Keystone Lime & Companies 401(K) Plan — Form 5500 plan (Keystone Lime 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, Keystone Lime & Companies 401(K) Plan is a benefit plan reported by Keystone Lime Co., Inc. under EIN 25-1146455 and plan number 002. The latest loaded filing year is 2023. The filing reports 127 participants and $13,692,282 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keystone Lime Co., Inc.
- EIN
- 25-1146455
- Plan number
- 002
- Plan type
- 2
- Location
- Springs, PA
- Latest filing year
- 2023
- Participants
- 127
- End-of-year plan assets
- $13,692,282
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H, C | 20240924150101NAL0004772595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,692,282
- Total liabilities (EOY)
- $1,104
- Net assets (EOY)
- $13,691,178
- Net assets (BOY)
- $13,016,982
Income & contributions
- Employer contributions
- $222,542
- Participant contributions
- $400,008
- Total contributions
- $622,550
- Total income / additions
- $2,665,276
Expenses & distributions
- Benefits paid
- $1,965,864
- Administrative expenses
- $24,112
- Total expenses
- $1,991,080
- Net increase / (decrease)
- $674,196
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Keystone Lime Company Inc | AUDITOR | $15,750 | not reported in the loaded dataset | 2023 |
| First United Bank & Trust | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $6,569 | not reported in the loaded dataset | 2023 |
| M2b Retirement Consulting LLC | CONTRACT ADMIN | $4,600 | not reported in the loaded dataset | 2023 |
| Anchor 316 Fiduciary Solutions | OTHER | $3,529 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $2,950 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Keystone Lime Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Springs, PA
- Keystone Lime Company Inc — Schedule C compensation
- First United Bank & Trust — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- M2b Retirement Consulting LLC — Schedule C compensation
- Anchor 316 Fiduciary Solutions — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation