Keystone Agency Partners 401(K) Plan — Form 5500 plan (Keystone Agency Partners 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 Agency Partners 401(K) Plan is a benefit plan reported by Keystone Agency Partners LLC under EIN 84-2940208 and plan number 001. The latest loaded filing year is 2023. The filing reports 863 participants and $67,595,314 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$67.6MPlan net assets, end of year$67,595,314
Participants863Covered participants reported
Assets / participant$78.3KComputed: assets ÷ participants$78,326 (computed)
Provider compensation$133.9K4 Schedule C provider row(s)$133,910
- Plan sponsor
- Keystone Agency Partners LLC
- EIN
- 84-2940208
- Plan number
- 001
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 863 | H, C | 20241015203142NAL0030866929001 |
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)$67.6M total assets
Net assets$67.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $67,595,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,595,314
- Net assets (BOY)
- $40,493,294
Income & contributions
- Employer contributions
- $3,451,578
- Participant contributions
- $7,639,099
- Total contributions
- $15,929,016
- Total income / additions
- $24,954,904
Expenses & distributions
- Benefits paid
- $5,744,769
- Administrative expenses
- $133,911
- Total expenses
- $5,888,779
- Net increase / (decrease)
- $19,066,125
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.
31%69%
Employer 31%Participant 69%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Guidance Investment Advisors | INVESTMENT ADVISOR | $68,521 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $38,305 | $0 | 2023 |
| Morgan Stanley Smith | INVESTMENT ADVISOR | $18,293 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,791 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Keystone Agency Partners LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- Guidance Investment Advisors — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Morgan Stanley Smith — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation