401k Plan data: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN plan

JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN
Plan identification number	001

JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

JOSEPH L. KELLER, CPA, INC. has sponsored the creation of one or more 401k plans.

Company Name: JOSEPH L. KELLER, CPA, INC.

Employer identification number (EIN): 611418742

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JOSEPH L. KELLER
001 2016-01-01 JOSEPH L. KELLER
001 2015-01-01 JOSEPH L. KELLER
001 2015-01-01 JOSEPH L. KELLER
001 2014-01-01 JOSEPH L. KELLER
001 2013-01-01 JOSEPH L. KELLER
001 2012-01-01 JOSEPH L. KELLER
001 2011-01-01 JOSEPH L. KELLER
001 2010-01-01 JOSEPH L. KELLER
001 2009-01-01 JOSEPH L. KELLER

Plan Statistics for JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN

Measure Date Value
2021: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total of all active and inactive participants 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
2020: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Total of all active and inactive participants 2020-01-01 2
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 0
2019: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
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 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
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 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
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 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
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 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 0
2012: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2010: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2021: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total of all active and inactive participants	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
2020: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Total of all active and inactive participants	2020-01-01	2
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	0
2019: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
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	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
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	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
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	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
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	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	0
2012: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2010: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN

Measure	Date	Value
2021 : JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$-2,060,171
Total income from all sources	2021-12-31	$221,179
Expenses. Total of all expenses incurred	2021-12-31	$110,783
Benefits paid (including direct rollovers)	2021-12-31	$95,758
Total plan assets at end of year	2021-12-31	$0
Total plan assets at beginning of year	2021-12-31	$1,949,775
Value of fidelity bond covering the plan	2021-12-31	$200,000
Other income received	2021-12-31	$221,179
Net income (gross income less expenses)	2021-12-31	$110,396
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,949,775
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$15,025
2020 : JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-29,219
Expenses. Total of all expenses incurred	2020-12-31	$42,165
Benefits paid (including direct rollovers)	2020-12-31	$28,000
Total plan assets at end of year	2020-12-31	$1,949,775
Total plan assets at beginning of year	2020-12-31	$2,021,159
Value of fidelity bond covering the plan	2020-12-31	$200,000
Other income received	2020-12-31	$-29,219
Net income (gross income less expenses)	2020-12-31	$-71,384
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,949,775
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,021,159
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$14,165
2019 : JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$325,298
Expenses. Total of all expenses incurred	2019-12-31	$93,767
Benefits paid (including direct rollovers)	2019-12-31	$81,101
Total plan assets at end of year	2019-12-31	$2,021,159
Total plan assets at beginning of year	2019-12-31	$1,789,628
Value of fidelity bond covering the plan	2019-12-31	$200,000
Other income received	2019-12-31	$325,298
Net income (gross income less expenses)	2019-12-31	$231,531
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,021,159
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,789,628
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$12,666
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-28,135
Expenses. Total of all expenses incurred	2018-12-31	$102,869
Benefits paid (including direct rollovers)	2018-12-31	$83,636
Total plan assets at end of year	2018-12-31	$1,789,628
Total plan assets at beginning of year	2018-12-31	$1,920,632
Value of fidelity bond covering the plan	2018-12-31	$200,000
Other income received	2018-12-31	$-28,135
Net income (gross income less expenses)	2018-12-31	$-131,004
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,789,628
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,920,632
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$19,233
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$241,624
Expenses. Total of all expenses incurred	2017-12-31	$92,686
Benefits paid (including direct rollovers)	2017-12-31	$74,235
Total plan assets at end of year	2017-12-31	$1,920,632
Total plan assets at beginning of year	2017-12-31	$1,771,694
Value of fidelity bond covering the plan	2017-12-31	$200,000
Other income received	2017-12-31	$241,624
Net income (gross income less expenses)	2017-12-31	$148,938
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,920,632
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,771,694
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$18,451
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$23,053
Expenses. Total of all expenses incurred	2016-12-31	$92,739
Benefits paid (including direct rollovers)	2016-12-31	$74,350
Total plan assets at end of year	2016-12-31	$1,771,694
Total plan assets at beginning of year	2016-12-31	$1,841,380
Value of fidelity bond covering the plan	2016-12-31	$200,000
Other income received	2016-12-31	$23,053
Net income (gross income less expenses)	2016-12-31	$-69,686
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,771,694
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,841,380
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$18,389
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$30,506
Expenses. Total of all expenses incurred	2015-12-31	$93,370
Benefits paid (including direct rollovers)	2015-12-31	$74,194
Total plan assets at end of year	2015-12-31	$1,841,380
Total plan assets at beginning of year	2015-12-31	$1,904,244
Value of fidelity bond covering the plan	2015-12-31	$200,000
Other income received	2015-12-31	$30,506
Net income (gross income less expenses)	2015-12-31	$-62,864
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,841,380
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,904,244
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$19,176
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$191,547
Expenses. Total of all expenses incurred	2014-12-31	$155,147
Benefits paid (including direct rollovers)	2014-12-31	$136,340
Total plan assets at end of year	2014-12-31	$1,904,244
Total plan assets at beginning of year	2014-12-31	$1,867,844
Value of fidelity bond covering the plan	2014-12-31	$200,000
Other income received	2014-12-31	$191,547
Net income (gross income less expenses)	2014-12-31	$36,400
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,904,244
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,867,844
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$18,807
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$276,471
Expenses. Total of all expenses incurred	2013-12-31	$16,957
Total plan assets at end of year	2013-12-31	$1,867,844
Total plan assets at beginning of year	2013-12-31	$1,608,330
Other income received	2013-12-31	$276,471
Net income (gross income less expenses)	2013-12-31	$259,514
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,867,844
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,608,330
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$16,957
2012 : JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$143,089
Expenses. Total of all expenses incurred	2012-12-31	$15,625
Total plan assets at end of year	2012-12-31	$1,608,330
Total plan assets at beginning of year	2012-12-31	$1,480,866
Other income received	2012-12-31	$143,089
Net income (gross income less expenses)	2012-12-31	$127,464
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,608,330
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,480,866
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$15,625
2011 : JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$35,922
Expenses. Total of all expenses incurred	2011-12-31	$47,525
Total plan assets at end of year	2011-12-31	$1,480,866
Total plan assets at beginning of year	2011-12-31	$1,492,469
Expenses. Other expenses not covered elsewhere	2011-12-31	$32,571
Other income received	2011-12-31	$35,922
Net income (gross income less expenses)	2011-12-31	$-11,603
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,480,866
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,492,469
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$14,954
2010 : JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$136,509
Expenses. Total of all expenses incurred	2010-12-31	$12,283
Total plan assets at end of year	2010-12-31	$1,492,469
Total plan assets at beginning of year	2010-12-31	$1,368,243
Other income received	2010-12-31	$136,509
Net income (gross income less expenses)	2010-12-31	$124,226
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,492,469
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,368,243
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$12,283

Form 5500 Responses for JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN

2021: JOSEPH L. KELLER, CPA, INC. 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	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JOSEPH L. KELLER, CPA, INC. 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: JOSEPH L. KELLER, CPA, INC. 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: JOSEPH L. KELLER, CPA, INC. 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	This return/report is a short plan year return/report (less than 12 months)	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: JOSEPH L. KELLER, CPA, INC. 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: JOSEPH L. KELLER, CPA, INC. 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: JOSEPH L. KELLER, CPA, INC. 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
2013: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOSEPH L. KELLER, CPA, INC. 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOSEPH L. KELLER, CPA, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOSEPH L. KELLER, CPA, INC.
Employer identification number (EIN):	611418742
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants