2023 Form 5500 filing — Group Pension Plan For Hourly Employees Of Keystone Powdered Metal Co
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 20241015140939NAL0028709825001) for Group Pension Plan For Hourly Employees Of Keystone Powdered Metal Co, reported by Keystone Powdered Metal Company under EIN 25-1635401 and plan number 002. It reports 990 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)$44.7MReported net assets$44,678,736
Participants990
Provider compensation$245.1K3 Schedule C row(s)$245,058
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015140939NAL0028709825001
- Plan sponsor
- Keystone Powdered Metal Company
- EIN
- 25-1635401
- Plan number
- 002
- Location
- Saint Marys, PA
- Received date
- not reported in the loaded dataset
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)$44.7M total assets
Net assets$44.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $44,678,736
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,678,736
- Total income / additions
- $2,637,721
- Benefits paid
- $3,553,679
- Administrative expenses
- $249,558
- Total expenses
- $3,803,237
- Net increase / (decrease)
- -$1,165,516
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $112,872 | not reported in the loaded dataset |
| Bank Of America | NONE | $99,247 | not reported in the loaded dataset |
| Capfinancial Partners LLC | not reported in the loaded dataset | $32,939 | not reported in the loaded dataset |