Keystone Clippers, LLC 401k Plan — Form 5500 plan (Keystone Clippers, LLC)
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, Keystone Clippers, LLC 401k Plan is a benefit plan reported by Keystone Clippers, LLC under EIN 20-3165614 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $1,132,027 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keystone Clippers, LLC
- EIN
- 20-3165614
- Plan number
- 001
- Plan type
- 2
- Location
- Mars, PA
- Latest filing year
- 2023
- Participants
- 180
- End-of-year plan assets
- $1,132,027
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20241001100240NAL0003888595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,132,027
- Total liabilities (EOY)
- $347
- Net assets (EOY)
- $1,131,680
- Net assets (BOY)
- $707,653
Income & contributions
- Employer contributions
- $166,359
- Participant contributions
- $279,667
- Total contributions
- $446,026
- Total income / additions
- $611,616
Expenses & distributions
- Benefits paid
- $167,256
- Administrative expenses
- $19,985
- Total expenses
- $187,589
- Net increase / (decrease)
- $424,027
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $10,234 | $0 | 2023 |
| Fragasso Financial Advisors | INVESTMENT ADVISOR | $5,556 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,341 | not reported in the loaded dataset | 2023 |
| M2b Retirement Consulting LLC | CONTRACT ADMIN | $1,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Keystone Clippers, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Mars, PA
- Empower Annuity Insurance Company — Schedule C compensation
- Fragasso Financial Advisors — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- M2b Retirement Consulting LLC — Schedule C compensation