2023 Form 5500 filing — Keystone Insurers Group, Inc. 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 20240909153608NAL0002458803001) for Keystone Insurers Group, Inc. 401(K) Plan, reported by Keystone Insurers Group, Inc. under EIN 23-2263940 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$26.4MReported net assets$26,437,124
Participants150
Provider compensation$59.8K2 Schedule C row(s)$59,793
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240909153608NAL0002458803001
- Plan sponsor
- Keystone Insurers Group, Inc.
- EIN
- 23-2263940
- Plan number
- 001
- Location
- Northumberland, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$26.4M total assets
Net assets$26.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $26,437,124
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,437,124
- Employer contributions
- $571,927
- Participant contributions
- $1,447,510
- Total income / additions
- $5,915,285
- Benefits paid
- $965,768
- Administrative expenses
- $59,182
- Total expenses
- $1,024,950
- Net increase / (decrease)
- $4,890,335
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Group | INVESTMENT ADVISOR | $48,660 | $0 |
| Duncan Financial Group, LLC Dba | NONE | $11,133 | $0 |