Keefe, Mccullough & Co. LLP
Plan context: Keefe Mccullough 401(K) Plan
EIN 59-1363792 • Fort Lauderdale, FL • 29 filings • 8 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$835,443
2025 Contributions
$690,762
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 | 1 | $835,443 | $0 | - |
| Keefe Mccullough 401(K) Plan | - | 1 | $835,443 | - | - |
| 2024 | 1 | 19 | $696,901 | $690,762 | $36,356iApproximate average salary by contribution assumption: employee only about $908,897 at 4% or $605,932 at 6%; with 50% employer match about $605,932 at 4% or $403,954 at 6%; with 100% employer match about $454,449 at 4% or $302,966 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 19 | $696,901 | $690,762 | $36,356iApproximate average salary by contribution assumption: employee only about $908,897 at 4% or $605,932 at 6%; with 50% employer match about $605,932 at 4% or $403,954 at 6%; with 100% employer match about $454,449 at 4% or $302,966 at 6%. |
| 2023 | 1 | 102 | $13,703,766 | $1,347,068 | $13,207iApproximate average salary by contribution assumption: employee only about $330,164 at 4% or $220,109 at 6%; with 50% employer match about $220,109 at 4% or $146,739 at 6%; with 100% employer match about $165,082 at 4% or $110,055 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 102 | $13,703,766 | $1,347,068 | $13,207iApproximate average salary by contribution assumption: employee only about $330,164 at 4% or $220,109 at 6%; with 50% employer match about $220,109 at 4% or $146,739 at 6%; with 100% employer match about $165,082 at 4% or $110,055 at 6%. |
| 2022 | 1 | 81 | $10,321,999 | $932,558 | $11,513iApproximate average salary by contribution assumption: employee only about $287,827 at 4% or $191,884 at 6%; with 50% employer match about $191,884 at 4% or $127,923 at 6%; with 100% employer match about $143,913 at 4% or $95,942 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 81 | $10,321,999 | $932,558 | $11,513iApproximate average salary by contribution assumption: employee only about $287,827 at 4% or $191,884 at 6%; with 50% employer match about $191,884 at 4% or $127,923 at 6%; with 100% employer match about $143,913 at 4% or $95,942 at 6%. |
| 2021 | 1 | 79 | $12,355,934 | $382,201 | $4,838iApproximate average salary by contribution assumption: employee only about $120,950 at 4% or $80,633 at 6%; with 50% employer match about $80,633 at 4% or $53,755 at 6%; with 100% employer match about $60,475 at 4% or $40,317 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 79 | $12,355,934 | $382,201 | $4,838iApproximate average salary by contribution assumption: employee only about $120,950 at 4% or $80,633 at 6%; with 50% employer match about $80,633 at 4% or $53,755 at 6%; with 100% employer match about $60,475 at 4% or $40,317 at 6%. |
| 2020 | 1 | 78 | $10,745,092 | $893,275 | $11,452iApproximate average salary by contribution assumption: employee only about $286,306 at 4% or $190,871 at 6%; with 50% employer match about $190,871 at 4% or $127,247 at 6%; with 100% employer match about $143,153 at 4% or $95,435 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 78 | $10,745,092 | $893,275 | $11,452iApproximate average salary by contribution assumption: employee only about $286,306 at 4% or $190,871 at 6%; with 50% employer match about $190,871 at 4% or $127,247 at 6%; with 100% employer match about $143,153 at 4% or $95,435 at 6%. |
| 2019 | 1 | 75 | $8,884,182 | $834,908 | $11,132iApproximate average salary by contribution assumption: employee only about $278,303 at 4% or $185,535 at 6%; with 50% employer match about $185,535 at 4% or $123,690 at 6%; with 100% employer match about $139,151 at 4% or $92,768 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 75 | $8,884,182 | $834,908 | $11,132iApproximate average salary by contribution assumption: employee only about $278,303 at 4% or $185,535 at 6%; with 50% employer match about $185,535 at 4% or $123,690 at 6%; with 100% employer match about $139,151 at 4% or $92,768 at 6%. |
| 2018 | 1 | 70 | $6,854,564 | $660,097 | $9,430iApproximate average salary by contribution assumption: employee only about $235,749 at 4% or $157,166 at 6%; with 50% employer match about $157,166 at 4% or $104,777 at 6%; with 100% employer match about $117,874 at 4% or $78,583 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 70 | $6,854,564 | $660,097 | $9,430iApproximate average salary by contribution assumption: employee only about $235,749 at 4% or $157,166 at 6%; with 50% employer match about $157,166 at 4% or $104,777 at 6%; with 100% employer match about $117,874 at 4% or $78,583 at 6%. |
| 2017 | 1 | 67 | $7,516,855 | $621,210 | $9,272iApproximate average salary by contribution assumption: employee only about $231,795 at 4% or $154,530 at 6%; with 50% employer match about $154,530 at 4% or $103,020 at 6%; with 100% employer match about $115,897 at 4% or $77,265 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 67 | $7,516,855 | $621,210 | $9,272iApproximate average salary by contribution assumption: employee only about $231,795 at 4% or $154,530 at 6%; with 50% employer match about $154,530 at 4% or $103,020 at 6%; with 100% employer match about $115,897 at 4% or $77,265 at 6%. |
| 2016 | 1 | 68 | $6,084,490 | $548,538 | $8,067iApproximate average salary by contribution assumption: employee only about $201,668 at 4% or $134,446 at 6%; with 50% employer match about $134,446 at 4% or $89,630 at 6%; with 100% employer match about $100,834 at 4% or $67,223 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 68 | $6,084,490 | $548,538 | $8,067iApproximate average salary by contribution assumption: employee only about $201,668 at 4% or $134,446 at 6%; with 50% employer match about $134,446 at 4% or $89,630 at 6%; with 100% employer match about $100,834 at 4% or $67,223 at 6%. |
| 2015 | 1 | 55 | $5,072,763 | $544,534 | $9,901iApproximate average salary by contribution assumption: employee only about $247,515 at 4% or $165,010 at 6%; with 50% employer match about $165,010 at 4% or $110,007 at 6%; with 100% employer match about $123,758 at 4% or $82,505 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 55 | $5,072,763 | $544,534 | $9,901iApproximate average salary by contribution assumption: employee only about $247,515 at 4% or $165,010 at 6%; with 50% employer match about $165,010 at 4% or $110,007 at 6%; with 100% employer match about $123,758 at 4% or $82,505 at 6%. |
| 2014 | 1 | 46 | $4,932,257 | $515,658 | $11,210iApproximate average salary by contribution assumption: employee only about $280,249 at 4% or $186,833 at 6%; with 50% employer match about $186,833 at 4% or $124,555 at 6%; with 100% employer match about $140,124 at 4% or $93,416 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 46 | $4,932,257 | $515,658 | $11,210iApproximate average salary by contribution assumption: employee only about $280,249 at 4% or $186,833 at 6%; with 50% employer match about $186,833 at 4% or $124,555 at 6%; with 100% employer match about $140,124 at 4% or $93,416 at 6%. |
| 2013 | 1 | 46 | $6,087,270 | $507,333 | $11,029iApproximate average salary by contribution assumption: employee only about $275,724 at 4% or $183,816 at 6%; with 50% employer match about $183,816 at 4% or $122,544 at 6%; with 100% employer match about $137,862 at 4% or $91,908 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 46 | $6,087,270 | $507,333 | $11,029iApproximate average salary by contribution assumption: employee only about $275,724 at 4% or $183,816 at 6%; with 50% employer match about $183,816 at 4% or $122,544 at 6%; with 100% employer match about $137,862 at 4% or $91,908 at 6%. |
| 2012 | 1 | 40 | $5,831,578 | $449,709 | $11,243iApproximate average salary by contribution assumption: employee only about $281,068 at 4% or $187,379 at 6%; with 50% employer match about $187,379 at 4% or $124,919 at 6%; with 100% employer match about $140,534 at 4% or $93,689 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 40 | $5,831,578 | $449,709 | $11,243iApproximate average salary by contribution assumption: employee only about $281,068 at 4% or $187,379 at 6%; with 50% employer match about $187,379 at 4% or $124,919 at 6%; with 100% employer match about $140,534 at 4% or $93,689 at 6%. |
| 2011 | 1 | 40 | $6,293,041 | $453,332 | $11,333iApproximate average salary by contribution assumption: employee only about $283,333 at 4% or $188,888 at 6%; with 50% employer match about $188,888 at 4% or $125,926 at 6%; with 100% employer match about $141,666 at 4% or $94,444 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 40 | $6,293,041 | $453,332 | $11,333iApproximate average salary by contribution assumption: employee only about $283,333 at 4% or $188,888 at 6%; with 50% employer match about $188,888 at 4% or $125,926 at 6%; with 100% employer match about $141,666 at 4% or $94,444 at 6%. |
| 2010 | 1 | 41 | $6,719,977 | $439,463 | $10,719iApproximate average salary by contribution assumption: employee only about $267,965 at 4% or $178,643 at 6%; with 50% employer match about $178,643 at 4% or $119,096 at 6%; with 100% employer match about $133,983 at 4% or $89,322 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 41 | $6,719,977 | $439,463 | $10,719iApproximate average salary by contribution assumption: employee only about $267,965 at 4% or $178,643 at 6%; with 50% employer match about $178,643 at 4% or $119,096 at 6%; with 100% employer match about $133,983 at 4% or $89,322 at 6%. |
| 2009 | 1 | 42 | $5,624,912 | $410,432 | $9,772iApproximate average salary by contribution assumption: employee only about $244,305 at 4% or $162,870 at 6%; with 50% employer match about $162,870 at 4% or $108,580 at 6%; with 100% employer match about $122,152 at 4% or $81,435 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 42 | $5,624,912 | $410,432 | $9,772iApproximate average salary by contribution assumption: employee only about $244,305 at 4% or $162,870 at 6%; with 50% employer match about $162,870 at 4% or $108,580 at 6%; with 100% employer match about $122,152 at 4% or $81,435 at 6%. |
| 2008 | 1 | 32 | $4,355,015 | $402,609 | $12,582iApproximate average salary by contribution assumption: employee only about $314,538 at 4% or $209,692 at 6%; with 50% employer match about $209,692 at 4% or $139,795 at 6%; with 100% employer match about $157,269 at 4% or $104,846 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 32 | $4,355,015 | $402,609 | $12,582iApproximate average salary by contribution assumption: employee only about $314,538 at 4% or $209,692 at 6%; with 50% employer match about $209,692 at 4% or $139,795 at 6%; with 100% employer match about $157,269 at 4% or $104,846 at 6%. |
| 2007 | 1 | 33 | $5,802,995 | $420,598 | $12,745iApproximate average salary by contribution assumption: employee only about $318,635 at 4% or $212,423 at 6%; with 50% employer match about $212,423 at 4% or $141,615 at 6%; with 100% employer match about $159,317 at 4% or $106,212 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 33 | $5,802,995 | $420,598 | $12,745iApproximate average salary by contribution assumption: employee only about $318,635 at 4% or $212,423 at 6%; with 50% employer match about $212,423 at 4% or $141,615 at 6%; with 100% employer match about $159,317 at 4% or $106,212 at 6%. |
| 2006 | 1 | 30 | $5,110,303 | $411,321 | $13,711iApproximate average salary by contribution assumption: employee only about $342,768 at 4% or $228,512 at 6%; with 50% employer match about $228,512 at 4% or $152,341 at 6%; with 100% employer match about $171,384 at 4% or $114,256 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 30 | $5,110,303 | $411,321 | $13,711iApproximate average salary by contribution assumption: employee only about $342,768 at 4% or $228,512 at 6%; with 50% employer match about $228,512 at 4% or $152,341 at 6%; with 100% employer match about $171,384 at 4% or $114,256 at 6%. |
| 2005 | 1 | 27 | $4,486,649 | $339,416 | $12,571iApproximate average salary by contribution assumption: employee only about $314,274 at 4% or $209,516 at 6%; with 50% employer match about $209,516 at 4% or $139,677 at 6%; with 100% employer match about $157,137 at 4% or $104,758 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 27 | $4,486,649 | $339,416 | $12,571iApproximate average salary by contribution assumption: employee only about $314,274 at 4% or $209,516 at 6%; with 50% employer match about $209,516 at 4% or $139,677 at 6%; with 100% employer match about $157,137 at 4% or $104,758 at 6%. |
| 2004 | 1 | 28 | $3,926,990 | $302,211 | $10,793iApproximate average salary by contribution assumption: employee only about $269,831 at 4% or $179,888 at 6%; with 50% employer match about $179,888 at 4% or $119,925 at 6%; with 100% employer match about $134,916 at 4% or $89,944 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 28 | $3,926,990 | $302,211 | $10,793iApproximate average salary by contribution assumption: employee only about $269,831 at 4% or $179,888 at 6%; with 50% employer match about $179,888 at 4% or $119,925 at 6%; with 100% employer match about $134,916 at 4% or $89,944 at 6%. |
| 2003 | 1 | 26 | $3,336,741 | $274,629 | $10,563iApproximate average salary by contribution assumption: employee only about $264,066 at 4% or $176,044 at 6%; with 50% employer match about $176,044 at 4% or $117,363 at 6%; with 100% employer match about $132,033 at 4% or $88,022 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 26 | $3,336,741 | $274,629 | $10,563iApproximate average salary by contribution assumption: employee only about $264,066 at 4% or $176,044 at 6%; with 50% employer match about $176,044 at 4% or $117,363 at 6%; with 100% employer match about $132,033 at 4% or $88,022 at 6%. |
| 2002 | 2 | 22 | $2,569,370 | $246,472 | $11,203iApproximate average salary by contribution assumption: employee only about $280,082 at 4% or $186,721 at 6%; with 50% employer match about $186,721 at 4% or $124,481 at 6%; with 100% employer match about $140,041 at 4% or $93,361 at 6%. |
| Keefe, Mccullough & Co. LLP Profit Sharing Plan | - | 21 | $1,730,443 | $100,517 | $4,787iApproximate average salary by contribution assumption: employee only about $119,663 at 4% or $79,775 at 6%; with 50% employer match about $79,775 at 4% or $53,184 at 6%; with 100% employer match about $59,832 at 4% or $39,888 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 22 | $838,927 | $145,955 | $6,634iApproximate average salary by contribution assumption: employee only about $165,858 at 4% or $110,572 at 6%; with 50% employer match about $110,572 at 4% or $73,715 at 6%; with 100% employer match about $82,929 at 4% or $55,286 at 6%. |
| 2001 | 2 | 20 | $1,832,160 | $87,149 | $4,357iApproximate average salary by contribution assumption: employee only about $108,936 at 4% or $72,624 at 6%; with 50% employer match about $72,624 at 4% or $48,416 at 6%; with 100% employer match about $54,468 at 4% or $36,312 at 6%. |
| Keefe, Mccullough & Co. LLP Profit Sharing Plan | - | 20 | $1,832,160 | $87,149 | $4,357iApproximate average salary by contribution assumption: employee only about $108,936 at 4% or $72,624 at 6%; with 50% employer match about $72,624 at 4% or $48,416 at 6%; with 100% employer match about $54,468 at 4% or $36,312 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 19 | - | - | - |
| 2000 | 2 | 19 | $3,028,346 | $215,787 | $11,357iApproximate average salary by contribution assumption: employee only about $283,930 at 4% or $189,287 at 6%; with 50% employer match about $189,287 at 4% or $126,191 at 6%; with 100% employer match about $141,965 at 4% or $94,643 at 6%. |
| Keefe, Mccullough & Co. LLP Profit Sharing Plan | - | 19 | $2,093,796 | $86,664 | $4,561iApproximate average salary by contribution assumption: employee only about $114,032 at 4% or $76,021 at 6%; with 50% employer match about $76,021 at 4% or $50,681 at 6%; with 100% employer match about $57,016 at 4% or $38,011 at 6%. |
| Keefe Mccullough 401(K) Plan | - | 18 | $934,550 | $129,123 | $7,174iApproximate average salary by contribution assumption: employee only about $179,338 at 4% or $119,558 at 6%; with 50% employer match about $119,558 at 4% or $79,706 at 6%; with 100% employer match about $89,669 at 4% or $59,779 at 6%. |