P 401(k) Plan Report

Stable plan record

MICHAEL B KELLY INSURANCE SERVICES, INC. 401(K) PLAN & TRUST

Sponsored by MICHAEL B KELLY INSURANCE SERVICES, INC. · EIN/PN 300540100-001

Selected filing history

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

Employer money per active participant
2025
$10,473
Administrative cost per participant
2025
$650
Active participants
2025
12
Total plan assets
2025
$1,142,966
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260716160910NAL000655027400112$10,473
Public filing identifier

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