How big is McKee Insurance Agency, LLC's plan?

McKee Insurance Agency, LLC's plan reported $1K in assets and 1 participants for 2022.

Original filing (PDF)20230719111323NAL0002193329001

McKee Insurance Agency, LLC

Name: McKee Insurance Agency, LLC — McKee Insurance Agency, Form 5500 (2022)
Creator: McKee Insurance Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McKee Insurance Agency 401(k) Plan

401(k) retirement plan · McKee Insurance Agency, LLC's McKee Insurance Agency 401(k) Plan held $1K in plan assets for 1 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1K

Net assets (EOY)

$1K

Plan identifiers

McKee Insurance Agency, LLC's EIN is 20-0798430.

EIN 20-0798430

Plan number 001

Plan year 2022

ACK ID 20230719111323NAL0002193329001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for McKee Insurance Agency, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

McKee Insurance Agency, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCKEE INSURANCE AGENCY, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score