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THOMAS J. KEITH AND ASSOCIATES — THOMAS J. KEITH AND ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251219105123NAL0006264177001
THOMAS J. KEITH AND ASSOCIATES
Form 5500-SF
FILING_RECEIVED
THOMAS J. KEITH AND ASSOCIATES PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
10
Accounts w/ balance
13
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
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
THOMAS J. KEITH AND ASSOCIATES
.
Find decision makers
Plan sponsor
Name
THOMAS J. KEITH AND ASSOCIATES
EIN
56-1011505
Address
121 S COOL SPRING ST · FAYETTEVILLE, NC · 283015723
Phone
(910) 323-3222
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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—
Trustee phone
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