2023 Form 5500 filing — Knightvest 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 20241015115931NAL0014555523001) for Knightvest 401(K) Plan, reported by Knightvest Management, L.L.C. under EIN 27-0878012 and plan number 001. It reports 644 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115931NAL0014555523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Knightvest Management, L.L.C.
- EIN
- 27-0878012
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 644
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,728,203
- Net assets (EOY)
- $9,728,203
- Employer contributions
- $885,534
- Participant contributions
- $1,158,062
- Total income / additions
- $3,545,878
- Benefits paid
- $551,712
- Administrative expenses
- $52,786
- Total expenses
- $650,699
- Net increase / (decrease)
- $2,895,179
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $55,646 | $0 |
| Hornor Townsend & Kent, LLC | BROKER/ADVISOR | $0 | $28,699 |
| Definiti LLC | CONTRACT ADMIN | $10,350 | $7,561 |
| Linsco/Private Ledger Corp | BROKER/ADVISOR | $0 | $7,905 |