401k Plan data: DAVID MCKEE, INC. PENSION TRUST plan

DAVID MCKEE, INC. PENSION TRUST 401k Plan overview

Plan Name	DAVID MCKEE, INC. PENSION TRUST
Plan identification number	003

DAVID MCKEE, INC. PENSION TRUST 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
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DAVID MCKEE, INC. has sponsored the creation of one or more 401k plans.

Company Name: DAVID MCKEE, INC.

Employer identification number (EIN): 132789722

NAIC Classification: 453920
NAIC Description: Art Dealers

Additional information about DAVID MCKEE, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1974-04-29

Company Identification Number: 342161

Legal Registered Office Address: 350 PARK AVE.
New York
NEW YORK
United States of America (USA)
10022

More information about DAVID MCKEE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID MCKEE, INC. PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 RENEE CONFORTE MCKEE 2024-05-21
003 2022-01-01 RENEE CONFORTE MCKEE 2023-05-21 RENEE CONFORTE MCKEE 2023-05-21
003 2021-01-01 RENEE CONFORTE MCKEE 2022-06-11 RENEE CONFORTE MCKEE 2022-06-11
003 2020-01-01 RENEE CONFORTE MCKEE 2021-03-02 RENEE CONFORTE MCKEE 2021-03-02
003 2019-01-01 RENEE CONFORTE MCKEE 2020-03-17 RENEE CONFORTE MCKEE 2020-03-17
003 2018-01-01
003 2017-01-01
003 2016-01-01 RENEE CONFORTE MCKEE
003 2015-01-01 RENEE CONFORTE MCKEE
003 2014-01-01 RENEE CONFORTE MCKEE
003 2013-01-01 RENEE CONFORTE MCKEE
003 2012-01-01 RENEE CONFORTE MCKEE
003 2011-01-01 WILLIAM CLEMANS
003 2009-01-01 RENEE CONFORTE MCKEE RENEE CONFORTE MCKEE 2010-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	RENEE CONFORTE MCKEE	2024-05-21
003	2022-01-01	RENEE CONFORTE MCKEE	2023-05-21	RENEE CONFORTE MCKEE	2023-05-21
003	2021-01-01	RENEE CONFORTE MCKEE	2022-06-11	RENEE CONFORTE MCKEE	2022-06-11
003	2020-01-01	RENEE CONFORTE MCKEE	2021-03-02	RENEE CONFORTE MCKEE	2021-03-02
003	2019-01-01	RENEE CONFORTE MCKEE	2020-03-17	RENEE CONFORTE MCKEE	2020-03-17
003	2018-01-01
003	2017-01-01
003	2016-01-01	RENEE CONFORTE MCKEE
003	2015-01-01	RENEE CONFORTE MCKEE
003	2014-01-01	RENEE CONFORTE MCKEE
003	2013-01-01	RENEE CONFORTE MCKEE
003	2012-01-01	RENEE CONFORTE MCKEE
003	2011-01-01	WILLIAM CLEMANS
003	2009-01-01	RENEE CONFORTE MCKEE		RENEE CONFORTE MCKEE	2010-07-28

Financial Data on DAVID MCKEE, INC. PENSION TRUST

Measure	Date	Value
2023 : DAVID MCKEE, INC. PENSION TRUST 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$12,881
Expenses. Total of all expenses incurred	2023-12-31	$373,081
Benefits paid (including direct rollovers)	2023-12-31	$372,106
Total plan assets at end of year	2023-12-31	$5,773,457
Total plan assets at beginning of year	2023-12-31	$6,133,657
Value of fidelity bond covering the plan	2023-12-31	$500,000
Assets. Value of tangible personal property	2023-12-31	$5,750,000
Total contributions received or receivable from participants	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$975
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$12,881
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$-360,200
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$5,773,457
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$6,133,657
Total contributions received or receivable from employer(s)	2023-12-31	$0
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : DAVID MCKEE, INC. PENSION TRUST 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$188,628
Expenses. Total of all expenses incurred	2022-12-31	$372,883
Benefits paid (including direct rollovers)	2022-12-31	$366,175
Total plan assets at end of year	2022-12-31	$6,133,657
Total plan assets at beginning of year	2022-12-31	$6,317,912
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$5,805,000
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$178,628
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-184,255
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,133,657
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,317,912
Total contributions received or receivable from employer(s)	2022-12-31	$10,000
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$6,708
2021 : DAVID MCKEE, INC. PENSION TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$-135,108
Expenses. Total of all expenses incurred	2021-12-31	$413,970
Benefits paid (including direct rollovers)	2021-12-31	$412,011
Total plan assets at end of year	2021-12-31	$6,317,912
Total plan assets at beginning of year	2021-12-31	$6,866,990
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$6,130,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$1,959
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$-145,108
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-549,078
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,317,912
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,866,990
Total contributions received or receivable from employer(s)	2021-12-31	$10,000
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : DAVID MCKEE, INC. PENSION TRUST 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$9,974
Expenses. Total of all expenses incurred	2020-12-31	$2,117
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$6,866,990
Total plan assets at beginning of year	2020-12-31	$6,859,133
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$6,845,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$2,117
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$-26
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$7,857
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,866,990
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,859,133
Total contributions received or receivable from employer(s)	2020-12-31	$10,000
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : DAVID MCKEE, INC. PENSION TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$124,890
Expenses. Total of all expenses incurred	2019-12-31	$561,819
Benefits paid (including direct rollovers)	2019-12-31	$556,805
Total plan assets at end of year	2019-12-31	$6,859,133
Total plan assets at beginning of year	2019-12-31	$7,296,062
Value of fidelity bond covering the plan	2019-12-31	$500,000
Assets. Value of tangible personal property	2019-12-31	$6,845,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$5,014
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$7,890
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-436,929
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,859,133
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$7,296,062
Assets. Value of participant loans	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$117,000
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : DAVID MCKEE, INC. PENSION TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$1,884,023
Expenses. Total of all expenses incurred	2018-12-31	$298,270
Benefits paid (including direct rollovers)	2018-12-31	$292,880
Total plan assets at end of year	2018-12-31	$7,296,062
Total plan assets at beginning of year	2018-12-31	$5,710,309
Value of fidelity bond covering the plan	2018-12-31	$500,000
Assets. Value of tangible personal property	2018-12-31	$6,845,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$5,390
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$1,884,023
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$1,585,753
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,296,062
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,710,309
Assets. Value of participant loans	2018-12-31	$43,316
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : DAVID MCKEE, INC. PENSION TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$120,842
Expenses. Total of all expenses incurred	2017-12-31	$293,007
Benefits paid (including direct rollovers)	2017-12-31	$289,343
Total plan assets at end of year	2017-12-31	$5,710,309
Total plan assets at beginning of year	2017-12-31	$5,882,474
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$4,970,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$3,664
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$7,929
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-172,165
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,710,309
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,882,474
Assets. Value of participant loans	2017-12-31	$44,699
Total contributions received or receivable from employer(s)	2017-12-31	$112,913
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : DAVID MCKEE, INC. PENSION TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$6,949
Expenses. Total of all expenses incurred	2016-12-31	$296,171
Benefits paid (including direct rollovers)	2016-12-31	$292,156
Total plan assets at end of year	2016-12-31	$5,882,474
Total plan assets at beginning of year	2016-12-31	$6,171,696
Value of fidelity bond covering the plan	2016-12-31	$500,000
Assets. Value of tangible personal property	2016-12-31	$4,970,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$4,015
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$6,949
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-289,222
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,882,474
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,171,696
Assets. Value of participant loans	2016-12-31	$46,116
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : DAVID MCKEE, INC. PENSION TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$1,221
Expenses. Total of all expenses incurred	2015-12-31	$575,562
Benefits paid (including direct rollovers)	2015-12-31	$559,940
Total plan assets at end of year	2015-12-31	$6,171,696
Total plan assets at beginning of year	2015-12-31	$6,746,037
Value of fidelity bond covering the plan	2015-12-31	$500,000
Assets. Value of tangible personal property	2015-12-31	$4,970,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$15,622
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$1,221
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-574,341
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,171,696
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,746,037
Assets. Value of participant loans	2015-12-31	$46,178
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : DAVID MCKEE, INC. PENSION TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,701,764
Expenses. Total of all expenses incurred	2014-12-31	$233,049
Benefits paid (including direct rollovers)	2014-12-31	$222,372
Total plan assets at end of year	2014-12-31	$6,746,037
Total plan assets at beginning of year	2014-12-31	$5,277,322
Value of fidelity bond covering the plan	2014-12-31	$500,000
Assets. Value of tangible personal property	2014-12-31	$4,970,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$10,677
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$1,601,764
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$1,468,715
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,746,037
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,277,322
Assets. Value of participant loans	2014-12-31	$47,885
Total contributions received or receivable from employer(s)	2014-12-31	$100,000
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : DAVID MCKEE, INC. PENSION TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$101,907
Expenses. Total of all expenses incurred	2013-12-31	$229,278
Benefits paid (including direct rollovers)	2013-12-31	$221,568
Total plan assets at end of year	2013-12-31	$5,277,322
Total plan assets at beginning of year	2013-12-31	$5,404,693
Value of fidelity bond covering the plan	2013-12-31	$500,000
Assets. Value of tangible personal property	2013-12-31	$3,370,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$7,710
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,907
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-127,371
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,277,322
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,404,693
Assets. Value of participant loans	2013-12-31	$48,842
Total contributions received or receivable from employer(s)	2013-12-31	$100,000
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : DAVID MCKEE, INC. PENSION TRUST 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	$123,645
Expenses. Total of all expenses incurred	2012-12-31	$242,784
Benefits paid (including direct rollovers)	2012-12-31	$242,784
Total plan assets at end of year	2012-12-31	$5,404,693
Total plan assets at beginning of year	2012-12-31	$5,523,832
Value of fidelity bond covering the plan	2012-12-31	$500,000
Assets. Value of tangible personal property	2012-12-31	$3,370,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$-943
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-119,139
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,404,693
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,523,832
Total contributions received or receivable from employer(s)	2012-12-31	$124,588
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : DAVID MCKEE, INC. PENSION TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
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	$326,108
Expenses. Total of all expenses incurred	2011-12-31	$211,627
Benefits paid (including direct rollovers)	2011-12-31	$206,225
Total plan assets at end of year	2011-12-31	$5,523,832
Total plan assets at beginning of year	2011-12-31	$5,409,351
Value of fidelity bond covering the plan	2011-12-31	$500,000
Assets. Value of tangible personal property	2011-12-31	$3,370,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$5,402
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$205,085
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$114,481
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,523,832
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,409,351
Total contributions received or receivable from employer(s)	2011-12-31	$121,023
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$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 securities	2011-12-31	$0
2010 : DAVID MCKEE, INC. PENSION TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$3,893,827
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	$112,173
Expenses. Total of all expenses incurred	2010-12-31	$1,254
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$5,409,351
Total plan assets at beginning of year	2010-12-31	$1,404,605
Value of fidelity bond covering the plan	2010-12-31	$500,000
Assets. Value of tangible personal property	2010-12-31	$3,165,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$91
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$110,919
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,409,351
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,404,605
Total contributions received or receivable from employer(s)	2010-12-31	$112,082
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,254

Form 5500 Responses for DAVID MCKEE, INC. PENSION TRUST

2023: DAVID MCKEE, INC. PENSION TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: DAVID MCKEE, INC. PENSION TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
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: DAVID MCKEE, INC. PENSION TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
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
2020: DAVID MCKEE, INC. PENSION TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DAVID MCKEE, INC. PENSION TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DAVID MCKEE, INC. PENSION TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DAVID MCKEE, INC. PENSION TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DAVID MCKEE, INC. PENSION TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DAVID MCKEE, INC. PENSION TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAVID MCKEE, INC. PENSION TRUST 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: DAVID MCKEE, INC. PENSION TRUST 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: DAVID MCKEE, INC. PENSION TRUST 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: DAVID MCKEE, INC. PENSION TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
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
2009: DAVID MCKEE, INC. PENSION TRUST 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

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Company Name:	DAVID MCKEE, INC.
Employer identification number (EIN):	132789722
NAIC Classification:	453920
NAIC Description:	Art Dealers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1974-04-29
Company Identification Number:	342161
Legal Registered Office Address:	350 PARK AVE. New York NEW YORK United States of America (USA) 10022