2023 Form 5500 filing — Knox Mclaughlin Gornall & Sennett, P.C. 401(K) Profit Sharing 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 20241011075746NAL0010714099001) for Knox Mclaughlin Gornall & Sennett, P.C. 401(K) Profit Sharing Plan, reported by Knox Mclaughlin Gornall & Sennett, P.C. under EIN 25-1215503 and plan number 001. It reports 88 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011075746NAL0010714099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Knox Mclaughlin Gornall & Sennett, P.C.
- EIN
- 25-1215503
- Plan number
- 001
- Location
- Erie, PA
- Participants
- 88
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,819,722
- Net assets (EOY)
- $35,819,722
- Employer contributions
- $807,039
- Participant contributions
- $528,146
- Total income / additions
- $6,822,584
- Benefits paid
- $1,184,322
- Administrative expenses
- $62,081
- Total expenses
- $1,246,403
- Net increase / (decrease)
- $5,576,181
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pnc Bank National Association | NONE | $24,375 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $19,517 | not reported in the loaded dataset |
| Hbk Sorce Advisory LLC | NONE | $18,188 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $402 | $0 |