The Knot Worldwide 401k Plan — Form 5500 plan (The Knot Worldwide)

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, The Knot Worldwide 401k Plan is a benefit plan reported by The Knot Worldwide under EIN 74-3207805 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,586 participants and $76,196,623 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Knot Worldwide
EIN
74-3207805
Plan number
001
Plan type
2
Location
Chevy Chase, MD
Latest filing year
2023
Participants
1,586
End-of-year plan assets
$76,196,623

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,586H, C20241009102217NAL0010522035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,196,623
Total liabilities (EOY)
$0
Net assets (EOY)
$76,196,623
Net assets (BOY)
$57,479,815

Income & contributions

Employer contributions
$1,129,300
Participant contributions
$9,635,452
Total contributions
$12,189,258
Total income / additions
$24,343,140

Expenses & distributions

Benefits paid
$5,465,283
Administrative expenses
$149,240
Total expenses
$5,626,332
Net increase / (decrease)
$18,716,808

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$149,239$02023
Kestra Advisory Services, LLCINVESTMENT ADVISORY$0$40,0002023

Related Form 5500 pages