Keystone Natural Holdings 401(K) Plan — Form 5500 plan (Keystone Natural Holdings, 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, Keystone Natural Holdings 401(K) Plan is a benefit plan reported by Keystone Natural Holdings, LLC under EIN 81-2387889 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $1,827,738 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Keystone Natural Holdings, LLC
EIN
81-2387889
Plan number
001
Plan type
2
Location
Folcroft, PA
Latest filing year
2023
Participants
268
End-of-year plan assets
$1,827,738

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023268H, C20240924165710NAL0013088481001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,827,738
Total liabilities (EOY)
$6,022
Net assets (EOY)
$1,821,716
Net assets (BOY)
$1,345,688

Income & contributions

Employer contributions
$0
Participant contributions
$354,600
Total contributions
$354,600
Total income / additions
$601,029

Expenses & distributions

Benefits paid
$122,274
Administrative expenses
$2,727
Total expenses
$125,001
Net increase / (decrease)
$476,028

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$1,050$02023
Wilshire Associates Inc UsaINVESTMENT ADVISOR$82not reported in the loaded dataset2023
John Hancock UsaRECORDKEEPER$0$02023

Related Form 5500 pages