401k Plan data: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN plan

MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN
Plan identification number	001

MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MCKINLEY CAPITAL MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: MCKINLEY CAPITAL MANAGEMENT, LLC

Employer identification number (EIN): 920136349

NAIC Classification: 523900

Additional information about MCKINLEY CAPITAL MANAGEMENT, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4578775

More information about MCKINLEY CAPITAL MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01 NATHAN KAKELA 2021-06-30
001 2019-01-01 NATHAN KAKELA 2020-06-30
001 2018-01-01 NATHAN KAKELA 2019-05-20
001 2017-01-01 DIANE WILKE 2018-06-12
001 2016-01-01 DIANE WILKE 2017-07-10
001 2015-01-01 DIANE WILKE 2016-08-08
001 2014-01-01 DIANE WILKE
001 2013-01-01 DIANE WILKE
001 2012-01-01 DIANE WILKE
001 2011-01-01 DIANE WILKE
001 2010-01-01 DIANE WILKE
001 2009-01-01 DIANE WILKE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2022-01-01
001	2021-01-01
001	2021-01-01
001	2021-01-01
001	2020-01-01	NATHAN KAKELA	2021-06-30
001	2019-01-01	NATHAN KAKELA	2020-06-30
001	2018-01-01	NATHAN KAKELA	2019-05-20
001	2017-01-01	DIANE WILKE	2018-06-12
001	2016-01-01	DIANE WILKE	2017-07-10
001	2015-01-01	DIANE WILKE	2016-08-08
001	2014-01-01	DIANE WILKE
001	2013-01-01	DIANE WILKE
001	2012-01-01	DIANE WILKE
001	2011-01-01	DIANE WILKE
001	2010-01-01	DIANE WILKE
001	2009-01-01	DIANE WILKE

Plan Statistics for MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 91
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 59
Total of all active and inactive participants 2022-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 150
Number of participants with account balances 2022-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 85
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 52
Total of all active and inactive participants 2021-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 138
Number of participants with account balances 2021-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2014: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 68
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 41
Total of all active and inactive participants 2014-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 111
Number of participants with account balances 2014-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2013: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 78
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 14
Total of all active and inactive participants 2013-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 92
Number of participants with account balances 2013-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 14
2012: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 79
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 28
Total of all active and inactive participants 2012-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 109
Number of participants with account balances 2012-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 10
2011: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 93
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 27
Total of all active and inactive participants 2011-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 120
Number of participants with account balances 2011-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 90
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 26
Total of all active and inactive participants 2010-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 117
Number of participants with account balances 2010-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 7
2009: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 93
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 24
Total of all active and inactive participants 2009-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 118
Number of participants with account balances 2009-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2022: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	91
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	59
Total of all active and inactive participants	2022-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	150
Number of participants with account balances	2022-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	85
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	52
Total of all active and inactive participants	2021-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	138
Number of participants with account balances	2021-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2014: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	68
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	41
Total of all active and inactive participants	2014-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	111
Number of participants with account balances	2014-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2013: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	78
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	14
Total of all active and inactive participants	2013-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	92
Number of participants with account balances	2013-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	14
2012: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	79
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	28
Total of all active and inactive participants	2012-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	109
Number of participants with account balances	2012-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	10
2011: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	93
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	27
Total of all active and inactive participants	2011-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	120
Number of participants with account balances	2011-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	90
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	26
Total of all active and inactive participants	2010-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	117
Number of participants with account balances	2010-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	7
2009: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	93
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	24
Total of all active and inactive participants	2009-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	118
Number of participants with account balances	2009-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN

Measure	Date	Value
2022 : MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-4,482,522
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,494,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,493,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,176,354
Value of total assets at end of year	2022-12-31	$24,777,007
Value of total assets at beginning of year	2022-12-31	$30,754,111
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$770
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$524,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$524,311
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$759,724
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$52,615
Administrative expenses (other) incurred	2022-12-31	$770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,977,104
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$24,777,007
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$30,754,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$18,881,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$23,055,277
Value of interest in common/collective trusts at end of year	2022-12-31	$5,895,160
Value of interest in common/collective trusts at beginning of year	2022-12-31	$7,698,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,333,870
Net investment gain or loss from common/collective trusts	2022-12-31	$-1,849,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$364,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,493,812
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SWALLING & ASSOCIATES PC
Accountancy firm EIN	2022-12-31	920138439
2021 : MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,260,642
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,411,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,410,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$947,065
Value of total assets at end of year	2021-12-31	$30,754,111
Value of total assets at beginning of year	2021-12-31	$27,904,972
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$880
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,521,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,521,457
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$716,834
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$47,724
Administrative expenses (other) incurred	2021-12-31	$880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,849,139
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$30,754,111
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$27,904,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$23,055,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$21,089,256
Value of interest in common/collective trusts at end of year	2021-12-31	$7,698,834
Value of interest in common/collective trusts at beginning of year	2021-12-31	$6,815,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,307,115
Net investment gain or loss from common/collective trusts	2021-12-31	$1,485,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$182,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,410,623
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SWALLING & ASSOCIATES PC
Accountancy firm EIN	2021-12-31	920138439
2014 : MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$2,134,494
Expenses. Total of all expenses incurred	2014-12-31	$104,702
Benefits paid (including direct rollovers)	2014-12-31	$104,702
Total plan assets at end of year	2014-12-31	$19,184,761
Total plan assets at beginning of year	2014-12-31	$17,154,969
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$672,763
Contributions received from other sources (not participants or employers)	2014-12-31	$133,027
Other income received	2014-12-31	$680,531
Net income (gross income less expenses)	2014-12-31	$2,029,792
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$19,184,761
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$17,154,969
Total contributions received or receivable from employer(s)	2014-12-31	$648,173
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$3,679,474
Expenses. Total of all expenses incurred	2013-12-31	$1,037,236
Benefits paid (including direct rollovers)	2013-12-31	$1,037,236
Total plan assets at end of year	2013-12-31	$17,154,969
Total plan assets at beginning of year	2013-12-31	$14,512,731
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$670,516
Other income received	2013-12-31	$2,811,596
Net income (gross income less expenses)	2013-12-31	$2,642,238
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$17,154,969
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$14,512,731
Total contributions received or receivable from employer(s)	2013-12-31	$197,362
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$2,460,078
Expenses. Total of all expenses incurred	2012-12-31	$495,101
Benefits paid (including direct rollovers)	2012-12-31	$495,101
Total plan assets at end of year	2012-12-31	$14,512,731
Total plan assets at beginning of year	2012-12-31	$12,547,754
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$760,810
Other income received	2012-12-31	$1,487,425
Net income (gross income less expenses)	2012-12-31	$1,964,977
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$14,512,731
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$12,547,754
Total contributions received or receivable from employer(s)	2012-12-31	$211,843
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$756,809
Expenses. Total of all expenses incurred	2011-12-31	$749,513
Benefits paid (including direct rollovers)	2011-12-31	$749,513
Total plan assets at end of year	2011-12-31	$12,659,329
Total plan assets at beginning of year	2011-12-31	$12,652,033
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$785,162
Contributions received from other sources (not participants or employers)	2011-12-31	$3,740
Other income received	2011-12-31	$-575,647
Net income (gross income less expenses)	2011-12-31	$7,296
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$12,659,329
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$12,652,033
Total contributions received or receivable from employer(s)	2011-12-31	$543,554
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$2,927,903
Expenses. Total of all expenses incurred	2010-12-31	$285,853
Benefits paid (including direct rollovers)	2010-12-31	$285,853
Total plan assets at end of year	2010-12-31	$12,652,033
Total plan assets at beginning of year	2010-12-31	$10,009,983
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$783,894
Other income received	2010-12-31	$1,476,964
Net income (gross income less expenses)	2010-12-31	$2,642,050
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$12,652,033
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$10,009,983
Total contributions received or receivable from employer(s)	2010-12-31	$667,045
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN

2022: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2014: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN [EIN = 862241525]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MCKINLEY CAPITAL MANAGEMENT, LLC
Employer identification number (EIN):	920136349
NAIC Classification:	523900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4578775