National Keystone Products Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (National Keystone Products Co, 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, National Keystone Products Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by National Keystone Products Co, Inc under EIN 13-1869682 and plan number 002. The latest loaded filing year is 2023. The filing reports 699 participants and $36,977,413 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$37MPlan net assets, end of year$36,977,413
Participants699Covered participants reported
Assets / participant$52.9KComputed: assets ÷ participants$52,900 (computed)
Provider compensation$310.6K3 Schedule C provider row(s)$310,568
Plan sponsor
National Keystone Products Co, Inc
EIN
13-1869682
Plan number
002
Plan type
2
Location
Gibbstown, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023699H, C20240930104053NAL0005580881001
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)$37M total assets
Net assets$37MLiabilities$0
Money in vs. money out
Total income / additions$8.8M
Total expenses$2.1M
Benefits paid / distributions$1.8M
Contributions
Employer$904.3K
Participant$2.6M
Full reported line items

Net assets

Total assets (EOY)
$36,977,413
Total liabilities (EOY)
$0
Net assets (EOY)
$36,977,413
Net assets (BOY)
$30,314,776

Income & contributions

Employer contributions
$904,257
Participant contributions
$2,563,491
Total contributions
$3,614,800
Total income / additions
$8,788,560

Expenses & distributions

Benefits paid
$1,815,335
Administrative expenses
$310,588
Total expenses
$2,125,923
Net increase / (decrease)
$6,662,637
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.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$158,152$02023
Resources Investment AdvINVESTMENT ADVISORY$136,965not reported in the loaded dataset2023
Onedigital Investment AdvisorsINVESTMENT ADVISORY$15,441$102023

Related Form 5500 pages