Andrew K. Knox And Company Retirement Savings Plan — Form 5500 plan (Andrew K. Knox And Company, Inc.)
Plain-English plan 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, Andrew K. Knox And Company Retirement Savings Plan is a benefit plan reported by Andrew K. Knox And Company, Inc. under EIN 21-0745514 and plan number 002. The latest loaded filing year is 2023. The filing reports 4 participants and $3,648,707 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Andrew K. Knox And Company, Inc.
- EIN
- 21-0745514
- Plan number
- 002
- Plan type
- 2
- Location
- Toms River, NJ
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $3,648,707
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240531091642NAL0029472370001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,648,707
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,648,707
- Net assets (BOY)
- $3,129,918
Income & contributions
- Employer contributions
- $6,361
- Participant contributions
- $31,920
- Total income / additions
- $547,447
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $28,658
- Net increase / (decrease)
- $518,789
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.