2023 Form 5500 filing — Knox Attorney Service, Inc. 401(K) 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 20241008124057NAL0016631105001) for Knox Attorney Service, Inc. 401(K) Plan, reported by Knox Attorney Service, Inc. under EIN 95-3057541 and plan number 001. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008124057NAL0016631105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Knox Attorney Service, Inc.
- EIN
- 95-3057541
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,850,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,850,849
- Employer contributions
- $5,198
- Participant contributions
- $183,413
- Total income / additions
- $559,411
- Benefits paid
- $41,844
- Administrative expenses
- $23,307
- Total expenses
- $65,151
- Net increase / (decrease)
- $494,260
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISOR | $12,513 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $6,989 | $0 |
| Premier Plan Consultants Inc | CONTRACT ADMIN | $2,201 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT ADVISOR | $1,529 | not reported in the loaded dataset |