Civic Intelligence

Keystone Strategy LLC

Plan context: Keystone Strategy LLC

EIN 76-0838207 • 20 filings • 5 plans

Current Snapshot

Latest Year

2024

2024 Participants

257

2024 Assets

$31,969,122

2024 Contributions

$5,148,220

Historical Graphs

Total Assets Over Time

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

$31,969,122$15,984,561$0200720142024YearValue
$31,969,122Latest year 2024

Participants Over Time

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

2571290200720142024YearValue
257Latest year 2024

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
20242257$31,969,122$5,148,220$20,032iApproximate average salary by contribution assumption: employee only about $500,800 at 4% or $333,866 at 6%; with 50% employer match about $333,866 at 4% or $222,578 at 6%; with 100% employer match about $250,400 at 4% or $166,933 at 6%.
Keystone Strategy LLC-245$31,969,122$5,148,220$21,013iApproximate average salary by contribution assumption: employee only about $525,329 at 4% or $350,219 at 6%; with 50% employer match about $350,219 at 4% or $233,479 at 6%; with 100% employer match about $262,664 at 4% or $175,110 at 6%.
KEYSTONE STRATEGY HEALTH & WELFARE PLAN-257---
20232167$24,885,711$4,363,891$26,131iApproximate average salary by contribution assumption: employee only about $653,277 at 4% or $435,518 at 6%; with 50% employer match about $435,518 at 4% or $290,345 at 6%; with 100% employer match about $326,639 at 4% or $217,759 at 6%.
Keystone Strategy LLC-139$24,885,711$4,363,891$31,395iApproximate average salary by contribution assumption: employee only about $784,872 at 4% or $523,248 at 6%; with 50% employer match about $523,248 at 4% or $348,832 at 6%; with 100% employer match about $392,436 at 4% or $261,624 at 6%.
KEYSTONE STRATEGY HEALTH & WELFARE PLAN-167---
20222170$18,228,543$3,330,254$19,590iApproximate average salary by contribution assumption: employee only about $489,743 at 4% or $326,495 at 6%; with 50% employer match about $326,495 at 4% or $217,664 at 6%; with 100% employer match about $244,872 at 4% or $163,248 at 6%.
Keystone Strategy LLC-170$18,228,543$3,330,254$19,590iApproximate average salary by contribution assumption: employee only about $489,743 at 4% or $326,495 at 6%; with 50% employer match about $326,495 at 4% or $217,664 at 6%; with 100% employer match about $244,872 at 4% or $163,248 at 6%.
KEYSTONE STRATEGY HEALTH & WELFARE PLAN-137---
20212161$18,878,719$2,900,245$18,014iApproximate average salary by contribution assumption: employee only about $450,349 at 4% or $300,232 at 6%; with 50% employer match about $300,232 at 4% or $200,155 at 6%; with 100% employer match about $225,174 at 4% or $150,116 at 6%.
Keystone Strategy LLC-149$18,878,719$2,900,245$19,465iApproximate average salary by contribution assumption: employee only about $486,618 at 4% or $324,412 at 6%; with 50% employer match about $324,412 at 4% or $216,275 at 6%; with 100% employer match about $243,309 at 4% or $162,206 at 6%.
KEYSTONE STRATEGY HEALTH & WELFARE PLAN-161---
20202174$14,797,361$2,119,802$12,183iApproximate average salary by contribution assumption: employee only about $304,569 at 4% or $203,046 at 6%; with 50% employer match about $203,046 at 4% or $135,364 at 6%; with 100% employer match about $152,285 at 4% or $101,523 at 6%.
Keystone Strategy LLC-174$14,797,361$2,119,802$12,183iApproximate average salary by contribution assumption: employee only about $304,569 at 4% or $203,046 at 6%; with 50% employer match about $203,046 at 4% or $135,364 at 6%; with 100% employer match about $152,285 at 4% or $101,523 at 6%.
KEYSTONE STRATEGY HEALTH & WELFARE PLAN-141---
20191101$11,759,143$1,745,019$17,277iApproximate average salary by contribution assumption: employee only about $431,935 at 4% or $287,957 at 6%; with 50% employer match about $287,957 at 4% or $191,971 at 6%; with 100% employer match about $215,968 at 4% or $143,978 at 6%.
Keystone Strategy LLC-101$11,759,143$1,745,019$17,277iApproximate average salary by contribution assumption: employee only about $431,935 at 4% or $287,957 at 6%; with 50% employer match about $287,957 at 4% or $191,971 at 6%; with 100% employer match about $215,968 at 4% or $143,978 at 6%.
2015164$4,955,466$966,666$15,104iApproximate average salary by contribution assumption: employee only about $377,604 at 4% or $251,736 at 6%; with 50% employer match about $251,736 at 4% or $167,824 at 6%; with 100% employer match about $188,802 at 4% or $125,868 at 6%.
Keystone Strategy LLC-64$4,955,466$966,666$15,104iApproximate average salary by contribution assumption: employee only about $377,604 at 4% or $251,736 at 6%; with 50% employer match about $251,736 at 4% or $167,824 at 6%; with 100% employer match about $188,802 at 4% or $125,868 at 6%.
2014156$4,297,941$898,057$16,037iApproximate average salary by contribution assumption: employee only about $400,918 at 4% or $267,279 at 6%; with 50% employer match about $267,279 at 4% or $178,186 at 6%; with 100% employer match about $200,459 at 4% or $133,639 at 6%.
Keystone Strategy LLC-56$4,297,941$898,057$16,037iApproximate average salary by contribution assumption: employee only about $400,918 at 4% or $267,279 at 6%; with 50% employer match about $267,279 at 4% or $178,186 at 6%; with 100% employer match about $200,459 at 4% or $133,639 at 6%.
2013160$3,600,003$765,178$12,753iApproximate average salary by contribution assumption: employee only about $318,824 at 4% or $212,549 at 6%; with 50% employer match about $212,549 at 4% or $141,700 at 6%; with 100% employer match about $159,412 at 4% or $106,275 at 6%.
Keystone Strategy LLC-60$3,600,003$765,178$12,753iApproximate average salary by contribution assumption: employee only about $318,824 at 4% or $212,549 at 6%; with 50% employer match about $212,549 at 4% or $141,700 at 6%; with 100% employer match about $159,412 at 4% or $106,275 at 6%.
2012159$2,395,772$745,367$12,633iApproximate average salary by contribution assumption: employee only about $315,833 at 4% or $210,556 at 6%; with 50% employer match about $210,556 at 4% or $140,370 at 6%; with 100% employer match about $157,917 at 4% or $105,278 at 6%.
Keystone Strategy LLC-59$2,395,772$745,367$12,633iApproximate average salary by contribution assumption: employee only about $315,833 at 4% or $210,556 at 6%; with 50% employer match about $210,556 at 4% or $140,370 at 6%; with 100% employer match about $157,917 at 4% or $105,278 at 6%.
2011155$1,855,128$633,385$11,516iApproximate average salary by contribution assumption: employee only about $287,902 at 4% or $191,935 at 6%; with 50% employer match about $191,935 at 4% or $127,957 at 6%; with 100% employer match about $143,951 at 4% or $95,967 at 6%.
Keystone Strategy LLC-55$1,855,128$633,385$11,516iApproximate average salary by contribution assumption: employee only about $287,902 at 4% or $191,935 at 6%; with 50% employer match about $191,935 at 4% or $127,957 at 6%; with 100% employer match about $143,951 at 4% or $95,967 at 6%.
2010145$1,299,166$549,725$12,216iApproximate average salary by contribution assumption: employee only about $305,403 at 4% or $203,602 at 6%; with 50% employer match about $203,602 at 4% or $135,735 at 6%; with 100% employer match about $152,701 at 4% or $101,801 at 6%.
Keystone Strategy LLC-45$1,299,166$549,725$12,216iApproximate average salary by contribution assumption: employee only about $305,403 at 4% or $203,602 at 6%; with 50% employer match about $203,602 at 4% or $135,735 at 6%; with 100% employer match about $152,701 at 4% or $101,801 at 6%.
2009132$643,491$340,049$10,627iApproximate average salary by contribution assumption: employee only about $265,663 at 4% or $177,109 at 6%; with 50% employer match about $177,109 at 4% or $118,073 at 6%; with 100% employer match about $132,832 at 4% or $88,554 at 6%.
Keystone Strategy LLC-32$643,491$340,049$10,627iApproximate average salary by contribution assumption: employee only about $265,663 at 4% or $177,109 at 6%; with 50% employer match about $177,109 at 4% or $118,073 at 6%; with 100% employer match about $132,832 at 4% or $88,554 at 6%.
2008125$286,045$274,910$10,996iApproximate average salary by contribution assumption: employee only about $274,910 at 4% or $183,273 at 6%; with 50% employer match about $183,273 at 4% or $122,182 at 6%; with 100% employer match about $137,455 at 4% or $91,637 at 6%.
Keystone Strategy LLC-25$286,045$274,910$10,996iApproximate average salary by contribution assumption: employee only about $274,910 at 4% or $183,273 at 6%; with 50% employer match about $183,273 at 4% or $122,182 at 6%; with 100% employer match about $137,455 at 4% or $91,637 at 6%.
2007116$119,369$117,864$7,367iApproximate average salary by contribution assumption: employee only about $184,163 at 4% or $122,775 at 6%; with 50% employer match about $122,775 at 4% or $81,850 at 6%; with 100% employer match about $92,081 at 4% or $61,388 at 6%.
Keystone Strategy LLC-16$119,369$117,864$7,367iApproximate average salary by contribution assumption: employee only about $184,163 at 4% or $122,775 at 6%; with 50% employer match about $122,775 at 4% or $81,850 at 6%; with 100% employer match about $92,081 at 4% or $61,388 at 6%.