Keystone Marketing Holdings, LLC 401(K) Plan — Form 5500 plan (Keystone Marketing Holdings, 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 Marketing Holdings, LLC 401(K) Plan is a benefit plan reported by Keystone Marketing Holdings, LLC under EIN 83-2597003 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,044 participants and $60,710,055 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Keystone Marketing Holdings, LLC
EIN
83-2597003
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
1,044
End-of-year plan assets
$60,710,055

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,044H, C20241220124047NAL0009630544001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,710,055
Total liabilities (EOY)
$0
Net assets (EOY)
$60,710,055
Net assets (BOY)
$46,786,237

Income & contributions

Employer contributions
$2,159,413
Participant contributions
$7,036,667
Total contributions
$11,813,360
Total income / additions
$20,867,307

Expenses & distributions

Benefits paid
$6,792,272
Administrative expenses
$121,130
Total expenses
$6,943,489
Net increase / (decrease)
$13,923,818

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$64,195$02023
Mesirow FinancialADVISOR$50,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$6,935not reported in the loaded dataset2023

Related Form 5500 pages