Keefe Group, Llc 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2015. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Keefe Group, Llc 401(k) Plan Facts (plan year 2015)

Plan name
KEEFE GROUP PROFIT SHARING AND 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
KEEFE GROUP, LLC
Participants
3,284 (2,964 active employees)
Former employees with a balance
368
Plan assets
$102,952,265 at Dec 31, 2015
Average account balance
$31,455 across 3,273 accounts
Employer contributions
$4,418,789 in plan year 2015 (41% of all contributions)
Plan year
Jan 1, 2015 – Dec 31, 2015
Plan established
Jan 1, 2005
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2015 (Jan 1, 2015 – Dec 31, 2015), filed Aug 22, 2016. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2015

  • $10.9 million went into the plan in contributions, $4.42 million of it from the employer (41%).
  • $7.80 million was paid out to participants.
  • Investment and other income added $94,492.
  • Administrative expenses were $96,959, about $30 per account.

How the Keefe Group, Llc 401(k) changed, 2010–2015

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20102,436$23.3 million—$1.87 million
20112,404$56.7 million$3.43 million$2.38 million
20123,265$69.0 million$4.12 million$2.90 million
20132,907$93.3 million$4.71 million$6.51 million
20142,990$104.6 million$4.55 million$5.79 million
20153,284$103.0 million$4.42 million$7.80 million

Keefe Group, Llc 401(k) Contact Information

Phone
800-326-6146
Mailing address
1260 ANDES BLVD., ST. LOUIS MO 63132
Plan sponsor
KEEFE GROUP, LLC
Employer identification number (EIN)
43-1857001
Plan number
001

Questions about the Keefe Group, Llc 401(k)

Is the Keefe Group, Llc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2015, and no later filing was found under this employer's EIN.

Does Keefe Group, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2015 the employer contributed $4.42 million, 41% of all contributions.

Does the Keefe Group, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Keefe Group, Llc 401(k) plan?

3,284 participants at the start of plan year 2015, 2,964 of them active employees, and 368 former employees who still had money in the plan.

What is the average 401(k) balance at Keefe Group, Llc?

About $31,455 per account: $103.0 million in plan assets across 3,273 accounts with a balance at the end of plan year 2015.

Who manages the Keefe Group, Llc 401(k) accounts?

Empower is the plan's recordkeeper, which is where participants log in to see their balance.

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