401k Plan data: DAVID HELLER KEOGH plan

DAVID HELLER KEOGH 401k Plan overview

Plan Name	DAVID HELLER KEOGH
Plan identification number	002

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
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DAVID HELLER
002 2016-01-01 DAVID HELLER
002 2015-01-01 DAVID HELLER
002 2014-01-01 DAVID HELLER
002 2013-01-01 DAVID HELLER
002 2012-01-01 DAVID HELLER
002 2011-01-01 DAVID HELLER
002 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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 2
2019: DAVID HELLER KEOGH 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 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 2
Total participants 2019-01-01 2
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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	2
2019: DAVID HELLER KEOGH 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	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	2
Total participants	2019-01-01	2
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	$-24,172
Expenses. Total of all expenses incurred	2023-12-31	$42,365
Benefits paid (including direct rollovers)	2023-12-31	$42,365
Total plan assets at end of year	2023-12-31	$975,638
Total plan assets at beginning of year	2023-12-31	$1,042,175
Other income received	2023-12-31	$-26,061
Net income (gross income less expenses)	2023-12-31	$-66,537
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$975,638
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,042,175
Total contributions received or receivable from employer(s)	2023-12-31	$1,889
2022 : DAVID HELLER KEOGH 2022 401k financial data
Total income from all sources	2022-12-31	$-24,633
Expenses. Total of all expenses incurred	2022-12-31	$43,543
Benefits paid (including direct rollovers)	2022-12-31	$43,543
Total plan assets at end of year	2022-12-31	$1,042,175
Total plan assets at beginning of year	2022-12-31	$1,110,351
Other income received	2022-12-31	$-33,162
Net income (gross income less expenses)	2022-12-31	$-68,176
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,042,175
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,110,351
Total contributions received or receivable from employer(s)	2022-12-31	$8,529
2021 : DAVID HELLER KEOGH 2021 401k financial data
Total income from all sources	2021-12-31	$111,701
Expenses. Total of all expenses incurred	2021-12-31	$42,137
Benefits paid (including direct rollovers)	2021-12-31	$42,137
Total plan assets at end of year	2021-12-31	$1,110,351
Total plan assets at beginning of year	2021-12-31	$1,040,787
Other income received	2021-12-31	$105,918
Net income (gross income less expenses)	2021-12-31	$69,564
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,110,351
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,040,787
Total contributions received or receivable from employer(s)	2021-12-31	$5,783
2020 : DAVID HELLER KEOGH 2020 401k financial data
Total income from all sources	2020-12-31	$20,482
Expenses. Total of all expenses incurred	2020-12-31	$7,000
Benefits paid (including direct rollovers)	2020-12-31	$7,000
Total plan assets at end of year	2020-12-31	$1,040,787
Total plan assets at beginning of year	2020-12-31	$1,027,305
Other income received	2020-12-31	$10,475
Net income (gross income less expenses)	2020-12-31	$13,482
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,040,787
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,027,305
Total contributions received or receivable from employer(s)	2020-12-31	$10,007
2019 : DAVID HELLER KEOGH 2019 401k financial data
Total income from all sources	2019-12-31	$178,485
Expenses. Total of all expenses incurred	2019-12-31	$33,287
Benefits paid (including direct rollovers)	2019-12-31	$33,287
Total plan assets at end of year	2019-12-31	$1,027,305
Total plan assets at beginning of year	2019-12-31	$882,107
Other income received	2019-12-31	$169,589
Net income (gross income less expenses)	2019-12-31	$145,198
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,027,305
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$882,107
Total contributions received or receivable from employer(s)	2019-12-31	$8,896
2018 : DAVID HELLER KEOGH 2018 401k financial data
Total income from all sources	2018-12-31	$-68,521
Expenses. Total of all expenses incurred	2018-12-31	$8,000
Benefits paid (including direct rollovers)	2018-12-31	$8,000
Total plan assets at end of year	2018-12-31	$882,107
Total plan assets at beginning of year	2018-12-31	$958,628
Other income received	2018-12-31	$-72,471
Net income (gross income less expenses)	2018-12-31	$-76,521
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$882,107
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$958,628
Total contributions received or receivable from employer(s)	2018-12-31	$3,950
2017 : DAVID HELLER KEOGH 2017 401k financial data
Total income from all sources	2017-12-31	$107,657
Expenses. Total of all expenses incurred	2017-12-31	$19,300
Benefits paid (including direct rollovers)	2017-12-31	$19,300
Total plan assets at end of year	2017-12-31	$958,628
Total plan assets at beginning of year	2017-12-31	$870,271
Other income received	2017-12-31	$103,301
Net income (gross income less expenses)	2017-12-31	$88,357
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$958,628
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$870,271
Total contributions received or receivable from employer(s)	2017-12-31	$4,356
2016 : DAVID HELLER KEOGH 2016 401k financial data
Total income from all sources	2016-12-31	$109,817
Expenses. Total of all expenses incurred	2016-12-31	$10,000
Benefits paid (including direct rollovers)	2016-12-31	$10,000
Total plan assets at end of year	2016-12-31	$870,271
Total plan assets at beginning of year	2016-12-31	$770,454
Other income received	2016-12-31	$103,446
Net income (gross income less expenses)	2016-12-31	$99,817
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$870,271
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$770,454
Total contributions received or receivable from employer(s)	2016-12-31	$6,371
2015 : DAVID HELLER KEOGH 2015 401k financial data
Total income from all sources	2015-12-31	$-31,381
Expenses. Total of all expenses incurred	2015-12-31	$18,165
Benefits paid (including direct rollovers)	2015-12-31	$18,165
Total plan assets at end of year	2015-12-31	$770,454
Total plan assets at beginning of year	2015-12-31	$820,000
Other income received	2015-12-31	$-40,546
Net income (gross income less expenses)	2015-12-31	$-49,546
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$770,454
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$820,000
Total contributions received or receivable from employer(s)	2015-12-31	$9,165
2014 : DAVID HELLER KEOGH 2014 401k financial data
Total income from all sources	2014-12-31	$102,801
Expenses. Total of all expenses incurred	2014-12-31	$38,000
Benefits paid (including direct rollovers)	2014-12-31	$38,000
Total plan assets at end of year	2014-12-31	$820,000
Total plan assets at beginning of year	2014-12-31	$755,199
Other income received	2014-12-31	$90,336
Net income (gross income less expenses)	2014-12-31	$64,801
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$820,000
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$755,199
Total contributions received or receivable from employer(s)	2014-12-31	$12,465
2013 : DAVID HELLER KEOGH 2013 401k financial data
Total income from all sources	2013-12-31	$51,991
Expenses. Total of all expenses incurred	2013-12-31	$10,000
Benefits paid (including direct rollovers)	2013-12-31	$10,000
Total plan assets at end of year	2013-12-31	$755,199
Total plan assets at beginning of year	2013-12-31	$713,208
Other income received	2013-12-31	$43,991
Net income (gross income less expenses)	2013-12-31	$41,991
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$755,199
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$713,208
Total contributions received or receivable from employer(s)	2013-12-31	$8,000
2012 : DAVID HELLER KEOGH 2012 401k financial data
Total income from all sources	2012-12-31	$68,943
Total plan assets at end of year	2012-12-31	$713,208
Total plan assets at beginning of year	2012-12-31	$644,265
Other income received	2012-12-31	$60,943
Net income (gross income less expenses)	2012-12-31	$68,943
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$713,208
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$644,265
Total contributions received or receivable from employer(s)	2012-12-31	$8,000
2011 : DAVID HELLER KEOGH 2011 401k financial data
Total income from all sources	2011-12-31	$43,645
Total plan assets at end of year	2011-12-31	$644,265
Total plan assets at beginning of year	2011-12-31	$600,620
Other income received	2011-12-31	$43,645
Net income (gross income less expenses)	2011-12-31	$43,645
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$644,265
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$600,620
2010 : DAVID HELLER KEOGH 2010 401k financial data
Total income from all sources	2010-12-31	$45,488
Total plan assets at end of year	2010-12-31	$600,620
Total plan assets at beginning of year	2010-12-31	$555,132
Other income received	2010-12-31	$45,488
Net income (gross income less expenses)	2010-12-31	$45,488
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$600,620
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$555,132

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