Kelley & Kelley Certifed Public Accountants 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Kelley & Kelley Certifed Public Accountants
  • Sponsor EIN: 383393542
  • Sponsor Address: 3205 CRESTON CIR, SUPERIOR TOWNSHIP, MI, 481989656
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $3,348

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20251$3,348$0$0
20243$38,754$0$0
20233$38,608$0$0
20224$38,436$0$0

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