2023 Form 5500 filing — Keystone Engineering Inc. 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 20241014180147NAL0026899377001) for Keystone Engineering Inc. 401(K) Profit Sharing Plan, reported by Keystone Engineering Inc. under EIN 72-1125126 and plan number 001. It reports 490 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014180147NAL0026899377001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Keystone Engineering Inc.
- EIN
- 72-1125126
- Plan number
- 001
- Location
- Mandeville, LA
- Participants
- 490
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,843,436
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,843,436
- Employer contributions
- $796,692
- Participant contributions
- $3,227,355
- Total income / additions
- $9,867,911
- Benefits paid
- $2,923,319
- Administrative expenses
- $86,380
- Total expenses
- $3,011,891
- Net increase / (decrease)
- $6,856,020
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | NONE | $78,890 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | $31,379 | not reported in the loaded dataset |