Keystone Marketing Holdings, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 83-2597003) is a plan sponsor located in Chicago, IL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
83-2597003
Location
Chicago, IL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$60,710,055
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$60,710,055

Contributions & income

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

Expenses & distributions

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

Coverage

Total reported participants
1,750
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Keystone Marketing Holdings, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Keystone Marketing Holdings, LLC 401(K) Plan0011,044$60,710,0552023
Keystone Marketing Holdings, LLC Dba Merge Welfare Benefit Plan501706not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Keystone Marketing Holdings, LLC
YearPlanParticipantsSchedulesFiling
2023Keystone Marketing Holdings, LLC Dba Merge Welfare Benefit Plan70620240612143510NAL0046730128001
2023Keystone Marketing Holdings, LLC 401(K) Plan1,044H, C20241220124047NAL0009630544001

Related Form 5500 pages