401k Plan data: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST plan

WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 401k Plan overview

Plan Name	WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST
Plan identification number	002

WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) 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

WILLIAM A. KEEN has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM A. KEEN

Employer identification number (EIN): 541332799

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 WILLIAM A KEEN 2024-09-25
002 2022-01-01 WILLIAM A KEEN 2023-10-10
002 2021-01-01 WILLIAM A KEEN 2022-09-27
002 2020-01-01 WILLIAM A KEEN 2021-10-04
002 2019-01-01 WILLIAM A KEEN 2020-10-06
002 2018-01-01 WILLIAM A KEEN 2019-10-10
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 WILLIAM A KEEN
002 2011-01-01 WILLIAM A KEEN
002 2010-01-01 WILLIAM A KEEN
002 2009-01-01 WILLIAM A KEEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	WILLIAM A KEEN	2024-09-25
002	2022-01-01	WILLIAM A KEEN	2023-10-10
002	2021-01-01	WILLIAM A KEEN	2022-09-27
002	2020-01-01	WILLIAM A KEEN	2021-10-04
002	2019-01-01	WILLIAM A KEEN	2020-10-06
002	2018-01-01	WILLIAM A KEEN	2019-10-10
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	WILLIAM A KEEN
002	2011-01-01	WILLIAM A KEEN
002	2010-01-01	WILLIAM A KEEN
002	2009-01-01	WILLIAM A KEEN

Plan Statistics for WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST

401k plan membership statisitcs for WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST

Measure Date Value
2023: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 2
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 2
Number of participants with account balances 2023-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
2014: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
2013: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 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 1
Total of all active and inactive participants 2013-01-01 1
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 2
2012: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 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 1
Total of all active and inactive participants 2012-01-01 1
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 2
2011: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 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
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2010: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Total of all active and inactive participants 2010-01-01 2
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 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
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2023: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	2
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	2
Number of participants with account balances	2023-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
2014: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
2013: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 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	1
Total of all active and inactive participants	2013-01-01	1
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	2
2012: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 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	1
Total of all active and inactive participants	2012-01-01	1
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	2
2011: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 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
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2010: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Total of all active and inactive participants	2010-01-01	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 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
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST

Measure	Date	Value
2023 : WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$29,080
Expenses. Total of all expenses incurred	2023-12-31	$3,504
Benefits paid (including direct rollovers)	2023-12-31	$3,504
Total plan assets at end of year	2023-12-31	$254,216
Total plan assets at beginning of year	2023-12-31	$228,640
Other income received	2023-12-31	$25,928
Net income (gross income less expenses)	2023-12-31	$25,576
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$254,216
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$228,640
Total contributions received or receivable from employer(s)	2023-12-31	$3,152
2022 : WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-34,901
Expenses. Total of all expenses incurred	2022-12-31	$3,475
Benefits paid (including direct rollovers)	2022-12-31	$3,475
Total plan assets at end of year	2022-12-31	$228,640
Total plan assets at beginning of year	2022-12-31	$267,016
Other income received	2022-12-31	$-40,631
Net income (gross income less expenses)	2022-12-31	$-38,376
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$228,640
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$267,016
Total contributions received or receivable from employer(s)	2022-12-31	$5,730
2021 : WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$21,360
Expenses. Total of all expenses incurred	2021-12-31	$3,789
Benefits paid (including direct rollovers)	2021-12-31	$3,789
Total plan assets at end of year	2021-12-31	$267,016
Total plan assets at beginning of year	2021-12-31	$249,445
Other income received	2021-12-31	$18,428
Net income (gross income less expenses)	2021-12-31	$17,571
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$267,016
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$249,445
Total contributions received or receivable from employer(s)	2021-12-31	$2,932
2020 : WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$28,996
Expenses. Total of all expenses incurred	2020-12-31	$0
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$249,445
Total plan assets at beginning of year	2020-12-31	$220,449
Other income received	2020-12-31	$26,189
Net income (gross income less expenses)	2020-12-31	$28,996
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$249,445
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$220,449
Total contributions received or receivable from employer(s)	2020-12-31	$2,807
2019 : WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$43,667
Expenses. Total of all expenses incurred	2019-12-31	$7,366
Benefits paid (including direct rollovers)	2019-12-31	$7,366
Total plan assets at end of year	2019-12-31	$220,449
Total plan assets at beginning of year	2019-12-31	$184,148
Other income received	2019-12-31	$29,676
Net income (gross income less expenses)	2019-12-31	$36,301
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$220,449
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$184,148
Total contributions received or receivable from employer(s)	2019-12-31	$13,991
2018 : WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-15,397
Expenses. Total of all expenses incurred	2018-12-31	$8,147
Benefits paid (including direct rollovers)	2018-12-31	$8,147
Total plan assets at end of year	2018-12-31	$184,148
Total plan assets at beginning of year	2018-12-31	$207,692
Other income received	2018-12-31	$-18,589
Net income (gross income less expenses)	2018-12-31	$-23,544
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$184,148
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$207,692
Total contributions received or receivable from employer(s)	2018-12-31	$3,192
2017 : WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$29,167
Expenses. Total of all expenses incurred	2017-12-31	$7,125
Benefits paid (including direct rollovers)	2017-12-31	$7,125
Total plan assets at end of year	2017-12-31	$208,316
Total plan assets at beginning of year	2017-12-31	$186,274
Other income received	2017-12-31	$25,975
Net income (gross income less expenses)	2017-12-31	$22,042
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$208,316
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$186,274
Total contributions received or receivable from employer(s)	2017-12-31	$3,192
2016 : WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$10,647
Expenses. Total of all expenses incurred	2016-12-31	$6,719
Benefits paid (including direct rollovers)	2016-12-31	$6,719
Total plan assets at end of year	2016-12-31	$186,274
Total plan assets at beginning of year	2016-12-31	$182,346
Other income received	2016-12-31	$8,661
Net income (gross income less expenses)	2016-12-31	$3,928
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$186,274
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$182,346
Total contributions received or receivable from employer(s)	2016-12-31	$1,986
2015 : WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total income from all sources	2015-12-31	$4,977
Total plan assets at end of year	2015-12-31	$182,346
Total plan assets at beginning of year	2015-12-31	$177,369
Other income received	2015-12-31	$681
Net income (gross income less expenses)	2015-12-31	$4,977
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$182,346
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$177,369
Total contributions received or receivable from employer(s)	2015-12-31	$4,296
2014 : WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$-3,692
Total income from all sources	2014-12-31	$12,908
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$177,369
Total plan assets at beginning of year	2014-12-31	$168,153
Other income received	2014-12-31	$2,213
Net income (gross income less expenses)	2014-12-31	$12,908
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$177,369
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$168,153
Total contributions received or receivable from employer(s)	2014-12-31	$10,695
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$26,882
Expenses. Total of all expenses incurred	2013-12-31	$24
Total plan assets at end of year	2013-12-31	$168,153
Total plan assets at beginning of year	2013-12-31	$141,295
Other income received	2013-12-31	$20,267
Net income (gross income less expenses)	2013-12-31	$26,858
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$168,153
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$141,295
Total contributions received or receivable from employer(s)	2013-12-31	$6,615
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$24
2012 : WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$22,110
Expenses. Total of all expenses incurred	2012-12-31	$30,458
Benefits paid (including direct rollovers)	2012-12-31	$23,993
Total plan assets at end of year	2012-12-31	$141,295
Total plan assets at beginning of year	2012-12-31	$149,643
Other income received	2012-12-31	$7,908
Net income (gross income less expenses)	2012-12-31	$-8,348
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$141,295
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$149,643
Assets. Value of participant loans	2012-12-31	$6,421
Total contributions received or receivable from employer(s)	2012-12-31	$14,202
Value of certain deemed distributions of participant loans	2012-12-31	$6,421
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$44
2011 : WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$10,191
Expenses. Total of all expenses incurred	2011-12-31	$24
Total plan assets at end of year	2011-12-31	$149,643
Total plan assets at beginning of year	2011-12-31	$139,476
Other income received	2011-12-31	$-4,791
Net income (gross income less expenses)	2011-12-31	$10,167
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$149,643
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$139,476
Assets. Value of participant loans	2011-12-31	$7,394
Total contributions received or receivable from employer(s)	2011-12-31	$14,982
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$24
2010 : WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$18,616
Expenses. Total of all expenses incurred	2010-12-31	$24
Total plan assets at end of year	2010-12-31	$139,476
Total plan assets at beginning of year	2010-12-31	$120,884
Other income received	2010-12-31	$9,950
Net income (gross income less expenses)	2010-12-31	$18,592
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$139,476
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$120,884
Assets. Value of participant loans	2010-12-31	$8,745
Total contributions received or receivable from employer(s)	2010-12-31	$8,666
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$24

Form 5500 Responses for WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST

2023: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 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 A. KEEN MONEY PURCHASE PLAN & TRUST 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 A. KEEN MONEY PURCHASE PLAN & TRUST 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
2010: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM A. KEEN MONEY PURCHASE PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	WILLIAM A. KEEN
Employer identification number (EIN):	541332799
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages