2023 Form 5500 filing — Keystone Motors 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240904131510NAL0011146115001) for Keystone Motors 401(K) Plan, reported by Alfred Stein, Inc. Dba Keystone Motors under EIN 23-1655226 and plan number 003. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904131510NAL0011146115001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alfred Stein, Inc. Dba Keystone Motors
- EIN
- 23-1655226
- Plan number
- 003
- Location
- Doylestown, PA
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,586,829
- Total liabilities (EOY)
- $25,955
- Net assets (EOY)
- $7,560,874
- Employer contributions
- $46,081
- Participant contributions
- $451,374
- Total income / additions
- $1,605,801
- Benefits paid
- $589,223
- Administrative expenses
- $13,026
- Total expenses
- $602,249
- Net increase / (decrease)
- $1,003,552
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | SERVICE PROVIDER | $8,445 | not reported in the loaded dataset |
| Lincoln Financial Corporation | SERVICE PROVIDER | $2,349 | not reported in the loaded dataset |
| The Rose Financial Group, LLC | TPA | $2,232 | not reported in the loaded dataset |