Pulley & Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Pulley & Associates, INC.
  • Sponsor EIN: 581340348
  • Sponsor Address: 430 LOVENA DR. SE #200, MARIETTA, GA, 300677731
  • Plan Type: 401(k)
  • Total Participants: 27
  • Total Assets: $14.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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.
202427$14.2M$145,549$282,205
202323$12.4M$129,525$229,459
202222$10.5M$119,002$217,075

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