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DAVID MCKEE, INC. PENSION TRUST 401k Plan overview

Plan NameDAVID MCKEE, INC. PENSION TRUST
Plan identification number 003

DAVID MCKEE, INC. PENSION TRUST Benefits

401k Plan TypeDefined 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 SignedName of Company SponsorDate Sponsor Signed
0032022-01-01RENEE CONFORTE MCKEE2023-05-21 RENEE CONFORTE MCKEE2023-05-21
0032021-01-01RENEE CONFORTE MCKEE2022-06-11 RENEE CONFORTE MCKEE2022-06-11
0032020-01-01RENEE CONFORTE MCKEE2021-03-02 RENEE CONFORTE MCKEE2021-03-02
0032019-01-01RENEE CONFORTE MCKEE2020-03-17 RENEE CONFORTE MCKEE2020-03-17
0032018-01-01
0032017-01-01
0032016-01-01RENEE CONFORTE MCKEE
0032015-01-01RENEE CONFORTE MCKEE
0032014-01-01RENEE CONFORTE MCKEE
0032013-01-01RENEE CONFORTE MCKEE
0032012-01-01RENEE CONFORTE MCKEE
0032011-01-01WILLIAM CLEMANS
0032009-01-01RENEE CONFORTE MCKEE RENEE CONFORTE MCKEE2010-07-28

Plan Statistics for DAVID MCKEE, INC. PENSION TRUST

401k plan membership statisitcs for DAVID MCKEE, INC. PENSION TRUST

Measure Date Value
2022: DAVID MCKEE, INC. PENSION TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013
Number of participants with account balances2022-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DAVID MCKEE, INC. PENSION TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013
Number of participants with account balances2021-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DAVID MCKEE, INC. PENSION TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DAVID MCKEE, INC. PENSION TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DAVID MCKEE, INC. PENSION TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DAVID MCKEE, INC. PENSION TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DAVID MCKEE, INC. PENSION TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DAVID MCKEE, INC. PENSION TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DAVID MCKEE, INC. PENSION TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DAVID MCKEE, INC. PENSION TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DAVID MCKEE, INC. PENSION TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DAVID MCKEE, INC. PENSION TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: DAVID MCKEE, INC. PENSION TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on DAVID MCKEE, INC. PENSION TRUST

Measure Date Value
2022 : DAVID MCKEE, INC. PENSION TRUST 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$188,628
Expenses. Total of all expenses incurred2022-12-31$372,883
Benefits paid (including direct rollovers)2022-12-31$366,175
Total plan assets at end of year2022-12-31$6,133,657
Total plan assets at beginning of year2022-12-31$6,317,912
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$5,805,000
Total contributions received or receivable from participants2022-12-31$0
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$178,628
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-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 loans2022-12-31$0
Value of corrective distributions2022-12-31$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 plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$-135,108
Expenses. Total of all expenses incurred2021-12-31$413,970
Benefits paid (including direct rollovers)2021-12-31$412,011
Total plan assets at end of year2021-12-31$6,317,912
Total plan assets at beginning of year2021-12-31$6,866,990
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$6,130,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$1,959
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$-145,108
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-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 loans2021-12-31$0
Value of corrective distributions2021-12-31$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 securities2021-12-31$0
2020 : DAVID MCKEE, INC. PENSION TRUST 2020 401k financial data
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$9,974
Expenses. Total of all expenses incurred2020-12-31$2,117
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$6,866,990
Total plan assets at beginning of year2020-12-31$6,859,133
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$6,845,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$2,117
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$-26
Noncash contributions received2020-12-31$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 loans2020-12-31$0
Value of corrective distributions2020-12-31$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 plan2019-12-31$0
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$124,890
Expenses. Total of all expenses incurred2019-12-31$561,819
Benefits paid (including direct rollovers)2019-12-31$556,805
Total plan assets at end of year2019-12-31$6,859,133
Total plan assets at beginning of year2019-12-31$7,296,062
Value of fidelity bond covering the plan2019-12-31$500,000
Assets. Value of tangible personal property2019-12-31$6,845,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$5,014
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$7,890
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-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 loans2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$117,000
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : DAVID MCKEE, INC. PENSION TRUST 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$1,884,023
Expenses. Total of all expenses incurred2018-12-31$298,270
Benefits paid (including direct rollovers)2018-12-31$292,880
Total plan assets at end of year2018-12-31$7,296,062
Total plan assets at beginning of year2018-12-31$5,710,309
Value of fidelity bond covering the plan2018-12-31$500,000
Assets. Value of tangible personal property2018-12-31$6,845,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$5,390
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$1,884,023
Noncash contributions received2018-12-31$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 loans2018-12-31$43,316
Total contributions received or receivable from employer(s)2018-12-31$0
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : DAVID MCKEE, INC. PENSION TRUST 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$120,842
Expenses. Total of all expenses incurred2017-12-31$293,007
Benefits paid (including direct rollovers)2017-12-31$289,343
Total plan assets at end of year2017-12-31$5,710,309
Total plan assets at beginning of year2017-12-31$5,882,474
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$4,970,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$3,664
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$7,929
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-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 loans2017-12-31$44,699
Total contributions received or receivable from employer(s)2017-12-31$112,913
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : DAVID MCKEE, INC. PENSION TRUST 2016 401k financial data
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$6,949
Expenses. Total of all expenses incurred2016-12-31$296,171
Benefits paid (including direct rollovers)2016-12-31$292,156
Total plan assets at end of year2016-12-31$5,882,474
Total plan assets at beginning of year2016-12-31$6,171,696
Value of fidelity bond covering the plan2016-12-31$500,000
Assets. Value of tangible personal property2016-12-31$4,970,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$4,015
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$6,949
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-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 loans2016-12-31$46,116
Total contributions received or receivable from employer(s)2016-12-31$0
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : DAVID MCKEE, INC. PENSION TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$1,221
Expenses. Total of all expenses incurred2015-12-31$575,562
Benefits paid (including direct rollovers)2015-12-31$559,940
Total plan assets at end of year2015-12-31$6,171,696
Total plan assets at beginning of year2015-12-31$6,746,037
Value of fidelity bond covering the plan2015-12-31$500,000
Assets. Value of tangible personal property2015-12-31$4,970,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$15,622
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$1,221
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-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 loans2015-12-31$46,178
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$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 securities2015-12-31$0
2014 : DAVID MCKEE, INC. PENSION TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,701,764
Expenses. Total of all expenses incurred2014-12-31$233,049
Benefits paid (including direct rollovers)2014-12-31$222,372
Total plan assets at end of year2014-12-31$6,746,037
Total plan assets at beginning of year2014-12-31$5,277,322
Value of fidelity bond covering the plan2014-12-31$500,000
Assets. Value of tangible personal property2014-12-31$4,970,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$10,677
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$1,601,764
Noncash contributions received2014-12-31$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 loans2014-12-31$47,885
Total contributions received or receivable from employer(s)2014-12-31$100,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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 securities2014-12-31$0
2013 : DAVID MCKEE, INC. PENSION TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$101,907
Expenses. Total of all expenses incurred2013-12-31$229,278
Benefits paid (including direct rollovers)2013-12-31$221,568
Total plan assets at end of year2013-12-31$5,277,322
Total plan assets at beginning of year2013-12-31$5,404,693
Value of fidelity bond covering the plan2013-12-31$500,000
Assets. Value of tangible personal property2013-12-31$3,370,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$7,710
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,907
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-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 loans2013-12-31$48,842
Total contributions received or receivable from employer(s)2013-12-31$100,000
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : DAVID MCKEE, INC. PENSION TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$123,645
Expenses. Total of all expenses incurred2012-12-31$242,784
Benefits paid (including direct rollovers)2012-12-31$242,784
Total plan assets at end of year2012-12-31$5,404,693
Total plan assets at beginning of year2012-12-31$5,523,832
Value of fidelity bond covering the plan2012-12-31$500,000
Assets. Value of tangible personal property2012-12-31$3,370,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$-943
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-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 loans2012-12-31$0
Value of corrective distributions2012-12-31$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 plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$326,108
Expenses. Total of all expenses incurred2011-12-31$211,627
Benefits paid (including direct rollovers)2011-12-31$206,225
Total plan assets at end of year2011-12-31$5,523,832
Total plan assets at beginning of year2011-12-31$5,409,351
Value of fidelity bond covering the plan2011-12-31$500,000
Assets. Value of tangible personal property2011-12-31$3,370,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$5,402
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$205,085
Noncash contributions received2011-12-31$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 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 : DAVID MCKEE, INC. PENSION TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$3,893,827
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$112,173
Expenses. Total of all expenses incurred2010-12-31$1,254
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$5,409,351
Total plan assets at beginning of year2010-12-31$1,404,605
Value of fidelity bond covering the plan2010-12-31$500,000
Assets. Value of tangible personal property2010-12-31$3,165,000
Total contributions received or receivable from participants2010-12-31$0
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$91
Noncash contributions received2010-12-31$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 loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,254

Form 5500 Responses for DAVID MCKEE, INC. PENSION TRUST

2022: DAVID MCKEE, INC. PENSION TRUST 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DAVID MCKEE, INC. PENSION TRUST 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DAVID MCKEE, INC. PENSION TRUST 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DAVID MCKEE, INC. PENSION TRUST 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVID MCKEE, INC. PENSION TRUST 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVID MCKEE, INC. PENSION TRUST 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID MCKEE, INC. PENSION TRUST 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVID MCKEE, INC. PENSION TRUST 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVID MCKEE, INC. PENSION TRUST 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVID MCKEE, INC. PENSION TRUST 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID MCKEE, INC. PENSION TRUST 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVID MCKEE, INC. PENSION TRUST 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: DAVID MCKEE, INC. PENSION TRUST 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

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