Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, O'Keeffes, Inc. 401(K) Plan & Trust is a benefit plan reported by O'Keeffe'S, Inc. under EIN 94-1061347 and plan number 003. The latest loaded filing year is 2023. The filing reports 328 participants and $15,679,823 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,679,823
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,679,823
- Net assets (BOY)
- $13,256,213
Income & contributions
- Employer contributions
- $611,231
- Participant contributions
- $1,227,256
- Total contributions
- $1,838,487
- Total income / additions
- $3,936,601
Expenses & distributions
- Benefits paid
- $1,361,490
- Administrative expenses
- $110,857
- Total expenses
- $1,512,991
- Net increase / (decrease)
- $2,423,610