Original filing (PDF)20250317101022NAL0000864291001

JOHN A KNUTSON & COMPANY

Name: JOHN A KNUTSON & COMPANY — JOHN A KNUTSON & CO., 401(K) PSP, Form 5500 (2023)
Creator: JOHN A KNUTSON & COMPANY

Form 5500-SF

FILING_RECEIVED

JOHN A KNUTSON & CO., 401(K) PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$18.0M

Net assets (EOY)

$18.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN A KNUTSON & COMPANY.

Plan sponsor

Name

JOHN A KNUTSON & COMPANY

EIN

41-0879566

Address

1781 PRIOR AVENUE NORTH · FALCON HEIGHTS, MN · 55113

Phone

(651) 379-5708

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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