Knowles Enterprises, LLC 401(K) Plan — Form 5500 plan (Knowles Enterprises, LLC)

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, Knowles Enterprises, LLC 401(K) Plan is a benefit plan reported by Knowles Enterprises, LLC under EIN 71-0965827 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $2,035,047 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Knowles Enterprises, LLC
EIN
71-0965827
Plan number
001
Plan type
2
Location
Grand Junction, CO
Latest filing year
2023
Participants
125
End-of-year plan assets
$2,035,047

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023125H, C20240201131524NAL0014835043001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,035,047
Total liabilities (EOY)
$0
Net assets (EOY)
$2,035,047
Net assets (BOY)
$1,519,012

Income & contributions

Employer contributions
$159,477
Participant contributions
$235,848
Total contributions
$395,325
Total income / additions
$656,096

Expenses & distributions

Benefits paid
$120,655
Administrative expenses
$17,841
Total expenses
$140,061
Net increase / (decrease)
$516,035

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Equitable Life Insurance CompanyRECORD KEEPER$17,841$2,2512023

Related Form 5500 pages