· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KEEPER TAX INC. — KEEPER TAX 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250416220603NAL0000433792029
KEEPER TAX INC.
Form 5500-SF
FILING_RECEIVED
KEEPER TAX 401(K) PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
27
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
KEEPER TAX INC.
.
Find decision makers
Plan sponsor
Name
KEEPER TAX INC.
EIN
83-2804168
Address
333 HAYES STREET · SAN FRANCISCO, CA · 94102
Phone
(314) 400-8008
Industry
Professional & Technical Services
see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
ARRAY SERVICES, LLC
ARRAY SERVICES, LLC 401(K) PLAN
$1.4M · 38 participants
MASSIE R&D TAX CREDITS, LLC
MASSIE R&D TAX CREDITS, LLC 401(K) AND PROFIT SHARING PLAN
$1.3M · 28 participants
GOLDEN PARACHUTE TAX SOLUTIONS, LLC
GPTS, LLC PROFIT SHARING PLAN
$1.3M · 3 participants
SMALL BUSINESS TAX, INC.
SMALL BUSINESS TAX, INC. 401K PLAN
$1.4M · 7 participants
CORPORATE TAX CONSULTING, INC.
CORPORATE TAX CONSULTING, INC. 401(K) PROFIT SHARING PLAN
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.4M · 4 participants
SHOTKOSKI & ASSOCIATES, PC
SHOTKOSKI & ASSOCIATES, PC 401(K) PLAN
$1.3M · 18 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
