KNOTT, KNOTT & DUNN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KNOTT & KNOTT PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : KNOTT & KNOTT PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-16 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-16 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-16 | 56512 |
| Net assets as of the end of the plan year | 2025-07-16 | 1150864 |
| Total assets as of the beginning of the plan year | 2025-07-16 | 1017615 |
| Value of plan covered by a fidelity bond | 2025-07-16 | 150000 |
| Participant contributions to plan in this plan year | 2025-07-16 | 29916 |
| Other expenses paid from plan in this plan year | 2025-07-16 | 0 |
| Other contributions to plan in this plan year | 2025-07-16 | 0 |
| Other income to plan in this plan year | 2025-07-16 | 156905 |
| Plan net income in this plan year | 2025-07-16 | 133249 |
| Net assets as of the end of the plan year | 2025-07-16 | 1150864 |
| Net assets as of the beginning of the plan year | 2025-07-16 | 1017615 |
| Employer contributions to plan in this plan year | 2025-07-16 | 2940 |
| Fees paid to broker by Benefit Provider | 2025-07-16 | 3699 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-16 | 0 |
| 2024 : KNOTT & KNOTT PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-16 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-16 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-16 | 9000 |
| Net assets as of the end of the plan year | 2024-05-16 | 1017615 |
| Total assets as of the beginning of the plan year | 2024-05-16 | 806499 |
| Value of plan covered by a fidelity bond | 2024-05-16 | 150000 |
| Participant contributions to plan in this plan year | 2024-05-16 | 30100 |
| Other expenses paid from plan in this plan year | 2024-05-16 | 0 |
| Other contributions to plan in this plan year | 2024-05-16 | 0 |
| Other income to plan in this plan year | 2024-05-16 | 187492 |
| Plan net income in this plan year | 2024-05-16 | 211116 |
| Net assets as of the end of the plan year | 2024-05-16 | 1017615 |
| Net assets as of the beginning of the plan year | 2024-05-16 | 806499 |
| Employer contributions to plan in this plan year | 2024-05-16 | 2524 |
| Fees paid to broker by Benefit Provider | 2024-05-16 | 3019 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-16 | 0 |
| 2021 : KNOTT & KNOTT PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $37,215 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $15,958 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $15,958 |
| Total plan assets at end of year | 2021-12-31 | $1,088,515 |
| Total plan assets at beginning of year | 2021-12-31 | $1,067,258 |
| Value of fidelity bond covering the plan | 2021-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $21,362 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $14,955 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $21,257 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,088,515 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,067,258 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $898 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : KNOTT & KNOTT PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $186,858 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $540 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $1,067,258 |
| Total plan assets at beginning of year | 2020-12-31 | $880,940 |
| Value of fidelity bond covering the plan | 2020-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $16,719 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $170,139 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $186,318 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,067,258 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $880,940 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $540 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2021: KNOTT & KNOTT PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: KNOTT & KNOTT PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2008: KNOTT & KNOTT PROFIT SHARING PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | Yes |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
