Plan Snapshot
- Plan Sponsor: Phoenix Kelley Incorporated
- Sponsor EIN: 920750946
- Sponsor Address: 104 SHADY COVE, OLD HICKORY, TN, 37138
- Plan Type: DC
- Total Participants: 1
- Total Assets: $15,382
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $15,382 | $0 | $0 |
| 2023 | 1 | $181,955 | $0 | $0 |
| 2022 | 1 | $60,000 | $0 | $0 |