How big is Keystone Financial Planning, Inc.'s plan?

Keystone Financial Planning, Inc.'s plan reported $8.0M in assets and 5 participants for 2024.

Original filing (PDF)20250508130706NAL0011993633001

Keystone Financial Planning, Inc.

Name: Keystone Financial Planning, Inc. — Keystone Financi, Form 5500 (2024)
Creator: Keystone Financial Planning, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keystone Financial Planning Inc. Profit Sharing Plan

401(k) retirement plan · Keystone Financial Planning, Inc.'s Keystone Financial Planning Inc. Profit Sharing Plan held $8.0M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

Plan identifiers

Keystone Financial Planning, Inc.'s EIN is 34-1521921.

EIN 34-1521921

Plan number 002

Plan year 2024

ACK ID 20250508130706NAL0011993633001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Keystone Financial Planning, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Keystone Financial Planning, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEYSTONE FINANCIAL PLANNING, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score