Sunrise Ford 401(K) Plan — Form 5500 plan (Knight Holdings, 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, Sunrise Ford 401(K) Plan is a benefit plan reported by Knight Holdings, Inc. under EIN 35-2731460 and plan number 001. The latest loaded filing year is 2023. The filing reports 573 participants and $16,771,180 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Knight Holdings, Inc.
EIN
35-2731460
Plan number
001
Plan type
2
Location
Fontana, CA
Latest filing year
2023
Participants
573
End-of-year plan assets
$16,771,180

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023573H, C20241009230220NAL0032610672001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,771,180
Total liabilities (EOY)
$0
Net assets (EOY)
$16,771,180
Net assets (BOY)
$7,193,204

Income & contributions

Employer contributions
$0
Participant contributions
$1,805,362
Total contributions
$8,357,744
Total income / additions
$10,228,822

Expenses & distributions

Benefits paid
$637,946
Administrative expenses
$12,900
Total expenses
$650,846
Net increase / (decrease)
$9,577,976

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentry Life Insurance CompanyRECORDKEEPER$7,995$02023

Related Form 5500 pages