2023 Form 5500 filing — Knaub & Company 401k Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717151200NAL0004275121003) for Knaub & Company 401k Plan, reported by Knaub & Company, P.C. under EIN 81-0494965 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$181.1KReported net assets$181,112
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240717151200NAL0004275121003
Plan sponsor
Knaub & Company, P.C.
EIN
81-0494965
Plan number
001
Location
Big Sky, MT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$181.1K total assets
Net assets$181.1KLiabilities
Money in vs. money out
Total income / additions$39.2K
Total expenses$780
Benefits paid / distributionsNot reported
Contributions
Employer$6.4K
Participant$6.4K
Full reported line items
Total assets (EOY)
$181,112
Net assets (EOY)
$181,112
Employer contributions
$6,443
Participant contributions
$6,443
Total income / additions
$39,219
Total expenses
$780
Net increase / (decrease)
$38,439

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240717151200NAL0004275121003 cover?
It is the 2023 Form 5500 filing for Knaub & Company 401k Plan, reported by Knaub & Company, P.C. (EIN 81-0494965).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages