Plan5500

Keswick Pines Retirement Plan — Form 5500 plan (Keswick Pines, Inc.)

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, Keswick Pines Retirement Plan is a benefit plan reported by Keswick Pines, Inc. under EIN 52-1761391 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $3,302,156 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Keswick Pines, Inc.
EIN
52-1761391
Plan number
001
Plan type
2
Location
Whiting, NJ
Latest filing year
2023
Participants
164
End-of-year plan assets
$3,302,156

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20241031102956NAL0001645809001
2023203H, C20241014184526NAL0013754915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$3,302,156

Income & contributions

Total contributions
$0
Total income / additions
-$1,427

Expenses & distributions

Benefits paid
$31,497
Administrative expenses
$189
Total expenses
$31,686
Net increase / (decrease)
-$33,113

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Innovative Investmnt FiduciariesNONE$17,185not reported in the loaded dataset2023
Benefit Plans Administrative SvcsNONE$11,445$02023

Related Form 5500 pages