Key Lakes Savings Plan For Salaried 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 Salaried Employees is a benefit plan reported by Key Lakes, Inc. under EIN 20-0871186 and plan number 002. The latest loaded filing year is 2023. The filing reports 15 participants and $4,967,908 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5MPlan net assets, end of year$4,967,908
Participants15Covered participants reported
Assets / participant$331.2KComputed: assets ÷ participants$331,194 (computed)
Provider compensationNone reported
Plan sponsor
Key Lakes, Inc.
EIN
20-0871186
Plan number
002
Plan type
2
Location
Bala Cynwyd, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202315I20241010140121NAL0040309890001
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)$5M total assets
Net assets$5MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$8K
Benefits paid / distributions$8.4K
Contributions
Employer$57.8K
Participant$139.2K
Full reported line items

Net assets

Total assets (EOY)
$4,967,908
Total liabilities (EOY)
$0
Net assets (EOY)
$4,967,908
Net assets (BOY)
$3,838,942

Income & contributions

Employer contributions
$57,802
Participant contributions
$139,177
Total income / additions
$1,136,935

Expenses & distributions

Benefits paid
$8,431
Administrative expenses
-$714
Total expenses
$7,969
Net increase / (decrease)
$1,128,966
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 29%Participant 71%
Total expenses ÷ net assets0%Computed ratio
Benefits paid ÷ total income1%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages