2023 Form 5500 filing — Keystone Agency Partners 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 20241015203142NAL0030866929001) for Keystone Agency Partners 401(K) Plan, reported by Keystone Agency Partners LLC under EIN 84-2940208 and plan number 001. It reports 863 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)$67.6MReported net assets$67,595,314
Participants863
Provider compensation$133.9K4 Schedule C row(s)$133,910
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015203142NAL0030866929001
- Plan sponsor
- Keystone Agency Partners LLC
- EIN
- 84-2940208
- Plan number
- 001
- Location
- Harrisburg, 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)$67.6M total assets
Net assets$67.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $67,595,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,595,314
- Employer contributions
- $3,451,578
- Participant contributions
- $7,639,099
- Total income / additions
- $24,954,904
- Benefits paid
- $5,744,769
- Administrative expenses
- $133,911
- Total expenses
- $5,888,779
- Net increase / (decrease)
- $19,066,125
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Guidance Investment Advisors | INVESTMENT ADVISOR | $68,521 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $38,305 | $0 |
| Morgan Stanley Smith | INVESTMENT ADVISOR | $18,293 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $8,791 | not reported in the loaded dataset |