Group Pension Plan For Salaried Ees Of Keystone Powdered Metal Co — Form 5500 plan (Keystone Powdered Metal Company)

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, Group Pension Plan For Salaried Ees Of Keystone Powdered Metal Co is a benefit plan reported by Keystone Powdered Metal Company under EIN 25-1635401 and plan number 001. The latest loaded filing year is 2023. The filing reports 322 participants and $22,772,156 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$22.8MPlan net assets, end of year$22,772,156
Participants322Covered participants reported
Assets / participant$70.7KComputed: assets ÷ participants$70,721 (computed)
Provider compensation$175.7K4 Schedule C provider row(s)$175,650
Plan sponsor
Keystone Powdered Metal Company
EIN
25-1635401
Plan number
001
Plan type
2
Location
Saint Marys, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023322H, C20241015140818NAL0049818464001
Schedule H · 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)$22.8M total assets
Net assets$22.8MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$2.1M
Benefits paid / distributions$1.9M
Full reported line items

Net assets

Total assets (EOY)
$22,772,156
Total liabilities (EOY)
$0
Net assets (EOY)
$22,772,156
Net assets (BOY)
$23,508,426

Income & contributions

Total contributions
$0
Total income / additions
$1,352,648

Expenses & distributions

Benefits paid
$1,913,268
Administrative expenses
$175,650
Total expenses
$2,088,918
Net increase / (decrease)
-$736,270
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.

Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income141%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLCNONE$71,369not reported in the loaded dataset2023
Bank Of America, N.A. NyNONE$50,651not reported in the loaded dataset2023
Empower Annuity Insurance CompanyNONE$43,630not reported in the loaded dataset2023
Baker Tilly Us LlpNONE$10,000not reported in the loaded dataset2023

Related Form 5500 pages