How big is James O. McKinney's plan?

James O. McKinney's plan reported $91K in assets and 1 participants for 2024.

Original filing (PDF)20251013160202NAL0000796883004

James O. McKinney

Name: James O. McKinney — McKinney Asset Management LLC, Form 5500 (2024)
Creator: James O. McKinney
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McKinney Asset Management LLC

Defined-contribution retirement plan · James O. McKinney's McKinney Asset Management LLC held $91K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$91K

Net assets (EOY)

$91K

People on this filing

James McKinney signed James O. McKinney's 2024 Form 5500 as plan administrator.

James McKinney — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

James O. McKinney's EIN is 46-3947984.

EIN 46-3947984

Plan number 001

Plan year 2024

ACK ID 20251013160202NAL0000796883004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James O. McKinney from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James O. McKinney's plan includes a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES O. MCKINNEY.

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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 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