Keystone Engineering Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Keystone Engineering 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 Engineering Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Keystone Engineering Inc. under EIN 72-1125126 and plan number 001. The latest loaded filing year is 2023. The filing reports 490 participants and $37,843,436 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keystone Engineering Inc.
- EIN
- 72-1125126
- Plan number
- 001
- Plan type
- 3
- Location
- Mandeville, LA
- Latest filing year
- 2023
- Participants
- 490
- End-of-year plan assets
- $37,843,436
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 490 | H, C | 20241014180147NAL0026899377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,843,436
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,843,436
- Net assets (BOY)
- $30,987,416
Income & contributions
- Employer contributions
- $796,692
- Participant contributions
- $3,227,355
- Total contributions
- $4,652,033
- Total income / additions
- $9,867,911
Expenses & distributions
- Benefits paid
- $2,923,319
- Administrative expenses
- $86,380
- Total expenses
- $3,011,891
- Net increase / (decrease)
- $6,856,020
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services | NONE | $78,890 | not reported in the loaded dataset | 2023 |
| Stancorp Financial Group | NONE | $31,379 | not reported in the loaded dataset | 2023 |