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J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameJ. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN
Plan identification number 002

J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

J. J. KELLER & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:J. J. KELLER & ASSOCIATES, INC.
Employer identification number (EIN):390957377
NAIC Classification:323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01DANA GILMAN
0022017-01-01STEVE HABERKORN DANA GILMAN2018-07-17
0022016-01-01STEVE HABERKORN DANA GILMAN2017-07-10
0022015-01-01STEVE HABERKORN DANA GILMAN2016-07-11
0022014-01-01STEVE HABERKORN DANA GILMAN2015-06-30
0022013-01-01STEVE HABERKORN DANA GILMAN2014-07-16
0022012-01-01STEVE HABERKORN ROGER E PORATH2013-07-11
0022011-01-01STEVE HABERKORN ROGER E PORATH2012-07-09
0022009-01-01ROGER E PORATH

Plan Statistics for J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,092
Total number of active participants reported on line 7a of the Form 55002022-01-011,834
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01380
Total of all active and inactive participants2022-01-012,217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-012,220
Number of participants with account balances2022-01-012,182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,854
Total number of active participants reported on line 7a of the Form 55002021-01-011,758
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01324
Total of all active and inactive participants2021-01-012,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-012,089
Number of participants with account balances2021-01-012,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,730
Total number of active participants reported on line 7a of the Form 55002020-01-011,575
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01274
Total of all active and inactive participants2020-01-011,851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,854
Number of participants with account balances2020-01-011,798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,622
Total number of active participants reported on line 7a of the Form 55002019-01-011,492
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01234
Total of all active and inactive participants2019-01-011,728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,730
Number of participants with account balances2019-01-011,688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,596
Total number of active participants reported on line 7a of the Form 55002018-01-011,398
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01222
Total of all active and inactive participants2018-01-011,620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,622
Number of participants with account balances2018-01-011,588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,531
Total number of active participants reported on line 7a of the Form 55002017-01-011,401
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01192
Total of all active and inactive participants2017-01-011,594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,596
Number of participants with account balances2017-01-011,530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,507
Total number of active participants reported on line 7a of the Form 55002016-01-011,339
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01190
Total of all active and inactive participants2016-01-011,530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,531
Number of participants with account balances2016-01-011,483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,440
Total number of active participants reported on line 7a of the Form 55002015-01-011,343
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01164
Total of all active and inactive participants2015-01-011,507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,507
Number of participants with account balances2015-01-011,429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,427
Total number of active participants reported on line 7a of the Form 55002014-01-011,281
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01157
Total of all active and inactive participants2014-01-011,438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,440
Number of participants with account balances2014-01-011,372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,357
Total number of active participants reported on line 7a of the Form 55002013-01-011,282
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01145
Total of all active and inactive participants2013-01-011,427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,427
Number of participants with account balances2013-01-011,350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,273
Total number of active participants reported on line 7a of the Form 55002012-01-011,229
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01128
Total of all active and inactive participants2012-01-011,357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,357
Number of participants with account balances2012-01-011,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,194
Total number of active participants reported on line 7a of the Form 55002011-01-011,182
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0191
Total of all active and inactive participants2011-01-011,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,273
Number of participants with account balances2011-01-011,194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,306
Total number of active participants reported on line 7a of the Form 55002009-01-011,086
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0185
Total of all active and inactive participants2009-01-011,171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-011,175
Number of participants with account balances2009-01-011,112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022 : J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-8,600,980
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$17,041,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,782,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$13,419,250
Value of total assets at end of year2022-12-31$130,171,744
Value of total assets at beginning of year2022-12-31$155,814,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$258,639
Total interest from all sources2022-12-31$16,842
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,163,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,163,250
Administrative expenses professional fees incurred2022-12-31$212,310
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$11,194,404
Participant contributions at end of year2022-12-31$600
Participant contributions at beginning of year2022-12-31$365,977
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$935,553
Other income not declared elsewhere2022-12-31$-8,055
Total non interest bearing cash at end of year2022-12-31$2,733
Total non interest bearing cash at beginning of year2022-12-31$84,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-25,642,583
Value of net assets at end of year (total assets less liabilities)2022-12-31$130,171,744
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$155,814,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$46,329
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$113,522,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$136,117,125
Interest earned on other investments2022-12-31$16,842
Value of interest in common/collective trusts at end of year2022-12-31$16,645,858
Value of interest in common/collective trusts at beginning of year2022-12-31$19,205,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-26,302,665
Net investment gain or loss from common/collective trusts2022-12-31$110,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,289,293
Employer contributions (assets) at end of year2022-12-31$112
Employer contributions (assets) at beginning of year2022-12-31$40,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,782,964
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$306,052
Total income from all sources (including contributions)2021-12-31$31,872,656
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,869,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,670,136
Value of total corrective distributions2021-12-31$5,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,666,560
Value of total assets at end of year2021-12-31$155,814,327
Value of total assets at beginning of year2021-12-31$132,117,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$194,156
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,775,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$7,775,063
Administrative expenses professional fees incurred2021-12-31$148,303
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$9,625,829
Participant contributions at end of year2021-12-31$365,977
Participant contributions at beginning of year2021-12-31$272,192
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,923,323
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$17,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$306,052
Other income not declared elsewhere2021-12-31$14,835
Total non interest bearing cash at end of year2021-12-31$84,768
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$24,003,044
Value of net assets at end of year (total assets less liabilities)2021-12-31$155,814,327
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$131,811,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$45,853
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$136,117,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$114,930,469
Value of interest in common/collective trusts at end of year2021-12-31$19,205,505
Value of interest in common/collective trusts at beginning of year2021-12-31$16,863,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,270,577
Net investment gain or loss from common/collective trusts2021-12-31$145,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,117,408
Employer contributions (assets) at end of year2021-12-31$40,952
Employer contributions (assets) at beginning of year2021-12-31$33,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,670,136
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$306,052
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$25,534,720
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,421,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,200,519
Value of total corrective distributions2020-12-31$8,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,040,533
Value of total assets at end of year2020-12-31$132,117,335
Value of total assets at beginning of year2020-12-31$119,697,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$211,828
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,544,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,544,809
Administrative expenses professional fees incurred2020-12-31$169,536
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$8,237,836
Participant contributions at end of year2020-12-31$272,192
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$799,391
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$17,080
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$23,739
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$306,052
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$337
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$12,113,584
Value of net assets at end of year (total assets less liabilities)2020-12-31$131,811,283
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$119,697,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$42,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$114,930,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$104,377,293
Value of interest in common/collective trusts at end of year2020-12-31$16,863,734
Value of interest in common/collective trusts at beginning of year2020-12-31$15,296,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,705,115
Net investment gain or loss from common/collective trusts2020-12-31$243,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,003,306
Employer contributions (assets) at end of year2020-12-31$33,860
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,200,519
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GRANT THORNTON LLP
Accountancy firm EIN2020-12-31366055558
2019 : J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$29,341,254
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,895,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,691,469
Value of total corrective distributions2019-12-31$1,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,966,188
Value of total assets at end of year2019-12-31$119,697,699
Value of total assets at beginning of year2019-12-31$100,252,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$202,929
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,818,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,818,554
Administrative expenses professional fees incurred2019-12-31$202,929
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$7,377,739
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$685,875
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$23,739
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$22,267
Other income not declared elsewhere2019-12-31$554
Total non interest bearing cash at end of year2019-12-31$5
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$19,445,351
Value of net assets at end of year (total assets less liabilities)2019-12-31$119,697,699
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$100,252,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$104,377,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$85,551,646
Value of interest in common/collective trusts at end of year2019-12-31$15,296,662
Value of interest in common/collective trusts at beginning of year2019-12-31$14,678,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,281,041
Net investment gain or loss from common/collective trusts2019-12-31$274,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$902,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,691,469
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm EIN2019-12-31366055558
2018 : J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$530,752
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,537,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,310,656
Value of total corrective distributions2018-12-31$5,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,630,353
Value of total assets at end of year2018-12-31$100,252,348
Value of total assets at beginning of year2018-12-31$110,258,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$220,810
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,641,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,641,153
Administrative expenses professional fees incurred2018-12-31$220,810
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,701,635
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$77,331
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$22,267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$15,005
Other income not declared elsewhere2018-12-31$271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-10,006,372
Value of net assets at end of year (total assets less liabilities)2018-12-31$100,252,348
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$110,258,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$85,551,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$96,092,052
Value of interest in common/collective trusts at end of year2018-12-31$14,678,435
Value of interest in common/collective trusts at beginning of year2018-12-31$14,151,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,978,865
Net investment gain or loss from common/collective trusts2018-12-31$237,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$851,387
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,310,656
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GRANT THORNTON LLP
Accountancy firm EIN2018-12-31366055558
2017 : J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$577
Total income from all sources (including contributions)2017-12-31$22,563,330
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,961,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,743,903
Value of total corrective distributions2017-12-31$719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,252,308
Value of total assets at end of year2017-12-31$110,258,720
Value of total assets at beginning of year2017-12-31$94,657,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$217,095
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,455,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,455,342
Administrative expenses professional fees incurred2017-12-31$217,095
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,925,974
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$541
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$513,672
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$15,005
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$27,257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$577
Other income not declared elsewhere2017-12-31$252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$15,601,613
Value of net assets at end of year (total assets less liabilities)2017-12-31$110,258,720
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$94,657,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$96,092,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$88,636,586
Value of interest in common/collective trusts at end of year2017-12-31$14,151,486
Value of interest in common/collective trusts at beginning of year2017-12-31$5,993,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,639,031
Net investment gain or loss from common/collective trusts2017-12-31$216,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$812,662
Employer contributions (assets) at end of year2017-12-31$177
Employer contributions (assets) at beginning of year2017-12-31$36
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,743,903
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31366055558
2016 : J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$577
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$14,095,253
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,859,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,649,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,634,391
Value of total assets at end of year2016-12-31$94,657,684
Value of total assets at beginning of year2016-12-31$86,420,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$209,733
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,370,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,370,423
Administrative expenses professional fees incurred2016-12-31$184,733
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,434,078
Participant contributions at end of year2016-12-31$541
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$444,279
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$27,257
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$32,883
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$60,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,236,156
Value of net assets at end of year (total assets less liabilities)2016-12-31$94,657,107
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$86,420,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$88,636,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$80,866,248
Value of interest in common/collective trusts at end of year2016-12-31$5,993,264
Value of interest in common/collective trusts at beginning of year2016-12-31$5,460,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,979,387
Net investment gain or loss from common/collective trusts2016-12-31$111,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$756,034
Employer contributions (assets) at end of year2016-12-31$36
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,649,364
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,409,694
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$11,599,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$11,381,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,159,147
Value of total assets at end of year2015-12-31$86,420,951
Value of total assets at beginning of year2015-12-31$91,610,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$217,989
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,450,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,450,307
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,153,497
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$297,920
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$32,883
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$31,026
Other income not declared elsewhere2015-12-31$1,777
Administrative expenses (other) incurred2015-12-31$192,989
Total non interest bearing cash at end of year2015-12-31$60,965
Total non interest bearing cash at beginning of year2015-12-31$64,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,189,835
Value of net assets at end of year (total assets less liabilities)2015-12-31$86,420,951
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$91,610,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$80,866,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$85,748,130
Value of interest in common/collective trusts at end of year2015-12-31$5,460,855
Value of interest in common/collective trusts at beginning of year2015-12-31$5,766,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,251,953
Net investment gain or loss from common/collective trusts2015-12-31$50,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$707,730
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$11,381,540
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$11,802,276
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,494,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,250,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,900,369
Value of total assets at end of year2014-12-31$91,610,786
Value of total assets at beginning of year2014-12-31$86,302,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$243,615
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,487,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,487,514
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,922,571
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$249,784
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$31,026
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$21,231
Other income not declared elsewhere2014-12-31$5,384
Administrative expenses (other) incurred2014-12-31$224,865
Total non interest bearing cash at end of year2014-12-31$64,715
Total non interest bearing cash at beginning of year2014-12-31$2,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,307,964
Value of net assets at end of year (total assets less liabilities)2014-12-31$91,610,786
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$86,302,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$18,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$85,748,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$80,857,623
Value of interest in common/collective trusts at end of year2014-12-31$5,766,752
Value of interest in common/collective trusts at beginning of year2014-12-31$5,421,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,275,063
Net investment gain or loss from common/collective trusts2014-12-31$133,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$728,014
Employer contributions (assets) at end of year2014-12-31$163
Employer contributions (assets) at beginning of year2014-12-31$127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,250,697
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$12,471
Total income from all sources (including contributions)2013-12-31$21,455,574
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,187,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,962,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,788,018
Value of total assets at end of year2013-12-31$86,302,822
Value of total assets at beginning of year2013-12-31$71,047,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$225,454
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,105,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,105,837
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,842,670
Participant contributions at beginning of year2013-12-31$427
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$296,557
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$21,231
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$33,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$12,471
Other income not declared elsewhere2013-12-31$29
Administrative expenses (other) incurred2013-12-31$200,454
Total non interest bearing cash at end of year2013-12-31$2,204
Total non interest bearing cash at beginning of year2013-12-31$3,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$15,267,709
Value of net assets at end of year (total assets less liabilities)2013-12-31$86,302,822
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$71,035,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$80,857,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$65,782,356
Value of interest in common/collective trusts at end of year2013-12-31$5,421,637
Value of interest in common/collective trusts at beginning of year2013-12-31$5,227,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$14,577,746
Net investment gain or loss from common/collective trusts2013-12-31$-16,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$648,791
Employer contributions (assets) at end of year2013-12-31$127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,962,411
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$12,471
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$14,703,009
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,441,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,198,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,460,464
Value of total assets at end of year2012-12-31$71,047,584
Value of total assets at beginning of year2012-12-31$60,773,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$242,571
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,391,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,391,561
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,561,368
Participant contributions at end of year2012-12-31$427
Participant contributions at beginning of year2012-12-31$4
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$296,502
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$33,196
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$169,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$12,471
Administrative expenses (other) incurred2012-12-31$217,571
Total non interest bearing cash at end of year2012-12-31$3,763
Total non interest bearing cash at beginning of year2012-12-31$6,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$10,261,946
Value of net assets at end of year (total assets less liabilities)2012-12-31$71,035,113
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$60,773,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$65,782,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$55,141,706
Value of interest in common/collective trusts at end of year2012-12-31$5,227,842
Value of interest in common/collective trusts at beginning of year2012-12-31$5,455,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,699,721
Net investment gain or loss from common/collective trusts2012-12-31$151,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$602,594
Employer contributions (assets) at beginning of year2012-12-31$1
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,198,492
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON
Accountancy firm EIN2012-12-31366055558
2011 : J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$142,232
Total income from all sources (including contributions)2011-12-31$4,264,613
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,113,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,885,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,986,787
Value of total assets at end of year2011-12-31$60,773,167
Value of total assets at beginning of year2011-12-31$59,764,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$228,391
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$993,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$993,373
Administrative expenses professional fees incurred2011-12-31$25,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,254,746
Participant contributions at end of year2011-12-31$4
Participant contributions at beginning of year2011-12-31$124,387
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$177,432
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$169,425
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$33,262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$142,232
Administrative expenses (other) incurred2011-12-31$203,391
Total non interest bearing cash at end of year2011-12-31$6,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,151,157
Value of net assets at end of year (total assets less liabilities)2011-12-31$60,773,167
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$59,622,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$55,141,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$56,024,710
Value of interest in common/collective trusts at end of year2011-12-31$5,455,191
Value of interest in common/collective trusts at beginning of year2011-12-31$3,564,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,902,331
Net investment gain or loss from common/collective trusts2011-12-31$186,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$554,609
Employer contributions (assets) at end of year2011-12-31$1
Employer contributions (assets) at beginning of year2011-12-31$17,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,885,065
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON
Accountancy firm EIN2011-12-31366055558
2010 : J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$142,232
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$137,451
Total income from all sources (including contributions)2010-12-31$12,303,961
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,038,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,834,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,651,570
Value of total assets at end of year2010-12-31$59,764,242
Value of total assets at beginning of year2010-12-31$49,493,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$203,364
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$882,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$882,932
Administrative expenses professional fees incurred2010-12-31$25,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,048,602
Participant contributions at end of year2010-12-31$124,387
Participant contributions at beginning of year2010-12-31$120,671
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$77,817
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$33,262
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$28,023
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$142,232
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$137,451
Administrative expenses (other) incurred2010-12-31$178,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,265,839
Value of net assets at end of year (total assets less liabilities)2010-12-31$59,622,010
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$49,356,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$56,024,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$45,596,625
Value of interest in common/collective trusts at end of year2010-12-31$3,564,038
Value of interest in common/collective trusts at beginning of year2010-12-31$3,731,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,583,141
Net investment gain or loss from common/collective trusts2010-12-31$186,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$525,151
Employer contributions (assets) at end of year2010-12-31$17,845
Employer contributions (assets) at beginning of year2010-12-31$17,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,834,758
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON
Accountancy firm EIN2010-12-31366055558
2009 : J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN

2022: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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