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KELLER GROUP INCORPORATED 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameKELLER GROUP INCORPORATED 401(K) RETIREMENT PLAN
Plan identification number 002

KELLER GROUP INCORPORATED 401(K) 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.
  • 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 GROUP, INC has sponsored the creation of one or more 401k plans.

Company Name:KELLER GROUP, INC
Employer identification number (EIN):430905471
NAIC Classification:621510
NAIC Description: Medical and Diagnostic Laboratories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLER GROUP INCORPORATED 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-01-01SHERYL DWYER LARRY WEISS2013-03-14
0022011-01-01SHERYL DWYER LARRY WEISS2012-10-15
0022010-01-01SHERYL DWYER LARRY WEISS2011-10-14
0022009-01-01LARRY WEISS
0022009-01-01SHERYL DWYER LARRY WEISS2010-10-14
0022009-01-01SHERYL DWYER LARRY WEISS2010-10-13

Plan Statistics for KELLER GROUP INCORPORATED 401(K) RETIREMENT PLAN

401k plan membership statisitcs for KELLER GROUP INCORPORATED 401(K) RETIREMENT PLAN

Measure Date Value
2012: KELLER GROUP INCORPORATED 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01245
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-010
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KELLER GROUP INCORPORATED 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01236
Total number of active participants reported on line 7a of the Form 55002011-01-01214
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01234
Number of participants with account balances2011-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: KELLER GROUP INCORPORATED 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01223
Total number of active participants reported on line 7a of the Form 55002010-01-01203
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0118
Total of all active and inactive participants2010-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01221
Number of participants with account balances2010-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: KELLER GROUP INCORPORATED 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01236
Total number of active participants reported on line 7a of the Form 55002009-01-01200
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01222
Number of participants with account balances2009-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0119

Financial Data on KELLER GROUP INCORPORATED 401(K) RETIREMENT PLAN

Measure Date Value
2012 : KELLER GROUP INCORPORATED 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-05-14$0
Total transfer of assets from this plan2012-05-14$8,055,349
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-14$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-14$0
Total income from all sources (including contributions)2012-05-14$643,670
Total loss/gain on sale of assets2012-05-14$0
Total of all expenses incurred2012-05-14$707,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-14$704,669
Value of total corrective distributions2012-05-14$382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-14$168,912
Value of total assets at end of year2012-05-14$0
Value of total assets at beginning of year2012-05-14$8,118,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-14$2,061
Total interest from all sources2012-05-14$11,654
Total dividends received (eg from common stock, registered investment company shares)2012-05-14$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-14No
Was this plan covered by a fidelity bond2012-05-14Yes
Value of fidelity bond cover2012-05-14$1,000,000
If this is an individual account plan, was there a blackout period2012-05-14No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-14$0
Were there any nonexempt tranactions with any party-in-interest2012-05-14No
Contributions received from participants2012-05-14$135,057
Participant contributions at end of year2012-05-14$0
Participant contributions at beginning of year2012-05-14$274,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-14No
Value of net income/loss2012-05-14$-63,442
Value of net assets at end of year (total assets less liabilities)2012-05-14$0
Value of net assets at beginning of year (total assets less liabilities)2012-05-14$8,118,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-14No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-14No
Were any leases to which the plan was party in default or uncollectible2012-05-14No
Value of interest in pooled separate accounts at end of year2012-05-14$0
Value of interest in pooled separate accounts at beginning of year2012-05-14$7,236,563
Interest on participant loans2012-05-14$4,334
Interest earned on other investments2012-05-14$7,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-05-14$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-05-14$607,842
Net investment gain/loss from pooled separate accounts2012-05-14$463,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-14No
Was there a failure to transmit to the plan any participant contributions2012-05-14No
Has the plan failed to provide any benefit when due under the plan2012-05-14No
Contributions received in cash from employer2012-05-14$33,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-14$704,669
Contract administrator fees2012-05-14$2,061
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-05-14No
Did the plan have assets held for investment2012-05-14No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-14No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-14Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-14Yes
Opinion of an independent qualified public accountant for this plan2012-05-14Disclaimer
Accountancy firm name2012-05-14STONE CARLIE & COMPANY LLC
Accountancy firm EIN2012-05-14430642511
2011 : KELLER GROUP INCORPORATED 401(K) 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$0
Total income from all sources (including contributions)2011-12-31$357,956
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$233,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$225,207
Value of total corrective distributions2011-12-31$2,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$619,591
Value of total assets at end of year2011-12-31$8,118,791
Value of total assets at beginning of year2011-12-31$7,994,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,599
Total interest from all sources2011-12-31$37,465
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$500,762
Participant contributions at end of year2011-12-31$274,386
Participant contributions at beginning of year2011-12-31$299,965
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$123,983
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,118,791
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,994,808
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 pooled separate accounts at end of year2011-12-31$7,236,563
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,155,621
Interest on participant loans2011-12-31$15,971
Interest earned on other investments2011-12-31$21,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$607,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$539,222
Net investment gain/loss from pooled separate accounts2011-12-31$-299,100
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$118,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$225,207
Contract administrator fees2011-12-31$6,599
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31STONE CARLIE & COMPANY LLC
Accountancy firm EIN2011-12-31430642511
2010 : KELLER GROUP INCORPORATED 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,428,677
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$444,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$438,435
Expenses. Certain deemed distributions of participant loans2010-12-31$666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$579,705
Value of total assets at end of year2010-12-31$7,994,808
Value of total assets at beginning of year2010-12-31$7,010,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,747
Total interest from all sources2010-12-31$39,748
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$463,579
Participant contributions at end of year2010-12-31$299,965
Participant contributions at beginning of year2010-12-31$257,840
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,930
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$983,829
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,994,808
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,010,979
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 pooled separate accounts at end of year2010-12-31$7,155,621
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,304,775
Interest on participant loans2010-12-31$18,390
Interest earned on other investments2010-12-31$21,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$539,222
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$448,364
Net investment gain/loss from pooled separate accounts2010-12-31$809,224
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$112,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$438,435
Contract administrator fees2010-12-31$5,747
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31STONE CARLIE & COMPANY LLC
Accountancy firm EIN2010-12-31430642511
2009 : KELLER GROUP INCORPORATED 401(K) 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 KELLER GROUP INCORPORATED 401(K) RETIREMENT PLAN

2012: KELLER GROUP INCORPORATED 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingYes
2012-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KELLER GROUP INCORPORATED 401(K) 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KELLER GROUP INCORPORATED 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KELLER GROUP INCORPORATED 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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