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KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameKELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN
Plan identification number 002

KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

KELLER AND HECKMAN LLP has sponsored the creation of one or more 401k plans.

Company Name:KELLER AND HECKMAN LLP
Employer identification number (EIN):520743156
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about KELLER AND HECKMAN LLP

Jurisdiction of Incorporation: District of Columbia Corporations Division
Incorporation Date:
Company Identification Number: 960024

More information about KELLER AND HECKMAN LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ALLISON BOSTROM
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01ALLISON BOSTROM RICHARD MANN2014-07-23
0022012-01-01ALLISON BOSTROM
0022011-01-01JOHN B. DUBECK JOAN E. OAKFORD2012-07-27
0022009-01-01SOPHIA MASON SOPHIA MASON2010-10-14

Plan Statistics for KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01182
Total number of active participants reported on line 7a of the Form 55002023-01-01120
Number of retired or separated participants receiving benefits2023-01-017
Number of other retired or separated participants entitled to future benefits2023-01-0145
Total of all active and inactive participants2023-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01172
Number of participants with account balances2023-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-013
2022: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01168
Total number of active participants reported on line 7a of the Form 55002022-01-01118
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-0153
Total of all active and inactive participants2022-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01180
Number of participants with account balances2022-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01165
Total number of active participants reported on line 7a of the Form 55002021-01-01111
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0147
Total of all active and inactive participants2021-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01164
Number of participants with account balances2021-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01164
Total number of active participants reported on line 7a of the Form 55002020-01-01112
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0147
Total of all active and inactive participants2020-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01164
Number of participants with account balances2020-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01167
Total number of active participants reported on line 7a of the Form 55002019-01-01118
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0143
Total of all active and inactive participants2019-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01164
Number of participants with account balances2019-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01159
Total number of active participants reported on line 7a of the Form 55002018-01-01116
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0149
Total of all active and inactive participants2018-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01165
Number of participants with account balances2018-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01157
Total number of active participants reported on line 7a of the Form 55002017-01-01115
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0142
Total of all active and inactive participants2017-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01157
Number of participants with account balances2017-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01140
Total number of active participants reported on line 7a of the Form 55002016-01-01114
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0141
Total of all active and inactive participants2016-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01155
Number of participants with account balances2016-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01143
Total number of active participants reported on line 7a of the Form 55002015-01-01110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01140
Number of participants with account balances2015-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01154
Total number of active participants reported on line 7a of the Form 55002014-01-01117
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01143
Number of participants with account balances2014-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01172
Total number of active participants reported on line 7a of the Form 55002013-01-01125
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01152
Number of participants with account balances2013-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01186
Total number of active participants reported on line 7a of the Form 55002012-01-01141
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01172
Number of participants with account balances2012-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01178
Total number of active participants reported on line 7a of the Form 55002011-01-01138
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01183
Number of participants with account balances2011-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01166
Total number of active participants reported on line 7a of the Form 55002009-01-01124
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0139
Total of all active and inactive participants2009-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01163
Number of participants with account balances2009-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$232,212
Total transfer of assets from this plan2023-12-31$15,031
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$15,398,751
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$8,696,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$8,617,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,493,205
Value of total assets at end of year2023-12-31$70,842,216
Value of total assets at beginning of year2023-12-31$63,922,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$78,462
Total interest from all sources2023-12-31$8,294
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,188,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,188,817
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,020,035
Participant contributions at end of year2023-12-31$182,588
Participant contributions at beginning of year2023-12-31$133,432
Assets. Other investments not covered elsewhere at end of year2023-12-31$6,459,017
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$8,197,229
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$85,740
Other income not declared elsewhere2023-12-31$464,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$6,702,621
Value of net assets at end of year (total assets less liabilities)2023-12-31$70,842,216
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$63,922,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$37,052
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$59,530,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$50,772,000
Interest on participant loans2023-12-31$8,294
Value of interest in common/collective trusts at end of year2023-12-31$4,669,808
Value of interest in common/collective trusts at beginning of year2023-12-31$4,819,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$9,125,441
Net investment gain or loss from common/collective trusts2023-12-31$118,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,387,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$8,617,668
Contract administrator fees2023-12-31$36,645
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BAKER TILLY US, LLP
Accountancy firm EIN2023-12-31301413443
2022 : KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,737,962
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$840,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$760,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,791,346
Value of total assets at end of year2022-12-31$63,922,414
Value of total assets at beginning of year2022-12-31$71,500,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$79,244
Total interest from all sources2022-12-31$7,326
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,955,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,955,021
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,875,801
Participant contributions at end of year2022-12-31$133,432
Participant contributions at beginning of year2022-12-31$185,304
Assets. Other investments not covered elsewhere at end of year2022-12-31$8,197,229
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$10,933,153
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,612,112
Other income not declared elsewhere2022-12-31$-2,853,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,578,078
Value of net assets at end of year (total assets less liabilities)2022-12-31$63,922,414
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$71,500,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$37,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$50,772,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$55,241,021
Interest on participant loans2022-12-31$7,326
Value of interest in common/collective trusts at end of year2022-12-31$4,819,753
Value of interest in common/collective trusts at beginning of year2022-12-31$5,141,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,721,997
Net investment gain or loss from common/collective trusts2022-12-31$84,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,303,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$760,872
Contract administrator fees2022-12-31$42,044
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2022-12-31390859910
2021 : KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$147,006
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$13,087,084
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,077,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,990,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,781,573
Value of total assets at end of year2021-12-31$71,500,492
Value of total assets at beginning of year2021-12-31$64,343,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$86,578
Total interest from all sources2021-12-31$10,671
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,988,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,988,402
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,578,433
Participant contributions at end of year2021-12-31$185,304
Participant contributions at beginning of year2021-12-31$190,084
Assets. Other investments not covered elsewhere at end of year2021-12-31$10,933,153
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$12,777,568
Other income not declared elsewhere2021-12-31$1,673,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,009,830
Value of net assets at end of year (total assets less liabilities)2021-12-31$71,500,492
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$64,343,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$37,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$55,241,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$47,047,617
Interest on participant loans2021-12-31$10,671
Value of interest in common/collective trusts at end of year2021-12-31$5,141,014
Value of interest in common/collective trusts at beginning of year2021-12-31$4,328,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,559,573
Net investment gain or loss from common/collective trusts2021-12-31$73,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,203,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,990,676
Contract administrator fees2021-12-31$49,378
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$1,178,358
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$11,698,585
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,504,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,464,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,664,842
Value of total assets at end of year2020-12-31$64,343,656
Value of total assets at beginning of year2020-12-31$53,970,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$39,830
Total interest from all sources2020-12-31$13,326
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,993,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,993,412
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,430,545
Participant contributions at end of year2020-12-31$190,084
Participant contributions at beginning of year2020-12-31$233,504
Assets. Other investments not covered elsewhere at end of year2020-12-31$12,777,568
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$10,062,908
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$95,317
Other income not declared elsewhere2020-12-31$2,512,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,194,344
Value of net assets at end of year (total assets less liabilities)2020-12-31$64,343,656
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$53,970,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$37,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$47,047,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$40,248,264
Interest on participant loans2020-12-31$13,326
Value of interest in common/collective trusts at end of year2020-12-31$4,328,387
Value of interest in common/collective trusts at beginning of year2020-12-31$3,426,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,429,833
Net investment gain or loss from common/collective trusts2020-12-31$84,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,138,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,464,411
Contract administrator fees2020-12-31$2,630
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$12,854,172
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,433,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,356,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,448,528
Value of total assets at end of year2019-12-31$53,970,954
Value of total assets at beginning of year2019-12-31$46,549,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,836
Total interest from all sources2019-12-31$15,034
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,928,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,928,052
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,319,942
Participant contributions at end of year2019-12-31$233,504
Participant contributions at beginning of year2019-12-31$239,845
Assets. Other investments not covered elsewhere at end of year2019-12-31$10,062,908
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,196,308
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,216
Other income not declared elsewhere2019-12-31$882,419
Administrative expenses (other) incurred2019-12-31$8,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,420,969
Value of net assets at end of year (total assets less liabilities)2019-12-31$53,970,954
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$46,549,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$27,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$40,248,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$34,614,437
Interest on participant loans2019-12-31$15,034
Value of interest in common/collective trusts at end of year2019-12-31$3,426,278
Value of interest in common/collective trusts at beginning of year2019-12-31$3,499,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,499,731
Net investment gain or loss from common/collective trusts2019-12-31$80,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,122,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,356,367
Contract administrator fees2019-12-31$39,997
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$158,270
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$712,541
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,459,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,362,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,543,386
Value of total assets at end of year2018-12-31$46,549,985
Value of total assets at beginning of year2018-12-31$51,138,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$97,227
Total interest from all sources2018-12-31$10,418
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,545,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,545,536
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,312,889
Participant contributions at end of year2018-12-31$239,845
Participant contributions at beginning of year2018-12-31$272,172
Assets. Other investments not covered elsewhere at end of year2018-12-31$8,196,308
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$7,122,211
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$148,462
Other income not declared elsewhere2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,747,173
Value of net assets at end of year (total assets less liabilities)2018-12-31$46,549,985
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$51,138,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$94,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$34,614,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$40,458,684
Interest on participant loans2018-12-31$10,418
Value of interest in common/collective trusts at end of year2018-12-31$3,499,395
Value of interest in common/collective trusts at beginning of year2018-12-31$3,285,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,473,348
Net investment gain or loss from common/collective trusts2018-12-31$86,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,082,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,362,487
Contract administrator fees2018-12-31$3,054
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$-53,182
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$11,175,997
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,935,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,845,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,439,615
Value of total assets at end of year2017-12-31$51,138,888
Value of total assets at beginning of year2017-12-31$43,951,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$90,783
Total interest from all sources2017-12-31$15,019
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,061,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,061,980
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,228,474
Participant contributions at end of year2017-12-31$272,172
Participant contributions at beginning of year2017-12-31$413,069
Assets. Other investments not covered elsewhere at end of year2017-12-31$7,122,211
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$5,906,576
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$116,925
Other income not declared elsewhere2017-12-31$865,785
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$1,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,240,206
Value of net assets at end of year (total assets less liabilities)2017-12-31$51,138,888
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,951,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$78,278
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$40,458,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$35,392,499
Interest on participant loans2017-12-31$15,019
Value of interest in common/collective trusts at end of year2017-12-31$3,285,821
Value of interest in common/collective trusts at beginning of year2017-12-31$2,238,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,727,464
Net investment gain or loss from common/collective trusts2017-12-31$66,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,094,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,845,008
Contract administrator fees2017-12-31$12,505
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$401,867
Total income from all sources (including contributions)2016-12-31$6,306,288
Total of all expenses incurred2016-12-31$2,303,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,171,940
Expenses. Certain deemed distributions of participant loans2016-12-31$9,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,019,702
Value of total assets at end of year2016-12-31$43,951,864
Value of total assets at beginning of year2016-12-31$39,547,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$122,551
Total interest from all sources2016-12-31$16,657
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,235,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,230,613
Participant contributions at end of year2016-12-31$413,069
Participant contributions at beginning of year2016-12-31$343,073
Assets. Other investments not covered elsewhere at end of year2016-12-31$5,906,576
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$6,290,118
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$678,623
Total non interest bearing cash at end of year2016-12-31$1,123
Total non interest bearing cash at beginning of year2016-12-31$1,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,002,745
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,951,864
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$39,547,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$35,392,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$30,942,767
Interest on participant loans2016-12-31$16,657
Value of interest in common/collective trusts at end of year2016-12-31$2,238,597
Value of interest in common/collective trusts at beginning of year2016-12-31$1,969,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,990,578
Net investment gain or loss from common/collective trusts2016-12-31$43,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,110,466
Income. Dividends from common stock2016-12-31$1,235,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,171,940
Contract administrator fees2016-12-31$122,551
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$148,185
Total income from all sources (including contributions)2015-12-31$2,759,543
Total of all expenses incurred2015-12-31$2,778,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,666,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,316,073
Value of total assets at end of year2015-12-31$39,547,252
Value of total assets at beginning of year2015-12-31$39,417,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$111,486
Total interest from all sources2015-12-31$12,766
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,801,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,250,766
Participant contributions at end of year2015-12-31$343,073
Participant contributions at beginning of year2015-12-31$303,661
Assets. Other investments not covered elsewhere at end of year2015-12-31$6,290,118
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$6,165,591
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,027
Other income not declared elsewhere2015-12-31$-60,258
Total non interest bearing cash at end of year2015-12-31$1,815
Total non interest bearing cash at beginning of year2015-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-18,825
Value of net assets at end of year (total assets less liabilities)2015-12-31$39,547,252
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$39,417,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$30,942,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$31,093,244
Interest on participant loans2015-12-31$12,679
Value of interest in common/collective trusts at end of year2015-12-31$1,969,479
Value of interest in common/collective trusts at beginning of year2015-12-31$1,855,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$87
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,342,598
Net investment gain or loss from common/collective trusts2015-12-31$31,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,056,280
Income. Dividends from common stock2015-12-31$1,801,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,666,882
Contract administrator fees2015-12-31$111,486
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total transfer of assets from this plan2014-12-31$3,015
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,806,017
Total of all expenses incurred2014-12-31$2,436,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,356,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,393,697
Value of total assets at end of year2014-12-31$39,417,892
Value of total assets at beginning of year2014-12-31$37,051,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$80,175
Total interest from all sources2014-12-31$13,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,187,613
Participant contributions at end of year2014-12-31$303,661
Participant contributions at beginning of year2014-12-31$313,447
Assets. Other investments not covered elsewhere at end of year2014-12-31$6,165,591
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$14,096,617
Other income not declared elsewhere2014-12-31$2,478,536
Total non interest bearing cash at end of year2014-12-31$3
Total non interest bearing cash at beginning of year2014-12-31$2,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,369,146
Value of net assets at end of year (total assets less liabilities)2014-12-31$39,417,892
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$37,051,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$31,093,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,827,601
Interest on participant loans2014-12-31$13,731
Value of interest in common/collective trusts at end of year2014-12-31$1,855,393
Value of interest in common/collective trusts at beginning of year2014-12-31$1,811,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-108,022
Net investment gain or loss from common/collective trusts2014-12-31$28,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,206,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,356,696
Contract administrator fees2014-12-31$80,175
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$31,127
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,646,037
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,117,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,016,828
Expenses. Certain deemed distributions of participant loans2013-12-31$52,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,343,304
Value of total assets at end of year2013-12-31$37,051,761
Value of total assets at beginning of year2013-12-31$31,554,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$48,565
Total interest from all sources2013-12-31$17,777
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,285,790
Participant contributions at end of year2013-12-31$313,447
Participant contributions at beginning of year2013-12-31$313,410
Assets. Other investments not covered elsewhere at end of year2013-12-31$14,096,617
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$11,989,686
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$121,334
Other income not declared elsewhere2013-12-31$1,475,454
Total non interest bearing cash at end of year2013-12-31$2,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,528,490
Value of net assets at end of year (total assets less liabilities)2013-12-31$37,051,761
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,554,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,827,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,870,642
Interest on participant loans2013-12-31$17,777
Value of interest in common/collective trusts at end of year2013-12-31$1,811,150
Value of interest in common/collective trusts at beginning of year2013-12-31$2,380,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,781,696
Net investment gain or loss from common/collective trusts2013-12-31$27,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$936,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,016,828
Contract administrator fees2013-12-31$48,565
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$168,242
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,051,131
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,528,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,462,684
Expenses. Certain deemed distributions of participant loans2012-12-31$15,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,482,636
Value of total assets at end of year2012-12-31$31,554,398
Value of total assets at beginning of year2012-12-31$27,863,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$50,777
Total interest from all sources2012-12-31$928,524
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,305,070
Participant contributions at end of year2012-12-31$313,410
Participant contributions at beginning of year2012-12-31$305,136
Assets. Other investments not covered elsewhere at end of year2012-12-31$11,989,686
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$10,705,450
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$81,397
Other income not declared elsewhere2012-12-31$195,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,522,473
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,554,398
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,863,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,870,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,806,994
Interest on participant loans2012-12-31$12,306
Interest earned on other investments2012-12-31$916,218
Value of interest in common/collective trusts at end of year2012-12-31$2,380,660
Value of interest in common/collective trusts at beginning of year2012-12-31$2,046,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,401,496
Net investment gain or loss from common/collective trusts2012-12-31$42,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,096,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,462,684
Contract administrator fees2012-12-31$50,777
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2012-12-31390859910
2011 : KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$157,137
Total transfer of assets from this plan2011-12-31$5,481
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,093,947
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,002,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$969,566
Expenses. Certain deemed distributions of participant loans2011-12-31$13,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,837,232
Value of total assets at end of year2011-12-31$27,863,683
Value of total assets at beginning of year2011-12-31$26,620,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,449
Total interest from all sources2011-12-31$10,435
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,233,646
Participant contributions at end of year2011-12-31$305,136
Participant contributions at beginning of year2011-12-31$205,806
Assets. Other investments not covered elsewhere at end of year2011-12-31$10,705,450
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$11,330,951
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$74,045
Other income not declared elsewhere2011-12-31$-339,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,091,507
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,863,683
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,620,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,806,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,240,822
Interest on participant loans2011-12-31$10,435
Value of interest in common/collective trusts at end of year2011-12-31$2,046,103
Value of interest in common/collective trusts at beginning of year2011-12-31$1,842,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-481,453
Net investment gain or loss from common/collective trusts2011-12-31$67,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,529,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$969,566
Contract administrator fees2011-12-31$19,449
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2011-12-31390859910
2010 : KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$18,844
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,903,893
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$702,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$670,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,182,585
Value of total assets at end of year2010-12-31$26,620,520
Value of total assets at beginning of year2010-12-31$22,437,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$31,447
Total interest from all sources2010-12-31$8,088
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,049,349
Participant contributions at end of year2010-12-31$205,806
Participant contributions at beginning of year2010-12-31$168,035
Assets. Other investments not covered elsewhere at end of year2010-12-31$11,330,951
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$9,843,290
Other income not declared elsewhere2010-12-31$1,116,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,201,849
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,620,520
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,437,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$31,447
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,240,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,504,563
Interest on participant loans2010-12-31$8,088
Value of interest in common/collective trusts at end of year2010-12-31$1,842,941
Value of interest in common/collective trusts at beginning of year2010-12-31$1,921,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,541,201
Net investment gain or loss from common/collective trusts2010-12-31$55,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,133,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$670,597
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2010-12-31390859910
2009 : KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN

2023: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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