Who sponsors the Keystone Custom Management, LLC 401(K) Plan?

Keystone Custom Management, LLC 401(K) Plan is reported as sponsored by Keystone Custom Management, LLC (EIN 82-3599092, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Keystone Custom Management, LLC 401(K) Plan?

The latest Form 5500 filing year loaded for Keystone Custom Management, LLC 401(K) Plan is 2023.

How many participants does Keystone Custom Management, LLC 401(K) Plan report?

Keystone Custom Management, LLC 401(K) Plan reports 218 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Keystone Custom Management, LLC 401(K) Plan?

Keystone Custom Management, LLC 401(K) Plan reports $9,879,120 in end-of-year plan assets in its latest loaded Form 5500 filing.

Keystone Custom Management, LLC 401(K) Plan — Form 5500 plan (Keystone Custom Management, 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 Custom Management, LLC 401(K) Plan is a benefit plan reported by Keystone Custom Management, LLC under EIN 82-3599092 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $9,879,120 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.9MPlan net assets, end of year$9,879,120

Participants218Covered participants reported

Assets / participant$45.3KComputed: assets ÷ participants$45,317 (computed)

Provider compensation$28K2 Schedule C provider row(s)$28,030

Plan sponsor: Keystone Custom Management, LLC
EIN: 82-3599092
Plan number: 001
Plan type: 2
Location: Lancaster, PA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	218	H, C	20241015143431NAL0014855123001

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)$9.9M total assets

Net assets$9.9MLiabilities$0

Money in vs. money out

Total income / additions$3M

Total expenses$526.2K

Benefits paid / distributions$499.7K

Contributions

Employer$473.7K

Participant$1.1M

Full reported line items

Net assets

Total assets (EOY): $9,879,120
Total liabilities (EOY): $0
Net assets (EOY): $9,879,120
Net assets (BOY): $7,363,828

Income & contributions

Employer contributions: $473,677
Participant contributions: $1,137,104
Total contributions: $1,645,760
Total income / additions: $3,041,502

Expenses & distributions

Benefits paid: $499,739
Administrative expenses: $26,471
Total expenses: $526,210
Net increase / (decrease): $2,515,292

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
The Vanguard Group, Inc.	NONE	$19,230	$0	2023
Simon Lever Llp	NONE	$8,800	not reported in the loaded dataset	2023