Keystone Motors 401(K) Plan — Form 5500 plan (Alfred Stein, Inc. Dba Keystone Motors)
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 Motors 401(K) Plan is a benefit plan reported by Alfred Stein, Inc. Dba Keystone Motors under EIN 23-1655226 and plan number 003. The latest loaded filing year is 2023. The filing reports 165 participants and $7,586,829 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alfred Stein, Inc. Dba Keystone Motors
- EIN
- 23-1655226
- Plan number
- 003
- Plan type
- 2
- Location
- Doylestown, PA
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $7,586,829
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20240904131510NAL0011146115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,586,829
- Total liabilities (EOY)
- $25,955
- Net assets (EOY)
- $7,560,874
- Net assets (BOY)
- $6,557,322
Income & contributions
- Employer contributions
- $46,081
- Participant contributions
- $451,374
- Total contributions
- $527,448
- Total income / additions
- $1,605,801
Expenses & distributions
- Benefits paid
- $589,223
- Administrative expenses
- $13,026
- Total expenses
- $602,249
- Net increase / (decrease)
- $1,003,552
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | SERVICE PROVIDER | $8,445 | not reported in the loaded dataset | 2023 |
| Lincoln Financial Corporation | SERVICE PROVIDER | $2,349 | not reported in the loaded dataset | 2023 |
| The Rose Financial Group, LLC | TPA | $2,232 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alfred Stein, Inc. Dba Keystone Motors
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Doylestown, PA
- Commonwealth Financial Network — Schedule C compensation
- Lincoln Financial Corporation — Schedule C compensation
- The Rose Financial Group, LLC — Schedule C compensation