Keystone Agency Partners 401(K) Plan — Form 5500 plan (Keystone Agency Partners 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 Agency Partners 401(K) Plan is a benefit plan reported by Keystone Agency Partners LLC under EIN 84-2940208 and plan number 001. The latest loaded filing year is 2023. The filing reports 863 participants and $67,595,314 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keystone Agency Partners LLC
- EIN
- 84-2940208
- Plan number
- 001
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 863
- End-of-year plan assets
- $67,595,314
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 863 | H, C | 20241015203142NAL0030866929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,595,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,595,314
- Net assets (BOY)
- $40,493,294
Income & contributions
- Employer contributions
- $3,451,578
- Participant contributions
- $7,639,099
- Total contributions
- $15,929,016
- Total income / additions
- $24,954,904
Expenses & distributions
- Benefits paid
- $5,744,769
- Administrative expenses
- $133,911
- Total expenses
- $5,888,779
- Net increase / (decrease)
- $19,066,125
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Guidance Investment Advisors | INVESTMENT ADVISOR | $68,521 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $38,305 | $0 | 2023 |
| Morgan Stanley Smith | INVESTMENT ADVISOR | $18,293 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,791 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Keystone Agency Partners LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- Guidance Investment Advisors — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Morgan Stanley Smith — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation