Plan Snapshot
- Plan Sponsor: Lbk Enterprise LLC Dba Kellyco Agency
- Sponsor EIN: 820936768
- Sponsor Address: 287 HIHILL WAY, EL CAJON, CA, 920202934
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $978,745
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 7 | $978,745 | $48,309 | $122,340 |
| 2023 | 7 | $697,590 | $40,662 | $124,194 |
| 2022 | 6 | $470,469 | $30,000 | $86,305 |