Original filing (PDF)20231019162834NAL0000876225001

MCANALLY WILKINS, INC.

Name: MCANALLY WILKINS, INC. — MCANALLY WILKINS 401K PLAN, Form 5500 (2022)
Creator: MCANALLY WILKINS, INC.

Form 5500-SF

FILING_RECEIVED

MCANALLY WILKINS 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCANALLY WILKINS, INC..

Plan sponsor

Name

MCANALLY WILKINS, INC.

EIN

27-2042885

Address

PO BOX 60810 · MIDLAND, TX · 79711

Phone

(432) 685-9300

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-07-31

Filed

2023-10-19

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

BARRESI FINANCIAL, INC.

BARRESI FINANCIAL 401(K) PLAN

AMERICAN FINANCIAL NETWORK, LLC

AMERICAN FINANCIAL NETWORK, LLC 401(K) PROFIT SHARING PLAN & TRUST

HUNTINGTON INSURANCE AGENCY, INC.

HUNTINGTON INSURANCE AGENCY, INC. PROFIT SHARING PLAN

HANUSCHAK INSURANCE AGENCY, INC.

HANUSCHAK INSURANCE 401(K) PLAN

TRANSPORTATION WRITERS INC.

TRANSPORTATION WRITERS INC. 401(K) PLAN