2023 Form 5500 filing — Keystone Custom Management, LLC 401(K) 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 20241015143431NAL0014855123001) for Keystone Custom Management, LLC 401(K) Plan, reported by Keystone Custom Management, LLC under EIN 82-3599092 and plan number 001. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143431NAL0014855123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Keystone Custom Management, LLC
- EIN
- 82-3599092
- Plan number
- 001
- Location
- Lancaster, PA
- Participants
- 218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,879,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,879,120
- Employer contributions
- $473,677
- Participant contributions
- $1,137,104
- Total income / additions
- $3,041,502
- Benefits paid
- $499,739
- Administrative expenses
- $26,471
- Total expenses
- $526,210
- Net increase / (decrease)
- $2,515,292
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $19,230 | $0 |
| Simon Lever Llp | NONE | $8,800 | not reported in the loaded dataset |