2023 Form 5500 filing — The Key Program, Inc. 403(B) 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 20250411104623NAL0026073217001) for The Key Program, Inc. 403(B) Plan, reported by The Key Program, Inc. under EIN 04-2539878 and plan number 002. It reports 379 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)$10.3MReported net assets$10,329,598
Participants379
Provider compensation$1.8K2 Schedule C row(s)$1,775
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250411104623NAL0026073217001
- Plan sponsor
- The Key Program, Inc.
- EIN
- 04-2539878
- Plan number
- 002
- Location
- Westborough, MA
- 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)$10.3M total assets
Net assets$10.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,329,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,329,598
- Participant contributions
- $440,565
- Total income / additions
- $1,911,461
- Benefits paid
- $859,935
- Administrative expenses
- $2,175
- Total expenses
- $862,110
- Net increase / (decrease)
- $1,049,351
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Map Retirement Usa LLC | CONTRACT ADMIN | $1,200 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $575 | $0 |