401k Plan data: KELLEY & MULLIS WEALTH MANAGEMENT 401K PLAN plan

KELLEY & MULLIS WEALTH MANAGEMENT 401K PLAN 401k Plan overview

Plan Name	KELLEY & MULLIS WEALTH MANAGEMENT 401K PLAN
Plan identification number	001

KELLEY & MULLIS WEALTH MANAGEMENT 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KELLEY & MULLIS WEALTH MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name: KELLEY & MULLIS WEALTH MANAGEMENT

Employer identification number (EIN): 631265313

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLEY & MULLIS WEALTH MANAGEMENT 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MELISSA BROWN 2024-04-22
001 2022-01-01 MELISSA BROWN 2023-06-06
001 2021-01-01 MELISSA BROWN 2022-03-23
001 2020-01-01 MELISSA BROWN 2021-04-30
001 2019-01-01 MELISSA BROWN 2020-05-20
001 2018-01-01 MELISSA BROWN 2019-05-02
001 2017-01-01 MELISSA BROWN 2018-04-19
001 2016-01-01 MELISSA BROWN 2017-02-07
001 2015-01-01
001 2014-01-01 MICHAEL MULLIS 2015-06-03
001 2013-07-01 MICHAEL MULLIS 2014-02-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	MELISSA BROWN	2024-04-22
001	2022-01-01	MELISSA BROWN	2023-06-06
001	2021-01-01	MELISSA BROWN	2022-03-23
001	2020-01-01	MELISSA BROWN	2021-04-30
001	2019-01-01	MELISSA BROWN	2020-05-20
001	2018-01-01	MELISSA BROWN	2019-05-02
001	2017-01-01	MELISSA BROWN	2018-04-19
001	2016-01-01	MELISSA BROWN	2017-02-07
001	2015-01-01
001	2014-01-01	MICHAEL MULLIS	2015-06-03
001	2013-07-01	MICHAEL MULLIS	2014-02-13

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Company Name:	KELLEY & MULLIS WEALTH MANAGEMENT
Employer identification number (EIN):	631265313
NAIC Classification:	523900