401k Plan data: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN plan

KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 401k Plan overview

Plan Name	KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN
Plan identification number	001

KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KEY FINANCIAL ADVISORS has sponsored the creation of one or more 401k plans.

Company Name: KEY FINANCIAL ADVISORS

Employer identification number (EIN): 202076677

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 CHRIS GRUDE 2021-10-11 CHRIS GRUDE 2021-10-11
001 2019-01-01 CHRIS GRUDE 2020-07-29 CHRIS GRUDE 2020-07-29
001 2018-01-01 CHRIS GRUDE 2019-09-20 CHRIS GRUDE 2019-09-20
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 CHRIS GRUDE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	CHRIS GRUDE	2021-10-11	CHRIS GRUDE	2021-10-11
001	2019-01-01	CHRIS GRUDE	2020-07-29	CHRIS GRUDE	2020-07-29
001	2018-01-01	CHRIS GRUDE	2019-09-20	CHRIS GRUDE	2019-09-20
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	CHRIS GRUDE

Plan Statistics for KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN

401k plan membership statisitcs for KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN

Measure Date Value
2020: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2020: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN

Measure	Date	Value
2020 : KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$99,862
Expenses. Total of all expenses incurred	2020-12-31	$790,454
Benefits paid (including direct rollovers)	2020-12-31	$790,400
Total plan assets at end of year	2020-12-31	$0
Total plan assets at beginning of year	2020-12-31	$690,592
Value of fidelity bond covering the plan	2020-12-31	$75,000
Total contributions received or receivable from participants	2020-12-31	$26,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$54
Other income received	2020-12-31	$64,862
Net income (gross income less expenses)	2020-12-31	$-690,592
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$690,592
Total contributions received or receivable from employer(s)	2020-12-31	$9,000
2019 : KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$166,300
Expenses. Total of all expenses incurred	2019-12-31	$25,976
Benefits paid (including direct rollovers)	2019-12-31	$25,957
Total plan assets at end of year	2019-12-31	$690,592
Total plan assets at beginning of year	2019-12-31	$550,268
Value of fidelity bond covering the plan	2019-12-31	$75,000
Total contributions received or receivable from participants	2019-12-31	$25,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$19
Other income received	2019-12-31	$131,300
Net income (gross income less expenses)	2019-12-31	$140,324
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$690,592
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$550,268
Total contributions received or receivable from employer(s)	2019-12-31	$10,000
2018 : KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$3,115
Expenses. Total of all expenses incurred	2018-12-31	$23,404
Benefits paid (including direct rollovers)	2018-12-31	$23,404
Total plan assets at end of year	2018-12-31	$550,268
Total plan assets at beginning of year	2018-12-31	$570,557
Value of fidelity bond covering the plan	2018-12-31	$50,000
Total contributions received or receivable from participants	2018-12-31	$24,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Other income received	2018-12-31	$-31,885
Net income (gross income less expenses)	2018-12-31	$-20,289
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$550,268
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$570,557
Total contributions received or receivable from employer(s)	2018-12-31	$11,000
2017 : KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$86,626
Expenses. Total of all expenses incurred	2017-12-31	$19,690
Benefits paid (including direct rollovers)	2017-12-31	$19,690
Total plan assets at end of year	2017-12-31	$570,557
Total plan assets at beginning of year	2017-12-31	$503,621
Value of fidelity bond covering the plan	2017-12-31	$50,000
Total contributions received or receivable from participants	2017-12-31	$24,000
Other income received	2017-12-31	$51,626
Net income (gross income less expenses)	2017-12-31	$66,936
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$570,557
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$503,621
Total contributions received or receivable from employer(s)	2017-12-31	$11,000
2016 : KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$91,961
Expenses. Total of all expenses incurred	2016-12-31	$18,100
Benefits paid (including direct rollovers)	2016-12-31	$18,100
Total plan assets at end of year	2016-12-31	$503,621
Total plan assets at beginning of year	2016-12-31	$429,760
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$24,000
Other income received	2016-12-31	$46,961
Net income (gross income less expenses)	2016-12-31	$73,861
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$503,621
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$429,760
Total contributions received or receivable from employer(s)	2016-12-31	$21,000
2015 : KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$24,133
Expenses. Total of all expenses incurred	2015-12-31	$228
Total plan assets at end of year	2015-12-31	$429,760
Total plan assets at beginning of year	2015-12-31	$405,855
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$24,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$228
Other income received	2015-12-31	$-10,867
Net income (gross income less expenses)	2015-12-31	$23,905
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$429,760
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$405,855
Total contributions received or receivable from employer(s)	2015-12-31	$11,000
2014 : KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$77,942
Expenses. Total of all expenses incurred	2014-12-31	$40
Total plan assets at end of year	2014-12-31	$405,855
Total plan assets at beginning of year	2014-12-31	$327,953
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$40
Other income received	2014-12-31	$37,639
Net income (gross income less expenses)	2014-12-31	$77,902
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$405,855
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$327,953
Total contributions received or receivable from employer(s)	2014-12-31	$17,303
2013 : KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$79,040
Expenses. Total of all expenses incurred	2013-12-31	$89
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$327,953
Total plan assets at beginning of year	2013-12-31	$249,002
Total contributions received or receivable from participants	2013-12-31	$2,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$89
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$54,040
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$78,951
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$327,953
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$249,002
Total contributions received or receivable from employer(s)	2013-12-31	$23,000
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0

Form 5500 Responses for KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN

2020: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KEY FINANCIAL ADVISORS, SOLO 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KEY FINANCIAL ADVISORS
Employer identification number (EIN):	202076677
NAIC Classification:	523900