2023 Form 5500 filing — Knutson Holdings, Inc. 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 20240920061357NAL0007102305001) for Knutson Holdings, Inc. 401(K) Plan, reported by Knutson Holdings, Inc. under EIN 41-1523429 and plan number 001. It reports 227 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)$36.2MReported net assets$36,238,881
Participants227
Provider compensation$65.3K3 Schedule C row(s)$65,299
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240920061357NAL0007102305001
Plan sponsor
Knutson Holdings, Inc.
EIN
41-1523429
Plan number
001
Location
Minneapolis, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$36.2M total assets
Net assets$36.2MLiabilities$0
Money in vs. money out
Total income / additions$8.1M
Total expenses$2.3M
Benefits paid / distributions$2.2M
Contributions
Employer$725.7K
Participant$1.5M
Full reported line items
Total assets (EOY)
$36,238,881
Total liabilities (EOY)
$0
Net assets (EOY)
$36,238,881
Employer contributions
$725,695
Participant contributions
$1,469,407
Total income / additions
$8,135,178
Benefits paid
$2,158,833
Administrative expenses
$125,985
Total expenses
$2,284,818
Net increase / (decrease)
$5,850,360
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    SERVICE PROVIDER · Direct $0 · Indirect $39K
  2. 2
    SERVICE PROVIDER · Direct $21K
  3. 3
    SERVICE PROVIDER · Direct $0 · Indirect $5.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240920061357NAL0007102305001 cover?
It is the 2023 Form 5500 filing for Knutson Holdings, Inc. 401(K) Plan, reported by Knutson Holdings, Inc. (EIN 41-1523429).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages