Form 5500 Search

KELLY WEALTH MANAGEMENT GROUP

EIN 99-1657726DURHAM, NC

KELLY WEALTH MANAGEMENT GROUP (EIN 99-1657726) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $101K in plan assets and 4 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed
1
Participants
4
Total assets
$101K
A KELLY WEALTH MANAGEMENT GROUP employee? See the KELLY WEALTH MANAGEMENT GROUP 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 99-1657726

Form 5500 search →
PlanPlan #ParticipantsAssets
KELLY WEALTH MANAGEMENT GROUP 401(K) PLAN0014$101K

About this EIN

99-1657726 is the Employer Identification Number (EIN) KELLY WEALTH MANAGEMENT GROUP reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.

Find other employers in the same state on North Carolina EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?

KELLY WEALTH MANAGEMENT GROUP EIN & Form 5500