401k Plan data: KEYSTONE PARTNERS 401(K) SAVINGS PLAN plan

KEYSTONE PARTNERS 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	KEYSTONE PARTNERS 401(K) SAVINGS PLAN
Plan identification number	001

KEYSTONE PARTNERS 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KEYSTONE PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: KEYSTONE PARTNERS, LLC

Employer identification number (EIN): 262935760

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEYSTONE PARTNERS 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 MARY FAY KATTMAN
001 2017-01-01 MARY FAY KATTMAN
001 2016-01-01 MARY FAY KATTMAN
001 2015-01-01 MARY FAY KATTMAN
001 2014-01-01 MARY FAY KATTMAN
001 2013-01-01 MARY FAY KATTMAN
001 2012-01-01 MARY KATTMAN MARY KATTMAN 2013-08-16
001 2011-01-01 MARY FAY KATTMAN 2012-06-07 MARY FAY KATTMAN 2012-06-07
001 2010-01-01 MARY FAY KATTMAN 2011-06-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	MARY FAY KATTMAN
001	2017-01-01	MARY FAY KATTMAN
001	2016-01-01	MARY FAY KATTMAN
001	2015-01-01	MARY FAY KATTMAN
001	2014-01-01	MARY FAY KATTMAN
001	2013-01-01	MARY FAY KATTMAN
001	2012-01-01	MARY KATTMAN		MARY KATTMAN	2013-08-16
001	2011-01-01	MARY FAY KATTMAN	2012-06-07	MARY FAY KATTMAN	2012-06-07
001	2010-01-01	MARY FAY KATTMAN	2011-06-20

Plan Statistics for KEYSTONE PARTNERS 401(K) SAVINGS PLAN

401k plan membership statisitcs for KEYSTONE PARTNERS 401(K) SAVINGS PLAN

Measure Date Value
2022: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 74
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 16
Total of all active and inactive participants 2022-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 90
Number of participants with account balances 2022-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 72
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 17
Total of all active and inactive participants 2021-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 89
Number of participants with account balances 2021-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 87
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 10
Total of all active and inactive participants 2020-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 97
Number of participants with account balances 2020-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 84
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 15
Total of all active and inactive participants 2019-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 99
Number of participants with account balances 2019-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 59
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 11
Total of all active and inactive participants 2018-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 70
Number of participants with account balances 2018-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 63
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 12
Total of all active and inactive participants 2017-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 75
Number of participants with account balances 2017-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 56
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 13
Total of all active and inactive participants 2016-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 70
Number of participants with account balances 2016-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 53
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 13
Total of all active and inactive participants 2015-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 66
Number of participants with account balances 2015-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 54
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 11
Total of all active and inactive participants 2014-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 65
Number of participants with account balances 2014-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 53
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 9
Total of all active and inactive participants 2013-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 62
Number of participants with account balances 2013-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 59
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 68
Number of participants with account balances 2012-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	74
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	16
Total of all active and inactive participants	2022-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	90
Number of participants with account balances	2022-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	72
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	17
Total of all active and inactive participants	2021-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	89
Number of participants with account balances	2021-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	87
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	10
Total of all active and inactive participants	2020-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	97
Number of participants with account balances	2020-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	84
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	15
Total of all active and inactive participants	2019-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	99
Number of participants with account balances	2019-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	59
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	11
Total of all active and inactive participants	2018-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	70
Number of participants with account balances	2018-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	63
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	12
Total of all active and inactive participants	2017-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	75
Number of participants with account balances	2017-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	56
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	13
Total of all active and inactive participants	2016-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	70
Number of participants with account balances	2016-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	53
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	13
Total of all active and inactive participants	2015-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	66
Number of participants with account balances	2015-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	54
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	11
Total of all active and inactive participants	2014-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	65
Number of participants with account balances	2014-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	53
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	9
Total of all active and inactive participants	2013-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	62
Number of participants with account balances	2013-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	59
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	68
Number of participants with account balances	2012-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on KEYSTONE PARTNERS 401(K) SAVINGS PLAN

Measure	Date	Value
2022 : KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-778,899
Expenses. Total of all expenses incurred	2022-12-31	$613,522
Benefits paid (including direct rollovers)	2022-12-31	$613,171
Total plan assets at end of year	2022-12-31	$7,726,709
Total plan assets at beginning of year	2022-12-31	$9,119,130
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$809,905
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$32,452
Other income received	2022-12-31	$-1,661,684
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,392,421
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$7,726,709
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$9,119,130
Assets. Value of participant loans	2022-12-31	$6,868
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$40,428
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$351
2021 : KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,974,852
Expenses. Total of all expenses incurred	2021-12-31	$1,060,454
Benefits paid (including direct rollovers)	2021-12-31	$1,060,086
Total plan assets at end of year	2021-12-31	$9,119,130
Total plan assets at beginning of year	2021-12-31	$8,204,732
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$845,251
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$1,084,883
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$914,398
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$9,119,130
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$8,204,732
Assets. Value of participant loans	2021-12-31	$10,043
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$44,718
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$368
2020 : KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$2,075,380
Expenses. Total of all expenses incurred	2020-12-31	$1,240,828
Benefits paid (including direct rollovers)	2020-12-31	$1,240,323
Total plan assets at end of year	2020-12-31	$8,204,732
Total plan assets at beginning of year	2020-12-31	$7,370,180
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$809,432
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$163,728
Other income received	2020-12-31	$1,055,340
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$834,552
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$8,204,732
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$7,370,180
Assets. Value of participant loans	2020-12-31	$25,488
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$46,880
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$505
2019 : KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$2,040,063
Expenses. Total of all expenses incurred	2019-12-31	$444,193
Benefits paid (including direct rollovers)	2019-12-31	$443,920
Total plan assets at end of year	2019-12-31	$7,370,180
Total plan assets at beginning of year	2019-12-31	$5,774,310
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$659,843
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$69,558
Other income received	2019-12-31	$1,276,899
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,595,870
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$7,370,180
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,774,310
Assets. Value of participant loans	2019-12-31	$5,259
Total contributions received or receivable from employer(s)	2019-12-31	$33,763
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$273
2018 : KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$301,675
Expenses. Total of all expenses incurred	2018-12-31	$236,905
Benefits paid (including direct rollovers)	2018-12-31	$236,561
Total plan assets at end of year	2018-12-31	$5,774,310
Total plan assets at beginning of year	2018-12-31	$5,709,540
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$582,987
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-317,241
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$64,770
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,774,310
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,709,540
Assets. Value of participant loans	2018-12-31	$24,054
Total contributions received or receivable from employer(s)	2018-12-31	$35,929
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$344
2017 : KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,310,152
Expenses. Total of all expenses incurred	2017-12-31	$164,609
Benefits paid (including direct rollovers)	2017-12-31	$164,033
Total plan assets at end of year	2017-12-31	$5,709,540
Total plan assets at beginning of year	2017-12-31	$4,563,997
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$539,059
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$739,548
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,145,543
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,709,540
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,563,997
Assets. Value of participant loans	2017-12-31	$32,501
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$31,545
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$576
2016 : KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$869,881
Expenses. Total of all expenses incurred	2016-12-31	$598,283
Benefits paid (including direct rollovers)	2016-12-31	$597,822
Total plan assets at end of year	2016-12-31	$4,563,997
Total plan assets at beginning of year	2016-12-31	$4,292,399
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$527,049
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$12,040
Other income received	2016-12-31	$301,035
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$271,598
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,563,997
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,292,399
Assets. Value of participant loans	2016-12-31	$15,497
Total contributions received or receivable from employer(s)	2016-12-31	$29,757
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$461
2015 : KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$579,602
Expenses. Total of all expenses incurred	2015-12-31	$1,553,500
Benefits paid (including direct rollovers)	2015-12-31	$1,553,019
Total plan assets at end of year	2015-12-31	$4,292,399
Total plan assets at beginning of year	2015-12-31	$5,266,297
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$463,763
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$17,667
Other income received	2015-12-31	$60,576
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-973,898
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,292,399
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,266,297
Assets. Value of participant loans	2015-12-31	$44,389
Total contributions received or receivable from employer(s)	2015-12-31	$37,596
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$481
2014 : KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$901,416
Expenses. Total of all expenses incurred	2014-12-31	$547,627
Benefits paid (including direct rollovers)	2014-12-31	$547,223
Total plan assets at end of year	2014-12-31	$5,266,297
Total plan assets at beginning of year	2014-12-31	$4,912,508
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$471,033
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$100,000
Other income received	2014-12-31	$311,441
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$353,789
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,266,297
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,912,508
Assets. Value of participant loans	2014-12-31	$76,139
Total contributions received or receivable from employer(s)	2014-12-31	$18,942
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$404
2013 : KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,095,671
Expenses. Total of all expenses incurred	2013-12-31	$30,798
Benefits paid (including direct rollovers)	2013-12-31	$30,439
Total plan assets at end of year	2013-12-31	$4,912,508
Total plan assets at beginning of year	2013-12-31	$3,847,635
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$461,776
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$83,155
Other income received	2013-12-31	$535,547
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,064,873
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,912,508
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,847,635
Assets. Value of participant loans	2013-12-31	$48,504
Total contributions received or receivable from employer(s)	2013-12-31	$15,193
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$359
2012 : KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,018,561
Expenses. Total of all expenses incurred	2012-12-31	$250,730
Benefits paid (including direct rollovers)	2012-12-31	$250,305
Total plan assets at end of year	2012-12-31	$3,847,635
Total plan assets at beginning of year	2012-12-31	$3,079,804
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$408,611
Contributions received from other sources (not participants or employers)	2012-12-31	$257,767
Other income received	2012-12-31	$336,360
Net income (gross income less expenses)	2012-12-31	$767,831
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,847,635
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,079,804
Assets. Value of participant loans	2012-12-31	$54,712
Total contributions received or receivable from employer(s)	2012-12-31	$15,823
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$425
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for KEYSTONE PARTNERS 401(K) SAVINGS PLAN

2022: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KEYSTONE PARTNERS 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041167

Policy instance

Insurance contract or identification number	041167
Number of Individuals Covered	58
Insurance policy start date	2012-01-01
Insurance policy end date	2012-07-31
Total amount of commissions paid to insurance broker	USD $2,697
Total amount of fees paid to insurance company	USD $270
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $2,697
Amount paid for insurance broker fees	270
Additional information about fees paid to insurance broker	SERVICE TO INSURER OR PROVIDER
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL LLC

Potentially related plans

KEYSTONE PARTNERS I LLC 401 K PROFIT SHARING PLAN TRUST [EIN = 202021631]

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Company Name:	KEYSTONE PARTNERS, LLC
Employer identification number (EIN):	262935760
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services