Kelly Financial Group, LLC 401(K) P/S Plan — Form 5500 plan (Kelly Financial Group, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kelly Financial Group, LLC 401(K) P/S Plan is a benefit plan reported by Kelly Financial Group, LLC under EIN 52-2048177 and plan number 001. The latest loaded filing year is 2023. The filing reports 21 participants and $4,717,285 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kelly Financial Group, LLC
- EIN
- 52-2048177
- Plan number
- 001
- Plan type
- 2
- Location
- Bel Air, MD
- Latest filing year
- 2023
- Participants
- 21
- End-of-year plan assets
- $4,717,285
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21 | I | 20240927093445NAL0002041953001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,717,285
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,717,285
- Net assets (BOY)
- $3,688,646
Income & contributions
- Employer contributions
- $88,089
- Participant contributions
- $255,075
- Total income / additions
- $1,068,709
Expenses & distributions
- Benefits paid
- $38,949
- Administrative expenses
- $1,121
- Total expenses
- $40,070
- Net increase / (decrease)
- $1,028,639
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.