MCKINLEY FINANCIAL SERVICES, INC. has sponsored the creation of one or more 401k plans.
Additional information about MCKINLEY FINANCIAL SERVICES, INC.
Submission information for form 5500 for 401k plan MCKINLEY FINANCIAL SERVICES 401(K) PLAN
Measure | Date | Value |
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2018: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 6 |
Total participants | 2018-01-01 | 6 |
Number of participants with account balances | 2018-01-01 | 4 |
2017: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 7 |
Total participants | 2017-01-01 | 7 |
Number of participants with account balances | 2017-01-01 | 3 |
2016: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 7 |
Total participants | 2016-01-01 | 7 |
Number of participants with account balances | 2016-01-01 | 3 |
2015: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 11 |
Total participants | 2015-01-01 | 11 |
Number of participants with account balances | 2015-01-01 | 4 |
2014: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 11 |
Total participants | 2014-01-01 | 11 |
Number of participants with account balances | 2014-01-01 | 4 |
2013: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 12 |
Total participants | 2013-01-01 | 12 |
Number of participants with account balances | 2013-01-01 | 4 |
2012: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 13 |
Total of all active and inactive participants | 2012-01-01 | 13 |
Total participants | 2012-01-01 | 13 |
Number of participants with account balances | 2012-01-01 | 4 |
Measure | Date | Value |
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2018 : MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $14,364 |
Expenses. Total of all expenses incurred | 2018-12-31 | $59,975 |
Benefits paid (including direct rollovers) | 2018-12-31 | $59,975 |
Total plan assets at end of year | 2018-12-31 | $25,371 |
Total plan assets at beginning of year | 2018-12-31 | $70,982 |
Total contributions received or receivable from participants | 2018-12-31 | $14,217 |
Other income received | 2018-12-31 | $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 |
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Total income from all sources | 2017-12-31 | $19,065 |
Total plan assets at end of year | 2017-12-31 | $70,982 |
Total plan assets at beginning of year | 2017-12-31 | $51,917 |
Total contributions received or receivable from participants | 2017-12-31 | $8,255 |
Other income received | 2017-12-31 | $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 |
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Total income from all sources | 2016-12-31 | $9,885 |
Expenses. Total of all expenses incurred | 2016-12-31 | $17,327 |
Benefits paid (including direct rollovers) | 2016-12-31 | $17,327 |
Total plan assets at end of year | 2016-12-31 | $51,917 |
Total plan assets at beginning of year | 2016-12-31 | $59,359 |
Total contributions received or receivable from participants | 2016-12-31 | $7,586 |
Other income received | 2016-12-31 | $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 loans | 2016-12-31 | $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 |
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Total income from all sources | 2015-12-31 | $10,027 |
Total plan assets at end of year | 2015-12-31 | $59,359 |
Total plan assets at beginning of year | 2015-12-31 | $49,332 |
Total contributions received or receivable from participants | 2015-12-31 | $9,476 |
Other income received | 2015-12-31 | $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 loans | 2015-12-31 | $3,099 |
2014 : MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $16,325 |
Expenses. Total of all expenses incurred | 2014-12-31 | $3,874 |
Benefits paid (including direct rollovers) | 2014-12-31 | $3,874 |
Total plan assets at end of year | 2014-12-31 | $49,332 |
Total plan assets at beginning of year | 2014-12-31 | $36,881 |
Total contributions received or receivable from participants | 2014-12-31 | $9,478 |
Other income received | 2014-12-31 | $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 loans | 2014-12-31 | $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 |
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Total income from all sources | 2013-12-31 | $18,586 |
Total plan assets at end of year | 2013-12-31 | $36,881 |
Total plan assets at beginning of year | 2013-12-31 | $18,295 |
Total contributions received or receivable from participants | 2013-12-31 | $9,446 |
Other income received | 2013-12-31 | $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 loans | 2013-12-31 | $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 |
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Total income from all sources | 2012-12-31 | $19,881 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,586 |
Benefits paid (including direct rollovers) | 2012-12-31 | $1,586 |
Total plan assets at end of year | 2012-12-31 | $18,295 |
Total contributions received or receivable from participants | 2012-12-31 | $18,346 |
Other income received | 2012-12-31 | $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 |
2018: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MCKINLEY FINANCIAL SERVICES 401(K) PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | First time form 5500 has been submitted | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |