Knox Attorney Service, Inc. 401(K) Plan — Form 5500 plan (Knox Attorney Service, 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, Knox Attorney Service, Inc. 401(K) Plan is a benefit plan reported by Knox Attorney Service, Inc. under EIN 95-3057541 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $2,850,849 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Knox Attorney Service, Inc.
- EIN
- 95-3057541
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $2,850,849
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20241008124057NAL0016631105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,850,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,850,849
- Net assets (BOY)
- $2,356,589
Income & contributions
- Employer contributions
- $5,198
- Participant contributions
- $183,413
- Total contributions
- $188,611
- Total income / additions
- $559,411
Expenses & distributions
- Benefits paid
- $41,844
- Administrative expenses
- $23,307
- Total expenses
- $65,151
- Net increase / (decrease)
- $494,260
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISOR | $12,513 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $6,989 | $0 | 2023 |
| Premier Plan Consultants Inc | CONTRACT ADMIN | $2,201 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT ADVISOR | $1,529 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Knox Attorney Service, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Mma Securities LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Premier Plan Consultants Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation