E.K. MCCONKEY & CO., INC. has sponsored the creation of one or more 401k plans.
Additional information about E.K. MCCONKEY & CO., INC.
Submission information for form 5500 for 401k plan E.K. MCCONKEY & CO., INC. GROUP MEDICAL PLAN
| Measure | Date | Value |
|---|
| 2023 : E.K. MCCONKEY & CO., INC. GROUP MEDICAL PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-08-31 | $1,476,597 |
| Expenses. Total of all expenses incurred | 2023-08-31 | $1,194,278 |
| Benefits paid (including direct rollovers) | 2023-08-31 | $767,773 |
| Total plan assets at end of year | 2023-08-31 | $746,563 |
| Total plan assets at beginning of year | 2023-08-31 | $464,244 |
| Value of fidelity bond covering the plan | 2023-08-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-08-31 | $205,013 |
| Expenses. Other expenses not covered elsewhere | 2023-08-31 | $372,535 |
| Other income received | 2023-08-31 | $22,959 |
| Net income (gross income less expenses) | 2023-08-31 | $282,319 |
| Net plan assets at end of year (total assets less liabilities) | 2023-08-31 | $746,563 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-08-31 | $464,244 |
| Total contributions received or receivable from employer(s) | 2023-08-31 | $1,248,625 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-08-31 | $53,970 |
| 2022 : E.K. MCCONKEY & CO., INC. GROUP MEDICAL PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-08-31 | $1,251,233 |
| Expenses. Total of all expenses incurred | 2022-08-31 | $1,038,650 |
| Benefits paid (including direct rollovers) | 2022-08-31 | $678,897 |
| Total plan assets at end of year | 2022-08-31 | $464,244 |
| Total plan assets at beginning of year | 2022-08-31 | $251,661 |
| Value of fidelity bond covering the plan | 2022-08-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-08-31 | $184,119 |
| Expenses. Other expenses not covered elsewhere | 2022-08-31 | $310,794 |
| Other income received | 2022-08-31 | $1,009 |
| Net income (gross income less expenses) | 2022-08-31 | $212,583 |
| Net plan assets at end of year (total assets less liabilities) | 2022-08-31 | $464,244 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-08-31 | $251,661 |
| Total contributions received or receivable from employer(s) | 2022-08-31 | $1,066,105 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-08-31 | $48,959 |
| 2021 : E.K. MCCONKEY & CO., INC. GROUP MEDICAL PLAN 2021 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2021-08-31 | $0 |
| Total income from all sources | 2021-08-31 | $1,252,920 |
| Expenses. Total of all expenses incurred | 2021-08-31 | $1,293,358 |
| Benefits paid (including direct rollovers) | 2021-08-31 | $976,934 |
| Total plan assets at end of year | 2021-08-31 | $251,661 |
| Total plan assets at beginning of year | 2021-08-31 | $292,099 |
| Value of fidelity bond covering the plan | 2021-08-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-08-31 | $211,765 |
| Expenses. Other expenses not covered elsewhere | 2021-08-31 | $266,707 |
| Other income received | 2021-08-31 | $27 |
| Net income (gross income less expenses) | 2021-08-31 | $-40,438 |
| Net plan assets at end of year (total assets less liabilities) | 2021-08-31 | $251,661 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-08-31 | $292,099 |
| Total contributions received or receivable from employer(s) | 2021-08-31 | $1,041,128 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-08-31 | $49,717 |
| 2020 : E.K. MCCONKEY & CO., INC. GROUP MEDICAL PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-08-31 | $0 |
| Total plan liabilities at beginning of year | 2020-08-31 | $0 |
| Total income from all sources | 2020-08-31 | $1,127,527 |
| Expenses. Total of all expenses incurred | 2020-08-31 | $859,999 |
| Benefits paid (including direct rollovers) | 2020-08-31 | $566,804 |
| Total plan assets at end of year | 2020-08-31 | $292,099 |
| Total plan assets at beginning of year | 2020-08-31 | $24,571 |
| Value of fidelity bond covering the plan | 2020-08-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-08-31 | $206,316 |
| Expenses. Other expenses not covered elsewhere | 2020-08-31 | $234,858 |
| Other income received | 2020-08-31 | $794 |
| Net income (gross income less expenses) | 2020-08-31 | $267,528 |
| Net plan assets at end of year (total assets less liabilities) | 2020-08-31 | $292,099 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-08-31 | $24,571 |
| Total contributions received or receivable from employer(s) | 2020-08-31 | $920,417 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-08-31 | $58,337 |
| 2019 : E.K. MCCONKEY & CO., INC. GROUP MEDICAL PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-08-31 | $0 |
| Total plan liabilities at beginning of year | 2019-08-31 | $0 |
| Total income from all sources | 2019-08-31 | $1,041,156 |
| Expenses. Total of all expenses incurred | 2019-08-31 | $1,016,585 |
| Benefits paid (including direct rollovers) | 2019-08-31 | $728,858 |
| Total plan assets at end of year | 2019-08-31 | $24,571 |
| Total plan assets at beginning of year | 2019-08-31 | $0 |
| Value of fidelity bond covering the plan | 2019-08-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-08-31 | $236,182 |
| Expenses. Other expenses not covered elsewhere | 2019-08-31 | $225,392 |
| Other income received | 2019-08-31 | $781 |
| Net income (gross income less expenses) | 2019-08-31 | $24,571 |
| Net plan assets at end of year (total assets less liabilities) | 2019-08-31 | $24,571 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-08-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-08-31 | $804,193 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-08-31 | $62,335 |
| 2022: E.K. MCCONKEY & CO., INC. GROUP MEDICAL PLAN 2022 form 5500 responses |
|---|
| 2022-09-01 | Type of plan entity | Single employer plan |
| 2022-09-01 | Submission has been amended | No |
| 2022-09-01 | This submission is the final filing | No |
| 2022-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-09-01 | Plan is a collectively bargained plan | No |
| 2022-09-01 | Plan funding arrangement – Trust | Yes |
| 2022-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-09-01 | Plan benefit arrangement - Trust | Yes |
| 2022-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: E.K. MCCONKEY & CO., INC. GROUP MEDICAL PLAN 2021 form 5500 responses |
|---|
| 2021-09-01 | Type of plan entity | Single employer plan |
| 2021-09-01 | Submission has been amended | No |
| 2021-09-01 | This submission is the final filing | No |
| 2021-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-09-01 | Plan is a collectively bargained plan | No |
| 2021-09-01 | Plan funding arrangement – Trust | Yes |
| 2021-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-09-01 | Plan benefit arrangement - Trust | Yes |
| 2021-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: E.K. MCCONKEY & CO., INC. GROUP MEDICAL PLAN 2020 form 5500 responses |
|---|
| 2020-09-01 | Type of plan entity | Single employer plan |
| 2020-09-01 | Submission has been amended | No |
| 2020-09-01 | This submission is the final filing | No |
| 2020-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-09-01 | Plan is a collectively bargained plan | No |
| 2020-09-01 | Plan funding arrangement – Trust | Yes |
| 2020-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-09-01 | Plan benefit arrangement - Trust | Yes |
| 2020-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: E.K. MCCONKEY & CO., INC. GROUP MEDICAL PLAN 2019 form 5500 responses |
|---|
| 2019-09-01 | Type of plan entity | Single employer plan |
| 2019-09-01 | Submission has been amended | No |
| 2019-09-01 | This submission is the final filing | No |
| 2019-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-09-01 | Plan is a collectively bargained plan | No |
| 2019-09-01 | Plan funding arrangement – Trust | Yes |
| 2019-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-09-01 | Plan benefit arrangement - Trust | Yes |
| 2019-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: E.K. MCCONKEY & CO., INC. GROUP MEDICAL PLAN 2018 form 5500 responses |
|---|
| 2018-09-01 | Type of plan entity | Single employer plan |
| 2018-09-01 | First time form 5500 has been submitted | Yes |
| 2018-09-01 | Submission has been amended | No |
| 2018-09-01 | This submission is the final filing | No |
| 2018-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-09-01 | Plan is a collectively bargained plan | No |
| 2018-09-01 | Plan funding arrangement – Trust | Yes |
| 2018-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-09-01 | Plan benefit arrangement - Trust | Yes |
| 2018-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
