401k Plan data: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN plan

KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN
Plan identification number	001

KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KEATING, OGARA, NEDVED & PETER, P.C. has sponsored the creation of one or more 401k plans.

Company Name: KEATING, OGARA, NEDVED & PETER, P.C.

Employer identification number (EIN): 470618516

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 PAUL PETER
001 2017-01-01 PAUL PETER
001 2016-01-01 PAUL PETER
001 2015-01-01 PAUL PETER
001 2014-01-01 PAUL PETER
001 2013-01-01 PAUL J PETER 2014-07-16 PAUL J PETER 2014-07-16
001 2012-01-01 PAUL J PETER 2013-09-25
001 2011-01-01 PAUL J. PETER PAUL J. PETER 2012-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	PAUL PETER
001	2017-01-01	PAUL PETER
001	2016-01-01	PAUL PETER
001	2015-01-01	PAUL PETER
001	2014-01-01	PAUL PETER
001	2013-01-01	PAUL J PETER	2014-07-16	PAUL J PETER	2014-07-16
001	2012-01-01	PAUL J PETER	2013-09-25
001	2011-01-01	PAUL J. PETER		PAUL J. PETER	2012-07-26

Plan Statistics for KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 23
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 13
Total of all active and inactive participants 2023-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 36
Number of participants with account balances 2023-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 2
2022: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 21
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 11
Total of all active and inactive participants 2022-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 32
Number of participants with account balances 2022-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 19
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 12
Total of all active and inactive participants 2021-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 31
Number of participants with account balances 2021-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 19
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 10
Total of all active and inactive participants 2020-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 29
Number of participants with account balances 2020-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 20
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 28
Number of participants with account balances 2019-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 20
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 27
Number of participants with account balances 2018-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 22
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 29
Number of participants with account balances 2017-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 19
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 7
Total of all active and inactive participants 2016-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 26
Number of participants with account balances 2016-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 18
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 22
Number of participants with account balances 2015-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 21
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 23
Number of participants with account balances 2014-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2011: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 22
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 25
Number of participants with account balances 2011-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2023: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	23
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	13
Total of all active and inactive participants	2023-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	36
Number of participants with account balances	2023-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	2
2022: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	21
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	11
Total of all active and inactive participants	2022-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	32
Number of participants with account balances	2022-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	19
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	12
Total of all active and inactive participants	2021-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	31
Number of participants with account balances	2021-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	19
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	10
Total of all active and inactive participants	2020-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	29
Number of participants with account balances	2020-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	20
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	28
Number of participants with account balances	2019-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	20
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	27
Number of participants with account balances	2018-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	22
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	29
Number of participants with account balances	2017-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	19
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	7
Total of all active and inactive participants	2016-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	26
Number of participants with account balances	2016-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	18
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	22
Number of participants with account balances	2015-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	21
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	23
Number of participants with account balances	2014-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2011: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	22
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	25
Number of participants with account balances	2011-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,626,214
Expenses. Total of all expenses incurred	2023-12-31	$49,335
Benefits paid (including direct rollovers)	2023-12-31	$6,610
Total plan assets at end of year	2023-12-31	$9,021,929
Total plan assets at beginning of year	2023-12-31	$7,445,050
Value of fidelity bond covering the plan	2023-12-31	$500,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$252,509
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$1,563
Other income received	2023-12-31	$1,131,915
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$1,576,879
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$9,021,929
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$7,445,050
Assets. Value of participant loans	2023-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$240,227
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$42,725
2022 : KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-593,068
Expenses. Total of all expenses incurred	2022-12-31	$119,310
Benefits paid (including direct rollovers)	2022-12-31	$79,828
Total plan assets at end of year	2022-12-31	$7,445,050
Total plan assets at beginning of year	2022-12-31	$8,157,428
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$136,679
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$1,051
Other income received	2022-12-31	$-960,129
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-712,378
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$7,445,050
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$8,157,428
Assets. Value of participant loans	2022-12-31	$831
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$229,331
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$39,482
2021 : KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,131,348
Expenses. Total of all expenses incurred	2021-12-31	$1,406,504
Benefits paid (including direct rollovers)	2021-12-31	$1,367,052
Total plan assets at end of year	2021-12-31	$8,157,428
Total plan assets at beginning of year	2021-12-31	$8,432,584
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$152,815
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$45,202
Other income received	2021-12-31	$709,466
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-275,156
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,157,428
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$8,432,584
Assets. Value of participant loans	2021-12-31	$5,664
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$223,865
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$39,452
2020 : KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$786,369
Expenses. Total of all expenses incurred	2020-12-31	$483,004
Benefits paid (including direct rollovers)	2020-12-31	$445,525
Total plan assets at end of year	2020-12-31	$8,432,584
Total plan assets at beginning of year	2020-12-31	$8,129,219
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$96,205
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$4,772
Other income received	2020-12-31	$461,291
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$303,365
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$8,432,584
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$8,129,219
Assets. Value of participant loans	2020-12-31	$10,239
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$224,101
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$37,479
2019 : KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,731,352
Expenses. Total of all expenses incurred	2019-12-31	$177,158
Benefits paid (including direct rollovers)	2019-12-31	$140,070
Total plan assets at end of year	2019-12-31	$8,129,219
Total plan assets at beginning of year	2019-12-31	$6,575,025
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$131,057
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,400,697
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,554,194
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$8,129,219
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,575,025
Assets. Value of participant loans	2019-12-31	$14,569
Total contributions received or receivable from employer(s)	2019-12-31	$199,598
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$37,088
2018 : KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-163,945
Expenses. Total of all expenses incurred	2018-12-31	$348,221
Benefits paid (including direct rollovers)	2018-12-31	$310,641
Total plan assets at end of year	2018-12-31	$6,575,025
Total plan assets at beginning of year	2018-12-31	$7,087,191
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$118,397
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$3,408
Other income received	2018-12-31	$-511,311
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-512,166
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,575,025
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,087,191
Assets. Value of participant loans	2018-12-31	$3,210
Total contributions received or receivable from employer(s)	2018-12-31	$225,561
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$37,580
2017 : KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,860,870
Expenses. Total of all expenses incurred	2017-12-31	$6,058,034
Benefits paid (including direct rollovers)	2017-12-31	$6,003,799
Total plan assets at end of year	2017-12-31	$7,087,191
Total plan assets at beginning of year	2017-12-31	$11,284,355
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$102,848
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$1,562,661
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-4,197,164
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,087,191
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$11,284,355
Assets. Value of participant loans	2017-12-31	$7,372
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$195,361
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$54,235
2016 : KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,084,447
Expenses. Total of all expenses incurred	2016-12-31	$1,188,623
Benefits paid (including direct rollovers)	2016-12-31	$1,134,197
Total plan assets at end of year	2016-12-31	$11,284,355
Total plan assets at beginning of year	2016-12-31	$11,388,531
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$100,080
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$812,764
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-104,176
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$11,284,355
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$11,388,531
Assets. Value of participant loans	2016-12-31	$17,620
Total contributions received or receivable from employer(s)	2016-12-31	$171,603
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$54,426
2015 : KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$282,264
Expenses. Total of all expenses incurred	2015-12-31	$2,101,900
Benefits paid (including direct rollovers)	2015-12-31	$2,050,273
Total plan assets at end of year	2015-12-31	$11,388,531
Total plan assets at beginning of year	2015-12-31	$13,208,167
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$129,986
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-33,208
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-1,819,636
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$11,388,531
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$13,208,167
Assets. Value of participant loans	2015-12-31	$29,637
Total contributions received or receivable from employer(s)	2015-12-31	$185,486
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$51,627
2014 : KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$790,907
Expenses. Total of all expenses incurred	2014-12-31	$55,431
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$13,208,167
Total plan assets at beginning of year	2014-12-31	$12,472,691
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$109,762
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$471,634
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$735,476
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$13,208,167
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$12,472,691
Assets. Value of participant loans	2014-12-31	$51,295
Total contributions received or receivable from employer(s)	2014-12-31	$209,511
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$55,431
2011 : KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$16,774
Expenses. Total of all expenses incurred	2011-12-31	$178,250
Benefits paid (including direct rollovers)	2011-12-31	$97,836
Total plan assets at end of year	2011-12-31	$9,353,809
Total plan assets at beginning of year	2011-12-31	$9,515,285
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$111,123
Expenses. Other expenses not covered elsewhere	2011-12-31	$80,414
Contributions received from other sources (not participants or employers)	2011-12-31	$53
Other income received	2011-12-31	$-139,038
Net income (gross income less expenses)	2011-12-31	$-161,476
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$9,353,809
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$9,515,285
Assets. Value of participant loans	2011-12-31	$81,390
Total contributions received or receivable from employer(s)	2011-12-31	$44,636
2010 : KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$955,513
Expenses. Total of all expenses incurred	2010-12-31	$186,828
Benefits paid (including direct rollovers)	2010-12-31	$133,128
Total plan assets at end of year	2010-12-31	$9,515,285
Total plan assets at beginning of year	2010-12-31	$8,746,600
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$71,407
Expenses. Other expenses not covered elsewhere	2010-12-31	$53,700
Other income received	2010-12-31	$731,789
Net income (gross income less expenses)	2010-12-31	$768,685
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$9,515,285
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$8,746,600
Assets. Value of participant loans	2010-12-31	$48,538
Total contributions received or receivable from employer(s)	2010-12-31	$152,317

Form 5500 Responses for KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN

2023: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2011: KEATING, O'GARA, NEDVED & PETER, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )

Policy contract number

83842000

Policy instance

Insurance contract or identification number	83842000
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	KEATING, OGARA, NEDVED & PETER, P.C.
Employer identification number (EIN):	470618516
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers