2023 Form 5500 filing — Keystone Senior Management Services, Inc. 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 20241010151306NAL0034561440001) for Keystone Senior Management Services, Inc. 401(K) Plan, reported by Keystone Senior Management Services, Inc. under EIN 30-0036455 and plan number 001. It reports 1,082 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.4MReported net assets$2,357,982
Participants1.1K1,082
Provider compensation$6.4K1 Schedule C row(s)$6,448
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010151306NAL0034561440001
Plan sponsor
Keystone Senior Management Services, Inc.
EIN
30-0036455
Plan number
001
Location
Indianapolis, IN
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$2.4M total assets
Net assets$2.4MLiabilities$0
Money in vs. money out
Total income / additions$917.8K
Total expenses$161.4K
Benefits paid / distributions$154.9K
Contributions
Employer$103.9K
Participant$497.7K
Full reported line items
Total assets (EOY)
$2,357,982
Total liabilities (EOY)
$0
Net assets (EOY)
$2,357,982
Employer contributions
$103,875
Participant contributions
$497,696
Total income / additions
$917,782
Benefits paid
$154,948
Administrative expenses
$6,448
Total expenses
$161,396
Net increase / (decrease)
$756,386
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD-KEEPER · Direct $6.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010151306NAL0034561440001 cover?
It is the 2023 Form 5500 filing for Keystone Senior Management Services, Inc. 401(K) Plan, reported by Keystone Senior Management Services, Inc. (EIN 30-0036455).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages