Civic Intelligence

KEEPER TAX INC.

Plan context: KEEPER TAX 401(K) PLAN

EIN 83-2804168 • San Francisco, CA • 5 filings • 1 plans

333 Hayes StreetSan Francisco, CA 94102
Current Snapshot

Latest Year

2025

2025 Participants

28

2025 Assets

$1,864,343

2025 Contributions

$426,451

Historical Graphs

Total Assets Over Time

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

$1,864,343$932,172$0202120232025YearValue
$1,864,343Latest year 2025

Participants Over Time

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

28140202120232025YearValue
28Latest 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
2025128$1,864,343$426,451$15,230iApproximate average salary by contribution assumption: employee only about $380,760 at 4% or $253,840 at 6%; with 50% employer match about $253,840 at 4% or $169,227 at 6%; with 100% employer match about $190,380 at 4% or $126,920 at 6%.
KEEPER TAX 401(K) PLAN-28$1,864,343$426,451$15,230iApproximate average salary by contribution assumption: employee only about $380,760 at 4% or $253,840 at 6%; with 50% employer match about $253,840 at 4% or $169,227 at 6%; with 100% employer match about $190,380 at 4% or $126,920 at 6%.
2024127$1,353,817$368,813$13,660iApproximate average salary by contribution assumption: employee only about $341,494 at 4% or $227,662 at 6%; with 50% employer match about $227,662 at 4% or $151,775 at 6%; with 100% employer match about $170,747 at 4% or $113,831 at 6%.
KEEPER TAX 401(K) PLAN-27$1,353,817$368,813$13,660iApproximate average salary by contribution assumption: employee only about $341,494 at 4% or $227,662 at 6%; with 50% employer match about $227,662 at 4% or $151,775 at 6%; with 100% employer match about $170,747 at 4% or $113,831 at 6%.
2023123$913,873$409,169$17,790iApproximate average salary by contribution assumption: employee only about $444,749 at 4% or $296,499 at 6%; with 50% employer match about $296,499 at 4% or $197,666 at 6%; with 100% employer match about $222,374 at 4% or $148,250 at 6%.
KEEPER TAX 401(K) PLAN-23$913,873$409,169$17,790iApproximate average salary by contribution assumption: employee only about $444,749 at 4% or $296,499 at 6%; with 50% employer match about $296,499 at 4% or $197,666 at 6%; with 100% employer match about $222,374 at 4% or $148,250 at 6%.
2022123$400,301$288,656$12,550iApproximate average salary by contribution assumption: employee only about $313,757 at 4% or $209,171 at 6%; with 50% employer match about $209,171 at 4% or $139,447 at 6%; with 100% employer match about $156,878 at 4% or $104,586 at 6%.
KEEPER TAX 401(K) PLAN-23$400,301$288,656$12,550iApproximate average salary by contribution assumption: employee only about $313,757 at 4% or $209,171 at 6%; with 50% employer match about $209,171 at 4% or $139,447 at 6%; with 100% employer match about $156,878 at 4% or $104,586 at 6%.
2021113$155,782$150,466$11,574iApproximate average salary by contribution assumption: employee only about $289,358 at 4% or $192,905 at 6%; with 50% employer match about $192,905 at 4% or $128,603 at 6%; with 100% employer match about $144,679 at 4% or $96,453 at 6%.
KEEPER TAX 401(K) PLAN-13$155,782$150,466$11,574iApproximate average salary by contribution assumption: employee only about $289,358 at 4% or $192,905 at 6%; with 50% employer match about $192,905 at 4% or $128,603 at 6%; with 100% employer match about $144,679 at 4% or $96,453 at 6%.