Key Lakes Savings Plan For Represented Employees — Form 5500 plan (Key Lakes, Inc.)

Plain-English plan 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, Key Lakes Savings Plan For Represented Employees is a benefit plan reported by Key Lakes, Inc. under EIN 20-0871186 and plan number 001. The latest loaded filing year is 2023. The filing reports 94 participants and $7,930,388 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.9MPlan net assets, end of year$7,930,388
Participants94Covered participants reported
Assets / participant$84.4KComputed: assets ÷ participants$84,366 (computed)
Provider compensationNone reported
Plan sponsor
Key Lakes, Inc.
EIN
20-0871186
Plan number
001
Plan type
2
Location
Bala Cynwyd, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202394I20241010140439NAL0010087587001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.9M total assets
Net assets$7.9MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$392.5K
Benefits paid / distributions$358.5K
Contributions
Employer$75.3K
Participant$366.8K
Full reported line items

Net assets

Total assets (EOY)
$7,930,388
Total liabilities (EOY)
$0
Net assets (EOY)
$7,930,388
Net assets (BOY)
$6,511,400

Income & contributions

Employer contributions
$75,309
Participant contributions
$366,776
Total income / additions
$1,811,489

Expenses & distributions

Benefits paid
$358,490
Administrative expenses
$7,105
Total expenses
$392,501
Net increase / (decrease)
$1,418,988

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages