Lbk Enterprise LLC Dba Kellyco Agency DB Plan

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: DB
  • Total Participants: 6
  • Total Assets: $385,681

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.
20246$385,681$144,773$0
20235$222,917$0$0
20220$219,061$219,061$0

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