The Kelley Financial Group

Form 5500

THE KELLEY FINANCIAL GROUP LLC

1603 Carmody Ct STE 300, Sewickley, Pa 15143 (412) 528-1937 EIN:47-2793470 Plan Admin:Micah Kelley

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameKFG 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,186,063 / $1,586,359	2023	KFG 401(K) PLAN - Plan #001	10 / 10	$1,186,063 / $1,586,359
2022	Plan NameKFG 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$1,286,926 / $1,186,063	2022	KFG 401(K) PLAN - Plan #001	9 / 10	$1,286,926 / $1,186,063
2021	Plan NameKFG 401(K) PLAN Plan #001 Participants BOY/EOY6 / 9 Assets BOY/EOY$818,543 / $1,286,926	2021	KFG 401(K) PLAN - Plan #001	6 / 9	$818,543 / $1,286,926
2020	Plan NameKFG 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$615,592 / $818,543	2020	KFG 401(K) PLAN - Plan #001	5 / 6	$615,592 / $818,543
2019	Plan NameKFG 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$310,496 / $615,592	2019	KFG 401(K) PLAN - Plan #001	6 / 5	$310,496 / $615,592