2023 Form 5500 filing — John Knox Village Savings 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 20241122113431NAL0003142064001) for John Knox Village Savings Plan, reported by John Knox Village Of Central Florida, Inc. under EIN 59-1831906 and plan number 002. It reports 664 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241122113431NAL0003142064001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John Knox Village Of Central Florida, Inc.
- EIN
- 59-1831906
- Plan number
- 002
- Location
- Orange City, FL
- Participants
- 664
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,593,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,593,382
- Employer contributions
- $231,806
- Participant contributions
- $720,982
- Total income / additions
- $2,027,771
- Benefits paid
- $1,007,382
- Administrative expenses
- $9,093
- Total expenses
- $1,016,475
- Net increase / (decrease)
- $1,011,296
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriprise Financial Services Inc. | BROKER/ADVISOR | $0 | $22,965 |
| Empower Annuity Insurance Co. | RECORDKEEPER | $4,608 | $0 |
| David G Leonard & Assoc. Inc. | TPA | $3,218 | $0 |
| Empower Advisory Group | INVESTMENT MGMT | $44 | $0 |