Keystone Financial Services

Form 5500

KEYSTONE FINANCIAL SERVICES

4090 Clydesdale Pkwy, STE 201, Loveland, Co 80538 (970) 744-5408 EIN:27-4282782 Plan Admin:Josh Nelson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameKEYSTONE FINANCIAL SERVICES 401(K) PLAN Plan #003 Participants BOY/EOY6 / 7 Assets BOY/EOY$470,235 / $684,372	2023	KEYSTONE FINANCIAL SERVICES 401(K) PLAN - Plan #003	6 / 7	$470,235 / $684,372
2022	Plan NameKEYSTONE FINANCIAL SERVICES 401(K) PLAN Plan #003 Participants BOY/EOY5 / 6 Assets BOY/EOY$532,705 / $470,235	2022	KEYSTONE FINANCIAL SERVICES 401(K) PLAN - Plan #003	5 / 6	$532,705 / $470,235
2021	Plan NameKEYSTONE FINANCIAL SERVICES 401(K) PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$407,145 / $532,705	2021	KEYSTONE FINANCIAL SERVICES 401(K) PLAN - Plan #003	5 / 5	$407,145 / $532,705
2020	Plan NameKEYSTONE FINANCIAL SERVICES 401(K) PLAN Plan #003 Participants BOY/EOY6 / 6 Assets BOY/EOY$326,273 / $407,145	2020	KEYSTONE FINANCIAL SERVICES 401(K) PLAN - Plan #003	6 / 6	$326,273 / $407,145
2019	Plan NameKEYSTONE FINANCIAL SERVICES 401(K) PLAN Plan #003 Participants BOY/EOY6 / 7 Assets BOY/EOY$213,128 / $326,273	2019	KEYSTONE FINANCIAL SERVICES 401(K) PLAN - Plan #003	6 / 7	$213,128 / $326,273