401k Plan data: KELLER ENTERPRISES, INC. 401K PROFIT SHARING PLAN plan

KELLER ENTERPRISES, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	KELLER ENTERPRISES, INC. 401K PROFIT SHARING PLAN
Plan identification number	001

KELLER ENTERPRISES, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KELLER ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name: KELLER ENTERPRISES, INC.

Employer identification number (EIN): 371108619

NAIC Classification: 721110
NAIC Description: Hotels (except Casino Hotels) and Motels

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLER ENTERPRISES, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 KENNY FLIER 2022-09-21
001 2020-01-01 DORIS KELLER 2021-10-09
001 2019-01-01 DORIS KELLER 2020-10-05
001 2018-01-01 CHARLES F. KELLER 2019-09-11
001 2017-01-01 CHARLES F. KELLER 2018-08-17
001 2016-01-01 CHARLES F. KELLER 2017-07-07
001 2015-01-01 CHARLES F. KELLER 2016-06-08
001 2014-01-01 CHARLES F. KELLER 2015-10-12
001 2013-01-01 CHARLES F. KELLER
001 2012-01-01 CHARLES F. KELLER
001 2011-01-01 CHARLES F. KELLER
001 2010-01-01 CHARLES F. KELLER 2011-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	KENNY FLIER	2022-09-21
001	2020-01-01	DORIS KELLER	2021-10-09
001	2019-01-01	DORIS KELLER	2020-10-05
001	2018-01-01	CHARLES F. KELLER	2019-09-11
001	2017-01-01	CHARLES F. KELLER	2018-08-17
001	2016-01-01	CHARLES F. KELLER	2017-07-07
001	2015-01-01	CHARLES F. KELLER	2016-06-08
001	2014-01-01	CHARLES F. KELLER	2015-10-12
001	2013-01-01	CHARLES F. KELLER
001	2012-01-01	CHARLES F. KELLER
001	2011-01-01	CHARLES F. KELLER
001	2010-01-01	CHARLES F. KELLER	2011-10-05

Plan Statistics for KELLER ENTERPRISES, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for KELLER ENTERPRISES, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2013: KELLER ENTERPRISES, INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 43
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 51
Number of participants with account balances 2013-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: KELLER ENTERPRISES, INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 97
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 21
Total of all active and inactive participants 2012-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 118
Number of participants with account balances 2012-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KELLER ENTERPRISES, INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 105
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 20
Total of all active and inactive participants 2011-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 125
Number of participants with account balances 2011-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2013: KELLER ENTERPRISES, INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	43
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	51
Number of participants with account balances	2013-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: KELLER ENTERPRISES, INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	97
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	21
Total of all active and inactive participants	2012-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	118
Number of participants with account balances	2012-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KELLER ENTERPRISES, INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	105
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	20
Total of all active and inactive participants	2011-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	125
Number of participants with account balances	2011-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on KELLER ENTERPRISES, INC. 401K PROFIT SHARING PLAN

Measure	Date	Value
2013 : KELLER ENTERPRISES, INC. 401K PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
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	$146,154
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$174,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$169,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$37,119
Value of total assets at end of year	2013-12-31	$684,184
Value of total assets at beginning of year	2013-12-31	$712,893
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,925
Total interest from all sources	2013-12-31	$876
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$108,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$108,159
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$100,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$21,570
Participant contributions at end of year	2013-12-31	$10,606
Participant contributions at beginning of year	2013-12-31	$18,612
Participant contributions at end of year	2013-12-31	$1,650
Participant contributions at beginning of year	2013-12-31	$2,869
Administrative expenses (other) incurred	2013-12-31	$4,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-28,709
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$684,184
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$712,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$670,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$689,366
Income. Interest from loans (other than to participants)	2013-12-31	$876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$15,549
Employer contributions (assets) at end of year	2013-12-31	$1,277
Employer contributions (assets) at beginning of year	2013-12-31	$2,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$169,938
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2013-12-31	410746749
2012 : KELLER ENTERPRISES, INC. 401K PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
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	$126,673
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$86,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$85,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$56,588
Value of total assets at end of year	2012-12-31	$712,893
Value of total assets at beginning of year	2012-12-31	$672,426
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$595
Total interest from all sources	2012-12-31	$1,013
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$11,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$11,325
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$125,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$33,585
Participant contributions at end of year	2012-12-31	$18,612
Participant contributions at beginning of year	2012-12-31	$29,073
Participant contributions at end of year	2012-12-31	$2,869
Participant contributions at beginning of year	2012-12-31	$3,102
Administrative expenses (other) incurred	2012-12-31	$595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$40,467
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$712,893
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$672,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$689,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$638,161
Interest on participant loans	2012-12-31	$1,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$57,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$23,003
Employer contributions (assets) at end of year	2012-12-31	$2,046
Employer contributions (assets) at beginning of year	2012-12-31	$2,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$85,611
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2012-12-31	410746749
2011 : KELLER ENTERPRISES, INC. 401K PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
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	$58,403
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$47,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$47,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$59,828
Value of total assets at end of year	2011-12-31	$672,426
Value of total assets at beginning of year	2011-12-31	$661,159
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$1,454
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 year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$9,855
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$125,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$35,759
Participant contributions at end of year	2011-12-31	$29,073
Participant contributions at beginning of year	2011-12-31	$37,801
Participant contributions at end of year	2011-12-31	$3,102
Participant contributions at beginning of year	2011-12-31	$3,025
Administrative expenses (other) incurred	2011-12-31	$85
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$11,267
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$672,426
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$661,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$638,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$618,159
Interest on participant loans	2011-12-31	$1,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-2,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$24,069
Employer contributions (assets) at end of year	2011-12-31	$2,090
Employer contributions (assets) at beginning of year	2011-12-31	$2,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$47,136
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2011-12-31	410746749

Form 5500 Responses for KELLER ENTERPRISES, INC. 401K PROFIT SHARING PLAN

2013: KELLER ENTERPRISES, INC. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KELLER ENTERPRISES, INC. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KELLER ENTERPRISES, INC. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

KELLER ENTERPRISES, INC. PROFIT SHARING PLAN [EIN = 431046053]

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Company Name:	KELLER ENTERPRISES, INC.
Employer identification number (EIN):	371108619
NAIC Classification:	721110
NAIC Description:	Hotels (except Casino Hotels) and Motels