O'keefe Management Company, Inc. 401(k) Plan (terminated 2019): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2019. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

O'keefe Management Company, Inc. 401(k) Plan Facts (plan year 2019)

Plan name
O'KEEFE FAMILY RESTAURANT 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
O'KEEFE MANAGEMENT COMPANY, INC.
Participants
144
Former employees with a balance
0
Employer contributions
$8,611 in plan year 2019 (45% of all contributions)
Recordkeeper
Lincoln National Life Insurance Co
Plan year
Jan 1, 2019 – Dec 31, 2019
Plan established
Jan 1, 2013
— 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 2019 (Jan 1, 2019 – Dec 31, 2019), filed Oct 9, 2020. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2019

  • $19,231 went into the plan in contributions, $8,611 of it from the employer (45%).
  • $315,582 was paid out to participants.
  • Investment and other income added $37,922.

How the O'keefe Management Company, Inc. 401(k) changed, 2014–2019

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201457$79,521$15,735$0
201567$114,297$17,244—
201676$141,919$17,893$27,401
201778$243,955$16,853—
2018133$258,429$17,501$0
2019 (final)144$0$8,611$315,582

O'keefe Management Company, Inc. 401(k) Contact Information

Phone
630-699-3399
Mailing address
70 GORDON STREET, ELK GROVE VILLAGE IL 60007
Plan sponsor
O'KEEFE MANAGEMENT COMPANY, INC.
Employer identification number (EIN)
36-4486956
Plan number
001

Questions about the O'keefe Management Company, Inc. 401(k)

Is the O'keefe Management Company, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2019.

Does O'keefe Management Company, Inc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $8,611 in employer contributions for plan year 2019.

Does the O'keefe Management Company, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the O'keefe Management Company, Inc 401(k) plan?

144 participants at the start of plan year 2019.

Who manages the O'keefe Management Company, Inc 401(k) accounts?

Lincoln Financial (listed on the filing as LINCOLN NATIONAL LIFE INSURANCE CO) is the plan's recordkeeper, which is where participants log in to see their balance.

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