Plan Snapshot
- Plan Sponsor: Kevin J. Kelley, P.C.
- Sponsor EIN: 541285080
- Sponsor Address: 4200 EVERGREEN LANE, SUITE 313, ANNANDALE, VA, 22003
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 3 | $1.4M | $6,250 | $12,500 |
| 2023 | 3 | $1.2M | $6,020 | $12,040 |
| 2022 | 3 | $1.1M | $6,960 | $13,920 |