How big is Keith Theobald's plan?

Keith Theobald's plan reported $39K in assets and 6 participants for 2024.

Original filing (PDF)20251015162624NAL0006761584001

Keith Theobald

Name: Keith Theobald — Keith Theobald 401(k) Plan, Form 5500 (2024)
Creator: Keith Theobald
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keith Theobald 401(k) Plan

401(k) retirement plan · Keith Theobald's Keith Theobald 401(k) Plan held $39K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$39K

Net assets (EOY)

$39K

People on this filing

DOUG Theobald signed Keith Theobald's 2024 Form 5500 as plan administrator.

DOUG Theobald — 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

Keith Theobald's EIN is 35-1268156.

EIN 35-1268156

Plan number 001

Plan year 2024

ACK ID 20251015162624NAL0006761584001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Keith Theobald from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Keith Theobald's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

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Plan health score

Above-average plan

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

KEITH THEOBALD

EIN

all filings

Address

3042 W BOGGSTOWN ROAD · SHELBYVILLE, IN · 46176

Phone

(317) 401-4847

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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