Keystone Tax Associates, LLC

Form 5500

KEYSTONE TAX ASSOCIATES, LLC

3800 Market Street,suite 201 P.O. Box 1216, Camp Hill, Pa 17001 (717) 730-3818 EIN:13-4316562 Plan Admin:Joseph R. Sandri

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2024	Plan NameKEYSTONE TAX ASSOCIATES 401(K) PLAN Plan #001 Participants BOY/EOY11 / 0 Assets BOY/EOY$6,756,720 / $0	2024	KEYSTONE TAX ASSOCIATES 401(K) PLAN - Plan #001	11 / 0	$6,756,720 / $0
2023	Plan NameKEYSTONE TAX ASSOCIATES 401(K) PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$6,078,454 / $6,756,720	2023	KEYSTONE TAX ASSOCIATES 401(K) PLAN - Plan #001	11 / 11	$6,078,454 / $6,756,720
2022	Plan NameKEYSTONE TAX ASSOCIATES 401(K) PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$7,439,001 / $6,078,454	2022	KEYSTONE TAX ASSOCIATES 401(K) PLAN - Plan #001	12 / 11	$7,439,001 / $6,078,454
2021	Plan NameKEYSTONE TAX ASSOCIATES 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$7,802,215 / $7,439,001	2021	KEYSTONE TAX ASSOCIATES 401(K) PLAN - Plan #001	12 / 12	$7,802,215 / $7,439,001
2020	Plan NameKEYSTONE TAX ASSOCIATES 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$5,476,899 / $7,802,215	2020	KEYSTONE TAX ASSOCIATES 401(K) PLAN - Plan #001	12 / 12	$5,476,899 / $7,802,215
2020	Plan NameKEYSTONE TAX ASSOCIATES, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY10 / 0 Assets BOY/EOY$791,303 / $0	2020	KEYSTONE TAX ASSOCIATES, LLC CASH BALANCE PLAN - Plan #002	10 / 0	$791,303 / $0
2019	Plan NameKEYSTONE TAX ASSOCIATES 401(K) PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$4,244,836 / $5,476,899	2019	KEYSTONE TAX ASSOCIATES 401(K) PLAN - Plan #001	11 / 12	$4,244,836 / $5,476,899
2019	Plan NameKEYSTONE TAX ASSOCIATES, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 10 Assets BOY/EOY$722,505 / $791,303	2019	KEYSTONE TAX ASSOCIATES, LLC CASH BALANCE PLAN - Plan #002	9 / 10	$722,505 / $791,303