Civic Intelligence

Keystone Wealth Partners LLC

Plan context: Keystone Wealth Partners 401(K) Psp

EIN 47-1496355 • Chandler, AZ • 7 filings • 2 plans

2701 W Queen Creek Rd Ste 3Chandler, AZ 85248
Current Snapshot

Latest Year

2022

2022 Participants

30

2022 Assets

$1,014,612

2022 Contributions

$102,097

Historical Graphs

Total Assets Over Time

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

$1,014,612$507,306$0201620192021YearValue
$1,014,612Latest year 2021

Participants Over Time

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

30150201620192021YearValue
30Latest year 2021

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
202210$0$102,097-
Keystone Wealth Partners 401(K) Psp-0$0$102,097-
2021130$1,014,612$259,347$8,645iApproximate average salary by contribution assumption: employee only about $216,123 at 4% or $144,082 at 6%; with 50% employer match about $144,082 at 4% or $96,054 at 6%; with 100% employer match about $108,061 at 4% or $72,041 at 6%.
Keystone Wealth Partners 401(K) Psp-30$1,014,612$259,347$8,645iApproximate average salary by contribution assumption: employee only about $216,123 at 4% or $144,082 at 6%; with 50% employer match about $144,082 at 4% or $96,054 at 6%; with 100% employer match about $108,061 at 4% or $72,041 at 6%.
2020122$616,650$200,893$9,132iApproximate average salary by contribution assumption: employee only about $228,288 at 4% or $152,192 at 6%; with 50% employer match about $152,192 at 4% or $101,461 at 6%; with 100% employer match about $114,144 at 4% or $76,096 at 6%.
Keystone Wealth Partners 401(K) Psp-22$616,650$200,893$9,132iApproximate average salary by contribution assumption: employee only about $228,288 at 4% or $152,192 at 6%; with 50% employer match about $152,192 at 4% or $101,461 at 6%; with 100% employer match about $114,144 at 4% or $76,096 at 6%.
2019116$344,897$158,050$9,878iApproximate average salary by contribution assumption: employee only about $246,953 at 4% or $164,635 at 6%; with 50% employer match about $164,635 at 4% or $109,757 at 6%; with 100% employer match about $123,477 at 4% or $82,318 at 6%.
Keystone Wealth Partners 401(K) Psp-16$344,897$158,050$9,878iApproximate average salary by contribution assumption: employee only about $246,953 at 4% or $164,635 at 6%; with 50% employer match about $164,635 at 4% or $109,757 at 6%; with 100% employer match about $123,477 at 4% or $82,318 at 6%.
2018110$142,558$95,867$9,587iApproximate average salary by contribution assumption: employee only about $239,668 at 4% or $159,778 at 6%; with 50% employer match about $159,778 at 4% or $106,519 at 6%; with 100% employer match about $119,834 at 4% or $79,889 at 6%.
Keystone Wealth Partners 401(K) Psp-10$142,558$95,867$9,587iApproximate average salary by contribution assumption: employee only about $239,668 at 4% or $159,778 at 6%; with 50% employer match about $159,778 at 4% or $106,519 at 6%; with 100% employer match about $119,834 at 4% or $79,889 at 6%.
201713$67,782$39,684$13,228iApproximate average salary by contribution assumption: employee only about $330,700 at 4% or $220,467 at 6%; with 50% employer match about $220,467 at 4% or $146,978 at 6%; with 100% employer match about $165,350 at 4% or $110,233 at 6%.
Keystone Wealth Partners 401(K) Psp-3$67,782$39,684$13,228iApproximate average salary by contribution assumption: employee only about $330,700 at 4% or $220,467 at 6%; with 50% employer match about $220,467 at 4% or $146,978 at 6%; with 100% employer match about $165,350 at 4% or $110,233 at 6%.
201613$23,797$23,797$7,932iApproximate average salary by contribution assumption: employee only about $198,308 at 4% or $132,206 at 6%; with 50% employer match about $132,206 at 4% or $88,137 at 6%; with 100% employer match about $99,154 at 4% or $66,103 at 6%.
Keystone Wealth Partners 401(K) Psp-3$23,797$23,797$7,932iApproximate average salary by contribution assumption: employee only about $198,308 at 4% or $132,206 at 6%; with 50% employer match about $132,206 at 4% or $88,137 at 6%; with 100% employer match about $99,154 at 4% or $66,103 at 6%.