# Lbk Enterprise LLC Dba Kellyco Agency 401(k) Plan
Source: https://planprovider.pro/companies/lbk-enterprise-llc-dba-kellyco-agency-plan-001

> Lbk Enterprise LLC Dba Kellyco Agency&#39;s 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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