Plan5500

Key Hr Retirement Savings Plan — Form 5500 plan (Key Hr, LLC)

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 Hr Retirement Savings Plan is a benefit plan reported by Key Hr, LLC under EIN 46-0657987 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,781 participants and $849,416 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$848.5KPlan net assets, end of year$848,513
Participants2.8KCovered participants reported2,781
Assets / participant$305Computed: assets ÷ participants$305 (computed)
Provider compensation$123.8K4 Schedule C provider row(s)$123,836
Plan sponsor
Key Hr, LLC
EIN
46-0657987
Plan number
001
Plan type
3
Location
Orlando, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2,781 participants · 3Sch HSch C
    View filing →
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)$849.4K total assets
Net assets$848.5KLiabilities$903
Money in vs. money out
Total income / additions$2.3M
Total expenses$1.4M
Benefits paid / distributions$982.3K
Contributions
Employer$69.7K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$849,416
Total liabilities (EOY)
$903
Net assets (EOY)
$848,513
Net assets (BOY)
$12,433,582

Income & contributions

Employer contributions
$69,666
Participant contributions
$1,186,835
Total contributions
$1,256,501
Total income / additions
$2,283,469

Expenses & distributions

Benefits paid
$982,303
Administrative expenses
$128,235
Total expenses
$1,400,669
Net increase / (decrease)
$882,800
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 6%Participant 94%
Total expenses ÷ net assets165%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets15%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Ameritas Life Insurance Corp$85.2K
    NONE · Direct $85.2K
  2. 2
    Retirement Estate Advisors & Profes$30.9K
    NONE · Direct $30.9K
  3. 3
    Envestnet Retirement Solutions, LLC$5.1K
    NONE · Direct $5.1K
  4. 4
    Charles Schwab Trust Bank$2.6K
    NONE · Direct $2.6K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Key Hr Retirement Savings Plan?
Key Hr Retirement Savings Plan is reported as sponsored by Key Hr, LLC (EIN 46-0657987, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Key Hr Retirement Savings Plan?
The latest Form 5500 filing year loaded for Key Hr Retirement Savings Plan is 2023.
How many participants does Key Hr Retirement Savings Plan report?
Key Hr Retirement Savings Plan reports 2,781 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Key Hr Retirement Savings Plan?
Key Hr Retirement Savings Plan reports $849,416 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages