Knox Mclaughlin Gornall & Sennett, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Knox Mclaughlin Gornall & Sennett, P.C.)
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, Knox Mclaughlin Gornall & Sennett, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Knox Mclaughlin Gornall & Sennett, P.C. under EIN 25-1215503 and plan number 001. The latest loaded filing year is 2023. The filing reports 88 participants and $35,819,722 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Knox Mclaughlin Gornall & Sennett, P.C.
- EIN
- 25-1215503
- Plan number
- 001
- Plan type
- 2
- Location
- Erie, PA
- Latest filing year
- 2023
- Participants
- 88
- End-of-year plan assets
- $35,819,722
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 88 | H, C | 20241011075746NAL0010714099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,819,722
- Net assets (EOY)
- $35,819,722
- Net assets (BOY)
- $30,243,541
Income & contributions
- Employer contributions
- $807,039
- Participant contributions
- $528,146
- Total contributions
- $1,335,185
- Total income / additions
- $6,822,584
Expenses & distributions
- Benefits paid
- $1,184,322
- Administrative expenses
- $62,081
- Total expenses
- $1,246,403
- Net increase / (decrease)
- $5,576,181
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pnc Bank National Association | NONE | $24,375 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $19,517 | not reported in the loaded dataset | 2023 |
| Hbk Sorce Advisory LLC | NONE | $18,188 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $402 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Knox Mclaughlin Gornall & Sennett, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Erie, PA
- Pnc Bank National Association — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Hbk Sorce Advisory LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation