Knight Mcrand Asset Management, Inc. Retirement Plan — Form 5500 plan (Knight Mcrand Asset Management, 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, Knight Mcrand Asset Management, Inc. Retirement Plan is a benefit plan reported by Knight Mcrand Asset Management, Inc. under EIN 87-0954289 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $139,392 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$139.4KPlan net assets, end of year$139,392
Participants1Covered participants reported
Assets / participant$139.4KComputed: assets ÷ participants$139,392 (computed)
Provider compensationNone reported
Plan sponsor
Knight Mcrand Asset Management, Inc.
EIN
87-0954289
Plan number
001
Plan type
2
Location
Howell, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231I20241015193742NAL0015328515001
Schedule I · 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)$139.4K total assets
Net assets$139.4KLiabilities
Money in vs. money out
Total income / additions$49.8K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$139,392
Net assets (EOY)
$139,392
Net assets (BOY)
$89,606

Income & contributions

Total income / additions
$49,786

Expenses & distributions

Total expenses
$0
Net increase / (decrease)
$49,786

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages