Keystone Insurers Group, Inc. 401(K) Plan — Form 5500 plan (Keystone Insurers Group, 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, Keystone Insurers Group, Inc. 401(K) Plan is a benefit plan reported by Keystone Insurers Group, Inc. under EIN 23-2263940 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $26,437,124 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Keystone Insurers Group, Inc.
EIN
23-2263940
Plan number
001
Plan type
2
Location
Northumberland, PA
Latest filing year
2023
Participants
150
End-of-year plan assets
$26,437,124

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20240909153608NAL0002458803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,437,124
Total liabilities (EOY)
$0
Net assets (EOY)
$26,437,124
Net assets (BOY)
$17,606,971

Income & contributions

Employer contributions
$571,927
Participant contributions
$1,447,510
Total contributions
$2,064,780
Total income / additions
$5,915,285

Expenses & distributions

Benefits paid
$965,768
Administrative expenses
$59,182
Total expenses
$1,024,950
Net increase / (decrease)
$4,890,335

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment GroupINVESTMENT ADVISOR$48,660$02023
Duncan Financial Group, LLC DbaNONE$11,133$02023

Related Form 5500 pages