2023 Form 5500 filing — Keystone Powdered Metal Company Retirement Plan Fo

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 20241014161415NAL0026682433001) for Keystone Powdered Metal Company Retirement Plan Fo, reported by Keystone Powdered Metal Company under EIN 25-1635401 and plan number 004. It reports 748 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014161415NAL0026682433001
Filing year
2023
Form type
2
Plan sponsor
Keystone Powdered Metal Company
EIN
25-1635401
Plan number
004
Location
St. Mary S, PA
Participants
748
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$50,151,736
Total liabilities (EOY)
$0
Net assets (EOY)
$50,151,736
Employer contributions
$1,208,372
Participant contributions
$2,263,835
Total income / additions
$9,943,228
Benefits paid
$3,519,988
Administrative expenses
$73,884
Total expenses
$3,640,689
Net increase / (decrease)
$6,302,539
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$62,361$0
Capfinancial Partners LLCNONE$8,479not reported in the loaded dataset
Boris Benic And Associates LlpNONE$7,538not reported in the loaded dataset

Related Form 5500 pages