Keystone Clearwater Solutions 401(K) Plan — Form 5500 plan (Keystone Clearwater Solutions, 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 Clearwater Solutions 401(K) Plan is a benefit plan reported by Keystone Clearwater Solutions, LLC under EIN 26-2597715 and plan number 001. The latest loaded filing year is 2023. The filing reports 563 participants and $15,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keystone Clearwater Solutions, LLC
- EIN
- 26-2597715
- Plan number
- 001
- Plan type
- 2
- Location
- Canonsburg, PA
- Latest filing year
- 2023
- Participants
- 563
- End-of-year plan assets
- $15,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 563 | H, C | 20241028105406NAL0003684753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,971
- Total liabilities (EOY)
- $15,971
- Net assets (EOY)
- $0
- Net assets (BOY)
- $7,840,566
Income & contributions
- Employer contributions
- $409,967
- Participant contributions
- $969,951
- Total contributions
- $1,461,590
- Total income / additions
- $2,205,889
Expenses & distributions
- Benefits paid
- $783,340
- Administrative expenses
- $67,960
- Total expenses
- $873,208
- Net increase / (decrease)
- $1,332,681
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Efficient Advisors | INVESTMENT MANAGER | $37,592 | not reported in the loaded dataset | 2023 |
| Pcs Retirement LLC | CONTRACT ADMINISTRATOR | $35,405 | not reported in the loaded dataset | 2023 |