How big is Keough & Sweeney, Ltd.'s plan?

Keough & Sweeney, Ltd.'s plan reported $4.2M in assets and 6 participants for 2023.

Original filing (PDF)20241015123738NAL0028444529001

Keough & Sweeney, Ltd.

Name: Keough & Sweeney, Ltd. — Keough & Sweeney, Ltd., Form 5500 (2023)
Creator: Keough & Sweeney, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keough & Sweeney, Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · Keough & Sweeney, Ltd.'s Keough & Sweeney, Ltd. 401(k) Profit Sharing Plan held $4.2M in plan assets for 6 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Joseph A. Keough Jr. signed Keough & Sweeney, Ltd.'s 2023 Form 5500 as plan administrator.

Joseph A. Keough Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Keough & Sweeney, Ltd.'s EIN is 06-1493594.

EIN 06-1493594

Plan number 001

Plan year 2023

ACK ID 20241015123738NAL0028444529001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Keough & Sweeney, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Keough & Sweeney, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEOUGH & SWEENEY, LTD..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off