The Keyes Company 401(K) Profit Sharing Plan — Form 5500 plan (The Keyes Company)
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, The Keyes Company 401(K) Profit Sharing Plan is a benefit plan reported by The Keyes Company under EIN 59-0897518 and plan number 003. The latest loaded filing year is 2023. The filing reports 211 participants and $7,617,354 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Keyes Company
- EIN
- 59-0897518
- Plan number
- 003
- Plan type
- 2
- Location
- Miami, FL
- Latest filing year
- 2023
- Participants
- 211
- End-of-year plan assets
- $7,617,354
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 211 | H, C | 20240919172329NAL0006279537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,617,354
- Net assets (EOY)
- $7,617,354
- Net assets (BOY)
- $6,486,856
Income & contributions
- Employer contributions
- $90,534
- Participant contributions
- $564,464
- Total contributions
- $811,765
- Total income / additions
- $1,691,713
Expenses & distributions
- Benefits paid
- $524,590
- Administrative expenses
- $36,625
- Total expenses
- $561,215
- Net increase / (decrease)
- $1,130,498
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ingham & Company | NONE | $29,923 | $1,672 | 2023 |
| Provenance Wealth Advisors, LLC | RIA | $4,845 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $589 | $0 | 2023 |