2023 Form 5500 filing — Keystone Clippers, LLC 401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001100240NAL0003888595001) for Keystone Clippers, LLC 401k Plan, reported by Keystone Clippers, LLC under EIN 20-3165614 and plan number 001. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001100240NAL0003888595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Keystone Clippers, LLC
- EIN
- 20-3165614
- Plan number
- 001
- Location
- Mars, PA
- Participants
- 180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,132,027
- Total liabilities (EOY)
- $347
- Net assets (EOY)
- $1,131,680
- Employer contributions
- $166,359
- Participant contributions
- $279,667
- Total income / additions
- $611,616
- Benefits paid
- $167,256
- Administrative expenses
- $19,985
- Total expenses
- $187,589
- Net increase / (decrease)
- $424,027
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $10,234 | $0 |
| Fragasso Financial Advisors | INVESTMENT ADVISOR | $5,556 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,341 | not reported in the loaded dataset |
| M2b Retirement Consulting LLC | CONTRACT ADMIN | $1,200 | not reported in the loaded dataset |