Mckenzie Supply Company 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Mckenzie Supply Company
  • Sponsor EIN: 561056885
  • Sponsor Address: 726 E. 16TH STREET, LUMBERTON, NC, 28359
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 28
  • Total Assets: $5.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202528$5.4M$0$0
202417$5.1M$409,429$0
202321$4.7M$406,244$0
202220$4.2M$361,103$0

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