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JOHN J. O'KEEFFE, JR. ATTORNEY AT LAW — JOHN J. O'KEEFFE, JR. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230202084434NAL0013396707001
JOHN J. O'KEEFFE, JR. ATTORNEY AT LAW
Form 5500-SF
FILING_RECEIVED
JOHN J. O'KEEFFE, JR. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JOHN J. O'KEEFFE, JR. ATTORNEY AT LAW
.
Find decision makers
Plan sponsor
Name
JOHN J. O'KEEFFE, JR. ATTORNEY AT LAW
EIN
47-2570877
Address
PO BOX 1419 · LYNCHBURG, VA · 24505
Phone
(434) 845-6555
Industry
Engineering Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-02-02
Pension benefit codes
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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