401k Plan data: KEER & HEYER CASH BALANCE PLAN plan

KEER & HEYER CASH BALANCE PLAN 401k Plan overview

Plan Name	KEER & HEYER CASH BALANCE PLAN
Plan identification number	002

KEER & HEYER CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.

401k Sponsoring company profile

KEER & HEYER has sponsored the creation of one or more 401k plans.

Company Name: KEER & HEYER

Employer identification number (EIN): 221845999

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEER & HEYER CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 ERNEST KEER 2020-05-27
002 2019-01-01 ERNEST KEER 2020-05-11
002 2018-01-01 ERNEST KEER 2019-04-25
002 2017-01-01 ERNEST KEER 2018-02-15
002 2016-01-01 ERNEST KEER 2017-03-08
002 2015-01-01 ERNEST KEER 2016-09-23 ERNEST KEER 2016-09-23
002 2014-01-01 ERNEST KEER 2015-08-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	ERNEST KEER	2020-05-27
002	2019-01-01	ERNEST KEER	2020-05-11
002	2018-01-01	ERNEST KEER	2019-04-25
002	2017-01-01	ERNEST KEER	2018-02-15
002	2016-01-01	ERNEST KEER	2017-03-08
002	2015-01-01	ERNEST KEER	2016-09-23	ERNEST KEER	2016-09-23
002	2014-01-01	ERNEST KEER	2015-08-19

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Company Name:	KEER & HEYER
Employer identification number (EIN):	221845999
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages