2023 Form 5500 filing — Keystone Collections Group 401(K) Profit Sharing 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 20241009123937NAL0018295601001) for Keystone Collections Group 401(K) Profit Sharing Plan, reported by Kratzenberg & Associates, Inc.Dba Keystone Collections Group under EIN 25-1780727 and plan number 001. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009123937NAL0018295601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kratzenberg & Associates, Inc.Dba Keystone Collections Group
- EIN
- 25-1780727
- Plan number
- 001
- Location
- Irwin, PA
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,997,469
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,997,469
- Employer contributions
- $274,482
- Participant contributions
- $546,237
- Total income / additions
- $1,895,810
- Benefits paid
- $502,812
- Administrative expenses
- $57,338
- Total expenses
- $560,150
- Net increase / (decrease)
- $1,335,660
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fragasso Advisors | INVESTMENT ADVISOR | $24,065 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,435 | $0 |
| Lally & Co LLC | AUDITOR | $8,500 | not reported in the loaded dataset |
| M2b Retirement Consulting | CONTRACT ADMIN | $4,338 | not reported in the loaded dataset |