Keybridge Savings Plan — Form 5500 plan (General Audit Corporation)
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, Keybridge Savings Plan is a benefit plan reported by General Audit Corporation under EIN 34-1329147 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $3,870,696 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- General Audit Corporation
- EIN
- 34-1329147
- Plan number
- 001
- Plan type
- 2
- Location
- Lima, OH
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $3,870,696
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20241014143700NAL0026428257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,870,696
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,870,696
- Net assets (BOY)
- $3,321,450
Income & contributions
- Employer contributions
- $136,780
- Participant contributions
- $285,638
- Total contributions
- $422,418
- Total income / additions
- $982,993
Expenses & distributions
- Benefits paid
- $420,078
- Administrative expenses
- $13,669
- Total expenses
- $433,747
- Net increase / (decrease)
- $549,246
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | ADVISOR | $9,288 | not reported in the loaded dataset | 2023 |
| Rea & Associates | CONTRACT ADMIN | $4,769 | not reported in the loaded dataset | 2023 |
| Capital Group Ret Plan Services | RECORDKEEPER | $888 | $0 | 2023 |