Knf Neuberger, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Knf Neuberger, Inc.)

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, Knf Neuberger, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Knf Neuberger, Inc. under EIN 22-2166710 and plan number 002. The latest loaded filing year is 2023. The filing reports 150 participants and $22,911,952 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Knf Neuberger, Inc.
EIN
22-2166710
Plan number
002
Plan type
2
Location
Trenton, NJ
Latest filing year
2023
Participants
150
End-of-year plan assets
$22,911,952

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20240926130259NAL0000399987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,911,952
Total liabilities (EOY)
$0
Net assets (EOY)
$22,911,952
Net assets (BOY)
$18,302,991

Income & contributions

Employer contributions
$435,292
Participant contributions
$880,624
Total contributions
$1,315,916
Total income / additions
$5,592,207

Expenses & distributions

Benefits paid
$970,321
Administrative expenses
$10,459
Total expenses
$983,246
Net increase / (decrease)
$4,608,961

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$10,358$02023

Related Form 5500 pages