Plan5500

2023 Form 5500 filing — Keystone Lime & Companies 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 20240924150101NAL0004772595001) for Keystone Lime & Companies 401(K) Plan, reported by Keystone Lime Co., Inc. under EIN 25-1146455 and plan number 002. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240924150101NAL0004772595001
Filing year
2023
Form type
2
Plan sponsor
Keystone Lime Co., Inc.
EIN
25-1146455
Plan number
002
Location
Springs, PA
Participants
127
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,692,282
Total liabilities (EOY)
$1,104
Net assets (EOY)
$13,691,178
Employer contributions
$222,542
Participant contributions
$400,008
Total income / additions
$2,665,276
Benefits paid
$1,965,864
Administrative expenses
$24,112
Total expenses
$1,991,080
Net increase / (decrease)
$674,196
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Keystone Lime Company IncAUDITOR$15,750not reported in the loaded dataset
First United Bank & TrustINVESTMENT ADVISOR$10,000not reported in the loaded dataset
Leafhouse Financial Advisors, LLCOTHER$6,569not reported in the loaded dataset
M2b Retirement Consulting LLCCONTRACT ADMIN$4,600not reported in the loaded dataset
Anchor 316 Fiduciary SolutionsOTHER$3,529not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MANAGEMENT$2,950not reported in the loaded dataset

Related Form 5500 pages