2023 Form 5500 filing — Keybridge Technologies 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 20240911162415NAL0016451234001) for Keybridge Technologies 401(K) Plan, reported by Keybridge Technologies, Inc. under EIN 48-1279879 and plan number 001. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911162415NAL0016451234001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Keybridge Technologies, Inc.
- EIN
- 48-1279879
- Plan number
- 001
- Location
- Oklahoma City, OK
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,003,286
- Total liabilities (EOY)
- $4,039
- Net assets (EOY)
- $5,999,247
- Employer contributions
- $71,135
- Participant contributions
- $264,671
- Total income / additions
- $1,204,292
- Benefits paid
- $319,511
- Administrative expenses
- $47,338
- Total expenses
- $399,321
- Net increase / (decrease)
- $804,971
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $20,017 | $0 |
| Raymond James & Associates Inc | INVESTMENT ADVISOR | $13,574 | $0 |
| Tristar Pension, Ltd. | CONTRACT ADMIN | $2,550 | $5,420 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $450 | $0 |