Knowles Enterprises, LLC 401(K) Plan — Form 5500 plan (Knowles Enterprises, LLC)
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, Knowles Enterprises, LLC 401(K) Plan is a benefit plan reported by Knowles Enterprises, LLC under EIN 71-0965827 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $2,035,047 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2MPlan net assets, end of year$2,035,047
Participants125Covered participants reported
Assets / participant$16.3KComputed: assets ÷ participants$16,280 (computed)
Provider compensation$20.1K1 Schedule C provider row(s)$20,092
- Plan sponsor
- Knowles Enterprises, LLC
- EIN
- 71-0965827
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Junction, CO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20240201131524NAL0014835043001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2M total assets
Net assets$2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,035,047
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,035,047
- Net assets (BOY)
- $1,519,012
Income & contributions
- Employer contributions
- $159,477
- Participant contributions
- $235,848
- Total contributions
- $395,325
- Total income / additions
- $656,096
Expenses & distributions
- Benefits paid
- $120,655
- Administrative expenses
- $17,841
- Total expenses
- $140,061
- Net increase / (decrease)
- $516,035
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Equitable Life Insurance Company | RECORD KEEPER | $17,841 | $2,251 | 2023 |