Plan Snapshot
- Plan Sponsor: Kelly Plumbing & Heating INC
- Sponsor EIN: 811471909
- Sponsor Address: 861 SWEETSER AVE, NOVATO, CA, 949452428
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $792,466
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $792,466 | $16,834 | $81,606 |
| 2023 | 6 | $605,303 | $17,014 | $77,646 |
| 2022 | 7 | $438,396 | $12,766 | $62,513 |