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KNOLLWOOD INVESTMENT ADVISORY, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameKNOLLWOOD INVESTMENT ADVISORY, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

KNOLLWOOD INVESTMENT ADVISORY, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KNOLLWOOD INVESTMENT ADVISORY, LLC has sponsored the creation of one or more 401k plans.

Company Name:KNOLLWOOD INVESTMENT ADVISORY, LLC
Employer identification number (EIN):472504531
NAIC Classification:523900

Additional information about KNOLLWOOD INVESTMENT ADVISORY, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5652706

More information about KNOLLWOOD INVESTMENT ADVISORY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KNOLLWOOD INVESTMENT ADVISORY, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HEIDI JOSE2024-06-23
0012022-01-01HEIDI JOSE2023-07-27
0012021-01-01SCOTT CIMINO2022-10-12 SCOTT CIMINO2022-10-12
0012020-01-01SCOTT CIMINO2021-06-16 SCOTT CIMINO2021-06-16
0012019-01-01SCOTT S CIMINO2020-08-18
0012018-01-01SCOTT CIMINO2019-09-25
0012017-01-01SCOTT CIMINO2018-10-15 SCOTT CIMINO2018-10-15
0012016-01-01KEVIN IRWIN2017-10-13 KEVIN IRWIN2017-10-13
0012015-01-01SCOTT CIMINO2016-10-19 SCOTT CIMINO2016-10-19

Financial Data on KNOLLWOOD INVESTMENT ADVISORY, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : KNOLLWOOD INVESTMENT ADVISORY, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-070
Total expenses incurred by plan in this plan year2025-06-07376307
Net assets as of the end of the plan year2025-06-0715519882
Total assets as of the beginning of the plan year2025-06-0712126757
Value of plan covered by a fidelity bond2025-06-07500000
Participant contributions to plan in this plan year2025-06-07572889
Value of participant loans at end of plan year2025-06-07170294
Other income to plan in this plan year2025-06-071991091
Plan net income in this plan year2025-06-073393125
Net assets as of the end of the plan year2025-06-0715519882
Net assets as of the beginning of the plan year2025-06-0712126757
Employer contributions to plan in this plan year2025-06-071205452
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-0716638
2024 : KNOLLWOOD INVESTMENT ADVISORY, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-230
Total expenses incurred by plan in this plan year2024-06-231450203
Net assets as of the end of the plan year2024-06-2312126757
Total assets as of the beginning of the plan year2024-06-239815093
Value of plan covered by a fidelity bond2024-06-23500000
Participant contributions to plan in this plan year2024-06-23641127
Value of participant loans at end of plan year2024-06-2327743
Other contributions to plan in this plan year2024-06-2368057
Other income to plan in this plan year2024-06-232059015
Plan net income in this plan year2024-06-232311664
Net assets as of the end of the plan year2024-06-2312126757
Net assets as of the beginning of the plan year2024-06-239815093
Employer contributions to plan in this plan year2024-06-23993668
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-237895

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