2023 Form 5500 filing — Kni Group 401(K) And Profit Sharing 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 20241004091402NAL0019332336001) for Kni Group 401(K) And Profit Sharing Plan, reported by Kearney-National Inc. under EIN 36-2392007 and plan number 010. It reports 550 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)$24.1MReported net assets$24,105,970
Participants550
Provider compensation$64.3K3 Schedule C row(s)$64,310
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004091402NAL0019332336001
Plan sponsor
Kearney-National Inc.
EIN
36-2392007
Plan number
010
Location
Poughkeepsie, NY
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)$24.1M total assets
Net assets$24.1MLiabilities$0
Money in vs. money out
Total income / additions$6.7M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$1.8M
Participant$1.6M
Full reported line items
Total assets (EOY)
$24,105,970
Total liabilities (EOY)
$0
Net assets (EOY)
$24,105,970
Employer contributions
$1,797,591
Participant contributions
$1,564,110
Total income / additions
$6,651,376
Benefits paid
$1,710,938
Administrative expenses
$42,738
Total expenses
$1,753,676
Net increase / (decrease)
$4,897,700
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $42.7K · Indirect $11.5K
  2. 2
    NONE · Direct $7 · Indirect $10K
  3. 3
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004091402NAL0019332336001 cover?
It is the 2023 Form 5500 filing for Kni Group 401(K) And Profit Sharing Plan, reported by Kearney-National Inc. (EIN 36-2392007).
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