Plan Snapshot
- Plan Sponsor: Kelsey National Corporation
- Sponsor EIN: 952304695
- Sponsor Address: 3030 SOUTH BUNDY DRIVE, LOS ANGELES, CA, 90066
- Plan Type: 401(k)
- Total Participants: 23
- Total Assets: $8.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 23 | $8.1M | $119,880 | $160,568 |
| 2023 | 22 | $6.9M | $110,000 | $138,244 |
| 2022 | 22 | $5.7M | $117,200 | $129,401 |