Keller Mortgage 401(k) Plan (terminated 2022): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2022, when $12.7 million was transferred out of the plan. Assets moved to the KWRI 401(K) PLAN (sponsored by KELLER WILLIAMS REALTY, LLC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
See the KWRI 401(K) PLAN →Keller Mortgage 401(k) Login
We don't have a verified login link for this plan's recordkeeper. Beagle can locate your account.
Retirement plan providers can change. This information is from the plan's 2022 filing.
Keller Mortgage 401(k) Plan Facts (plan year 2022)
Source: Form 5500 for plan year 2022 (Jan 1, 2022 – Jan 1, 2022), filed Oct 12, 2022. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2022
- $184,862 went into the plan in contributions, $80,112 of it from the employer (43%).
How the Keller Mortgage 401(k) changed, 2017–2022
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2017 | 75 | $671,697 | $0 | $222,688 |
| 2018 | 70 | $592,314 | $0 | $221,065 |
| 2019 | 126 | $982,330 | — | $230,885 |
| 2020 | 527 | $6.54 million | $1.75 million | $275,161 |
| 2021 | 819 | $12.5 million | $2.39 million | $1.72 million |
| 2022 (final) | 1,021 | $0 | $80,112 | $0 |
Keller Mortgage 401(k) Contact Information
Questions about the Keller Mortgage 401(k)
Is the Keller Mortgage 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2022. Its assets were transferred to the KWRI 401(K) PLAN.
Does Keller Mortgage contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2022 the employer contributed $80,112, 43% of all contributions.
Does the Keller Mortgage 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Keller Mortgage 401(k) plan?
1,021 participants at the start of plan year 2022.
Who manages the Keller Mortgage 401(k) accounts?
EQUITABLE is the plan's recordkeeper, which is where participants log in to see their balance.