2023 Form 5500 filing — J. Knipper And Company, Inc. 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 20241015043046NAL0014110707001) for J. Knipper And Company, Inc. Profit Sharing Plan, reported by J. Knipper And Company, Inc. under EIN 22-2755742 and plan number 001. It reports 957 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015043046NAL0014110707001
Filing year
2023
Form type
2
Plan sponsor
J. Knipper And Company, Inc.
EIN
22-2755742
Plan number
001
Location
Lakewood, NJ
Participants
957
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$29,402,884
Total liabilities (EOY)
$0
Net assets (EOY)
$29,402,884
Employer contributions
$305,948
Participant contributions
$3,208,084
Total income / additions
$8,238,292
Benefits paid
$1,731,419
Administrative expenses
$28,506
Total expenses
$1,814,260
Net increase / (decrease)
$6,424,032
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER$14,181$0
Jump Perry & Co LlpNONE$14,000not reported in the loaded dataset
Royal Alliance AssociatesNONE$0$854

Related Form 5500 pages