2023 Form 5500 filing — Keybridge Savings 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 20241014143700NAL0026428257001) for Keybridge Savings Plan, reported by General Audit Corporation under EIN 34-1329147 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143700NAL0026428257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- General Audit Corporation
- EIN
- 34-1329147
- Plan number
- 001
- Location
- Lima, OH
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,870,696
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,870,696
- Employer contributions
- $136,780
- Participant contributions
- $285,638
- Total income / additions
- $982,993
- Benefits paid
- $420,078
- Administrative expenses
- $13,669
- Total expenses
- $433,747
- Net increase / (decrease)
- $549,246
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | ADVISOR | $9,288 | not reported in the loaded dataset |
| Rea & Associates | CONTRACT ADMIN | $4,769 | not reported in the loaded dataset |
| Capital Group Ret Plan Services | RECORDKEEPER | $888 | $0 |