2023 Form 5500 filing — The Keyes Company 401(K) Profit Sharing 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 20240919172329NAL0006279537001) for The Keyes Company 401(K) Profit Sharing Plan, reported by The Keyes Company under EIN 59-0897518 and plan number 003. It reports 211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919172329NAL0006279537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Keyes Company
- EIN
- 59-0897518
- Plan number
- 003
- Location
- Miami, FL
- Participants
- 211
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,617,354
- Net assets (EOY)
- $7,617,354
- Employer contributions
- $90,534
- Participant contributions
- $564,464
- Total income / additions
- $1,691,713
- Benefits paid
- $524,590
- Administrative expenses
- $36,625
- Total expenses
- $561,215
- Net increase / (decrease)
- $1,130,498
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ingham & Company | NONE | $29,923 | $1,672 |
| Provenance Wealth Advisors, LLC | RIA | $4,845 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $589 | $0 |