Plan5500

H.H. Knoebel Sons, Inc. 401(K) Plan — Form 5500 plan (H.H. Knoebel Sons, 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, H.H. Knoebel Sons, Inc. 401(K) Plan is a benefit plan reported by H.H. Knoebel Sons, Inc. under EIN 23-1935955 and plan number 001. The latest loaded filing year is 2023. The filing reports 456 participants and $5,615,476 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
H.H. Knoebel Sons, Inc.
EIN
23-1935955
Plan number
001
Plan type
2
Location
Elysburg, PA
Latest filing year
2023
Participants
456
End-of-year plan assets
$5,615,476

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023456H, C20241004132321NAL0012256721001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,615,476
Total liabilities (EOY)
$0
Net assets (EOY)
$5,615,476
Net assets (BOY)
$4,770,371

Income & contributions

Employer contributions
$157,576
Participant contributions
$881,596
Total contributions
$1,039,172
Total income / additions
$1,788,403

Expenses & distributions

Benefits paid
$897,359
Administrative expenses
$45,939
Total expenses
$943,298
Net increase / (decrease)
$845,105

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$26,668not reported in the loaded dataset2023
Triad Hybrid Solutions LLCADVISOR$19,271not reported in the loaded dataset2023

Related Form 5500 pages