2023 Form 5500 filing — Keystone Natural Holdings 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 20240924165710NAL0013088481001) for Keystone Natural Holdings 401(K) Plan, reported by Keystone Natural Holdings, LLC under EIN 81-2387889 and plan number 001. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924165710NAL0013088481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Keystone Natural Holdings, LLC
- EIN
- 81-2387889
- Plan number
- 001
- Location
- Folcroft, PA
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,827,738
- Total liabilities (EOY)
- $6,022
- Net assets (EOY)
- $1,821,716
- Employer contributions
- $0
- Participant contributions
- $354,600
- Total income / additions
- $601,029
- Benefits paid
- $122,274
- Administrative expenses
- $2,727
- Total expenses
- $125,001
- Net increase / (decrease)
- $476,028
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,050 | $0 |
| Wilshire Associates Inc Usa | INVESTMENT ADVISOR | $82 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $0 | $0 |