401(k)
2023 plan-year 401(k) DOL Form 5500

Mckenzie Sports Products, Inc. 401(k) Profit Sharing Plan & Tru

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Mckenzie Sports Products, LLC ยท North Carolina ยท Manufacturing

What the 2023 filing shows

Mckenzie Sports Products, Inc. 401(k) Profit Sharing Plan & Tru holds $17M for 428 participants - about $39,788 per participant, up 10.7% over the 2023 plan year.

$17M
total plan assets (2023 EOY)
428
covered participants
$39,788
avg assets per participant
+10.7%
assets growth YoY
Total Assets (2023)
$17M
Participants
428
Industry
Manufacturing

What the Filing Says About Mckenzie Sports Products, Inc. 401(k) Profit Sharing Plan & Tru

Mckenzie Sports Products, Inc. 401(k) Profit Sharing Plan & Tru is a 401(k) retirement plan sponsored by Mckenzie Sports Products, LLC, headquartered in North Carolina. As of the 2023 Form 5500 filing, the plan reports $17M in total end-of-year assets and covers 428 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 232717120, and the plan has been effective since 1995-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $15M at the beginning of 2023 to $17M at year-end โ€” a gain of 10.7%. Net assets (after liabilities) closed the year at $17M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$15M
Total Assets (End of Year)$17M
Net Assets (End of Year)$17M
Net Income$2M
Plan Type401(k)
Employer EIN232717120
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mckenzie Sports Products, LLC)

Year Plans Participants Total Assets
2022 1 397 $15M
2023 1 428 $17M
2024 1 432 $19M

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Frequently Asked Questions

How much money is in the Mckenzie Sports Products, Inc. 401(k) Profit Sharing Plan & Tru?
As of the 2023 Form 5500 filing, Mckenzie Sports Products, Inc. 401(k) Profit Sharing Plan & Tru holds $17M in total assets with 428 participants. It is sponsored by Mckenzie Sports Products, LLC.
What type of plan is Mckenzie Sports Products, Inc. 401(k) Profit Sharing Plan & Tru?
Mckenzie Sports Products, Inc. 401(k) Profit Sharing Plan & Tru is a 401(k) plan. It has been effective since 1995-04-01. The plan is filed with the U.S. Department of Labor under EIN 232717120.
Who sponsors the Mckenzie Sports Products, Inc. 401(k) Profit Sharing Plan & Tru?
Mckenzie Sports Products, Inc. 401(k) Profit Sharing Plan & Tru is sponsored by Mckenzie Sports Products, LLC, located in North Carolina. The sponsor's EIN is 232717120 and the plan operates in the Manufacturing industry.
How did Mckenzie Sports Products, Inc. 401(k) Profit Sharing Plan & Tru perform in 2023?
Mckenzie Sports Products, Inc. 401(k) Profit Sharing Plan & Tru grew by 10.7% during 2023, moving from $15M to $17M in total assets. Net income was $2M.
Where can I find official filings for Mckenzie Sports Products, Inc. 401(k) Profit Sharing Plan & Tru?
Official Form 5500 filings for Mckenzie Sports Products, Inc. 401(k) Profit Sharing Plan & Tru are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 232717120 or plan name at efast.dol.gov.
How does Mckenzie Sports Products, Inc. 401(k) Profit Sharing Plan & Tru compare to other plans?
You can compare Mckenzie Sports Products, Inc. 401(k) Profit Sharing Plan & Tru against other 401(k) plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 232717120.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.