2023 Form 5500 filing — Knowles Enterprises, LLC 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240201131524NAL0014835043001) for Knowles Enterprises, LLC 401(K) Plan, reported by Knowles Enterprises, LLC under EIN 71-0965827 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2MReported net assets$2,035,047
Participants125
Provider compensation$20.1K1 Schedule C row(s)$20,092
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240201131524NAL0014835043001
Plan sponsor
Knowles Enterprises, LLC
EIN
71-0965827
Plan number
001
Location
Grand Junction, CO
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2M total assets
Net assets$2MLiabilities$0
Money in vs. money out
Total income / additions$656.1K
Total expenses$140.1K
Benefits paid / distributions$120.7K
Contributions
Employer$159.5K
Participant$235.8K
Full reported line items
Total assets (EOY)
$2,035,047
Total liabilities (EOY)
$0
Net assets (EOY)
$2,035,047
Employer contributions
$159,477
Participant contributions
$235,848
Total income / additions
$656,096
Benefits paid
$120,655
Administrative expenses
$17,841
Total expenses
$140,061
Net increase / (decrease)
$516,035

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Equitable Life Insurance CompanyRECORD KEEPER$17,841$2,251

Related Form 5500 pages