Mrs. Kelly'S INC. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Mrs. Kelly'S INC.
  • Sponsor EIN: 953278769
  • Sponsor Address: 2805 EMERSON ST, SAN DIEGO, CA, 92106
  • Plan Type: 401(k)
  • Total Participants: 27
  • Total Assets: $4.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202327$4.1M$0$63,833
202223$3.7M$0$60,113

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