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Kwri 401(k) Plan
Keller Williams Realty, LLC, Austin TX. Employer ID 742756628, plan number 001. Annual reports on file for 2009 to 2024.
Where the money went
Plans that moved money into this one:
- 2019: money from Smarter Agent Mobile, LLC 401(k) Plan moved in.
- 2022: money from Keller Mortgage Retirement Savings Plan moved in.
- Filed 2009-2024Kwri 401(k) Plan, Keller Williams Realty, LLC
- TodayKwri 401(k) Plan still files. Adp, Inc. keeps the records. That is where to ask.
Records are kept by Adp, Inc., per the 2024 filing.
Left in 2023, 2024? Worth asking about employer money
- In plan year 2023, active participants fell from 1,006 to 577 (43%), and 181 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing
- In plan year 2024, active participants fell from 577 to 446 (23%), and 48 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2013 | 286 | 64 | Filing |
| 2014 | 318 | 77 | Filing |
| 2015 | 364 | 88 | Filing |
| 2016 | 360 | 86 | Filing |
| 2017 | 392 | 98 | Filing |
| 2018 | 439 | 116 | Filing |
| 2019 | 513 | 165 | Filing |
| 2020 | 571 | 166 | Filing |
| 2021 | 719 | 208 | Filing |
| 2022 | 1,519 | 513 | Filing |
| 2023 | 1,083 | 506 | Filing |
| 2024 | 899 | 452 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.