401k Plan data: DAVID HELLER KEOGH plan

DAVID HELLER KEOGH 401k Plan overview

Plan Name	DAVID HELLER KEOGH
Plan identification number	001

DAVID HELLER KEOGH Benefits

401k Plan Type	Other Pension Benefit
Plan Features/Benefits	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

DAVID HELLER has sponsored the creation of one or more 401k plans.

Company Name: DAVID HELLER

Employer identification number (EIN): 112393146

NAIC Classification: 621391
NAIC Description: Offices of Podiatrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID HELLER KEOGH

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DAVID HELLER
001 2016-01-01 DAVID HELLER
001 2015-01-01 DAVID HELLER
001 2014-01-01 DAVID HELLER
001 2013-01-01 DAVID HELLER
001 2012-01-01 DAVID HELLER
001 2011-01-01 DAVID HELLER
001 2009-01-01 DAVID HELLER

Plan Statistics for DAVID HELLER KEOGH

401k plan membership statisitcs for DAVID HELLER KEOGH

Measure Date Value
2023: DAVID HELLER KEOGH 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 3
Total participants 2023-01-01 3
2022: DAVID HELLER KEOGH 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Total of all active and inactive participants 2022-01-01 1
Total participants 2022-01-01 1
2021: DAVID HELLER KEOGH 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Total of all active and inactive participants 2021-01-01 1
Total participants 2021-01-01 1
2020: DAVID HELLER KEOGH 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Total of all active and inactive participants 2020-01-01 1
Total participants 2020-01-01 1
2019: DAVID HELLER KEOGH 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 1
Total participants 2019-01-01 1
2018: DAVID HELLER KEOGH 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 1
Total of all active and inactive participants 2018-01-01 1
Total participants 2018-01-01 1
2017: DAVID HELLER KEOGH 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
Total of all active and inactive participants 2017-01-01 2
Total participants 2017-01-01 2
2016: DAVID HELLER KEOGH 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
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2
2015: DAVID HELLER KEOGH 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Total of all active and inactive participants 2015-01-01 2
Total participants 2015-01-01 2
2014: DAVID HELLER KEOGH 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
2013: DAVID HELLER KEOGH 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 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
2012: DAVID HELLER KEOGH 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
2011: DAVID HELLER KEOGH 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
2009: DAVID HELLER KEOGH 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

Measure	Date	Value
2023: DAVID HELLER KEOGH 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	3
Total participants	2023-01-01	3
2022: DAVID HELLER KEOGH 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Total of all active and inactive participants	2022-01-01	1
Total participants	2022-01-01	1
2021: DAVID HELLER KEOGH 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Total of all active and inactive participants	2021-01-01	1
Total participants	2021-01-01	1
2020: DAVID HELLER KEOGH 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Total of all active and inactive participants	2020-01-01	1
Total participants	2020-01-01	1
2019: DAVID HELLER KEOGH 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	1
Total participants	2019-01-01	1
2018: DAVID HELLER KEOGH 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	1
Total of all active and inactive participants	2018-01-01	1
Total participants	2018-01-01	1
2017: DAVID HELLER KEOGH 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
Total of all active and inactive participants	2017-01-01	2
Total participants	2017-01-01	2
2016: DAVID HELLER KEOGH 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
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2
2015: DAVID HELLER KEOGH 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Total of all active and inactive participants	2015-01-01	2
Total participants	2015-01-01	2
2014: DAVID HELLER KEOGH 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
2013: DAVID HELLER KEOGH 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	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
2012: DAVID HELLER KEOGH 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
2011: DAVID HELLER KEOGH 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
2009: DAVID HELLER KEOGH 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

Financial Data on DAVID HELLER KEOGH

Measure	Date	Value
2023 : DAVID HELLER KEOGH 2023 401k financial data
Total income from all sources	2023-12-31	$4,741
Expenses. Total of all expenses incurred	2023-12-31	$3,664
Benefits paid (including direct rollovers)	2023-12-31	$3,529
Total plan assets at end of year	2023-12-31	$69,315
Total plan assets at beginning of year	2023-12-31	$68,238
Other income received	2023-12-31	$4,741
Net income (gross income less expenses)	2023-12-31	$1,077
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$69,315
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$68,238
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$135
2022 : DAVID HELLER KEOGH 2022 401k financial data
Total income from all sources	2022-12-31	$-8,106
Expenses. Total of all expenses incurred	2022-12-31	$4,176
Benefits paid (including direct rollovers)	2022-12-31	$4,009
Total plan assets at end of year	2022-12-31	$68,238
Total plan assets at beginning of year	2022-12-31	$80,520
Other income received	2022-12-31	$-8,106
Net income (gross income less expenses)	2022-12-31	$-12,282
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$68,238
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$80,520
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$167
2021 : DAVID HELLER KEOGH 2021 401k financial data
Total income from all sources	2021-12-31	$-795
Expenses. Total of all expenses incurred	2021-12-31	$4,672
Benefits paid (including direct rollovers)	2021-12-31	$4,672
Total plan assets at end of year	2021-12-31	$80,520
Total plan assets at beginning of year	2021-12-31	$85,987
Other income received	2021-12-31	$-795
Net income (gross income less expenses)	2021-12-31	$-5,467
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$80,520
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$85,987
2020 : DAVID HELLER KEOGH 2020 401k financial data
Total income from all sources	2020-12-31	$5,571
Total plan assets at end of year	2020-12-31	$85,987
Total plan assets at beginning of year	2020-12-31	$80,416
Other income received	2020-12-31	$5,571
Net income (gross income less expenses)	2020-12-31	$5,571
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$85,987
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$80,416
2019 : DAVID HELLER KEOGH 2019 401k financial data
Total income from all sources	2019-12-31	$7,183
Total plan assets at end of year	2019-12-31	$80,416
Total plan assets at beginning of year	2019-12-31	$73,233
Other income received	2019-12-31	$7,183
Net income (gross income less expenses)	2019-12-31	$7,183
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$80,416
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$73,233
2018 : DAVID HELLER KEOGH 2018 401k financial data
Total income from all sources	2018-12-31	$8,560
Total plan assets at end of year	2018-12-31	$73,233
Total plan assets at beginning of year	2018-12-31	$64,673
Other income received	2018-12-31	$8,560
Net income (gross income less expenses)	2018-12-31	$8,560
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$73,233
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$64,673
2017 : DAVID HELLER KEOGH 2017 401k financial data
Total income from all sources	2017-12-31	$-2,681
Total plan assets at end of year	2017-12-31	$64,673
Total plan assets at beginning of year	2017-12-31	$67,354
Other income received	2017-12-31	$-2,681
Net income (gross income less expenses)	2017-12-31	$-2,681
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$64,673
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$67,354
2016 : DAVID HELLER KEOGH 2016 401k financial data
Total income from all sources	2016-12-31	$2,734
Total plan assets at end of year	2016-12-31	$67,354
Total plan assets at beginning of year	2016-12-31	$64,620
Other income received	2016-12-31	$2,734
Net income (gross income less expenses)	2016-12-31	$2,734
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$67,354
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$64,620
2015 : DAVID HELLER KEOGH 2015 401k financial data
Total income from all sources	2015-12-31	$-12,577
Total plan assets at end of year	2015-12-31	$64,620
Total plan assets at beginning of year	2015-12-31	$77,197
Other income received	2015-12-31	$-12,577
Net income (gross income less expenses)	2015-12-31	$-12,577
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$64,620
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$77,197
2014 : DAVID HELLER KEOGH 2014 401k financial data
Total income from all sources	2014-12-31	$1,297
Total plan assets at end of year	2014-12-31	$77,197
Total plan assets at beginning of year	2014-12-31	$75,900
Other income received	2014-12-31	$1,297
Net income (gross income less expenses)	2014-12-31	$1,297
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$77,197
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$75,900
2013 : DAVID HELLER KEOGH 2013 401k financial data
Total income from all sources	2013-12-31	$3,149
Expenses. Total of all expenses incurred	2013-12-31	$1,953
Benefits paid (including direct rollovers)	2013-12-31	$1,953
Total plan assets at end of year	2013-12-31	$75,900
Total plan assets at beginning of year	2013-12-31	$74,704
Other income received	2013-12-31	$3,149
Net income (gross income less expenses)	2013-12-31	$1,196
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$75,900
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$74,704
2012 : DAVID HELLER KEOGH 2012 401k financial data
Total income from all sources	2012-12-31	$2,206
Total plan assets at end of year	2012-12-31	$74,704
Total plan assets at beginning of year	2012-12-31	$72,498
Other income received	2012-12-31	$2,206
Net income (gross income less expenses)	2012-12-31	$2,206
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$74,704
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$72,498
Total contributions received or receivable from employer(s)	2012-12-31	$0
2011 : DAVID HELLER KEOGH 2011 401k financial data
Total income from all sources	2011-12-31	$3,987
Total plan assets at end of year	2011-12-31	$72,498
Total plan assets at beginning of year	2011-12-31	$68,511
Other income received	2011-12-31	$3,237
Net income (gross income less expenses)	2011-12-31	$3,987
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$72,498
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$68,511
Total contributions received or receivable from employer(s)	2011-12-31	$750
2010 : DAVID HELLER KEOGH 2010 401k financial data
Total income from all sources	2010-12-31	$4,983
Total plan assets at end of year	2010-12-31	$68,511
Total plan assets at beginning of year	2010-12-31	$63,528
Other income received	2010-12-31	$-11,817
Net income (gross income less expenses)	2010-12-31	$4,983
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$68,511
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$63,528
Total contributions received or receivable from employer(s)	2010-12-31	$16,800

Form 5500 Responses for DAVID HELLER KEOGH

2023: DAVID HELLER KEOGH 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: DAVID HELLER KEOGH 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: DAVID HELLER KEOGH 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: DAVID HELLER KEOGH 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: DAVID HELLER KEOGH 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: DAVID HELLER KEOGH 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: DAVID HELLER KEOGH 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: DAVID HELLER KEOGH 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: DAVID HELLER KEOGH 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: DAVID HELLER KEOGH 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: DAVID HELLER KEOGH 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: DAVID HELLER KEOGH 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: DAVID HELLER KEOGH 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DAVID HELLER KEOGH 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

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Company Name:	DAVID HELLER
Employer identification number (EIN):	112393146
NAIC Classification:	621391
NAIC Description:	Offices of Podiatrists