401k Plan data: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN plan

ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN
Plan identification number	002

ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ANDREW K. KNOX AND COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: ANDREW K. KNOX AND COMPANY, INC.

Employer identification number (EIN): 210745514

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 LESLIE L. KNOX 2024-05-22 LESLIE L. KNOX 2024-05-22
002 2022-01-01 LESLIE L. KNOX 2023-09-02 LESLIE L. KNOX 2023-09-02
002 2021-01-01 LESLIE L. KNOX 2022-09-27 LESLIE L. KNOX 2022-09-27
002 2020-01-01 LESLIE L. KNOX 2021-09-27 LESLIE L. KNOX 2021-09-27
002 2019-01-01 LESLIE L. KNOX 2020-04-06 LESLIE L. KNOX 2020-04-06
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 LESLIE L. KNOX LESLIE L. KNOX 2013-07-31
002 2011-01-01 LESLIE L KNOX
002 2010-01-01 LESLIE L KNOX
002 2009-01-01 MATTHEW MONTGOMERY
002 2009-01-01 LESLIE KNOX LESLIE KNOX 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	LESLIE L. KNOX	2024-05-22	LESLIE L. KNOX	2024-05-22
002	2022-01-01	LESLIE L. KNOX	2023-09-02	LESLIE L. KNOX	2023-09-02
002	2021-01-01	LESLIE L. KNOX	2022-09-27	LESLIE L. KNOX	2022-09-27
002	2020-01-01	LESLIE L. KNOX	2021-09-27	LESLIE L. KNOX	2021-09-27
002	2019-01-01	LESLIE L. KNOX	2020-04-06	LESLIE L. KNOX	2020-04-06
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	LESLIE L. KNOX		LESLIE L. KNOX	2013-07-31
002	2011-01-01	LESLIE L KNOX
002	2010-01-01	LESLIE L KNOX
002	2009-01-01	MATTHEW MONTGOMERY
002	2009-01-01	LESLIE KNOX		LESLIE KNOX	2010-10-13

Plan Statistics for ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN

Measure Date Value
2023: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 4
Number of participants with account balances 2023-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2010: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Total of all active and inactive participants 2010-01-01 2
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	4
Number of participants with account balances	2023-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2010: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Total of all active and inactive participants	2010-01-01	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN

Measure	Date	Value
2023 : ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total income from all sources	2023-12-31	$547,447
Expenses. Total of all expenses incurred	2023-12-31	$28,658
Benefits paid (including direct rollovers)	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$3,648,707
Total plan assets at beginning of year	2023-12-31	$3,129,918
Value of fidelity bond covering the plan	2023-12-31	$150,000
Total contributions received or receivable from participants	2023-12-31	$31,920
Expenses. Other expenses not covered elsewhere	2023-12-31	$28,658
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$509,166
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$518,789
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,648,707
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,129,918
Total contributions received or receivable from employer(s)	2023-12-31	$6,361
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total income from all sources	2022-12-31	$-515,803
Expenses. Total of all expenses incurred	2022-12-31	$29,558
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$3,129,918
Total plan assets at beginning of year	2022-12-31	$3,675,279
Value of fidelity bond covering the plan	2022-12-31	$150,000
Total contributions received or receivable from participants	2022-12-31	$45,569
Expenses. Other expenses not covered elsewhere	2022-12-31	$29,558
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-626,756
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-545,361
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,129,918
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,675,279
Total contributions received or receivable from employer(s)	2022-12-31	$65,384
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$428,554
Expenses. Total of all expenses incurred	2021-12-31	$29,746
Total plan assets at end of year	2021-12-31	$3,675,279
Total plan assets at beginning of year	2021-12-31	$3,276,471
Value of fidelity bond covering the plan	2021-12-31	$150,000
Total contributions received or receivable from participants	2021-12-31	$48,960
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	$322,196
Net income (gross income less expenses)	2021-12-31	$398,808
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,675,279
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,276,471
Total contributions received or receivable from employer(s)	2021-12-31	$57,398
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$29,746
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$459,248
Expenses. Total of all expenses incurred	2020-12-31	$24,634
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$3,276,471
Total plan assets at beginning of year	2020-12-31	$2,841,857
Value of fidelity bond covering the plan	2020-12-31	$150,000
Total contributions received or receivable from participants	2020-12-31	$55,632
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	$347,514
Net income (gross income less expenses)	2020-12-31	$434,614
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,276,471
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,841,857
Total contributions received or receivable from employer(s)	2020-12-31	$56,102
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$24,634
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$529,359
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$2,841,857
Total plan assets at beginning of year	2019-12-31	$2,312,498
Value of fidelity bond covering the plan	2019-12-31	$150,000
Total contributions received or receivable from participants	2019-12-31	$46,181
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$428,002
Net income (gross income less expenses)	2019-12-31	$529,359
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,841,857
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,312,498
Total contributions received or receivable from employer(s)	2019-12-31	$55,176
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-40,193
Expenses. Total of all expenses incurred	2018-12-31	$21,777
Total plan assets at end of year	2018-12-31	$2,312,498
Total plan assets at beginning of year	2018-12-31	$2,374,468
Value of fidelity bond covering the plan	2018-12-31	$150,000
Total contributions received or receivable from participants	2018-12-31	$43,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-93,453
Net income (gross income less expenses)	2018-12-31	$-61,970
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,312,498
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,374,468
Total contributions received or receivable from employer(s)	2018-12-31	$10,260
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$21,777
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$410,048
Expenses. Total of all expenses incurred	2017-12-31	$344,091
Benefits paid (including direct rollovers)	2017-12-31	$325,310
Total plan assets at end of year	2017-12-31	$2,374,468
Total plan assets at beginning of year	2017-12-31	$2,308,511
Value of fidelity bond covering the plan	2017-12-31	$150,000
Total contributions received or receivable from participants	2017-12-31	$38,500
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$357,615
Net income (gross income less expenses)	2017-12-31	$65,957
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,374,468
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,308,511
Total contributions received or receivable from employer(s)	2017-12-31	$13,933
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$18,781
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$191,813
Expenses. Total of all expenses incurred	2016-12-31	$16,611
Total plan assets at end of year	2016-12-31	$2,308,511
Total plan assets at beginning of year	2016-12-31	$2,133,309
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$27,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$157,013
Net income (gross income less expenses)	2016-12-31	$175,202
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,308,511
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,133,309
Total contributions received or receivable from employer(s)	2016-12-31	$7,800
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$16,611
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$272,148
Total income from all sources	2015-12-31	$48,481
Expenses. Total of all expenses incurred	2015-12-31	$14,883
Total plan assets at end of year	2015-12-31	$2,133,309
Total plan assets at beginning of year	2015-12-31	$1,827,563
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$24,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$19,681
Net income (gross income less expenses)	2015-12-31	$33,598
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,133,309
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,827,563
Total contributions received or receivable from employer(s)	2015-12-31	$4,800
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$14,883
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$161,869
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,827,563
Total plan assets at beginning of year	2014-12-31	$1,665,694
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$101,409
Net income (gross income less expenses)	2014-12-31	$161,869
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,827,563
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,665,694
Total contributions received or receivable from employer(s)	2014-12-31	$37,460
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$281,876
Expenses. Total of all expenses incurred	2013-12-31	$12,037
Total plan assets at end of year	2013-12-31	$1,665,694
Total plan assets at beginning of year	2013-12-31	$1,395,855
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$12,037
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$238,833
Net income (gross income less expenses)	2013-12-31	$269,839
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,665,694
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,395,855
Total contributions received or receivable from employer(s)	2013-12-31	$20,043
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$180,464
Expenses. Total of all expenses incurred	2012-12-31	$9,383
Total plan assets at end of year	2012-12-31	$1,395,855
Total plan assets at beginning of year	2012-12-31	$1,224,774
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$22,500
Expenses. Other expenses not covered elsewhere	2012-12-31	$9,383
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$116,215
Net income (gross income less expenses)	2012-12-31	$171,081
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,395,855
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,224,774
Total contributions received or receivable from employer(s)	2012-12-31	$41,749
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$30,072
Expenses. Total of all expenses incurred	2011-12-31	$10,146
Total plan assets at end of year	2011-12-31	$1,224,774
Total plan assets at beginning of year	2011-12-31	$1,204,848
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$22,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$10,146
Other income received	2011-12-31	$2,134
Net income (gross income less expenses)	2011-12-31	$19,926
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,224,774
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,204,848
Total contributions received or receivable from employer(s)	2011-12-31	$5,938
2010 : ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$54,428
Expenses. Total of all expenses incurred	2010-12-31	$9,836
Total plan assets at end of year	2010-12-31	$1,204,848
Total plan assets at beginning of year	2010-12-31	$1,160,256
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$22,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$9,836
Other income received	2010-12-31	$26,192
Net income (gross income less expenses)	2010-12-31	$44,592
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,204,848
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,160,256
Total contributions received or receivable from employer(s)	2010-12-31	$6,236

Form 5500 Responses for ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN

2023: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ANDREW K. KNOX AND COMPANY RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ANDREW K. KNOX AND COMPANY, INC.
Employer identification number (EIN):	210745514
NAIC Classification:	524290