The Key Program, Inc. Profit Sharing Plan — Form 5500 plan (The Key Program, Inc.)

Plain-English plan 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, The Key Program, Inc. Profit Sharing Plan is a benefit plan reported by The Key Program, Inc. under EIN 04-2539878 and plan number 001. The latest loaded filing year is 2023. The filing reports 259 participants and $19,072,765 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Key Program, Inc.
EIN
04-2539878
Plan number
001
Plan type
2
Location
Westborough, MA
Latest filing year
2023
Participants
259
End-of-year plan assets
$19,072,765

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023259H, C20250411122048NAL0012621363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,072,765
Total liabilities (EOY)
$0
Net assets (EOY)
$19,072,765
Net assets (BOY)
$17,957,093

Income & contributions

Employer contributions
$930,000
Participant contributions
$0
Total contributions
$930,000
Total income / additions
$3,143,011

Expenses & distributions

Benefits paid
$2,044,671
Administrative expenses
-$17,332
Total expenses
$2,027,339
Net increase / (decrease)
$1,115,672

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Wealth ManagementADVISOR$0$42,0832023
Fidelity Investments InstitutionalRECORDKEEPER-$17,332$02023

Related Form 5500 pages