2023 Form 5500 filing — Andrew K. Knox And Company Retirement Savings 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 20240531091642NAL0029472370001) for Andrew K. Knox And Company Retirement Savings Plan, reported by Andrew K. Knox And Company, Inc. under EIN 21-0745514 and plan number 002. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240531091642NAL0029472370001
Filing year
2023
Form type
2
Plan sponsor
Andrew K. Knox And Company, Inc.
EIN
21-0745514
Plan number
002
Location
Toms River, NJ
Participants
4
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,648,707
Total liabilities (EOY)
$0
Net assets (EOY)
$3,648,707
Employer contributions
$6,361
Participant contributions
$31,920
Total income / additions
$547,447
Benefits paid
$0
Administrative expenses
$0
Total expenses
$28,658
Net increase / (decrease)
$518,789
Schedule source
Schedule I

Related Form 5500 pages