2023 Form 5500 filing — The Knox Company Retirement Savings 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 20240726123213NAL0015950945001) for The Knox Company Retirement Savings Plan, reported by Knox Associates, Inc. under EIN 95-3617858 and plan number 003. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726123213NAL0015950945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Knox Associates, Inc.
- EIN
- 95-3617858
- Plan number
- 003
- Location
- Phoenix, AZ
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,978,071
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,978,071
- Employer contributions
- $677,743
- Participant contributions
- $1,426,375
- Total income / additions
- $4,313,398
- Benefits paid
- $1,054,332
- Administrative expenses
- $51,646
- Total expenses
- $1,108,591
- Net increase / (decrease)
- $3,204,807
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $30,155 | $0 |
| Accelerate Investment Advisors LLC | ADVISOR | $11,219 | not reported in the loaded dataset |
| Nfp Retirement Inc | ADVISOR | $10,272 | not reported in the loaded dataset |