P 401(k) Plan Report

Stable plan record

MATT KELLY INSURANCE AGENCY 401(K) SAFE HARBOR PLAN

Sponsored by MATT KELLY INSURANCE AGENCY, INC. · EIN/PN 202888832-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$4,824
Administrative cost per participant
2025
$2
Active participants
2025
3
Total plan assets
2025
$988,827
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260616141356NAL00011792330013$4,824
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.