401k Plan data: KELLER MCINTYRE, LLC 401(K) PROFIT SHARING PLAN plan

KELLER MCINTYRE, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	KELLER MCINTYRE, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

KELLER MCINTYRE, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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

KELLER MCINTYRE, LLC has sponsored the creation of one or more 401k plans.

Company Name: KELLER MCINTYRE, LLC

Employer identification number (EIN): 461304758

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLER MCINTYRE, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 THOMAS KELLER
001 2016-01-01 THOMAS KELLER
001 2015-01-01 MARK MCINTYRE
001 2014-01-01 MARK MCINTYRE
001 2013-01-01 MARK MCINTYRE

Plan id#	Filing Submission Date	Name of Administrator
001	2017-01-01	THOMAS KELLER
001	2016-01-01	THOMAS KELLER
001	2015-01-01	MARK MCINTYRE
001	2014-01-01	MARK MCINTYRE
001	2013-01-01	MARK MCINTYRE

Financial Data on KELLER MCINTYRE, LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2017 : KELLER MCINTYRE, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-07-03	$73,759
Expenses. Total of all expenses incurred	2017-07-03	$536,250
Benefits paid (including direct rollovers)	2017-07-03	$527,828
Total plan assets at end of year	2017-07-03	$0
Total plan assets at beginning of year	2017-07-03	$462,491
Value of fidelity bond covering the plan	2017-07-03	$500,000
Total contributions received or receivable from participants	2017-07-03	$1,840
Other income received	2017-07-03	$43,967
Net income (gross income less expenses)	2017-07-03	$-462,491
Net plan assets at end of year (total assets less liabilities)	2017-07-03	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-07-03	$462,491
Assets. Value of participant loans	2017-07-03	$0
Total contributions received or receivable from employer(s)	2017-07-03	$27,952
Expenses. Administrative service providers (salaries,fees and commissions)	2017-07-03	$8,422
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-07-03	$0
2016 : KELLER MCINTYRE, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$171,217
Expenses. Total of all expenses incurred	2016-12-31	$63
Total plan assets at end of year	2016-12-31	$462,491
Total plan assets at beginning of year	2016-12-31	$291,337
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$24,035
Other income received	2016-12-31	$39,559
Net income (gross income less expenses)	2016-12-31	$171,154
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$462,491
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$291,337
Assets. Value of participant loans	2016-12-31	$6,354
Total contributions received or receivable from employer(s)	2016-12-31	$107,623
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$63
2015 : KELLER MCINTYRE, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$120,392
Expenses. Total of all expenses incurred	2015-12-31	$1,055
Total plan assets at end of year	2015-12-31	$291,337
Total plan assets at beginning of year	2015-12-31	$172,000
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$48,723
Other income received	2015-12-31	$-8,591
Net income (gross income less expenses)	2015-12-31	$119,337
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$291,337
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$172,000
Assets. Value of participant loans	2015-12-31	$8,183
Total contributions received or receivable from employer(s)	2015-12-31	$80,260
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,055
2014 : KELLER MCINTYRE, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$128,803
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$172,000
Total plan assets at beginning of year	2014-12-31	$43,197
Value of fidelity bond covering the plan	2014-12-31	$25,000
Total contributions received or receivable from participants	2014-12-31	$53,372
Other income received	2014-12-31	$2,939
Net income (gross income less expenses)	2014-12-31	$128,803
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$172,000
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$43,197
Total contributions received or receivable from employer(s)	2014-12-31	$72,492
2013 : KELLER MCINTYRE, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$43,197
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$43,197
Total plan assets at beginning of year	2013-12-31	$0
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$41,834
Other income received	2013-12-31	$863
Net income (gross income less expenses)	2013-12-31	$43,197
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$43,197
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$500

Form 5500 Responses for KELLER MCINTYRE, LLC 401(K) PROFIT SHARING PLAN

2017: KELLER MCINTYRE, LLC 401(K) 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	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: KELLER MCINTYRE, LLC 401(K) 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: KELLER MCINTYRE, LLC 401(K) 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: KELLER MCINTYRE, LLC 401(K) 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: KELLER MCINTYRE, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	KELLER MCINTYRE, LLC
Employer identification number (EIN):	461304758
NAIC Classification:	541800