Key Family 401k Plan — Form 5500 plan (Key Benefit Administrators)
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 Family 401k Plan is a benefit plan reported by Key Benefit Administrators under EIN 35-1450364 and plan number 002. The latest loaded filing year is 2023. The filing reports 522 participants and $19,230,270 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Key Benefit Administrators
- EIN
- 35-1450364
- Plan number
- 002
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 522
- End-of-year plan assets
- $19,230,270
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 522 | H, C | 20240903114850NAL0018885921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,230,270
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,230,270
- Net assets (BOY)
- $16,832,803
Income & contributions
- Employer contributions
- $169,413
- Participant contributions
- $1,505,963
- Total contributions
- $1,753,283
- Total income / additions
- $4,270,591
Expenses & distributions
- Benefits paid
- $1,819,461
- Administrative expenses
- $41,420
- Total expenses
- $1,873,124
- Net increase / (decrease)
- $2,397,467
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | CUSTODIAN | $0 | $74,804 | 2023 |
| Gwn Securities Inc | ADVISOR | $0 | $39,334 | 2023 |
| Futureplan By Ascensus | TPA | $26,927 | not reported in the loaded dataset | 2023 |
| Active-Passive/Iron-Co-Fid-Orth | ADVISOR | $10,878 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Key Benefit Administrators
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Nationwide — Schedule C compensation
- Gwn Securities Inc — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Active-Passive/Iron-Co-Fid-Orth — Schedule C compensation