Original filing (PDF)20240703093012NAL0004217939001

Kelley Mortgage, LLC

Name: Kelley Mortgage, LLC — Kelley Mortgage 401(k) Plan, Form 5500 (2023)
Creator: Kelley Mortgage, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelley Mortgage 401(k) Plan

401(k) retirement plan · Kelley Mortgage, LLC's Kelley Mortgage 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

MR. Ashley Blake signed Kelley Mortgage, LLC's 2023 Form 5500 as plan administrator.

MR. Ashley Blake — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kelley Mortgage, LLC's EIN is 26-4507534.

EIN 26-4507534

Plan number 001

Plan year 2023

ACK ID 20240703093012NAL0004217939001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Kelley Mortgage, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Kelley Mortgage, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLEY MORTGAGE, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score