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401k Sponsoring company profile

KELLER & ASSOCIATES, CPA'S has sponsored the creation of one or more 401k plans.

Company Name:KELLER & ASSOCIATES, CPA'S
Employer identification number (EIN):742653198
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

The following addresses have been detected on the 401k submissions:

USA Location Address
P. O. BOX 2549
VICTORIA
TX
77902
Date first seen: 2008-10-01
Date last seen: 2025-07-31

Plan Sponsor Events

KELLER & ASSOCIATES, CPA'S 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
002KELLER & ASSOCIATES, CPA'S CASH BALANCE PENSION PLAN2013-01-01 2012-01-01
001KELLER & ASSOCIATES, CPAS 401K PLAN2011-01-01 2008-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2016-07-07Employer Contributions $ 86,442
2016-07-07Employee Contributions $ 86,442
2016-03-25Employer Contributions $ 14,173
2016-03-25Employee Contributions $ 14,173
2016-01-13Employer Contributions $ 200,000
2016-01-13Employee Contributions $ 200,000
2015-03-23Employer Contributions $ 104,312
2015-03-23Employee Contributions $ 104,312
2015-02-06Employer Contributions $ 150,000
2015-02-06Employee Contributions $ 150,000
2014-07-08Employer Contributions $ 50,000
2014-07-08Employee Contributions $ 50,000
2014-03-06Employer Contributions $ 21,541
2014-03-06Employee Contributions $ 21,541
2014-01-17Employer Contributions $ 250,000
2014-01-17Employee Contributions $ 250,000
2013-11-14Employer Contributions $ 75,000
2013-11-14Employee Contributions $ 75,000
2013-06-05Employer Contributions $ 250,000
2013-06-05Employee Contributions $ 250,000
2013-04-05Employer Contributions $ 155,793
2013-04-05Employee Contributions $ 155,793

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