Original filing (PDF)20241204125040NAL0002341731001

McCarthy & Kelly, LLP

Name: McCarthy & Kelly, LLP — McCarthy & Kelly, LLP Profit, Form 5500 (2023)
Creator: McCarthy & Kelly, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McCarthy & Kelly, LLP Profit Sharing Plan

401(k) retirement plan · McCarthy & Kelly, LLP's McCarthy & Kelly, LLP Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Gerald McCarthy signed McCarthy & Kelly, LLP's 2023 Form 5500 as plan administrator.

Gerald McCarthy — 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

McCarthy & Kelly, LLP's EIN is 13-3879697.

EIN 13-3879697

Plan number 002

Plan year 2023

ACK ID 20241204125040NAL0002341731001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for McCarthy & Kelly, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

McCarthy & Kelly, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCCARTHY & KELLY, LLP.

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