401k Plan data: WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT plan

WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT 401k Plan overview

Plan Name	WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT
Plan identification number	001

WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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

WM. C. KEEFER & ASSOCIATES, CPAS, has sponsored the creation of one or more 401k plans.

Company Name: WM. C. KEEFER & ASSOCIATES, CPAS,

Employer identification number (EIN): 311493759

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 WILLIAM KEEFER 2016-07-11
001 2014-01-01 WILLIAM C. KEEFER, CPA WILLIAM C. KEEFER, CPA 2015-07-25
001 2014-01-01 WILLIAM KEEFER 2015-07-13
001 2013-01-01 WILLIAM C. KEEFER, CPA WILLIAM C. KEEFER, CPA 2014-10-14
001 2012-01-01 WILLIAM C. KEEFER, CPA WILLIAM C. KEEFER, CPA 2013-08-26
001 2011-01-01 WILLIAM C. KEEFER, CPA WILLIAM C. KEEFER, CPA 2012-10-15
001 2009-01-01 WILLIAM C. KEEFER, CPA WILLIAM C. KEEFER, CPA 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	WILLIAM KEEFER	2016-07-11
001	2014-01-01	WILLIAM C. KEEFER, CPA		WILLIAM C. KEEFER, CPA	2015-07-25
001	2014-01-01	WILLIAM KEEFER	2015-07-13
001	2013-01-01	WILLIAM C. KEEFER, CPA		WILLIAM C. KEEFER, CPA	2014-10-14
001	2012-01-01	WILLIAM C. KEEFER, CPA		WILLIAM C. KEEFER, CPA	2013-08-26
001	2011-01-01	WILLIAM C. KEEFER, CPA		WILLIAM C. KEEFER, CPA	2012-10-15
001	2009-01-01	WILLIAM C. KEEFER, CPA		WILLIAM C. KEEFER, CPA	2010-10-14

Plan Statistics for WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT

401k plan membership statisitcs for WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT

Measure Date Value
2014: WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2014: WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT

Measure	Date	Value
2014 : WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT 2014 401k financial data
Total income from all sources	2014-12-31	$10,474
Expenses. Total of all expenses incurred	2014-12-31	$215,029
Benefits paid (including direct rollovers)	2014-12-31	$215,029
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$204,555
Value of fidelity bond covering the plan	2014-12-31	$50,000
Other income received	2014-12-31	$10,474
Net income (gross income less expenses)	2014-12-31	$-204,555
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$204,555
2013 : WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT 2013 401k financial data
Total income from all sources	2013-12-31	$44,019
Total plan assets at end of year	2013-12-31	$204,555
Total plan assets at beginning of year	2013-12-31	$160,536
Value of fidelity bond covering the plan	2013-12-31	$50,000
Other income received	2013-12-31	$23,398
Net income (gross income less expenses)	2013-12-31	$44,019
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$204,555
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$160,536
Total contributions received or receivable from employer(s)	2013-12-31	$20,621
2012 : WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT 2012 401k financial data
Total income from all sources	2012-12-31	$34,696
Total plan assets at end of year	2012-12-31	$160,536
Total plan assets at beginning of year	2012-12-31	$125,840
Value of fidelity bond covering the plan	2012-12-31	$50,000
Other income received	2012-12-31	$14,696
Net income (gross income less expenses)	2012-12-31	$34,696
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$160,536
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$125,840
Total contributions received or receivable from employer(s)	2012-12-31	$20,000
2011 : WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT 2011 401k financial data
Total income from all sources	2011-12-31	$14,454
Total plan assets at end of year	2011-12-31	$125,840
Total plan assets at beginning of year	2011-12-31	$111,386
Value of fidelity bond covering the plan	2011-12-31	$50,000
Other income received	2011-12-31	$1,954
Net income (gross income less expenses)	2011-12-31	$14,454
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$125,840
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$111,386
Total contributions received or receivable from employer(s)	2011-12-31	$12,500
2010 : WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT 2010 401k financial data
Total income from all sources	2010-12-31	$23,585
Expenses. Total of all expenses incurred	2010-12-31	$100
Total plan assets at end of year	2010-12-31	$111,386
Total plan assets at beginning of year	2010-12-31	$87,901
Value of fidelity bond covering the plan	2010-12-31	$50,000
Other income received	2010-12-31	$11,085
Net income (gross income less expenses)	2010-12-31	$23,485
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$111,386
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$87,901
Total contributions received or receivable from employer(s)	2010-12-31	$12,500
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$100

Form 5500 Responses for WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT

2014: WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM C KEEFER ASSOCIATES CPAS INC PROFIT 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WM. C. KEEFER & ASSOCIATES, CPAS,
Employer identification number (EIN):	311493759
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants