JOSEPH L. KELLER, CPA, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
| 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 |
