Original filing (PDF)20241022152336NAL0002530817001

KEYSER MARSTON ASSOCIATES, INC.

Name: KEYSER MARSTON ASSOCIATES, INC. — KEYSER MARSTON ASSOCIATES, INC. PROFIT SHARING & SALARY DEFERRAL PLAN, Form 5500 (2023)
Creator: KEYSER MARSTON ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

KEYSER MARSTON ASSOCIATES, INC. PROFIT SHARING & SALARY DEFERRAL PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$29.3M

Net assets (EOY)

$29.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEYSER MARSTON ASSOCIATES, INC..

Plan sponsor

Name

KEYSER MARSTON ASSOCIATES, INC.

EIN

94-2363741

Address

1299 FOURTH STREET, SUITE 408 · SAN RAFAEL, CA · 94901

Phone

(415) 398-3050

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2024-10-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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