2023 Form 5500 filing — John Knox Village Retirement 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 20240806160619NAL0002699873001) for John Knox Village Retirement Plan, reported by John Knox Village under EIN 23-7365138 and plan number 001. It reports 994 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806160619NAL0002699873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John Knox Village
- EIN
- 23-7365138
- Plan number
- 001
- Location
- Lee S Summit, MO
- Participants
- 994
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,104,137
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,104,137
- Employer contributions
- $572,604
- Participant contributions
- $2,028,092
- Total income / additions
- $6,701,542
- Benefits paid
- $3,952,828
- Administrative expenses
- $133,888
- Total expenses
- $4,090,599
- Net increase / (decrease)
- $2,610,943
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services L | INVESTMENT ADVISOR | $75,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $58,708 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $181 | not reported in the loaded dataset |