H. R. KELLER & CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan H. R. KELLER & CO., INC. 401(K) PLAN
401k plan membership statisitcs for H. R. KELLER & CO., INC. 401(K) PLAN
Measure | Date | Value |
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2017: H. R. KELLER & CO., INC. 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-10-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 0 |
Total of all active and inactive participants | 2017-10-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
Total participants | 2017-10-01 | 0 |
Number of participants with account balances | 2017-10-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 0 |
2016: H. R. KELLER & CO., INC. 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-10-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 23 |
Number of retired or separated participants receiving benefits | 2016-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 2 |
Total of all active and inactive participants | 2016-10-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
Total participants | 2016-10-01 | 25 |
Number of participants with account balances | 2016-10-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 0 |
2015: H. R. KELLER & CO., INC. 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-10-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 27 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 0 |
Total of all active and inactive participants | 2015-10-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 0 |
Total participants | 2015-10-01 | 27 |
Number of participants with account balances | 2015-10-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 0 |
2014: H. R. KELLER & CO., INC. 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-10-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 24 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 1 |
Total of all active and inactive participants | 2014-10-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
Total participants | 2014-10-01 | 25 |
Number of participants with account balances | 2014-10-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 1 |
2013: H. R. KELLER & CO., INC. 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-10-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 27 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 1 |
Total of all active and inactive participants | 2013-10-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
Total participants | 2013-10-01 | 28 |
Number of participants with account balances | 2013-10-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 1 |
2012: H. R. KELLER & CO., INC. 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-10-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 28 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 2 |
Total of all active and inactive participants | 2012-10-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
Total participants | 2012-10-01 | 30 |
Number of participants with account balances | 2012-10-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 0 |
2011: H. R. KELLER & CO., INC. 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-10-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 28 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 2 |
Total of all active and inactive participants | 2011-10-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
Total participants | 2011-10-01 | 30 |
Number of participants with account balances | 2011-10-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
2010: H. R. KELLER & CO., INC. 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-10-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 32 |
Number of retired or separated participants receiving benefits | 2010-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-10-01 | 1 |
Total of all active and inactive participants | 2010-10-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-10-01 | 0 |
Total participants | 2010-10-01 | 33 |
Number of participants with account balances | 2010-10-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-10-01 | 0 |
2009: H. R. KELLER & CO., INC. 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-10-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 30 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 1 |
Total of all active and inactive participants | 2009-10-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
Total participants | 2009-10-01 | 31 |
Number of participants with account balances | 2009-10-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 0 |
Measure | Date | Value |
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2017 : H. R. KELLER & CO., INC. 401(K) PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-09-30 | $0 |
Total plan liabilities at end of year | 2017-09-30 | $0 |
Total plan liabilities at beginning of year | 2017-09-30 | $0 |
Total income from all sources | 2017-09-30 | $515,964 |
Expenses. Total of all expenses incurred | 2017-09-30 | $161,658 |
Benefits paid (including direct rollovers) | 2017-09-30 | $161,483 |
Total plan assets at end of year | 2017-09-30 | $3,798,272 |
Total plan assets at beginning of year | 2017-09-30 | $3,443,966 |
Value of fidelity bond covering the plan | 2017-09-30 | $400,000 |
Total contributions received or receivable from participants | 2017-09-30 | $84,657 |
Expenses. Other expenses not covered elsewhere | 2017-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2017-09-30 | $0 |
Other income received | 2017-09-30 | $431,307 |
Noncash contributions received | 2017-09-30 | $0 |
Net income (gross income less expenses) | 2017-09-30 | $354,306 |
Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $3,798,272 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $3,443,966 |
Assets. Value of participant loans | 2017-09-30 | $24,269 |
Total contributions received or receivable from employer(s) | 2017-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2017-09-30 | $0 |
Value of corrective distributions | 2017-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-09-30 | $175 |
2016 : H. R. KELLER & CO., INC. 401(K) PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-09-30 | $0 |
Total plan liabilities at end of year | 2016-09-30 | $0 |
Total plan liabilities at beginning of year | 2016-09-30 | $0 |
Total income from all sources | 2016-09-30 | $356,458 |
Expenses. Total of all expenses incurred | 2016-09-30 | $21,355 |
Benefits paid (including direct rollovers) | 2016-09-30 | $19,875 |
Total plan assets at end of year | 2016-09-30 | $3,443,966 |
Total plan assets at beginning of year | 2016-09-30 | $3,108,863 |
Value of fidelity bond covering the plan | 2016-09-30 | $400,000 |
Total contributions received or receivable from participants | 2016-09-30 | $78,730 |
Expenses. Other expenses not covered elsewhere | 2016-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2016-09-30 | $0 |
Other income received | 2016-09-30 | $277,728 |
Noncash contributions received | 2016-09-30 | $0 |
Net income (gross income less expenses) | 2016-09-30 | $335,103 |
Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $3,443,966 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $3,108,863 |
Assets. Value of participant loans | 2016-09-30 | $19,721 |
Total contributions received or receivable from employer(s) | 2016-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2016-09-30 | $0 |
Value of corrective distributions | 2016-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-09-30 | $1,480 |
2015 : H. R. KELLER & CO., INC. 401(K) PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-09-30 | $0 |
Total plan liabilities at end of year | 2015-09-30 | $0 |
Total plan liabilities at beginning of year | 2015-09-30 | $0 |
Total income from all sources | 2015-09-30 | $69,872 |
Expenses. Total of all expenses incurred | 2015-09-30 | $90,500 |
Benefits paid (including direct rollovers) | 2015-09-30 | $90,500 |
Total plan assets at end of year | 2015-09-30 | $3,108,863 |
Total plan assets at beginning of year | 2015-09-30 | $3,129,491 |
Value of fidelity bond covering the plan | 2015-09-30 | $400,000 |
Total contributions received or receivable from participants | 2015-09-30 | $77,240 |
Expenses. Other expenses not covered elsewhere | 2015-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2015-09-30 | $32,193 |
Other income received | 2015-09-30 | $-39,561 |
Noncash contributions received | 2015-09-30 | $0 |
Net income (gross income less expenses) | 2015-09-30 | $-20,628 |
Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $3,108,863 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $3,129,491 |
Assets. Value of participant loans | 2015-09-30 | $10,300 |
Total contributions received or receivable from employer(s) | 2015-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2015-09-30 | $0 |
Value of corrective distributions | 2015-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $0 |
2014 : H. R. KELLER & CO., INC. 401(K) PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-09-30 | $0 |
Total plan liabilities at end of year | 2014-09-30 | $0 |
Total income from all sources | 2014-09-30 | $443,687 |
Expenses. Total of all expenses incurred | 2014-09-30 | $736,439 |
Benefits paid (including direct rollovers) | 2014-09-30 | $736,414 |
Total plan assets at end of year | 2014-09-30 | $3,129,491 |
Total plan assets at beginning of year | 2014-09-30 | $3,422,243 |
Value of fidelity bond covering the plan | 2014-09-30 | $400,000 |
Total contributions received or receivable from participants | 2014-09-30 | $84,798 |
Expenses. Other expenses not covered elsewhere | 2014-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2014-09-30 | $0 |
Other income received | 2014-09-30 | $271,059 |
Noncash contributions received | 2014-09-30 | $0 |
Net income (gross income less expenses) | 2014-09-30 | $-292,752 |
Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $3,129,491 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $3,422,243 |
Assets. Value of participant loans | 2014-09-30 | $17,091 |
Total contributions received or receivable from employer(s) | 2014-09-30 | $87,830 |
Value of certain deemed distributions of participant loans | 2014-09-30 | $0 |
Value of corrective distributions | 2014-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-09-30 | $25 |
2013 : H. R. KELLER & CO., INC. 401(K) PLAN 2013 401k financial data |
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Total income from all sources | 2013-09-30 | $604,321 |
Expenses. Total of all expenses incurred | 2013-09-30 | $621,926 |
Benefits paid (including direct rollovers) | 2013-09-30 | $621,726 |
Total plan assets at end of year | 2013-09-30 | $3,422,243 |
Total plan assets at beginning of year | 2013-09-30 | $3,439,848 |
Value of fidelity bond covering the plan | 2013-09-30 | $400,000 |
Total contributions received or receivable from participants | 2013-09-30 | $91,637 |
Other income received | 2013-09-30 | $437,684 |
Net income (gross income less expenses) | 2013-09-30 | $-17,605 |
Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $3,422,243 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $3,439,848 |
Assets. Value of participant loans | 2013-09-30 | $30,138 |
Total contributions received or receivable from employer(s) | 2013-09-30 | $75,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-09-30 | $200 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
2012 : H. R. KELLER & CO., INC. 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-09-30 | $635,451 |
Expenses. Total of all expenses incurred | 2012-09-30 | $200,659 |
Benefits paid (including direct rollovers) | 2012-09-30 | $198,585 |
Total plan assets at end of year | 2012-09-30 | $3,439,848 |
Total plan assets at beginning of year | 2012-09-30 | $3,005,056 |
Value of fidelity bond covering the plan | 2012-09-30 | $400,000 |
Total contributions received or receivable from participants | 2012-09-30 | $103,123 |
Other income received | 2012-09-30 | $532,328 |
Net income (gross income less expenses) | 2012-09-30 | $434,792 |
Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $3,439,848 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $3,005,056 |
Assets. Value of participant loans | 2012-09-30 | $40,158 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $2,074 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
2011 : H. R. KELLER & CO., INC. 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-09-30 | $185,855 |
Expenses. Total of all expenses incurred | 2011-09-30 | $216,967 |
Benefits paid (including direct rollovers) | 2011-09-30 | $216,737 |
Total plan assets at end of year | 2011-09-30 | $3,005,056 |
Total plan assets at beginning of year | 2011-09-30 | $3,036,168 |
Value of fidelity bond covering the plan | 2011-09-30 | $400,000 |
Total contributions received or receivable from participants | 2011-09-30 | $94,307 |
Other income received | 2011-09-30 | $91,548 |
Net income (gross income less expenses) | 2011-09-30 | $-31,112 |
Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $3,005,056 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $3,036,168 |
Assets. Value of participant loans | 2011-09-30 | $41,623 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $230 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
2010 : H. R. KELLER & CO., INC. 401(K) PLAN 2010 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
2017: H. R. KELLER & CO., INC. 401(K) PLAN 2017 form 5500 responses |
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2017-10-01 | Type of plan entity | Single employer plan |
2017-10-01 | Submission has been amended | No |
2017-10-01 | This submission is the final filing | Yes |
2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2017-10-01 | Plan is a collectively bargained plan | No |
2017-10-01 | Plan funding arrangement – Trust | Yes |
2017-10-01 | Plan benefit arrangement - Trust | Yes |
2016: H. R. KELLER & CO., INC. 401(K) PLAN 2016 form 5500 responses |
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2016-10-01 | Type of plan entity | Single employer plan |
2016-10-01 | Submission has been amended | No |
2016-10-01 | This submission is the final filing | No |
2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-10-01 | Plan is a collectively bargained plan | No |
2016-10-01 | Plan funding arrangement – Trust | Yes |
2016-10-01 | Plan benefit arrangement - Trust | Yes |
2015: H. R. KELLER & CO., INC. 401(K) PLAN 2015 form 5500 responses |
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2015-10-01 | Type of plan entity | Single employer plan |
2015-10-01 | Submission has been amended | No |
2015-10-01 | This submission is the final filing | No |
2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-10-01 | Plan is a collectively bargained plan | No |
2015-10-01 | Plan funding arrangement – Trust | Yes |
2015-10-01 | Plan benefit arrangement - Trust | Yes |
2014: H. R. KELLER & CO., INC. 401(K) PLAN 2014 form 5500 responses |
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2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | Submission has been amended | No |
2014-10-01 | This submission is the final filing | No |
2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-10-01 | Plan is a collectively bargained plan | No |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: H. R. KELLER & CO., INC. 401(K) PLAN 2013 form 5500 responses |
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2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Submission has been amended | No |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2012: H. R. KELLER & CO., INC. 401(K) PLAN 2012 form 5500 responses |
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2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | Submission has been amended | No |
2012-10-01 | This submission is the final filing | No |
2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement - Trust | Yes |
2011: H. R. KELLER & CO., INC. 401(K) PLAN 2011 form 5500 responses |
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2011-10-01 | Type of plan entity | Single employer plan |
2011-10-01 | Submission has been amended | No |
2011-10-01 | This submission is the final filing | No |
2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-10-01 | Plan funding arrangement – Trust | Yes |
2011-10-01 | Plan benefit arrangement - Trust | Yes |
2010: H. R. KELLER & CO., INC. 401(K) PLAN 2010 form 5500 responses |
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2010-10-01 | Type of plan entity | Single employer plan |
2010-10-01 | Submission has been amended | No |
2010-10-01 | This submission is the final filing | No |
2010-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-10-01 | Plan funding arrangement – Trust | Yes |
2010-10-01 | Plan benefit arrangement - Trust | Yes |
2009: H. R. KELLER & CO., INC. 401(K) PLAN 2009 form 5500 responses |
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2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | Submission has been amended | No |
2009-10-01 | This submission is the final filing | No |
2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-10-01 | Plan funding arrangement – Trust | Yes |
2009-10-01 | Plan benefit arrangement - Trust | Yes |