The Kelley Financial Group, LLC

Wexford, PA

Pennsylvania

Registered In

12/24/2014

Incorp. Date

Company Summary

The Kelley Financial Group, LLC in Wexford, PA was registered on 12/24/2014. It is listed at 804 Oakview Ct, Wexford, Pa 15090.

Overview

Registered In

Pennsylvania

Incorporation Date

12/24/2014

Company Type

Domestic Limited Liability Company

Status

Active

Registration Type

Domestic

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Map & Locations

804 OAKVIEW CT, WEXFORD, PA 15090 View Map

Financials

Financial Information for The Kelley Financial Group, LLC

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

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Pennsylvania Department of State • U.S. Department of Labor