Retirement plan

LEE KEELING AND ASSOCIATES, INC. PROFIT SHARING PLAN

Name: LEE KEELING AND ASSOCIATES, INC. - LEE KEELING AND ASSOCIATES, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: LEE KEELING AND ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEE KEELING AND ASSOCIATES, INC. PROFIT SHARING PLAN, LEE KEELING AND ASSOCIATES, INC.

LEE KEELING AND ASSOCIATES, INC.EIN 73-0707128Plan #001PY 2025

115 W. 3RD ST. SUITE 700 - TULSA, OK 74103918-587-5521LinkedIn1-10 employees

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$1.6M

+11.6% from 2024

Total participants

0.0% from 2024

Average account balance

$260,652

-7.0% from 2024

Annual return

5.58%

-12.74 pp from 2024

Benchmarks

See 722 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort722 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.56M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$261K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+5.58%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$260,652

$282,059-7.6%

$213,469+22.1%

$154,746+68.4%

Participation rate

100.0%

82.7%+17.3pp

77.1%+22.9pp

80.7%+19.3pp

Annual return

5.58%

20.90%-15.3pp

20.58%-15.0pp

172.34%-166.8pp

Employer contribution / active EE

$4,127

$6,189-33.3%

$4,994-17.4%

$4,379-5.8%

Participant deferral / active EE

$17,055

$8,186+108.3%

$6,841+149.3%

$6,730+153.4%

Admin fee / account holder

$37,435-100.0%

$27,141-100.0%

$14,365-100.0%

LEE KEELING AND ASSOCIATES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LEE KEELING AND ASSOCIATES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion