THE KEFFER COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE KEFFER COMPANY RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2022 : THE KEFFER COMPANY RETIREMENT SAVINGS PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $890,107 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $2,785,528 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $2,738,515 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $5,612,011 |
| Value of total assets at end of year | 2022-01-01 | $25,091,624 |
| Value of total assets at beginning of year | 2022-01-01 | $26,987,045 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $47,013 |
| Total interest from all sources | 2022-01-01 | $27,073 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Administrative expenses professional fees incurred | 2022-01-01 | $7,000 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $4,628,818 |
| Participant contributions at end of year | 2022-01-01 | $424,721 |
| Participant contributions at beginning of year | 2022-01-01 | $420,397 |
| Participant contributions at end of year | 2022-01-01 | $19,651 |
| Participant contributions at beginning of year | 2022-01-01 | $20,608 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $295,952 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-01-01 | $157 |
| Other income not declared elsewhere | 2022-01-01 | $-36,174 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,895,421 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $25,091,624 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $26,987,045 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $23,990,865 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $26,048,204 |
| Interest on participant loans | 2022-01-01 | $23,491 |
| Interest earned on other investments | 2022-01-01 | $3,582 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $494,838 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $497,836 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-4,712,803 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $687,241 |
| Employer contributions (assets) at end of year | 2022-01-01 | $161,549 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $2,738,358 |
| Contract administrator fees | 2022-01-01 | $40,013 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | FORVIS, LLP |
| Accountancy firm EIN | 2022-01-01 | 440160260 |
| 2021 : THE KEFFER COMPANY RETIREMENT SAVINGS PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets from this plan | 2021-12-31 | $4,638,553 |
| 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 | $7,482,166 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $2,478,737 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,422,343 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,009,191 |
| Value of total assets at end of year | 2021-12-31 | $26,987,045 |
| Value of total assets at beginning of year | 2021-12-31 | $26,622,169 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $56,394 |
| Total interest from all sources | 2021-12-31 | $28,847 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $22,041 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $3,883,809 |
| Participant contributions at end of year | 2021-12-31 | $420,397 |
| Participant contributions at beginning of year | 2021-12-31 | $608,314 |
| Participant contributions at end of year | 2021-12-31 | $20,608 |
| Participant contributions at beginning of year | 2021-12-31 | $29,254 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $125,364 |
| Other income not declared elsewhere | 2021-12-31 | $-16,663 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $5,003,429 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $26,987,045 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $26,622,169 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $26,048,204 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $25,079,404 |
| Interest on participant loans | 2021-12-31 | $25,147 |
| Interest earned on other investments | 2021-12-31 | $3,700 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $497,836 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $454,540 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $3,460,791 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $18 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $450,657 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,422,343 |
| Contract administrator fees | 2021-12-31 | $34,353 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | FORVIS, LLP |
| Accountancy firm EIN | 2021-12-31 | 440160260 |
