Four Keys, LLC 401(K) Plan — Form 5500 plan (Four Keys, 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, Four Keys, LLC 401(K) Plan is a benefit plan reported by Four Keys, LLC under EIN 47-3403304 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $11,907,634 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Four Keys, LLC
EIN
47-3403304
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
187
End-of-year plan assets
$11,907,634

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023187H, C20241015161334NAL0030301681001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,907,634
Total liabilities (EOY)
$0
Net assets (EOY)
$11,907,634
Net assets (BOY)
$0

Income & contributions

Employer contributions
$45,052
Participant contributions
$826,656
Total contributions
$986,429
Total income / additions
$2,885,847

Expenses & distributions

Benefits paid
$1,075,166
Administrative expenses
$77,509
Total expenses
$1,226,249
Net increase / (decrease)
$1,659,598

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Map Retirement Usa LLCCONTRACT ADMIN$6,997$22,0142023
Empower Annuity Insurance CompanyRECORDKEEPER$15,295$02023
Mariner Wealth Advisors, LLCOTHER$25not reported in the loaded dataset2023

Related Form 5500 pages