2023 Form 5500 filing — Keystone Clearwater Solutions 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 20241028105406NAL0003684753001) for Keystone Clearwater Solutions 401(K) Plan, reported by Keystone Clearwater Solutions, LLC under EIN 26-2597715 and plan number 001. It reports 563 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241028105406NAL0003684753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Keystone Clearwater Solutions, LLC
- EIN
- 26-2597715
- Plan number
- 001
- Location
- Canonsburg, PA
- Participants
- 563
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,971
- Total liabilities (EOY)
- $15,971
- Net assets (EOY)
- $0
- Employer contributions
- $409,967
- Participant contributions
- $969,951
- Total income / additions
- $2,205,889
- Benefits paid
- $783,340
- Administrative expenses
- $67,960
- Total expenses
- $873,208
- Net increase / (decrease)
- $1,332,681
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Efficient Advisors | INVESTMENT MANAGER | $37,592 | not reported in the loaded dataset |
| Pcs Retirement LLC | CONTRACT ADMINISTRATOR | $35,405 | not reported in the loaded dataset |