586
Total plan assets at end of year2013-12-31$36,881
Total plan assets at beginning of year2013-12-31$18,295
Total contributions received or receivable from participants2013-12-31$9,446
Other income received2013-12-31$5,407
Net income (gross income less expenses)2013-12-31$18,586
Net plan assets at end of year (total assets less liabilities)2013-12-31$36,881
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$18,295
Assets. Value of participant loans2013-12-31$5,337
Total contributions received or receivable from employer(s)2013-12-31$3,733
2012 : MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$19,881
Expenses. Total of all expenses incurred2012-12-31$1,586
Benefits paid (including direct rollovers)2012-12-31$1,586
Total plan assets at end of year2012-12-31$18,295
Total contributions received or receivable from participants2012-12-31$18,346
Other income received2012-12-31$1,535
Net income (gross income less expenses)2012-12-31$18,295
Net plan assets at end of year (total assets less liabilities)2012-12-31$18,295

Form 5500 Responses for MCKINLEY FINANCIAL SERVICES 401(K) PLAN

2018: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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