Plan5500

John Knox Village Retirement Plan — Form 5500 plan (John Knox Village)

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, John Knox Village Retirement Plan is a benefit plan reported by John Knox Village under EIN 23-7365138 and plan number 001. The latest loaded filing year is 2023. The filing reports 994 participants and $30,104,137 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
John Knox Village
EIN
23-7365138
Plan number
001
Plan type
2
Location
Lee S Summit, MO
Latest filing year
2023
Participants
994
End-of-year plan assets
$30,104,137

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023994H, C20240806160619NAL0002699873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,104,137
Total liabilities (EOY)
$0
Net assets (EOY)
$30,104,137
Net assets (BOY)
$27,493,194

Income & contributions

Employer contributions
$572,604
Participant contributions
$2,028,092
Total contributions
$2,809,342
Total income / additions
$6,701,542

Expenses & distributions

Benefits paid
$3,952,828
Administrative expenses
$133,888
Total expenses
$4,090,599
Net increase / (decrease)
$2,610,943

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Advisory Services LINVESTMENT ADVISOR$75,000not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$58,708$02023
Empower Advisory Group, LLCINVESTMENT MGMT$181not reported in the loaded dataset2023

Related Form 5500 pages