2023 Form 5500 filing — Four Keys, 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 20241015161334NAL0030301681001) for Four Keys, LLC 401(K) Plan, reported by Four Keys, LLC under EIN 47-3403304 and plan number 001. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161334NAL0030301681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Four Keys, LLC
- EIN
- 47-3403304
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,907,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,907,634
- Employer contributions
- $45,052
- Participant contributions
- $826,656
- Total income / additions
- $2,885,847
- Benefits paid
- $1,075,166
- Administrative expenses
- $77,509
- Total expenses
- $1,226,249
- Net increase / (decrease)
- $1,659,598
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Map Retirement Usa LLC | CONTRACT ADMIN | $6,997 | $22,014 |
| Empower Annuity Insurance Company | RECORDKEEPER | $15,295 | $0 |
| Mariner Wealth Advisors, LLC | OTHER | $25 | not reported in the loaded dataset |