KEE LAW FIRM, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KEE LAW FIRM, LLC RETIREMENT PLAN
Measure | Date | Value |
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2020: KEE LAW FIRM, LLC RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
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 | 6 |
Total of all active and inactive participants | 2020-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 7 |
Number of participants with account balances | 2020-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: KEE LAW FIRM, LLC RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 7 |
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 | 5 |
Total of all active and inactive participants | 2019-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 7 |
Number of participants with account balances | 2019-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: KEE LAW FIRM, LLC RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
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 | 2 |
Total of all active and inactive participants | 2018-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 7 |
Number of participants with account balances | 2018-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: KEE LAW FIRM, LLC RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
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 | 2 |
Total of all active and inactive participants | 2017-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 7 |
Number of participants with account balances | 2017-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: KEE LAW FIRM, LLC RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
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 | 2 |
Total of all active and inactive participants | 2016-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 7 |
Number of participants with account balances | 2016-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: KEE LAW FIRM, LLC RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
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 | 3 |
Total of all active and inactive participants | 2015-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 8 |
Number of participants with account balances | 2015-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
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2020 : KEE LAW FIRM, LLC RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $165,020 |
Expenses. Total of all expenses incurred | 2020-12-31 | $29,206 |
Benefits paid (including direct rollovers) | 2020-12-31 | $25,841 |
Total plan assets at end of year | 2020-12-31 | $1,326,183 |
Total plan assets at beginning of year | 2020-12-31 | $1,190,369 |
Total contributions received or receivable from participants | 2020-12-31 | $26,000 |
Other income received | 2020-12-31 | $101,520 |
Net income (gross income less expenses) | 2020-12-31 | $135,814 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,326,183 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,190,369 |
Assets. Value of participant loans | 2020-12-31 | $18,988 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $37,500 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $3,365 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : KEE LAW FIRM, LLC RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $229,930 |
Expenses. Total of all expenses incurred | 2019-12-31 | $3,164 |
Total plan assets at end of year | 2019-12-31 | $1,190,369 |
Total plan assets at beginning of year | 2019-12-31 | $963,603 |
Total contributions received or receivable from participants | 2019-12-31 | $29,733 |
Other income received | 2019-12-31 | $169,772 |
Net income (gross income less expenses) | 2019-12-31 | $226,766 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,190,369 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $963,603 |
Assets. Value of participant loans | 2019-12-31 | $18,988 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $30,425 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $3,164 |
2018 : KEE LAW FIRM, LLC RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-25,056 |
Expenses. Total of all expenses incurred | 2018-12-31 | $4,540 |
Benefits paid (including direct rollovers) | 2018-12-31 | $863 |
Total plan assets at end of year | 2018-12-31 | $963,603 |
Total plan assets at beginning of year | 2018-12-31 | $993,199 |
Total contributions received or receivable from participants | 2018-12-31 | $38,808 |
Other income received | 2018-12-31 | $-98,031 |
Net income (gross income less expenses) | 2018-12-31 | $-29,596 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $963,603 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $993,199 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $34,167 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,677 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : KEE LAW FIRM, LLC RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $190,683 |
Expenses. Total of all expenses incurred | 2017-12-31 | $2,622 |
Total plan assets at end of year | 2017-12-31 | $993,199 |
Total plan assets at beginning of year | 2017-12-31 | $805,138 |
Total contributions received or receivable from participants | 2017-12-31 | $38,380 |
Other income received | 2017-12-31 | $122,819 |
Net income (gross income less expenses) | 2017-12-31 | $188,061 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $993,199 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $805,138 |
Assets. Value of participant loans | 2017-12-31 | $18,988 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $29,484 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $2,622 |
2016 : KEE LAW FIRM, LLC RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $91,949 |
Expenses. Total of all expenses incurred | 2016-12-31 | $2,565 |
Benefits paid (including direct rollovers) | 2016-12-31 | $217 |
Total plan assets at end of year | 2016-12-31 | $805,138 |
Total plan assets at beginning of year | 2016-12-31 | $715,754 |
Total contributions received or receivable from participants | 2016-12-31 | $31,885 |
Other income received | 2016-12-31 | $42,617 |
Net income (gross income less expenses) | 2016-12-31 | $89,384 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $805,138 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $715,754 |
Assets. Value of participant loans | 2016-12-31 | $19,988 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $17,447 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,348 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : KEE LAW FIRM, LLC RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $23,323 |
Expenses. Total of all expenses incurred | 2015-12-31 | $23,352 |
Benefits paid (including direct rollovers) | 2015-12-31 | $20,792 |
Total plan assets at end of year | 2015-12-31 | $715,754 |
Total plan assets at beginning of year | 2015-12-31 | $715,783 |
Total contributions received or receivable from participants | 2015-12-31 | $28,840 |
Other income received | 2015-12-31 | $-22,119 |
Net income (gross income less expenses) | 2015-12-31 | $-29 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $715,754 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $715,783 |
Assets. Value of participant loans | 2015-12-31 | $18,988 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $16,602 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,560 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2020: KEE LAW FIRM, LLC RETIREMENT PLAN 2020 form 5500 responses |
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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 – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: KEE LAW FIRM, LLC RETIREMENT PLAN 2019 form 5500 responses |
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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 – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: KEE LAW FIRM, LLC RETIREMENT PLAN 2018 form 5500 responses |
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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: KEE LAW FIRM, LLC RETIREMENT PLAN 2017 form 5500 responses |
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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: KEE LAW FIRM, LLC RETIREMENT PLAN 2016 form 5500 responses |
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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: KEE LAW FIRM, LLC RETIREMENT PLAN 2015 form 5500 responses |
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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 |
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | GAP-CP-LG0E |
Policy instance | 1 |
Insurance contract or identification number | GAP-CP-LG0E | Number of Individuals Covered | 7 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $311 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $311 | Additional information about fees paid to insurance broker | COMMISSIONS | Insurance broker organization code? | 4 |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | GAP-B2-EJ57 |
Policy instance | 1 |
Insurance contract or identification number | GAP-B2-EJ57 | Number of Individuals Covered | 7 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $3 | Total amount of fees paid to insurance company | USD $1 | Are there contracts with allocated funds for individual policies? | 0 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3 | Additional information about fees paid to insurance broker | COMMISSIONS | Insurance broker organization code? | 4 | Amount paid for insurance broker fees | 1 |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | GAP-B2-EJ57 |
Policy instance | 1 |
Insurance contract or identification number | GAP-B2-EJ57 | Number of Individuals Covered | 7 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $3 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3 | Additional information about fees paid to insurance broker | COMMISSIONS | Insurance broker organization code? | 4 |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 455-85565 |
Policy instance | 1 |
Insurance contract or identification number | 455-85565 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $3 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3 | Additional information about fees paid to insurance broker | COMMISSIONS | Insurance broker organization code? | 4 | Insurance broker name | KESTRA INVESTMENT SERVICES |
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