Keybridge Technologies 401(K) Plan — Form 5500 plan (Keybridge Technologies, 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, Keybridge Technologies 401(K) Plan is a benefit plan reported by Keybridge Technologies, Inc. under EIN 48-1279879 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $6,003,286 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keybridge Technologies, Inc.
- EIN
- 48-1279879
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $6,003,286
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20240911162415NAL0016451234001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,003,286
- Total liabilities (EOY)
- $4,039
- Net assets (EOY)
- $5,999,247
- Net assets (BOY)
- $5,194,276
Income & contributions
- Employer contributions
- $71,135
- Participant contributions
- $264,671
- Total contributions
- $426,435
- Total income / additions
- $1,204,292
Expenses & distributions
- Benefits paid
- $319,511
- Administrative expenses
- $47,338
- Total expenses
- $399,321
- Net increase / (decrease)
- $804,971
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $20,017 | $0 | 2023 |
| Raymond James & Associates Inc | INVESTMENT ADVISOR | $13,574 | $0 | 2023 |
| Tristar Pension, Ltd. | CONTRACT ADMIN | $2,550 | $5,420 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $450 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Keybridge Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Empower Annuity Insurance Company — Schedule C compensation
- Raymond James & Associates Inc — Schedule C compensation
- Tristar Pension, Ltd. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation