Kelvin Brown And Associates, INC DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Kelvin Brown And Associates, INC
  • Sponsor EIN: 680319347
  • Sponsor Address: 628 2ND AVE STE 105, CROCKETT, CA, 945251100
  • Plan Type: DC
  • Total Participants: 7
  • Total Assets: $1.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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.
20257$1.1M$16,418$29,795
20245$953,760$13,952$30,667
20235$837,690$14,742$26,774
20225$837,276$15,635$28,926

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