Keefe & Associates
Plan context: Keefe & Associates Profit Sharing Plan
EIN 04-2807634 • Natick, MA • 19 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$5,758
2024 Contributions
$100,466
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $0 | - |
| Keefe & Associates Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2023 | 1 | 2 | $5,758 | $0 | - |
| Keefe & Associates Profit Sharing Plan | - | 2 | $5,758 | $0 | - |
| 2022 | 1 | 4 | $40,336 | $0 | - |
| Keefe & Associates Profit Sharing Plan | - | 4 | $40,336 | $0 | - |
| 2021 | 1 | 10 | $522,517 | $100,466 | $10,047iApproximate average salary by contribution assumption: employee only about $251,165 at 4% or $167,443 at 6%; with 50% employer match about $167,443 at 4% or $111,629 at 6%; with 100% employer match about $125,583 at 4% or $83,722 at 6%. |
| Keefe & Associates Profit Sharing Plan | - | 10 | $522,517 | $100,466 | $10,047iApproximate average salary by contribution assumption: employee only about $251,165 at 4% or $167,443 at 6%; with 50% employer match about $167,443 at 4% or $111,629 at 6%; with 100% employer match about $125,583 at 4% or $83,722 at 6%. |
| 2020 | 1 | 9 | $438,290 | $7,794 | $866iApproximate average salary by contribution assumption: employee only about $21,650 at 4% or $14,433 at 6%; with 50% employer match about $14,433 at 4% or $9,622 at 6%; with 100% employer match about $10,825 at 4% or $7,217 at 6%. |
| Keefe & Associates Profit Sharing Plan | - | 9 | $438,290 | $7,794 | $866iApproximate average salary by contribution assumption: employee only about $21,650 at 4% or $14,433 at 6%; with 50% employer match about $14,433 at 4% or $9,622 at 6%; with 100% employer match about $10,825 at 4% or $7,217 at 6%. |
| 2019 | 1 | 10 | $705,816 | $9,085 | $909iApproximate average salary by contribution assumption: employee only about $22,713 at 4% or $15,142 at 6%; with 50% employer match about $15,142 at 4% or $10,094 at 6%; with 100% employer match about $11,356 at 4% or $7,571 at 6%. |
| Keefe & Associates Profit Sharing Plan | - | 10 | $705,816 | $9,085 | $909iApproximate average salary by contribution assumption: employee only about $22,713 at 4% or $15,142 at 6%; with 50% employer match about $15,142 at 4% or $10,094 at 6%; with 100% employer match about $11,356 at 4% or $7,571 at 6%. |
| 2018 | 1 | 10 | $588,688 | $14,934 | $1,493iApproximate average salary by contribution assumption: employee only about $37,335 at 4% or $24,890 at 6%; with 50% employer match about $24,890 at 4% or $16,593 at 6%; with 100% employer match about $18,668 at 4% or $12,445 at 6%. |
| Keefe & Associates Profit Sharing Plan | - | 10 | $588,688 | $14,934 | $1,493iApproximate average salary by contribution assumption: employee only about $37,335 at 4% or $24,890 at 6%; with 50% employer match about $24,890 at 4% or $16,593 at 6%; with 100% employer match about $18,668 at 4% or $12,445 at 6%. |
| 2017 | 1 | 11 | $651,530 | $13,651 | $1,241iApproximate average salary by contribution assumption: employee only about $31,025 at 4% or $20,683 at 6%; with 50% employer match about $20,683 at 4% or $13,789 at 6%; with 100% employer match about $15,513 at 4% or $10,342 at 6%. |
| Keefe & Associates Profit Sharing Plan | - | 11 | $651,530 | $13,651 | $1,241iApproximate average salary by contribution assumption: employee only about $31,025 at 4% or $20,683 at 6%; with 50% employer match about $20,683 at 4% or $13,789 at 6%; with 100% employer match about $15,513 at 4% or $10,342 at 6%. |
| 2016 | 1 | 13 | $592,627 | $11,478 | $883iApproximate average salary by contribution assumption: employee only about $22,073 at 4% or $14,715 at 6%; with 50% employer match about $14,715 at 4% or $9,810 at 6%; with 100% employer match about $11,037 at 4% or $7,358 at 6%. |
| Keefe & Associates Profit Sharing Plan | - | 13 | $592,627 | $11,478 | $883iApproximate average salary by contribution assumption: employee only about $22,073 at 4% or $14,715 at 6%; with 50% employer match about $14,715 at 4% or $9,810 at 6%; with 100% employer match about $11,037 at 4% or $7,358 at 6%. |
| 2015 | 1 | 16 | $527,673 | $14,146 | $884iApproximate average salary by contribution assumption: employee only about $22,103 at 4% or $14,735 at 6%; with 50% employer match about $14,735 at 4% or $9,824 at 6%; with 100% employer match about $11,052 at 4% or $7,368 at 6%. |
| Keefe & Associates Profit Sharing Plan | - | 16 | $527,673 | $14,146 | $884iApproximate average salary by contribution assumption: employee only about $22,103 at 4% or $14,735 at 6%; with 50% employer match about $14,735 at 4% or $9,824 at 6%; with 100% employer match about $11,052 at 4% or $7,368 at 6%. |
| 2014 | 1 | 29 | $590,748 | $15,631 | $539iApproximate average salary by contribution assumption: employee only about $13,475 at 4% or $8,983 at 6%; with 50% employer match about $8,983 at 4% or $5,989 at 6%; with 100% employer match about $6,738 at 4% or $4,492 at 6%. |
| Keefe & Associates Profit Sharing Plan | - | 29 | $590,748 | $15,631 | $539iApproximate average salary by contribution assumption: employee only about $13,475 at 4% or $8,983 at 6%; with 50% employer match about $8,983 at 4% or $5,989 at 6%; with 100% employer match about $6,738 at 4% or $4,492 at 6%. |
| 2013 | 1 | 27 | $532,357 | $20,469 | $758iApproximate average salary by contribution assumption: employee only about $18,953 at 4% or $12,635 at 6%; with 50% employer match about $12,635 at 4% or $8,423 at 6%; with 100% employer match about $9,476 at 4% or $6,318 at 6%. |
| Keefe & Associates Profit Sharing Plan | - | 27 | $532,357 | $20,469 | $758iApproximate average salary by contribution assumption: employee only about $18,953 at 4% or $12,635 at 6%; with 50% employer match about $12,635 at 4% or $8,423 at 6%; with 100% employer match about $9,476 at 4% or $6,318 at 6%. |
| 2012 | 1 | 19 | $395,350 | $33,347 | $1,755iApproximate average salary by contribution assumption: employee only about $43,878 at 4% or $29,252 at 6%; with 50% employer match about $29,252 at 4% or $19,501 at 6%; with 100% employer match about $21,939 at 4% or $14,626 at 6%. |
| Keefe & Associates Profit Sharing Plan | - | 19 | $395,350 | $33,347 | $1,755iApproximate average salary by contribution assumption: employee only about $43,878 at 4% or $29,252 at 6%; with 50% employer match about $29,252 at 4% or $19,501 at 6%; with 100% employer match about $21,939 at 4% or $14,626 at 6%. |
| 2011 | 1 | 16 | $318,496 | $64,764 | $4,048iApproximate average salary by contribution assumption: employee only about $101,194 at 4% or $67,463 at 6%; with 50% employer match about $67,463 at 4% or $44,975 at 6%; with 100% employer match about $50,597 at 4% or $33,731 at 6%. |
| Keefe & Associates Profit Sharing Plan | - | 16 | $318,496 | $64,764 | $4,048iApproximate average salary by contribution assumption: employee only about $101,194 at 4% or $67,463 at 6%; with 50% employer match about $67,463 at 4% or $44,975 at 6%; with 100% employer match about $50,597 at 4% or $33,731 at 6%. |
| 2010 | 1 | 10 | $267,673 | $53,000 | $5,300iApproximate average salary by contribution assumption: employee only about $132,500 at 4% or $88,333 at 6%; with 50% employer match about $88,333 at 4% or $58,889 at 6%; with 100% employer match about $66,250 at 4% or $44,167 at 6%. |
| Keefe & Associates Profit Sharing Plan | - | 10 | $267,673 | $53,000 | $5,300iApproximate average salary by contribution assumption: employee only about $132,500 at 4% or $88,333 at 6%; with 50% employer match about $88,333 at 4% or $58,889 at 6%; with 100% employer match about $66,250 at 4% or $44,167 at 6%. |
| 2009 | 1 | 7 | $177,225 | $14,015 | $2,002iApproximate average salary by contribution assumption: employee only about $50,054 at 4% or $33,369 at 6%; with 50% employer match about $33,369 at 4% or $22,246 at 6%; with 100% employer match about $25,027 at 4% or $16,685 at 6%. |
| Keefe & Associates Profit Sharing Plan | - | 7 | $177,225 | $14,015 | $2,002iApproximate average salary by contribution assumption: employee only about $50,054 at 4% or $33,369 at 6%; with 50% employer match about $33,369 at 4% or $22,246 at 6%; with 100% employer match about $25,027 at 4% or $16,685 at 6%. |
| 2008 | 1 | 9 | $0 | $0 | - |
| Keefe & Associates Profit Sharing Plan | - | 9 | - | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Keefe & Associates Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $53,400 | $53,400 | $26,700iApproximate average salary by contribution assumption: employee only about $667,500 at 4% or $445,000 at 6%; with 50% employer match about $445,000 at 4% or $296,667 at 6%; with 100% employer match about $333,750 at 4% or $222,500 at 6%. |
| Keefe & Associates Profit Sharing Plan | - | 2 | $53,400 | $53,400 | $26,700iApproximate average salary by contribution assumption: employee only about $667,500 at 4% or $445,000 at 6%; with 50% employer match about $445,000 at 4% or $296,667 at 6%; with 100% employer match about $333,750 at 4% or $222,500 at 6%. |