How big is James R. Kelly, MD, PC's plan?

James R. Kelly, MD, PC's plan reported $1.6M in assets and 11 participants for 2024.

Original filing (PDF)20250219101446NAL0010260434001

James R. Kelly, MD, PC

Name: James R. Kelly, MD, PC — James R. Kelly, MD, PC, Form 5500 (2024)
Creator: James R. Kelly, MD, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James R. Kelly, MD, PC 401(k) Plan

401(k) retirement plan · James R. Kelly, MD, PC's James R. Kelly, MD, PC 401(k) Plan held $1.6M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

James R. Kelly, MD, PC's EIN is 13-4028337.

EIN 13-4028337

Plan number 002

Plan year 2024

ACK ID 20250219101446NAL0010260434001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James R. Kelly, MD, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James R. Kelly, MD, PC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score