2023 Form 5500 filing — Keystone Agency Partners 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 20241015203142NAL0030866929001) for Keystone Agency Partners 401(K) Plan, reported by Keystone Agency Partners LLC under EIN 84-2940208 and plan number 001. It reports 863 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$67.6MReported net assets$67,595,314
Participants863
Provider compensation$133.9K4 Schedule C row(s)$133,910
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015203142NAL0030866929001
Plan sponsor
Keystone Agency Partners LLC
EIN
84-2940208
Plan number
001
Location
Harrisburg, PA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$67.6M total assets
Net assets$67.6MLiabilities$0
Money in vs. money out
Total income / additions$25M
Total expenses$5.9M
Benefits paid / distributions$5.7M
Contributions
Employer$3.5M
Participant$7.6M
Full reported line items
Total assets (EOY)
$67,595,314
Total liabilities (EOY)
$0
Net assets (EOY)
$67,595,314
Employer contributions
$3,451,578
Participant contributions
$7,639,099
Total income / additions
$24,954,904
Benefits paid
$5,744,769
Administrative expenses
$133,911
Total expenses
$5,888,779
Net increase / (decrease)
$19,066,125

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Guidance Investment AdvisorsINVESTMENT ADVISOR$68,521not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$38,305$0
Morgan Stanley SmithINVESTMENT ADVISOR$18,293not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$8,791not reported in the loaded dataset

Related Form 5500 pages