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CASEY AND KELLER 401(K) 401k Plan overview

Plan NameCASEY AND KELLER 401(K)
Plan identification number 001

CASEY AND KELLER 401(K) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

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

Company Name:CASEY AND KELLER, INC
Employer identification number (EIN):222039298
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASEY AND KELLER 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RICHARD KELLER2024-10-08
0012022-01-01RICHARD KELLER2023-06-23
0012021-01-01RICHARD KELLER2022-06-21
0012020-01-01RICHARD KELLER2021-10-06
0012019-01-01RICHARD KELLER2020-10-15
0012018-01-01RICHARD KELLER2019-07-29
0012017-01-01RICHARD KELLER2018-07-09
0012016-01-01RICHARD KELLER2017-07-17
0012015-01-01RICHARD KELLER2017-05-11
0012015-01-01RICHARD KELLER2016-10-17
0012014-01-01RICHARD KELLER2015-10-14
0012013-01-01RICHARD KELLER2014-10-14
0012012-01-01RICHARD KELLER2013-10-15
0012011-01-01RICHARD A, KELLER2012-04-17 RICHARD A. KELLER2012-04-17
0012010-01-01HERBERT KELLER2011-06-01 HERBERT KELLER2011-06-01

Financial Data on CASEY AND KELLER 401(K)

Measure Date Value
2025 : CASEY AND KELLER 401(K) 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0743122
Net assets as of the end of the plan year2025-10-072556642
Total assets as of the beginning of the plan year2025-10-072202760
Value of plan covered by a fidelity bond2025-10-07330000
Participant contributions to plan in this plan year2025-10-07102321
Value of participant loans at end of plan year2025-10-0711186
Other income to plan in this plan year2025-10-07239192
Plan net income in this plan year2025-10-07353882
Net assets as of the end of the plan year2025-10-072556642
Net assets as of the beginning of the plan year2025-10-072202760
Employer contributions to plan in this plan year2025-10-0755491
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-076272
2024 : CASEY AND KELLER 401(K) 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0838012
Net assets as of the end of the plan year2024-10-082202760
Total assets as of the beginning of the plan year2024-10-081799652
Value of plan covered by a fidelity bond2024-10-08179965
Participant contributions to plan in this plan year2024-10-08117722
Value of participant loans at end of plan year2024-10-0815016
Other income to plan in this plan year2024-10-08266261
Plan net income in this plan year2024-10-08403108
Net assets as of the end of the plan year2024-10-082202760
Net assets as of the beginning of the plan year2024-10-081799652
Employer contributions to plan in this plan year2024-10-0857137
Fees paid to broker by Benefit Provider2024-10-084393
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-086012
2022 : CASEY AND KELLER 401(K) 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-2133209
Net assets as of the end of the plan year2022-06-211933329
Total assets as of the beginning of the plan year2022-06-211596764
Value of plan covered by a fidelity bond2022-06-21159676
Participant contributions to plan in this plan year2022-06-21101239
Value of participant loans at end of plan year2022-06-216377
Other income to plan in this plan year2022-06-21218157
Plan net income in this plan year2022-06-21336565
Net assets as of the end of the plan year2022-06-211933329
Net assets as of the beginning of the plan year2022-06-211596764
Employer contributions to plan in this plan year2022-06-2150378
Fees paid to broker by Benefit Provider2022-06-214368
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-215709

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