P 401(k) Plan Report

Stable plan record

KELLEY & MULLIS WEALTH MANAGEMENT 401K PLAN

Sponsored by KELLEY & MULLIS WEALTH MANAGEMENT · EIN/PN 631265313-001

Selected filing history

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

Employer money per active participant
2025
$4,634
Administrative cost per participant
2025
$651
Active participants
2025
6
Total plan assets
2025
$894,023
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260506114346NAL00031069780016$4,634
Public filing identifier

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