Knowbe4, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Knowbe4, 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, Knowbe4, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Knowbe4, Inc. under EIN 36-4827930 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,537 participants and $42,770,593 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Knowbe4, Inc.
EIN
36-4827930
Plan number
001
Plan type
2
Location
Clearwater, FL
Latest filing year
2023
Participants
1,537
End-of-year plan assets
$42,770,593

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,537H, C20241014090022NAL0025775905001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,770,593
Total liabilities (EOY)
$0
Net assets (EOY)
$42,770,593
Net assets (BOY)
$27,713,462

Income & contributions

Employer contributions
$3,010,943
Participant contributions
$6,734,741
Total contributions
$11,114,322
Total income / additions
$17,812,097

Expenses & distributions

Benefits paid
$2,726,953
Administrative expenses
$24,240
Total expenses
$2,754,966
Net increase / (decrease)
$15,057,131

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services Inc.SERVICE PROVIDER$0$101,0102023
Retirement Solutions SpecialistsTHIRD PARTY ADMINISTRATO$0$18,3202023
Assurance DimensionsAUDITOR$3,000not reported in the loaded dataset2023

Related Form 5500 pages