2023 Form 5500 filing — Nami Keystone Pennsylvania 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 20240912231036NAL0018474690001) for Nami Keystone Pennsylvania 401(K) Plan, reported by Nami Keystone Pennsylvania under EIN 25-1477291 and plan number 001. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.4MReported net assets$1,408,364
Participants28
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240912231036NAL0018474690001
Plan sponsor
Nami Keystone Pennsylvania
EIN
25-1477291
Plan number
001
Location
Pittsburgh, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.4M total assets
Net assets$1.4MLiabilities$0
Money in vs. money out
Total income / additions$286.3K
Total expenses$13.8K
Benefits paid / distributions$13.8K
Contributions
Employer$66K
Participant$69.7K
Full reported line items
Total assets (EOY)
$1,408,364
Total liabilities (EOY)
$0
Net assets (EOY)
$1,408,364
Employer contributions
$65,977
Participant contributions
$69,744
Total income / additions
$286,286
Benefits paid
$13,782
Administrative expenses
$0
Total expenses
$13,782
Net increase / (decrease)
$272,504

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240912231036NAL0018474690001 cover?
It is the 2023 Form 5500 filing for Nami Keystone Pennsylvania 401(K) Plan, reported by Nami Keystone Pennsylvania (EIN 25-1477291).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages