The Knox Company Retirement Savings Plan — Form 5500 plan (Knox Associates, 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, The Knox Company Retirement Savings Plan is a benefit plan reported by Knox Associates, Inc. under EIN 95-3617858 and plan number 003. The latest loaded filing year is 2023. The filing reports 208 participants and $16,978,071 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Knox Associates, Inc.
EIN
95-3617858
Plan number
003
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
Participants
208
End-of-year plan assets
$16,978,071

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023208H, C20240726123213NAL0015950945001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,978,071
Total liabilities (EOY)
$0
Net assets (EOY)
$16,978,071
Net assets (BOY)
$13,773,264

Income & contributions

Employer contributions
$677,743
Participant contributions
$1,426,375
Total contributions
$2,201,877
Total income / additions
$4,313,398

Expenses & distributions

Benefits paid
$1,054,332
Administrative expenses
$51,646
Total expenses
$1,108,591
Net increase / (decrease)
$3,204,807

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$30,155$02023
Accelerate Investment Advisors LLCADVISOR$11,219not reported in the loaded dataset2023
Nfp Retirement IncADVISOR$10,272not reported in the loaded dataset2023

Related Form 5500 pages