John Knox Village Savings Plan — Form 5500 plan (John Knox Village Of Central Florida, 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, John Knox Village Savings Plan is a benefit plan reported by John Knox Village Of Central Florida, Inc. under EIN 59-1831906 and plan number 002. The latest loaded filing year is 2023. The filing reports 664 participants and $8,593,382 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- John Knox Village Of Central Florida, Inc.
- EIN
- 59-1831906
- Plan number
- 002
- Plan type
- 2
- Location
- Orange City, FL
- Latest filing year
- 2023
- Participants
- 664
- End-of-year plan assets
- $8,593,382
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 664 | H, C | 20241122113431NAL0003142064001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,593,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,593,382
- Net assets (BOY)
- $7,582,086
Income & contributions
- Employer contributions
- $231,806
- Participant contributions
- $720,982
- Total contributions
- $953,298
- Total income / additions
- $2,027,771
Expenses & distributions
- Benefits paid
- $1,007,382
- Administrative expenses
- $9,093
- Total expenses
- $1,016,475
- Net increase / (decrease)
- $1,011,296
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameriprise Financial Services Inc. | BROKER/ADVISOR | $0 | $22,965 | 2023 |
| Empower Annuity Insurance Co. | RECORDKEEPER | $4,608 | $0 | 2023 |
| David G Leonard & Assoc. Inc. | TPA | $3,218 | $0 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $44 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for John Knox Village Of Central Florida, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orange City, FL
- Ameriprise Financial Services Inc. — Schedule C compensation
- Empower Annuity Insurance Co. — Schedule C compensation
- David G Leonard & Assoc. Inc. — Schedule C compensation
- Empower Advisory Group — Schedule C compensation