How big is KEEP Financials' plan?

KEEP Financials' plan reported $630 in assets and 3 participants for 2024.

Original filing (PDF)20250729141205NAL0004854416001

KEEP Financials

Name: KEEP Financials — KEEP Financials SOCA Benefit Plan, Form 5500 (2024)
Creator: KEEP Financials
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KEEP Financials SOCA Benefit Plan

Health & welfare plan · KEEP Financials' KEEP Financials SOCA Benefit Plan held $630 in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$630

Net assets (EOY)

$223

People on this filing

Matt Appenzeller signed KEEP Financials' 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

KEEP Financials' EIN is 81-1152924.

EIN 81-1152924

Plan number 501

Plan year 2024

ACK ID 20250729141205NAL0004854416001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KEEP Financials' plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score