Civic Intelligence

KEYSTONE FINANCIAL LLC

Plan context: KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN

EIN 26-2509545 • Lexington, KY • 16 filings • 3 plans

527 Wellington WaySuite 225Lexington, KY 40503
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$7,972,778

2025 Contributions

$192,887

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$7,972,778$3,986,389$0201420202025YearValue
$7,972,778Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1260201420202025YearValue
11Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025111$7,972,778$192,887$17,535iApproximate average salary by contribution assumption: employee only about $438,380 at 4% or $292,253 at 6%; with 50% employer match about $292,253 at 4% or $194,835 at 6%; with 100% employer match about $219,190 at 4% or $146,127 at 6%.
KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN-11$7,972,778$192,887$17,535iApproximate average salary by contribution assumption: employee only about $438,380 at 4% or $292,253 at 6%; with 50% employer match about $292,253 at 4% or $194,835 at 6%; with 100% employer match about $219,190 at 4% or $146,127 at 6%.
2024211$5,040,655$410,812$37,347iApproximate average salary by contribution assumption: employee only about $933,664 at 4% or $622,442 at 6%; with 50% employer match about $622,442 at 4% or $414,962 at 6%; with 100% employer match about $466,832 at 4% or $311,221 at 6%.
KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN-10$5,032,579$232,303$23,230iApproximate average salary by contribution assumption: employee only about $580,758 at 4% or $387,172 at 6%; with 50% employer match about $387,172 at 4% or $258,114 at 6%; with 100% employer match about $290,379 at 4% or $193,586 at 6%.
KEYSTONE FINANCIAL LLC CBS BENEFIT PLAN-11$8,076$178,509$16,228iApproximate average salary by contribution assumption: employee only about $405,702 at 4% or $270,468 at 6%; with 50% employer match about $270,468 at 4% or $180,312 at 6%; with 100% employer match about $202,851 at 4% or $135,234 at 6%.
2023110$3,150,211$188,260$18,826iApproximate average salary by contribution assumption: employee only about $470,650 at 4% or $313,767 at 6%; with 50% employer match about $313,767 at 4% or $209,178 at 6%; with 100% employer match about $235,325 at 4% or $156,883 at 6%.
KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN-10$3,150,211$188,260$18,826iApproximate average salary by contribution assumption: employee only about $470,650 at 4% or $313,767 at 6%; with 50% employer match about $313,767 at 4% or $209,178 at 6%; with 100% employer match about $235,325 at 4% or $156,883 at 6%.
2022210$2,542,253$197,023$19,702iApproximate average salary by contribution assumption: employee only about $492,558 at 4% or $328,372 at 6%; with 50% employer match about $328,372 at 4% or $218,914 at 6%; with 100% employer match about $246,279 at 4% or $164,186 at 6%.
KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN-10$2,542,253$196,648$19,665iApproximate average salary by contribution assumption: employee only about $491,620 at 4% or $327,747 at 6%; with 50% employer match about $327,747 at 4% or $218,498 at 6%; with 100% employer match about $245,810 at 4% or $163,873 at 6%.
KEYSTONE FINANCIAL GROUP CBS BENEFIT PLAN-0$0$375-
2021211$2,828,051$321,337$29,212iApproximate average salary by contribution assumption: employee only about $730,311 at 4% or $486,874 at 6%; with 50% employer match about $486,874 at 4% or $324,583 at 6%; with 100% employer match about $365,156 at 4% or $243,437 at 6%.
KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN-9$2,812,094$200,815$22,313iApproximate average salary by contribution assumption: employee only about $557,819 at 4% or $371,880 at 6%; with 50% employer match about $371,880 at 4% or $247,920 at 6%; with 100% employer match about $278,910 at 4% or $185,940 at 6%.
KEYSTONE FINANCIAL GROUP CBS BENEFIT PLAN-11$15,957$120,522$10,957iApproximate average salary by contribution assumption: employee only about $273,914 at 4% or $182,609 at 6%; with 50% employer match about $182,609 at 4% or $121,739 at 6%; with 100% employer match about $136,957 at 4% or $91,305 at 6%.
2020212$2,456,798$304,138$25,345iApproximate average salary by contribution assumption: employee only about $633,621 at 4% or $422,414 at 6%; with 50% employer match about $422,414 at 4% or $281,609 at 6%; with 100% employer match about $316,810 at 4% or $211,207 at 6%.
KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN-9$2,445,503$190,389$21,154iApproximate average salary by contribution assumption: employee only about $528,858 at 4% or $352,572 at 6%; with 50% employer match about $352,572 at 4% or $235,048 at 6%; with 100% employer match about $264,429 at 4% or $176,286 at 6%.
KEYSTONE FINANCIAL GROUP CBS BENEFIT PLAN-12$11,295$113,749$9,479iApproximate average salary by contribution assumption: employee only about $236,977 at 4% or $157,985 at 6%; with 50% employer match about $157,985 at 4% or $105,323 at 6%; with 100% employer match about $118,489 at 4% or $78,992 at 6%.
201919$2,003,253$172,517$19,169iApproximate average salary by contribution assumption: employee only about $479,214 at 4% or $319,476 at 6%; with 50% employer match about $319,476 at 4% or $212,984 at 6%; with 100% employer match about $239,607 at 4% or $159,738 at 6%.
KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN-9$2,003,253$172,517$19,169iApproximate average salary by contribution assumption: employee only about $479,214 at 4% or $319,476 at 6%; with 50% employer match about $319,476 at 4% or $212,984 at 6%; with 100% employer match about $239,607 at 4% or $159,738 at 6%.
201818$1,359,431$170,972$21,372iApproximate average salary by contribution assumption: employee only about $534,288 at 4% or $356,192 at 6%; with 50% employer match about $356,192 at 4% or $237,461 at 6%; with 100% employer match about $267,144 at 4% or $178,096 at 6%.
KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN-8$1,359,431$170,972$21,372iApproximate average salary by contribution assumption: employee only about $534,288 at 4% or $356,192 at 6%; with 50% employer match about $356,192 at 4% or $237,461 at 6%; with 100% employer match about $267,144 at 4% or $178,096 at 6%.
201718$1,315,328$198,383$24,798iApproximate average salary by contribution assumption: employee only about $619,947 at 4% or $413,298 at 6%; with 50% employer match about $413,298 at 4% or $275,532 at 6%; with 100% employer match about $309,973 at 4% or $206,649 at 6%.
KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN-8$1,315,328$198,383$24,798iApproximate average salary by contribution assumption: employee only about $619,947 at 4% or $413,298 at 6%; with 50% employer match about $413,298 at 4% or $275,532 at 6%; with 100% employer match about $309,973 at 4% or $206,649 at 6%.
201618$921,413$273,121$34,140iApproximate average salary by contribution assumption: employee only about $853,503 at 4% or $569,002 at 6%; with 50% employer match about $569,002 at 4% or $379,335 at 6%; with 100% employer match about $426,752 at 4% or $284,501 at 6%.
KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN-8$921,413$273,121$34,140iApproximate average salary by contribution assumption: employee only about $853,503 at 4% or $569,002 at 6%; with 50% employer match about $569,002 at 4% or $379,335 at 6%; with 100% employer match about $426,752 at 4% or $284,501 at 6%.
201517$578,035$153,546$21,935iApproximate average salary by contribution assumption: employee only about $548,379 at 4% or $365,586 at 6%; with 50% employer match about $365,586 at 4% or $243,724 at 6%; with 100% employer match about $274,189 at 4% or $182,793 at 6%.
KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN-7$578,035$153,546$21,935iApproximate average salary by contribution assumption: employee only about $548,379 at 4% or $365,586 at 6%; with 50% employer match about $365,586 at 4% or $243,724 at 6%; with 100% employer match about $274,189 at 4% or $182,793 at 6%.
201417$447,932$490,827$70,118iApproximate average salary by contribution assumption: employee only about $1,752,954 at 4% or $1,168,636 at 6%; with 50% employer match about $1,168,636 at 4% or $779,090 at 6%; with 100% employer match about $876,477 at 4% or $584,318 at 6%.
KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN-7$447,932$490,827$70,118iApproximate average salary by contribution assumption: employee only about $1,752,954 at 4% or $1,168,636 at 6%; with 50% employer match about $1,168,636 at 4% or $779,090 at 6%; with 100% employer match about $876,477 at 4% or $584,318 at 6%.