Original filing (PDF)20241115112236NAL0001300720001

O'KEEFFE Financial Partners, LLC

Name: O'KEEFFE Financial Partners, LLC — O'KEEFFE Financia, Form 5500 (2023)
Creator: O'KEEFFE Financial Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'KEEFFE Financial Partners, LLC Cash Balance Plan

Defined-benefit pension plan · O'KEEFFE Financial Partners, LLC's O'KEEFFE Financial Partners, LLC Cash Balance Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

O'KEEFFE Financial Partners, LLC's EIN is 26-4210896.

EIN 26-4210896

Plan number 002

Plan year 2023

ACK ID 20241115112236NAL0001300720001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for O'KEEFFE Financial Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

O'KEEFFE Financial Partners, LLC's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for O'KEEFFE FINANCIAL PARTNERS, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off