Civic Intelligence

TERRY A KEITH INC.

Plan context: TERRY A. KEITH, INC. 401(K) PROFIT SHARING PLAN

EIN 20-1024315 • Fort Myers, FL • 2 filings • 1 plans

8931 Conference DriveSuite 4Fort Myers, FL 33919
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$66,789

2025 Contributions

$34,958

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$66,789$33,395$020242025YearValue
$66,789Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

32020242025YearValue
3Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202513$66,789$34,958$11,653iApproximate average salary by contribution assumption: employee only about $291,317 at 4% or $194,211 at 6%; with 50% employer match about $194,211 at 4% or $129,474 at 6%; with 100% employer match about $145,658 at 4% or $97,106 at 6%.
TERRY A. KEITH, INC. 401(K) PROFIT SHARING PLAN-3$66,789$34,958$11,653iApproximate average salary by contribution assumption: employee only about $291,317 at 4% or $194,211 at 6%; with 50% employer match about $194,211 at 4% or $129,474 at 6%; with 100% employer match about $145,658 at 4% or $97,106 at 6%.
202413$24,181$24,444$8,148iApproximate average salary by contribution assumption: employee only about $203,700 at 4% or $135,800 at 6%; with 50% employer match about $135,800 at 4% or $90,533 at 6%; with 100% employer match about $101,850 at 4% or $67,900 at 6%.
TERRY A. KEITH, INC. 401(K) PROFIT SHARING PLAN-3$24,181$24,444$8,148iApproximate average salary by contribution assumption: employee only about $203,700 at 4% or $135,800 at 6%; with 50% employer match about $135,800 at 4% or $90,533 at 6%; with 100% employer match about $101,850 at 4% or $67,900 at 6%.