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MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 401k Plan overview

Plan NameMCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN
Plan identification number 001

MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

MCKINNEY & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:MCKINNEY & COMPANY, INC.
Employer identification number (EIN):541763116
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about MCKINNEY & COMPANY, INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2004-12-31
Company Identification Number: 20041457427
Legal Registered Office Address: 880 Homestead Drive
Unit 8
Edwards
United States of America (USA)
81632

More information about MCKINNEY & COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NANCY WALKER2024-06-20
0012022-01-01
0012022-01-01NANCY WALKER
0012021-01-01
0012021-01-01NANCY WALKER
0012020-01-01
0012019-01-01
0012018-01-01NANCY WALKER
0012017-01-01NANCY WALKER
0012016-01-01NANCY WALKER
0012015-01-01NANCY WALKER
0012014-01-01NANCY WALKER
0012013-01-01ARTHUR W. MCKINNEY
0012012-01-01ARTHUR W. MCKINNEY
0012011-01-01ARTHUR W. MCKINNEY
0012009-01-01ARTHUR W. MCKINNEY

Financial Data on MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

Measure Date Value
2024 : MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2024 401k financial data
Transfers to/from the plan2024-01-01$0
Total plan liabilities at end of year2024-01-01$0
Total plan liabilities at beginning of year2024-01-01$0
Total income from all sources2024-01-01$666,563
Expenses. Total of all expenses incurred2024-01-01$359,543
Benefits paid (including direct rollovers)2024-01-01$341,957
Total plan assets at end of year2024-01-01$3,870,230
Total plan assets at beginning of year2024-01-01$3,563,210
Value of fidelity bond covering the plan2024-01-01$500,000
Total contributions received or receivable from participants2024-01-01$176,554
Expenses. Other expenses not covered elsewhere2024-01-01$0
Contributions received from other sources (not participants or employers)2024-01-01$0
Other income received2024-01-01$469,285
Noncash contributions received2024-01-01$0
Net income (gross income less expenses)2024-01-01$307,020
Net plan assets at end of year (total assets less liabilities)2024-01-01$3,870,230
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$3,563,210
Assets. Value of participant loans2024-01-01$74,272
Assets. Value of employer securities2024-01-01$0
Total contributions received or receivable from employer(s)2024-01-01$20,724
Value of certain deemed distributions of participant loans2024-01-01$0
Value of corrective distributions2024-01-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$17,586
2023 : MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$673,053
Expenses. Total of all expenses incurred2023-12-31$98,441
Benefits paid (including direct rollovers)2023-12-31$90,238
Total plan assets at end of year2023-12-31$3,563,210
Total plan assets at beginning of year2023-12-31$2,988,598
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$174,831
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$459,173
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$574,612
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,563,210
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,988,598
Assets. Value of participant loans2023-12-31$76,704
Assets. Value of employer securities2023-12-31$129,293
Total contributions received or receivable from employer(s)2023-12-31$39,049
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$8,053
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$150
2022 : MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-436,835
Expenses. Total of all expenses incurred2022-12-31$283,570
Benefits paid (including direct rollovers)2022-12-31$257,747
Total plan assets at end of year2022-12-31$2,988,598
Total plan assets at beginning of year2022-12-31$3,709,003
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$130,121
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-600,334
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-720,405
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,988,598
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,709,003
Assets. Value of participant loans2022-12-31$49,332
Assets. Value of employer securities2022-12-31$148,667
Total contributions received or receivable from employer(s)2022-12-31$33,378
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$11,651
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$14,172
2021 : MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$698,740
Expenses. Total of all expenses incurred2021-12-31$716,972
Benefits paid (including direct rollovers)2021-12-31$698,150
Total plan assets at end of year2021-12-31$3,709,003
Total plan assets at beginning of year2021-12-31$3,727,235
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$98,855
Expenses. Other expenses not covered elsewhere2021-12-31$23
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$570,519
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-18,232
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,709,003
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,727,235
Assets. Value of participant loans2021-12-31$26,686
Assets. Value of employer securities2021-12-31$171,833
Total contributions received or receivable from employer(s)2021-12-31$29,366
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$18,799
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$603,955
Expenses. Total of all expenses incurred2020-12-31$508,536
Benefits paid (including direct rollovers)2020-12-31$491,601
Total plan assets at end of year2020-12-31$3,727,235
Total plan assets at beginning of year2020-12-31$3,631,816
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$98,057
Expenses. Other expenses not covered elsewhere2020-12-31$720
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$505,898
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$95,419
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,727,235
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,631,816
Assets. Value of participant loans2020-12-31$22,626
Assets. Value of employer securities2020-12-31$140,813
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$16,215
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$603,621
Expenses. Total of all expenses incurred2019-12-31$87,918
Benefits paid (including direct rollovers)2019-12-31$72,103
Total plan assets at end of year2019-12-31$3,631,816
Total plan assets at beginning of year2019-12-31$3,116,113
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$113,647
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$489,974
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$515,703
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,631,816
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,116,113
Assets. Value of participant loans2019-12-31$39,528
Assets. Value of employer securities2019-12-31$166,220
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$15,815
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-55,308
Expenses. Total of all expenses incurred2018-12-31$58,683
Benefits paid (including direct rollovers)2018-12-31$47,387
Total plan assets at end of year2018-12-31$3,116,113
Total plan assets at beginning of year2018-12-31$3,230,104
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$105,631
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$14,794
Other income received2018-12-31$-196,351
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-113,991
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,116,113
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,230,104
Assets. Value of participant loans2018-12-31$52,243
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$404
Assets. Value of employer securities2018-12-31$270,138
Total contributions received or receivable from employer(s)2018-12-31$20,618
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$11,296
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$488,580
Expenses. Total of all expenses incurred2017-12-31$315,001
Benefits paid (including direct rollovers)2017-12-31$314,747
Total plan assets at end of year2017-12-31$3,230,104
Total plan assets at beginning of year2017-12-31$3,056,525
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$74,984
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$4,308
Other income received2017-12-31$383,502
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$173,579
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,230,104
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,056,525
Assets. Value of participant loans2017-12-31$62,292
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$4,039
Assets. Value of employer securities2017-12-31$249,503
Total contributions received or receivable from employer(s)2017-12-31$25,786
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$254
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$455,569
Expenses. Total of all expenses incurred2016-12-31$269,370
Benefits paid (including direct rollovers)2016-12-31$269,230
Total plan assets at end of year2016-12-31$3,056,525
Total plan assets at beginning of year2016-12-31$2,870,326
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$80,923
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$346,675
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$186,199
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,056,525
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,870,326
Assets. Value of participant loans2016-12-31$86,641
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$42,785
Assets. Value of employer securities2016-12-31$268,757
Total contributions received or receivable from employer(s)2016-12-31$27,971
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$140
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$702
Total income from all sources2015-12-31$36,681
Expenses. Total of all expenses incurred2015-12-31$344,106
Benefits paid (including direct rollovers)2015-12-31$342,379
Total plan assets at end of year2015-12-31$2,870,326
Total plan assets at beginning of year2015-12-31$3,178,453
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$66,365
Expenses. Other expenses not covered elsewhere2015-12-31$-702
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-29,684
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-307,425
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,870,326
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,177,751
Assets. Value of participant loans2015-12-31$108,652
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$38,747
Assets. Value of employer securities2015-12-31$133,266
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$2,271
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$158
2014 : MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$702
Total plan liabilities at beginning of year2014-12-31$4,714
Total income from all sources2014-12-31$231,393
Expenses. Total of all expenses incurred2014-12-31$291,581
Benefits paid (including direct rollovers)2014-12-31$267,918
Total plan assets at end of year2014-12-31$3,178,453
Total plan assets at beginning of year2014-12-31$3,242,653
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$78,988
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$152,405
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-60,188
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,177,751
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,237,939
Assets. Value of participant loans2014-12-31$64,019
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$18,665
Assets. Value of employer securities2014-12-31$138,856
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$23,513
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$4,714
Total plan liabilities at beginning of year2013-12-31$4,843
Total income from all sources2013-12-31$427,622
Expenses. Total of all expenses incurred2013-12-31$297,208
Benefits paid (including direct rollovers)2013-12-31$294,749
Total plan assets at end of year2013-12-31$3,242,653
Total plan assets at beginning of year2013-12-31$3,112,368
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$111,417
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$316,205
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$130,414
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,237,939
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,107,525
Assets. Value of participant loans2013-12-31$39,592
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$36,223
Assets. Value of employer securities2013-12-31$151,127
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,459
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$4,843
Total plan liabilities at beginning of year2012-12-31$4,839
Total income from all sources2012-12-31$484,719
Expenses. Total of all expenses incurred2012-12-31$188,249
Benefits paid (including direct rollovers)2012-12-31$188,193
Total plan assets at end of year2012-12-31$3,112,368
Total plan assets at beginning of year2012-12-31$2,815,894
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$111,306
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$56,267
Other income received2012-12-31$317,146
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$296,470
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,107,525
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,811,055
Assets. Value of participant loans2012-12-31$54,238
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$127,052
Assets. Value of employer securities2012-12-31$186,954
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$56
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$4,839
Total plan liabilities at beginning of year2011-12-31$12,791
Total income from all sources2011-12-31$8,771
Expenses. Total of all expenses incurred2011-12-31$643,974
Benefits paid (including direct rollovers)2011-12-31$643,974
Total plan assets at end of year2011-12-31$2,815,894
Total plan assets at beginning of year2011-12-31$3,459,049
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$80,680
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-71,909
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-635,203
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,811,055
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,446,258
Assets. Value of participant loans2011-12-31$97,054
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$243,496
Assets. Value of employer securities2011-12-31$221,622
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$12,791
Total plan liabilities at beginning of year2010-12-31$139,120
Total income from all sources2010-12-31$482,712
Expenses. Total of all expenses incurred2010-12-31$307,563
Benefits paid (including direct rollovers)2010-12-31$300,623
Total plan assets at end of year2010-12-31$3,459,049
Total plan assets at beginning of year2010-12-31$3,410,229
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$130,404
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$352,308
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$175,149
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,446,258
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,271,109
Assets. Value of participant loans2010-12-31$117,993
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$190,018
Assets. Value of employer securities2010-12-31$242,035
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$6,940
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

2023: MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MCKINNEY & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number626598
Policy instance 1
Insurance contract or identification number626598
Number of Individuals Covered26
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $1,155
Total amount of fees paid to insurance companyUSD $231
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number626598
Policy instance 1
Insurance contract or identification number626598
Number of Individuals Covered25
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,022
Total amount of fees paid to insurance companyUSD $204
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number626598
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number626598
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number626598
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106216
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number626598
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106216
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106216
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106216
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106216
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106216
Policy instance 1

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