Keystone Collections Group 401(K) Profit Sharing Plan — Form 5500 plan (Kratzenberg & Associates, Inc.Dba Keystone Collections Group)
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, Keystone Collections Group 401(K) Profit Sharing Plan is a benefit plan reported by Kratzenberg & Associates, Inc.Dba Keystone Collections Group under EIN 25-1780727 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $7,997,469 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kratzenberg & Associates, Inc.Dba Keystone Collections Group
- EIN
- 25-1780727
- Plan number
- 001
- Plan type
- 2
- Location
- Irwin, PA
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $7,997,469
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20241009123937NAL0018295601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,997,469
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,997,469
- Net assets (BOY)
- $6,661,809
Income & contributions
- Employer contributions
- $274,482
- Participant contributions
- $546,237
- Total contributions
- $820,719
- Total income / additions
- $1,895,810
Expenses & distributions
- Benefits paid
- $502,812
- Administrative expenses
- $57,338
- Total expenses
- $560,150
- Net increase / (decrease)
- $1,335,660
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fragasso Advisors | INVESTMENT ADVISOR | $24,065 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,435 | $0 | 2023 |
| Lally & Co LLC | AUDITOR | $8,500 | not reported in the loaded dataset | 2023 |
| M2b Retirement Consulting | CONTRACT ADMIN | $4,338 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kratzenberg & Associates, Inc.Dba Keystone Collections Group
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Irwin, PA
- Fragasso Advisors — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Lally & Co LLC — Schedule C compensation
- M2b Retirement Consulting — Schedule C compensation