Kelley Galloway Smith Goolsby, Psc 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Kelley Galloway Smith Goolsby, Psc
  • Sponsor EIN: 611129886
  • Sponsor Address: 1200 CORPORATE COURT, ASHLAND, KY, 41102
  • Plan Type: 401(k)
  • Total Participants: 55
  • Total Assets: $10.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202455$10.5M$127,862$371,303
202358$9.4M$135,453$360,383
202256$7.9M$141,118$389,637

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