KELLER & OWENS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KELLER & OWENS, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : KELLER & OWENS, LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-15 | 109429 |
| Net assets as of the end of the plan year | 2025-10-15 | 6230570 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 5205265 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-15 | 273344 |
| Other contributions to plan in this plan year | 2025-10-15 | 28380 |
| Other income to plan in this plan year | 2025-10-15 | 700988 |
| Plan net income in this plan year | 2025-10-15 | 1025305 |
| Net assets as of the end of the plan year | 2025-10-15 | 6230570 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 5205265 |
| Employer contributions to plan in this plan year | 2025-10-15 | 132022 |
| Fees paid to broker by Benefit Provider | 2025-10-15 | 11 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 35689 |
| 2024 : KELLER & OWENS, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-20 | 340303 |
| Net assets as of the end of the plan year | 2024-09-20 | 5205265 |
| Total assets as of the beginning of the plan year | 2024-09-20 | 4507293 |
| Value of plan covered by a fidelity bond | 2024-09-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-20 | 254271 |
| Other expenses paid from plan in this plan year | 2024-09-20 | 0 |
| Other contributions to plan in this plan year | 2024-09-20 | 1340 |
| Other income to plan in this plan year | 2024-09-20 | 656195 |
| Plan net income in this plan year | 2024-09-20 | 697972 |
| Net assets as of the end of the plan year | 2024-09-20 | 5205265 |
| Net assets as of the beginning of the plan year | 2024-09-20 | 4507293 |
| Employer contributions to plan in this plan year | 2024-09-20 | 126469 |
| Fees paid to broker by Benefit Provider | 2024-09-20 | 5 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-20 | 28703 |
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