Kelley Executive Education Foundation Inc.
Plan context: Keefi 403(B) Plan
EIN 26-4646019 • Bloomington, IN • 15 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
16
2025 Assets
$1,328,880
2025 Contributions
$142,914
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 16 | $1,328,880 | $142,914 | $8,932iApproximate average salary by contribution assumption: employee only about $223,303 at 4% or $148,869 at 6%; with 50% employer match about $148,869 at 4% or $99,246 at 6%; with 100% employer match about $111,652 at 4% or $74,434 at 6%. |
| Keefi 403(B) Plan | - | 16 | $1,328,880 | $142,914 | $8,932iApproximate average salary by contribution assumption: employee only about $223,303 at 4% or $148,869 at 6%; with 50% employer match about $148,869 at 4% or $99,246 at 6%; with 100% employer match about $111,652 at 4% or $74,434 at 6%. |
| 2024 | 1 | 14 | $1,078,129 | $150,489 | $10,749iApproximate average salary by contribution assumption: employee only about $268,730 at 4% or $179,154 at 6%; with 50% employer match about $179,154 at 4% or $119,436 at 6%; with 100% employer match about $134,365 at 4% or $89,577 at 6%. |
| Keefi 403(B) Plan | - | 14 | $1,078,129 | $150,489 | $10,749iApproximate average salary by contribution assumption: employee only about $268,730 at 4% or $179,154 at 6%; with 50% employer match about $179,154 at 4% or $119,436 at 6%; with 100% employer match about $134,365 at 4% or $89,577 at 6%. |
| 2023 | 1 | 14 | $1,076,371 | $168,234 | $12,017iApproximate average salary by contribution assumption: employee only about $300,418 at 4% or $200,279 at 6%; with 50% employer match about $200,279 at 4% or $133,519 at 6%; with 100% employer match about $150,209 at 4% or $100,139 at 6%. |
| Keefi 403(B) Plan | - | 14 | $1,076,371 | $168,234 | $12,017iApproximate average salary by contribution assumption: employee only about $300,418 at 4% or $200,279 at 6%; with 50% employer match about $200,279 at 4% or $133,519 at 6%; with 100% employer match about $150,209 at 4% or $100,139 at 6%. |
| 2022 | 1 | 10 | $773,397 | $147,498 | $14,750iApproximate average salary by contribution assumption: employee only about $368,745 at 4% or $245,830 at 6%; with 50% employer match about $245,830 at 4% or $163,887 at 6%; with 100% employer match about $184,373 at 4% or $122,915 at 6%. |
| Keefi 403(B) Plan | - | 10 | $773,397 | $147,498 | $14,750iApproximate average salary by contribution assumption: employee only about $368,745 at 4% or $245,830 at 6%; with 50% employer match about $245,830 at 4% or $163,887 at 6%; with 100% employer match about $184,373 at 4% or $122,915 at 6%. |
| 2021 | 1 | 6 | $782,916 | $111,975 | $18,663iApproximate average salary by contribution assumption: employee only about $466,563 at 4% or $311,042 at 6%; with 50% employer match about $311,042 at 4% or $207,361 at 6%; with 100% employer match about $233,281 at 4% or $155,521 at 6%. |
| Keefi 403(B) Plan | - | 6 | $782,916 | $111,975 | $18,663iApproximate average salary by contribution assumption: employee only about $466,563 at 4% or $311,042 at 6%; with 50% employer match about $311,042 at 4% or $207,361 at 6%; with 100% employer match about $233,281 at 4% or $155,521 at 6%. |
| 2020 | 1 | 9 | $627,702 | $123,697 | $13,744iApproximate average salary by contribution assumption: employee only about $343,603 at 4% or $229,069 at 6%; with 50% employer match about $229,069 at 4% or $152,712 at 6%; with 100% employer match about $171,801 at 4% or $114,534 at 6%. |
| Keefi 403(B) Plan | - | 9 | $627,702 | $123,697 | $13,744iApproximate average salary by contribution assumption: employee only about $343,603 at 4% or $229,069 at 6%; with 50% employer match about $229,069 at 4% or $152,712 at 6%; with 100% employer match about $171,801 at 4% or $114,534 at 6%. |
| 2019 | 1 | 8 | $436,895 | $111,522 | $13,940iApproximate average salary by contribution assumption: employee only about $348,506 at 4% or $232,338 at 6%; with 50% employer match about $232,338 at 4% or $154,892 at 6%; with 100% employer match about $174,253 at 4% or $116,169 at 6%. |
| Keefi 403(B) Plan | - | 8 | $436,895 | $111,522 | $13,940iApproximate average salary by contribution assumption: employee only about $348,506 at 4% or $232,338 at 6%; with 50% employer match about $232,338 at 4% or $154,892 at 6%; with 100% employer match about $174,253 at 4% or $116,169 at 6%. |
| 2018 | 1 | 7 | $278,699 | $81,405 | $11,629iApproximate average salary by contribution assumption: employee only about $290,732 at 4% or $193,821 at 6%; with 50% employer match about $193,821 at 4% or $129,214 at 6%; with 100% employer match about $145,366 at 4% or $96,911 at 6%. |
| Keefi 403(B) Plan | - | 7 | $278,699 | $81,405 | $11,629iApproximate average salary by contribution assumption: employee only about $290,732 at 4% or $193,821 at 6%; with 50% employer match about $193,821 at 4% or $129,214 at 6%; with 100% employer match about $145,366 at 4% or $96,911 at 6%. |
| 2017 | 1 | 8 | $228,471 | $93,269 | $11,659iApproximate average salary by contribution assumption: employee only about $291,466 at 4% or $194,310 at 6%; with 50% employer match about $194,310 at 4% or $129,540 at 6%; with 100% employer match about $145,733 at 4% or $97,155 at 6%. |
| Keefi 403(B) Plan | - | 8 | $228,471 | $93,269 | $11,659iApproximate average salary by contribution assumption: employee only about $291,466 at 4% or $194,310 at 6%; with 50% employer match about $194,310 at 4% or $129,540 at 6%; with 100% employer match about $145,733 at 4% or $97,155 at 6%. |
| 2016 | 1 | 7 | $126,039 | $60,483 | $8,640iApproximate average salary by contribution assumption: employee only about $216,011 at 4% or $144,007 at 6%; with 50% employer match about $144,007 at 4% or $96,005 at 6%; with 100% employer match about $108,005 at 4% or $72,004 at 6%. |
| Keefi 403(B) Plan | - | 7 | $126,039 | $60,483 | $8,640iApproximate average salary by contribution assumption: employee only about $216,011 at 4% or $144,007 at 6%; with 50% employer match about $144,007 at 4% or $96,005 at 6%; with 100% employer match about $108,005 at 4% or $72,004 at 6%. |
| 2015 | 1 | 8 | $186,351 | $32,550 | $4,069iApproximate average salary by contribution assumption: employee only about $101,719 at 4% or $67,813 at 6%; with 50% employer match about $67,813 at 4% or $45,208 at 6%; with 100% employer match about $50,859 at 4% or $33,906 at 6%. |
| Keefi 403(B) Plan | - | 8 | $186,351 | $32,550 | $4,069iApproximate average salary by contribution assumption: employee only about $101,719 at 4% or $67,813 at 6%; with 50% employer match about $67,813 at 4% or $45,208 at 6%; with 100% employer match about $50,859 at 4% or $33,906 at 6%. |
| 2014 | 1 | 8 | $207,357 | $65,869 | $8,234iApproximate average salary by contribution assumption: employee only about $205,841 at 4% or $137,227 at 6%; with 50% employer match about $137,227 at 4% or $91,485 at 6%; with 100% employer match about $102,920 at 4% or $68,614 at 6%. |
| Keefi 403(B) Plan | - | 8 | $207,357 | $65,869 | $8,234iApproximate average salary by contribution assumption: employee only about $205,841 at 4% or $137,227 at 6%; with 50% employer match about $137,227 at 4% or $91,485 at 6%; with 100% employer match about $102,920 at 4% or $68,614 at 6%. |
| 2013 | 1 | 11 | $195,648 | $78,191 | $7,108iApproximate average salary by contribution assumption: employee only about $177,707 at 4% or $118,471 at 6%; with 50% employer match about $118,471 at 4% or $78,981 at 6%; with 100% employer match about $88,853 at 4% or $59,236 at 6%. |
| Keefi 403(B) Plan | - | 11 | $195,648 | $78,191 | $7,108iApproximate average salary by contribution assumption: employee only about $177,707 at 4% or $118,471 at 6%; with 50% employer match about $118,471 at 4% or $78,981 at 6%; with 100% employer match about $88,853 at 4% or $59,236 at 6%. |
| 2012 | 1 | 10 | $97,817 | $67,418 | $6,742iApproximate average salary by contribution assumption: employee only about $168,545 at 4% or $112,363 at 6%; with 50% employer match about $112,363 at 4% or $74,909 at 6%; with 100% employer match about $84,273 at 4% or $56,182 at 6%. |
| Keefi 403(B) Plan | - | 10 | $97,817 | $67,418 | $6,742iApproximate average salary by contribution assumption: employee only about $168,545 at 4% or $112,363 at 6%; with 50% employer match about $112,363 at 4% or $74,909 at 6%; with 100% employer match about $84,273 at 4% or $56,182 at 6%. |
| 2011 | 1 | 8 | $38,780 | $37,405 | $4,676iApproximate average salary by contribution assumption: employee only about $116,891 at 4% or $77,927 at 6%; with 50% employer match about $77,927 at 4% or $51,951 at 6%; with 100% employer match about $58,445 at 4% or $38,964 at 6%. |
| Keefi 403(B) Plan | - | 8 | $38,780 | $37,405 | $4,676iApproximate average salary by contribution assumption: employee only about $116,891 at 4% or $77,927 at 6%; with 50% employer match about $77,927 at 4% or $51,951 at 6%; with 100% employer match about $58,445 at 4% or $38,964 at 6%. |