The Key Program, Inc. 403(B) 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. 403(B) Plan is a benefit plan reported by The Key Program, Inc. under EIN 04-2539878 and plan number 002. The latest loaded filing year is 2023. The filing reports 379 participants and $10,329,598 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.3MPlan net assets, end of year$10,329,598
Participants379Covered participants reported
Assets / participant$27.3KComputed: assets ÷ participants$27,255 (computed)
Provider compensation$1.8K2 Schedule C provider row(s)$1,775
- Plan sponsor
- The Key Program, Inc.
- EIN
- 04-2539878
- Plan number
- 002
- Plan type
- 2
- Location
- Westborough, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 379 | H, C | 20250411104623NAL0026073217001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$10.3M total assets
Net assets$10.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,329,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,329,598
- Net assets (BOY)
- $9,280,247
Income & contributions
- Participant contributions
- $440,565
- Total contributions
- $440,565
- Total income / additions
- $1,911,461
Expenses & distributions
- Benefits paid
- $859,935
- Administrative expenses
- $2,175
- Total expenses
- $862,110
- Net increase / (decrease)
- $1,049,351
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Map Retirement Usa LLC | CONTRACT ADMIN | $1,200 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $575 | $0 | 2023 |